ADvancing States Inc (EIN 396095459) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Principal Officer

Martha Roherty

Phone

2028982578

Tax Period

2024-07-01 to 2025-06-30

NATIONAL ASSOCIATION OF STATES UNITED FOR AGING AND DISABILITIES INC, founded in 1965, is a community nonprofit in the Human Services sector that reported $4.5M in total revenue in fiscal year 2017. Expenses of $4.2M left a modest 7% surplus.

Mission

To improve systems and supports for older adults, people with disabilities, or their caregivers.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,183,514

Program Service Revenue $10,972,165

Investment Income $96,567

Other Revenue $25,189

TOTAL REVENUE $12,277,435

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,310,156

Fundraising Expenses $0

Program Expenses $9,076,290

Other Expenses $6,208,091

TOTAL EXPENSES $10,518,247

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,277,435	$8,916,226	+0.4%
Expenses	$10,518,247	$10,168,294	+0.0%
Net Income	$1,759,188	$-1,252,068	-2.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,334,334

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bea Rector	President	4.00	Officer Director	$0	$0	$0
Ursel McElroy	Vice President	4.00	Officer Director	$0	$0	$0
Bonnie Silva	Secretary	2.00	Officer Director	$0	$0	$0
Susan DeMarois	Treasurer	2.00	Officer Director	$0	$0	$0
Nels Holmgren	Immediate Past President	2.00	Director	$0	$0	$0
Jakenna Lebsock	At-Large	2.00	Director	$0	$0	$0
Victoria Elridge	At-Large	2.00	Director	$0	$0	$0
David Ward	At-Large	2.00	Director	$0	$0	$0
Jason Kavulich	At-Large	2.00	Director	$0	$0	$0
Martha Roherty	Executive Director	35.00	Officer	$401,437	$53,009	$454,446
Camille Dobson	Deputy Executive Director	35.00	Officer	$312,362	$44,400	$356,762
April Young	Sr. Director of Strategic Initiatives	35.00	Officer	$133,056	$16,018	$149,074
Abby Cox	Sr. Director of Aging Policy	35.00	Officer	$166,440	$25,045	$191,485
Pearl Barnett	Deputy Director of State Services	35.00	Officer	$155,559	$27,008	$182,567
Kathy Greenlee	Sr. Director of Elder Justice	30.00	Highest	$186,463	$44,910	$231,373
Nanette Relave	Sr. Director of I&R Support Center	31.50	Highest	$151,505	$58,156	$209,661
Rachel Neely	Director of Medicaid Policy	35.00	Highest	$126,314	$24,500	$150,814
Gabriel Passos	Director of Executive Relations	35.00	Highest	$116,717	$17,442	$134,159
Holly Riley	Director of Aging Services	35.00	Highest	$100,261	$22,477	$122,738

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$12,277,435	$10,518,247	$7,627,994	$1,759,188
2024	$8,916,226	$10,168,294	$5,607,580	$-1,252,068
2023	$8,019,640	$8,488,969	$6,245,045	$-469,329
2022	$6,268,510	$5,472,110	$4,285,106	$796,400
2021	$4,077,038	$3,751,285	$3,785,402	$325,753
2020	$4,772,131	$4,470,863	$2,853,921	$301,268
2018	$4,479,576	$4,171,848	$2,237,587	$307,728

ADvancing States Inc