ADVOCATES FOR TRANS EQUALITY EDUCATION FUND (EIN 412090291) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

ANDREA MARRA

Phone

2026424542

Tax Period

2024-01-01 to 2024-12-31

ADVOCATES FOR TRANS EQUALITY EDUCATION FUND, founded in 2003, is a community nonprofit in the Civil Rights & Advocacy sector that reported $8.2M in total revenue in fiscal year 2024. Revenue surged 100% from the prior year, signaling strong growth momentum. Expenses of $7.2M left a modest 12% surplus.

Mission

ADVOCATES FOR TRANS EQUALITY FIGHTS FOR THE LEGAL AND POLITICAL RIGHTS OF TRANSGENDER PEOPLE IN AMERICA. LEVERAGING DECADES OF EXPERIENCE ON THE FRONTLINES OF POWER, WE SHIFT GOVERNMENT AND SOCIETY TOWARDS A FUTURE WHERE WE ARE NO LESS THAN EQUAL.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $7,895,214

Program Service Revenue $47,300

Investment Income $171,227

Other Revenue $62,448

TOTAL REVENUE $8,176,189

Expense Breakdown

Grants Paid $410,000

Salaries & Benefits $4,585,853

Fundraising Expenses $945,917

Program Expenses $4,790,526

Other Expenses $2,237,220

TOTAL EXPENSES $7,233,073

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,176,189	$4,093,660	+1.0%
Expenses	$7,233,073	$4,143,678	+0.7%
Net Income	$943,116	$-50,018	-19.9%

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

$550,307

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAY L AUSTIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
SHANNON BROWNING	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KATE TRAUB	GENERAL COUNSEL & SECRETARY	1.00	Officer Director	$0	$0	$0
DANIELLE MORRIS	TREASURER	1.00	Officer Director	$0	$0	$0
DOLPH GOLDENBURG	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA JENKINS	DIRECTOR	1.00	Director	$0	$0	$0
KRISTEN VIERREGGER	DIRECTOR	1.00	Director	$0	$0	$0
DECLAN PETERSON	DIRECTOR	1.00	Director	$0	$0	$0
LEVI KATZ	DIRECTOR	1.00	Director	$0	$0	$0
ADDISON RADCLIFFE	DIRECTOR	1.00	Director	$0	$0	$0
RODRIGO HENG-LEHTINEN	EXECUTIVE DIRECTOR	39.00	Officer	$196,154	$21,038	$217,192
ANDREA MARRA	CHIEF EXECUTIVE OFFICER	39.00	Officer	$87,654	$4,870	$92,524
MAXWELL SCALES	CHIEF OPERATIONS AND EQUITY OFFICER	39.00	Officer	$50,538	$3,125	$53,663
JACOB MCCLAIN	CHIEF FINANCIAL OFFICER	39.00	Officer	$171,635	$15,293	$186,928
JAMALEA WESTERHOLD	CHIEF ADVANCEMENT OFFICER	39.00	Highest	$185,740	$14,222	$199,962
COLTON BOYD	CHIEF EQUITY & OPERATIONS OFFICER	39.00	Highest	$145,904	$32,359	$178,263
OLIVIA HUNT	CHIEF OFFICER OF STRATEGIC PROGRAMS	39.00	Highest	$140,500	$15,286	$155,786
SYBASTIAN SMITH	CHIEF MOBILIZATION OFFICER	39.00	Highest	$140,500	$13,911	$154,411
MONICA THOMAS	CHIEF COMMUNITY EDUCATION OFFICER	39.00	Highest	$135,096	$16,456	$151,552

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
2024	$8,176,189	$7,233,073	$7,702,209	$943,116
2023	$4,093,660	$4,143,678	$6,374,232	$-50,018
2023	$4,093,660	$4,143,678	$6,374,232	$-50,018
2022	$4,306,776	$3,478,343	$6,245,981	$828,433
2021	$4,081,730	$3,000,556	$5,573,672	$1,081,174
2020	$2,175,078	$2,102,155	$4,209,244	$72,923
2019	$3,749,947	$2,480,953	$4,162,722	$1,268,994
2018	$3,347,519	$2,262,035	$2,869,932	$1,085,484

ADVOCATES FOR TRANS EQUALITY EDUCATION FUND