LIFELONG ADVOCACY INC (EIN 452856633) - 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

2011

Legal Domicile

Principal Officer

ROBERT PANNELL

Tax Period

2023-01-01 to 2023-12-31

LIFELONG ADVOCACY INC, founded in 2011, is a small nonprofit in the Human Services sector that reported $665K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year.

Mission

TO PROVIDE FISCAL INTERMEDIARY SERVICES TO INDIVIDUALS WITH SPECIAL NEEDS, WITHIN THE PARAMETERS OF STATE AND FEDERAL LAWS AND REGULATIONS, WHO CHOOSE TO LIVE A SELF-DETERMINED LIFE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $664,186

Investment Income $756

Other Revenue $0

TOTAL REVENUE $664,942

Expense Breakdown

Grants Paid $1,800

Salaries & Benefits $521,411

Fundraising Expenses $0

Program Expenses $614,309

Other Expenses $140,213

TOTAL EXPENSES $670,733

Year-over-Year Comparison

	2023	2022	Change
Revenue	$664,942	$706,995	-0.1%
Expenses	$670,733	$666,352	+0.0%
Net Income	$-5,791	$40,643	-1.1%

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

N/A

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

Total Directors

$76,346

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT S BRENT	TRUSTEE	N/A	Director	$0	$0	$0
KATHLEEN BATTON	TREASURER	N/A	Officer Director	$0	$0	$0
ROBERT PANNELL	PRESIDENT	N/A	Officer Director	$0	$0	$0
DOROTHY WITHEROW	EXECUTIVE DI	40.00	Director	$76,346	$0	$76,346

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	No data	No data	No data	No data
2023	$664,942	$670,733	$2,515,997	$-5,791
2022	$706,995	$666,352	$2,699,488	$40,643
2021	$759,728	$626,290	$2,064,675	$133,438
2020	$724,147	$678,803	$1,884,633	$45,344
2019	$779,159	$735,267	$1,756,044	$43,892
2018	$846,195	$749,663	$1,975,556	$96,532

LIFELONG ADVOCACY INC