THE ADVISE US FOUNDATION (EIN 455091854) - 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

2012

Legal Domicile

Principal Officer

ANDREW HIBEL

Phone

7088008474

Tax Period

2020-03-01 to 2021-02-28

THE ADVISE US FOUNDATION, founded in 2012, is a small nonprofit that reported $103K in total revenue in fiscal year 2018. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $16K, a strong 16% operating margin.

Mission

HELP PHILANTHROPIC PEOPLE AND ORGANIZATIONS ACHIEVE THEIR VISIONS OF A BETTER WORLD THROUGH DONOR-ADVISED AND PLANNED GIVING OUTCOMES THAT ARE MORE ACCESSIBLE, COLLABORATIVE, AND BENEFICIAL FOR CHARITIES, DONORS, AND THEIR ADVISORS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $5,079

Program Service Revenue $0

Investment Income $3,283

Other Revenue $0

TOTAL REVENUE $8,362

Expense Breakdown

Grants Paid $49,522

Salaries & Benefits $16,835

Fundraising Expenses $4,470

Program Expenses $62,380

Other Expenses $19,316

TOTAL EXPENSES $85,673

Year-over-Year Comparison

	2020	2019	Change
Revenue	$8,362	$23,337	-0.6%
Expenses	$85,673	$256,023	-0.7%
Net Income	$-77,311	$-232,686	-0.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW HIBEL	PRESIDENT	0.50	Officer Director	$0	$0	$0
R DAVID DONOGHUE	SECRETARY	0.50	Officer Director	$0	$0	$0
ANDREW B COXHEAD	TREASURER	0.50	Officer Director	$0	$0	$0
ROB FREEDMAN	DIRECTOR	0.50	Director	$0	$0	$0
FAITH ROTHBERG	DIRECTOR	0.50	Director	$0	$0	$0

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
2021	$8,362	$85,673	No data	$-77,311
2020	$23,337	$256,023	$77,311	$-232,686
2019	$102,880	$86,758	$297,139	$16,122

THE ADVISE US FOUNDATION