ADVANCE (EIN 460348804) - 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

1974

Legal Domicile

Phone

6056927852

Tax Period

2024-07-01 to 2025-06-30

ADVANCE, founded in 1974, is a community nonprofit in the Human Services sector that reported $6.0M in total revenue in fiscal year 2018. Expenses of $5.7M left a modest 5% surplus.

Mission

Empower people with disabilities to make life choices through individualized interdisciplinary plans of assistance, education, and support.

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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 $8,231,840

Program Service Revenue $528,984

Investment Income $209,146

Other Revenue $0

TOTAL REVENUE $8,969,970

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,408,089

Fundraising Expenses $0

Program Expenses $6,941,540

Other Expenses $1,719,115

TOTAL EXPENSES $8,127,204

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,969,970	$8,715,424	+0.0%
Expenses	$8,127,204	$7,410,154	+0.1%
Net Income	$842,766	$1,305,270	-0.4%

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

162

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

$169,865

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brian Ardry	President & CEO	40.00	Officer	$140,915	$28,950	$169,865
Nancy Schade	Director	0.50	Director	$0	$0	$0
Trish Sterud	Director	0.50	Director	$0	$0	$0
Jody Owen	Director	0.50	Director	$0	$0	$0
Teree Nesvold	Director	0.50	Director	$0	$0	$0
Scott Kwasniewski	Director	0.50	Director	$0	$0	$0
Lynda Muller	Director	0.50	Director	$0	$0	$0
Nate Schaefer	Director	0.50	Director	$0	$0	$0
Alan Davis	Director	0.50	Director	$0	$0	$0
Casey Bell	VIce Chair	0.50	Officer	$0	$0	$0
Ryan Schiller	Chairman	0.50	Officer	$0	$0	$0
Cathy Chapin	Treasurer	0.50	Officer	$0	$0	$0
Melissa Wagner	Secretary	0.50	Officer	$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
2025	$8,969,970	$8,127,204	$9,744,979	$842,766
2024	$8,715,424	$7,410,154	$8,960,048	$1,305,270
2023	$7,605,527	$6,892,934	$8,311,806	$712,593
2022	$6,868,875	$6,996,030	$8,786,975	$-127,155
2021	$7,131,722	$5,980,008	$7,160,608	$1,151,714
2020	$5,806,067	$5,598,318	$5,786,689	$207,749
2019	$5,982,802	$5,702,903	$5,605,714	$279,899

ADVANCE