Engine Advocacy (EIN 461064620) - 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

KATHERINE TUMMARELLO

Phone

2024177031

Tax Period

2023-01-01 to 2023-12-31

Engine Advocacy, founded in 2012, is a community nonprofit in the Community Improvement sector that reported $1.4M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $1.2M left a modest 11% surplus.

Mission

Engine supports the growth of technology entrepreneurship through advocacy on local and national issues

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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 $1,370,287

Program Service Revenue $0

Investment Income $5,946

Other Revenue $0

TOTAL REVENUE $1,376,233

Expense Breakdown

Grants Paid $458,792

Salaries & Benefits $363,700

Fundraising Expenses $19,110

Program Expenses $1,066,891

Other Expenses $404,102

TOTAL EXPENSES $1,226,594

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,376,233	$1,120,780	+0.2%
Expenses	$1,226,594	$1,084,750	+0.1%
Net Income	$149,639	$36,030	+3.2%

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

Key Employees

$245,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE SAMUELS	DirectorPresident	0.500	Officer Director	$0	$0	$0
DEREK PARHAM	DirectorTreasurer	0.500	Officer Director	$0	$0	$0
MICHAEL PETRICONE	Director	0.500	Director	$0	$0	$0
KATE TUMMARELLO	Executive Director	10.00	Key Emp	$63,700	$0	$245,000
HANNAH POTEAT	Director	0.500	Director	$0	$0	$0
JENNIFER WEINHART	Senior Policy Advisor	36.00	Highest	$112,840	$0	$124,000
NATHAN LINDFORS	Policy Director	39.00	Highest	$113,207	$0	$116,708
JOSH MENDELSOHN	Director	0.500	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
2024	No data	No data	No data	No data
2023	$1,376,233	$1,226,594	$1,161,748	$149,639
2022	$1,120,780	$1,084,750	$1,013,659	$36,030
2021	$1,095,055	$973,737	$978,152	$121,318
2020	$1,159,809	$1,049,664	$854,761	$110,145
2019	$1,253,205	$920,758	$744,616	$332,447
2018	$818,605	$1,270,573	$412,078	$-451,968

Engine Advocacy