ADVANCE FINANCIAL FOUNDATION (EIN 463809740) - 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

2013

Legal Domicile

Principal Officer

BRITTNI CHAMBERLAIN

Phone

6158291433

Tax Period

2024-01-01 to 2024-12-31

ADVANCE FINANCIAL FOUNDATION, founded in 2013, is a small nonprofit in the Community Improvement sector that reported $639K in total revenue in fiscal year 2024. Expenses of $591K left a modest 7% surplus.

Mission

THE ADVANCE FINANCIAL FOUNDATION PROVIDES CHARITABLE DONATIONS TO OVER ONE HUNDRED PUBLIC CHARITIES TO SUPPORT THEM IN THEIR CHARITABLE ACTIVITIES AND SCHOLARSHIPS TO MORE THAN TWENTY NEEDY STUDENTS.

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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 $638,785

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $638,785

Expense Breakdown

Grants Paid $590,881

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $590,881

Other Expenses $74

TOTAL EXPENSES $590,955

Year-over-Year Comparison

	2024	2023	Change
Revenue	$638,785	$659,471	0.0%
Expenses	$590,955	$821,201	-0.3%
Net Income	$47,830	$-161,730	-1.3%

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

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRITTNI CHAMBERLAIN	EXECUTIVE DI	40.00	Officer Director	$0	$0	$0
PAT CONROY	TREASURER	1.00	Officer Director	$0	$0	$0
CULLEN EARNEST	VICE CHAIRMA	1.00	Officer Director	$0	$0	$0
BRENT GAY	SECRETARY	1.00	Officer Director	$0	$0	$0
TINA HODGES	CHAIRMAN	1.00	Officer 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	$638,785	$590,955	$367,647	$47,830
2023	$659,471	$821,201	$405,342	$-161,730
2022	$655,939	$678,267	$448,547	$-22,328
2021	$657,204	$373,220	$430,875	$283,984
2020	$377,032	$370,415	$249,204	$6,617
2019	$752,321	$733,416	$253,736	$18,905
2018	$690,436	$595,616	$233,245	$94,820

ADVANCE FINANCIAL FOUNDATION