Institute for the Advancement of Service Inc (EIN 521266610) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

Susan Trout

Phone

7037065333

Tax Period

2022-08-01 to 2023-07-31

INSTITUTE FOR THE ADVANCEMENT OF SERVICE INC, founded in 1980, is a micro nonprofit in the Human Services sector that reported $42K in total revenue in fiscal year 2018. Revenue surged 39% from the prior year, signaling strong growth momentum. Expenses of $185K exceeded revenue, resulting in a 339% operating deficit.

Mission

To develop and offer training that promotes soul development, leadership, group life, and service.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $35,592

Program Service Revenue $0

Investment Income $478

Other Revenue $219

TOTAL REVENUE $36,289

Expense Breakdown

Grants Paid $0

Salaries & Benefits $106,398

Fundraising Expenses $8,823

Program Expenses $95,594

Other Expenses $40,668

TOTAL EXPENSES $147,066

Year-over-Year Comparison

	2022	2021	Change
Revenue	$36,289	$51,679	-0.3%
Expenses	$147,066	$150,706	0.0%
Net Income	$-110,777	$-99,027	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$99,513

Total Directors

$99,513

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Iris Williams	Treasurer	1.00	Officer Director	$0	$0	$0
Maggie Scobie	Secretary	1.00	Officer Director	$0	$0	$0
Ann Benvenuto	Vice-President	5.00	Officer Director	$20,000	$0	$20,000
Susan Trout	President	40.00	Officer Director	$70,000	$9,513	$79,513

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
2023	$36,289	$147,066	$233,716	$-110,777
2022	$51,679	$150,706	$344,893	$-99,027
2021	$38,860	$152,191	$439,146	$-113,331
2020	$78,505	$146,992	$552,997	$-68,487
2019	$42,156	$185,104	$621,971	$-142,948

Institute for the Advancement of Service Inc