Advantage Valley Inc

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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

1996

Legal Domicile

Principal Officer

Robert Burton

Tax Period

2023-01-01 to 2023-12-31

Advantage Valley Inc, founded in 1996, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 64% from the prior year, signaling strong growth momentum.

Mission

Grow economic opportunity for all residents of the Charleston-Huntington Metro area by increasing investments in the region, leveraging resources and building collaboration among community stakeholders.

Program Service Accomplishments

Program 1

Expenses: $614,364

Entreprenuerial Development: Advantage Valley supports the startup and expansion of existing businesses by providing business coaching, entrepreneurial training, and access to capital.

Program 2

Expenses: $456,181

Business Retention: Working with our network of community economic development partners, Advantage Valley funds outreach to existing manufacturers to link them with resources to retain and grow their...

Program 3

Expenses: $60,183

Regional Marketing: Advantage Valley seeks to increase private investment in the region by: 1) identifying business expansion projects that will lead to job growth; 2) promoting Opportunity Zone...

Regional Marketing: Advantage Valley seeks to increase private investment in the region by: 1) identifying business expansion projects that will lead to job growth; 2) promoting Opportunity Zone properties and businesses that represent catalytic community revitalization projects; 3) recruiting talent to live and work in the region; and 4) raising awareness about the affordability and livability of the region.

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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 $1,532,481

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,532,481

Expense Breakdown

Grants Paid $220,044

Salaries & Benefits $411,806

Fundraising Expenses $0

Program Expenses $1,344,106

Other Expenses $890,418

TOTAL EXPENSES $1,522,268

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,532,481	$935,048	+0.6%
Expenses	$1,522,268	$999,452	+0.5%
Net Income	$10,213	$-64,404	-1.2%

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

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
John Musgraves	Partner	1.00	Director	$0	$0	$0
Joe Justice	Partner	1.00	Director	$0	$0	$0
Adam Krason	Partner	0.00	Director	$0	$0	$0
Steve Williams	Partner	1.00	Director	$0	$0	$0
Sean Simon	Partner	1.00	Director	$0	$0	$0
John Fuller	Affiliate	1.00	Director	$0	$0	$0
Nicole Christian	Partner	1.00	Director	$0	$0	$0
Heather Vanater	Partner	1.00	Director	$0	$0	$0
Aaron Sporck	Partner	0.00	Director	$0	$0	$0
Thor Meeks	Partner	0.00	Director	$0	$0	$0
Peter Markham	Partner	0.00	Director	$0	$0	$0
Cade Vogelsong	Partner	1.00	Director	$0	$0	$0
Doug Skaff	Partner	0.00	Director	$0	$0	$0
Nancy Bruns	Partner	0.00	Director	$0	$0	$0
Josh Baker	Partner	0.00	Director	$0	$0	$0
Charles Dusic	Partner	0.00	Director	$0	$0	$0
Ericke Cage	Partner	0.00	Director	$0	$0	$0
Tricia Ball	Affiliate	1.00	Director	$0	$0	$0
D Spencer Murphy	Partner	1.00	Director	$0	$0	$0
Ashley Alford	Affiliate	1.00	Director	$0	$0	$0
L Allen Burner	Partner	1.00	Director	$0	$0	$0
Toney Stroud	Partner	1.00	Director	$0	$0	$0
Morganne Tenney	Partner	1.00	Director	$0	$0	$0
Amy Shuler Goodwin	Partner	1.00	Director	$0	$0	$0
Rick Atkinson	Partner	1.00	Director	$0	$0	$0
John Spoor	Partner	1.00	Director	$0	$0	$0
Kelley Goes	Partner	1.00	Director	$0	$0	$0
Todd Hooker	Non Voting	1.00	Director	$0	$0	$0
Matt Wagner	Partner	1.00	Director	$0	$0	$0
Charlotte Weber	Partner	1.00	Director	$0	$0	$0
Mark Whitley	Partner	1.00	Director	$0	$0	$0
Wayne Morgan	Treasurer	1.00	Officer Director	$0	$0	$0
John Stump	Secretary	1.00	Officer Director	$0	$0	$0
Robert Burton	President	1.00	Officer Director	$0	$0	$0
Dave Lieving	Vice President	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	No data	No data	No data	No data
2023	$1,532,481	$1,522,268	$446,181	$10,213
2022	$935,048	$999,452	$219,100	$-64,404
2021	$550,190	$566,757	$263,689	$-16,567
2020	$427,212	$389,979	$73,847	$37,233
2019	$219,891	$237,759	$47,703	$-17,868
2018	$278,049	$248,753	$63,893	$29,296