ADVOCATE PROGRAM INC (EIN 591622809) - 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

1971

Legal Domicile

Phone

3057040120

Tax Period

2024-01-01 to 2024-12-31

ADVOCATE PROGRAM INC, founded in 1971, is a mid-sized nonprofit that reported $11.7M in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum.

Mission

SOCIAL SERVICES WITHIN THE COMMUNITY INCLUDING PROBATION AND PRE-TRIAL DIVERSION SERVICES, SUBSTANCE ABUSE AND MENTAL HEALTH EVALUATIONS AND TREATMENT, AND HOUSING AND FINANCIAL NEEDS OF THOSE AT RISK OF HOMELESSNESS.

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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 $8,153,905

Program Service Revenue $3,344,861

Investment Income $42,645

Other Revenue $193,725

TOTAL REVENUE $11,735,136

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,465,421

Fundraising Expenses $0

Program Expenses $10,667,472

Other Expenses $6,071,917

TOTAL EXPENSES $11,537,338

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,735,136	$9,188,561	+0.3%
Expenses	$11,537,338	$9,185,169	+0.3%
Net Income	$197,798	$3,392	+57.3%

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

165

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

$229,944

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Morina Isabel Perez	CEO	40.00	Officer	$229,944	$0	$229,944
Althea Birch	N/A	40.00		$114,076	$0	$114,076
Marcia Hasbani	N/A	40.00		$100,594	$0	$100,594
Allan Elliott	N/A	40.00		$96,535	$0	$96,535
Board of Directors	President	10.00	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
2024	$11,735,136	$11,537,338	$7,455,175	$197,798
2023	$9,188,561	$9,185,169	$5,626,299	$3,392
2022	$6,582,858	$6,798,164	$6,276,125	$-215,306
2021	$6,698,556	$5,398,174	$5,549,659	$1,300,382
2020	$6,018,564	$6,312,789	$4,441,894	$-294,225
2019	$5,800,519	$5,710,679	$3,678,162	$89,840

ADVOCATE PROGRAM INC