Advocare Trust 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

1988

Legal Domicile

Principal Officer

Nancy Simmons

Phone

7277913972

Tax Period

2024-01-01 to 2024-12-31

Advocare Trust Inc, founded in 1988, is a small nonprofit that reported $767K in total revenue in fiscal year 2024. Revenue surged 77% from the prior year, signaling strong growth momentum. The organization ran a surplus of $386K, a strong 50% operating margin.

Mission

To provide lifelong guardianship and advocacy services to individuals with developmental disabilities.

Program Service Accomplishments

Program 1

Expenses: $296,832

The organization provides advocacy services for handicapped individualsto ensure that they maintain quality of life in the absence of primarycaregivers.

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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 $349,911

Program Service Revenue $8,265

Investment Income $390,881

Other Revenue $18,117

TOTAL REVENUE $767,174

Expense Breakdown

Grants Paid $0

Salaries & Benefits $297,129

Fundraising Expenses $0

Program Expenses $296,832

Other Expenses $83,711

TOTAL EXPENSES $380,840

Year-over-Year Comparison

	2024	2023	Change
Revenue	$767,174	$432,737	+0.8%
Expenses	$380,840	$396,050	0.0%
Net Income	$386,334	$36,687	+9.5%

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

$115,692

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Susanna W Schramek	Executive Dir.	40.00	Officer	$111,731	$3,961	$115,692
Steven Hitchcock	Director	1.00	Director	$0	$0	$0
Linda Culhane	Director	1.00	Director	$0	$0	$0
Greg Stock	VP of Finance	1.00	Officer Director	$0	$0	$0
Nancy Ridenour	Treasurer	5.00	Officer Director	$0	$0	$0
Paul A Gelep	Secretary	1.00	Officer Director	$0	$0	$0
Charles Gamble	Director	1.00	Director	$0	$0	$0
Kiersten Finchum	Director	1.00	Director	$0	$0	$0
Melody Figurski	Director	1.00	Director	$0	$0	$0
Cynthia Caldwell	Past President	0.00	Director	$0	$0	$0
Beth Langley	Director	1.00	Director	$0	$0	$0
Dr Scarlett Kinley	Director	1.00	Director	$0	$0	$0
Nancy Simmons	President	3.00	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	$767,174	$380,840	$7,720,297	$386,334
2023	$432,737	$396,050	$7,333,964	$36,687
2022	$558,076	$364,556	$7,214,485	$193,520
2021	$1,214,101	$365,031	$6,941,966	$849,070
2020	$402,237	$349,423	$6,086,187	$52,814
2019	$381,669	$353,082	$5,963,145	$28,587
2018	$409,042	$306,491	$5,843,658	$102,551