ADVOCATES & GUARDIANS FOR THE ELDERLY & DISABLED INC (EIN 753033804) - 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

2003

Legal Domicile

Principal Officer

ALICE DEXTER

Phone

4076824111

Tax Period

2023-01-01 to 2023-12-31

ADVOCATES & GUARDIANS FOR THE ELDERLY & DISABLED INC, founded in 2003, is a community nonprofit in the Human Services sector that reported $2.7M in total revenue in fiscal year 2023. Expenses of $2.3M left a modest 15% surplus.

Mission

PROVIDE ADMINISTRATION AND TRUSTEE SERVICES FOR POOLED SPECIAL NEEDS TRUSTS IN ACCORDANCE WITH OMNIBUS RECONCILIATION ACT OF 1993 US CODE 1496P(D)4(C).

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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 $0

Program Service Revenue $2,650,521

Investment Income $84,322

Other Revenue $0

TOTAL REVENUE $2,734,843

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,226,529

Fundraising Expenses $0

Program Expenses $2,273,774

Other Expenses $1,099,315

TOTAL EXPENSES $2,325,844

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,734,843	$2,741,469	0.0%
Expenses	$2,325,844	$1,939,446	+0.2%
Net Income	$408,999	$802,023	-0.5%

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

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

$150,717

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICK BARTON	EXECUTIVE DI	40.00	Key Emp	$150,717	$0	$150,717
CYNTHIA CHASE	TREASURER	1.00	Director	$0	$0	$0
ALICE DEXTER	PRESIDENT	1.00	Director	$0	$0	$0
TERRY LEWIS	MEMBER	1.00	Director	$0	$0	$0
BRENDA LYLE	MEMBER	1.00	Director	$0	$0	$0
SUSAN MARCH	MEMBER	1.00	Director	$0	$0	$0
DAVID PILCHER	MEMBER	1.00	Director	$0	$0	$0
LAURIE RENZI	SECRETARY	1.00	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	$2,734,843	$2,325,844	$5,362,535	$408,999
2022	$2,741,469	$1,939,446	$4,855,076	$802,023
2021	$3,446,146	$1,909,904	$4,268,197	$1,536,242

ADVOCATES & GUARDIANS FOR THE ELDERLY & DISABLED INC