ADVANCE (EIN 760730386) - 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

FREDERICK LENTZ

Phone

5626912117

Tax Period

2024-01-01 to 2024-12-31

ADVANCE, founded in 2003, is a small nonprofit in the Education sector that reported $199K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Net assets of $558K represent 34 months of operating reserves.

Mission

College Counseling & Scholarships

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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 $174,624

Program Service Revenue $0

Investment Income $24,667

Other Revenue $0

TOTAL REVENUE $199,291

Expense Breakdown

Grants Paid $0

Salaries & Benefits $90,967

Fundraising Expenses $0

Program Expenses $206,979

Other Expenses $116,012

TOTAL EXPENSES $206,979

Year-over-Year Comparison

	2024	2023	Change
Revenue	$199,291	$238,183	-0.2%
Expenses	$206,979	$181,095	+0.1%
Net Income	$-7,688	$57,088	-1.1%

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

N/A

Employees

N/A

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

$39,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FREDERICK LENTZ	Executive Dir.	20.00	Officer	$39,000	$0	$39,000
ODALYS GARCIA	ASSISTANT	12.00		$10,106	$0	$10,106
KASSANDRA BARRAZA	ASSISTANT	10.00		$8,868	$0	$8,868
STEPHANIE CEJA	ASSISTANT	12.00		$6,712	$0	$6,712
JESSICA SALGADO	ASSISTANT	10.00		$6,259	$0	$6,259
JAYDEN HYER	ASSISTANT	12.00		$4,629	$0	$4,629
HABIB CAPTAN	Treasurer	20.00	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	$199,291	$206,979	$616,834	$-7,688
2023	$238,183	$181,095	$616,413	$57,088
2022	$234,405	$174,069	$563,641	$60,336
2021	$195,965	$151,062	$511,585	$44,903

ADVANCE