HIGHER LEARNING ADVOCATES INC (EIN 814690411) - 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

2016

Legal Domicile

Principal Officer

TANYA ANG

Phone

2024706432

Tax Period

2024-04-01 to 2025-03-31

HIGHER LEARNING ADVOCATES INC, founded in 2016, is a small nonprofit in the Education sector that reported $919K in total revenue in fiscal year 2024. Revenue fell 47% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $203K, a strong 22% operating margin.

Mission

SEE PART III, LINE 1.

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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 $876,446

Program Service Revenue $28,000

Investment Income $7,267

Other Revenue $7,532

TOTAL REVENUE $919,245

Expense Breakdown

Grants Paid $0

Salaries & Benefits $455,214

Fundraising Expenses $48,093

Program Expenses $612,634

Other Expenses $260,731

TOTAL EXPENSES $715,945

Year-over-Year Comparison

	2024	2023	Change
Revenue	$919,245	$1,718,435	-0.5%
Expenses	$715,945	$1,701,782	-0.6%
Net Income	$203,300	$16,653	+11.2%

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

$196,682

Total Directors

$104,137

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS BUSTAMANTE	CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL D'AUSILIO	SECRETARY	1.00	Officer Director	$0	$0	$0
DEWAYNE MATTHEWS	TREASURER	1.00	Officer Director	$0	$0	$0
JORDAN DIMAGGIO	MEMBER	1.00	Director	$0	$0	$0
SU JIN JEZ	MEMBER	1.00	Director	$0	$0	$0
KRISTIN D HULQUIST	MEMBER	1.00	Director	$0	$0	$0
KRISTIN MCGUIRE	MEMBER	1.00	Director	$0	$0	$0
JULIE PELLER - EXEC DIR	THEN MEMBER (TRANSITION 5/31/24)	1.00	Director	$97,687	$6,450	$104,137
TANYA ANG - MANAGING DIR	THEN EXEC. DIR. (TRANSITION 6/1/24)	40.00	Officer	$148,732	$47,950	$196,682

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
2025	$919,245	$715,945	$494,563	$203,300
2024	$1,718,435	$1,701,782	$326,814	$16,653
2023	$801,564	$1,723,397	$391,482	$-921,833
2022	$1,669,755	$1,342,884	$1,270,565	$326,871
2021	$420,468	$1,608,400	$1,037,194	$-1,187,932
2020	$18,961	$1,562,018	$2,131,222	$-1,543,057
2019	$2,324,408	$1,472,770	$3,678,206	$851,638

HIGHER LEARNING ADVOCATES INC