ADVANCE DEMOCRACY INC (EIN 824277642) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

DANIEL JONES

Phone

2028100126

Tax Period

2024-01-01 to 2024-12-31

ADVANCE DEMOCRACY INC, founded in 2018, is a community nonprofit in the International Affairs sector that reported $4.8M in total revenue in fiscal year 2020. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.7M, a strong 36% operating margin.

Mission

ADVANCE DEMOCRACY, INC. (ADI) IS A NON-PARTISAN NON-PROFIT ORGANIZATION THAT CONDUCTS METHODOLOGICALLY RIGOROUS PUBLIC-INTEREST RESEARCH TO EDUCATE THE PUBLIC.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $7,471,804

Program Service Revenue $0

Investment Income $109,021

Other Revenue $0

TOTAL REVENUE $7,580,825

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,736,630

Fundraising Expenses $274,135

Program Expenses $3,465,067

Other Expenses $2,376,800

TOTAL EXPENSES $4,113,430

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,580,825	$3,571,736	+1.1%
Expenses	$4,113,430	$4,127,313	0.0%
Net Income	$3,467,395	$-555,577	-7.2%

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

$516,518

Total Directors

$516,518

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL JONES	PRESIDENT, CEO	50.00	Officer Director	$398,516	$59,002	$516,518
MICHAEL BALASCIO	TREASURER, DIRECTOR	5.00	Officer Director	$0	$0	$0
ADAM KAUFMANN	SECRETARY, DIRECTOR	5.00	Officer Director	$0	$0	$0
WILLIAM TAYLOR	DIRECTOR	5.00	Director	$0	$0	$0
DEANNA WOODMAN	DIRECTOR OF RESEARCH	40.00	Highest	$120,915	$13,564	$134,479
VALERIE SZYBALA	RESEARCH STAFF	40.00	Highest	$131,004	$19,461	$150,465

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	$7,580,825	$4,113,430	$7,659,914	$3,467,395
2023	$3,571,736	$4,127,313	$4,175,190	$-555,577
2022	$2,373,841	$3,889,517	$4,823,015	$-1,515,676
2021	$4,369,925	$2,245,492	$4,133,329	$2,124,433
2020	$4,780,000	$3,069,109	$2,103,266	$1,710,891

ADVANCE DEMOCRACY INC