ADVANCING AZ (EIN 834665335) - 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

2019

Legal Domicile

Principal Officer

STEVE GOMEZ

Phone

5183385999

Tax Period

2024-01-01 to 2024-12-31

ADVANCING AZ, founded in 2019, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Revenue fell 64% from the prior year — a significant decline worth monitoring. Expenses of $1.9M exceeded revenue, resulting in a 51% operating deficit.

Mission

ORGANIZATION MISSION SOCIAL ADVOCACY AND GRASSROOTS ORGANIZATION MADE UP OF ARIZONANS CALLING ON ELECTED OFFICIALS TO PUT THE ISSUES OF ARIZONANS FIRST TO PROTECT OUR ACCESS TO AFFORDABLE HEALTH CARE, TO BUILD AN ECONOMY THAT SUPPORTS ARIZONA FAMILIES, AND OTHER CRITICAL ISSUES.

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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 $1,275,097

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,275,097

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $217,604

Fundraising Expenses $0

Program Expenses $1,820,398

Other Expenses $1,706,508

TOTAL EXPENSES $1,925,112

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,275,097	$3,504,034	-0.6%
Expenses	$1,925,112	$2,795,231	-0.3%
Net Income	$-650,015	$708,803	-1.9%

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

$112,450

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREA MORENO	EXECUTIVE DIRECTOR	040.00	Officer	$100,000	$12,450	$112,450
SAM COPPERSMITH	SECRETARY DIRECTOR	001.00	Officer Director	$0	$0	$0
STEVE GOMEZ	PRESIDENT DIRECTOR	001.00	Officer Director	$0	$0	$0
JAMES OMAN	TREASURER DIRECTOR	001.00	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	$1,275,097	$1,925,112	$250,957	$-650,015
2023	$3,504,034	$2,795,231	$900,834	$708,803
2022	$4,510,010	$4,802,427	$191,794	$-292,417
2021	$7,635,001	$7,351,876	$484,211	$283,125
2020	$3,524,304	$3,895,678	$264,627	$-371,374
2019	$3,950,000	$3,313,999	$638,795	$636,001
2019	$3,950,000	$3,313,999	$638,795	$636,001

ADVANCING AZ