INVESTOR ADVOCATES FOR SOCIAL JUSTICE

EIN: 843966071 501(c)(3)

MONTCLAIR, NJ

Total Revenue
$270,013
Total Expenses
$369,049
Total Assets
$160,360
Net Assets
$106,010
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2019
Legal Domicile
NJ
Principal Officer
COURTNEY WICKS
Phone
9735098800
Tax Period
2021-07-01 to 2022-06-30

INVESTOR ADVOCATES FOR SOCIAL JUSTICE, founded in 2019, is a small nonprofit that reported $270K in total revenue in fiscal year 2021. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $369K exceeded revenue, resulting in a 37% operating deficit.

Mission

THE ORGANIZATION SUPPORTS INVESTORS IN ALIGNING THEIR MISSION AND VALUES WITH THEIR INVESTMENT APPROACH. THE ORGANIZATION RESEARCHES AND SHARES INFORMATION ON PUBLICLY TRADED COMPANIES IN LIGHT OF SOCIAL JUSTICE ISSUES, ADVOCATES FOR IMPROVED PERFORMANCE WITH COPORATIONS, AND CONDUCTS PROXY VOTING. EXAMPLES WOULD INCLUDE HUMAN RIGHTS, ENVIRONMENTAL CONCERNS, RACIAL JUSTICE, AND RESPONSIBLE FINANCIAL PRACTICES.

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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%)

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Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $134,641
Program Service Revenue $131,676
Investment Income $46
Other Revenue $3,650
TOTAL REVENUE $270,013

Expense Breakdown

Grants Paid $0
Salaries & Benefits $236,692
Fundraising Expenses $0
Program Expenses $259,350
Other Expenses $132,357
TOTAL EXPENSES $369,049

Year-over-Year Comparison

2021 2020 Change
Revenue $270,013 $219,403 +0.2%
Expenses $369,049 $276,942 +0.3%
Net Income $-99,036 $-57,539 +0.7%
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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
11
Independent Members
11
Employees
4
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
3
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MAURICE BP-WEEKS TRUSTEE 1.00
Director
$0 $0 $0
SISTER VERONICA BRAND RSHM TRUSTEE 1.00
Director
$0 $0 $0
RICHARD LAWTON TREASURER 1.00
Officer Director
$0 $0 $0
SHARON FLORES-BRITT TRUSTEE 1.00
Director
$0 $0 $0
FRANK MCMILLAN TRUSTEE 1.00
Director
$0 $0 $0
RUTHLY CADESTIN TRUSTEE 1.00
Director
$0 $0 $0
LYNEIR RICHARDSON TREASURER 1.00
Director
$0 $0 $0
SR SUSAN FRANCOIS SECRETARY 1.00
Officer Director
$0 $0 $0
VIKKI RADDEN TRUSTEE 1.00
Director
$0 $0 $0
STACEY PETTICE TRUSTEE 1.00
Director
$0 $0 $0
BROTHER GEORGE SCHMITZ CSC PRESIDENT 1.00
Officer
$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
2022 $270,013 $369,049 $160,360 $-99,036
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