NORTHSTAR ADVOCATES (EIN 871428320) - 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

2021

Legal Domicile

Principal Officer

Jim Theofelis

Phone

2062288657

Tax Period

2023-01-01 to 2023-12-31

NORTHSTAR ADVOCATES, founded in 2021, is a small nonprofit in the Youth Development sector that reported $642K in total revenue in fiscal year 2023. Revenue surged 150% from the prior year, signaling strong growth momentum. The organization ran a surplus of $413K, a strong 64% operating margin.

Mission

Preventing and ending youth homelessness by supporting young people, strengthening families and communities, and holding the systems designed to serve them accountable.

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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 (2023)

Revenue Breakdown

Contributions & Grants $642,440

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $642,440

Expense Breakdown

Grants Paid $10,419

Salaries & Benefits $160,805

Fundraising Expenses $0

Program Expenses $188,604

Other Expenses $57,896

TOTAL EXPENSES $229,120

Year-over-Year Comparison

	2023	2022	Change
Revenue	$642,440	$257,406	+1.5%
Expenses	$229,120	$220,473	+0.0%
Net Income	$413,320	$36,933	+10.2%

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

Total Directors

$146,614

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jim Theofelis	Executive Director	40	Director	$146,614	$0	$146,614
Ros Ghan	Director	1	Director	$0	$0	$0
Laurie Lippold	Director	1	Director	$0	$0	$0
Daniel Lugo	Director	1	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	No data	No data	No data	No data
2023	$642,440	$229,120	$539,536	$413,320
2022	$257,406	$220,473	$135,279	$36,933
2021	$142,100	$70,316	$74,595	$71,784

NORTHSTAR ADVOCATES