ADVOCACY ACTION FUND INC (EIN 873941853) - 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

MICHAEL KIESCHNICK

Phone

6507353715

Tax Period

2023-01-01 to 2023-12-31

ADVOCACY ACTION FUND INC, founded in 2021, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $105.7M in total revenue in fiscal year 2023. Revenue fell 28% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $76.8M, a strong 73% operating margin.

Mission

ADVOCACY ACTION FUND, INC. RAISES AND USES FUNDS EXCLUSIVELY FOR SOCIAL WELFARE PURPOSES.

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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 $51,328,800

Program Service Revenue $0

Investment Income $54,420,263

Other Revenue $-2,110

TOTAL REVENUE $105,746,953

Expense Breakdown

Grants Paid $25,639,559

Salaries & Benefits $1,307,307

Fundraising Expenses $0

Program Expenses $28,265,991

Other Expenses $2,003,198

TOTAL EXPENSES $28,950,064

Year-over-Year Comparison

	2023	2022	Change
Revenue	$105,746,953	$146,286,986	-0.3%
Expenses	$28,950,064	$9,451,179	+2.1%
Net Income	$76,796,889	$136,835,807	-0.4%

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

$211,718

Total Directors

$230,918

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON BERKENFELD	SECRETARY & DIRECTOR	1.00	Officer Director	$0	$0	$0
MICHAEL KIESCHNICK	PRESIDENT, TREASURER & DIRECTOR	40.00	Officer Director	$175,079	$36,639	$211,718
ANNE YAMAMOTO	DIRECTOR	1.00	Director	$19,200	$0	$19,200
BRANDON MCKEE	SENIOR DIRECTOR OF GOVERNMENT AFFAIRS	40.00	Highest	$115,540	$18,030	$133,570
YLL BAJRAKTARI	PRESIDENT & CEO - SCSP; BEG. MAY2023	40.00	Highest	$354,851	$13,633	$368,484
JENILEE KEEFE SINGER	SENIOR DIRECTOR OF GOVERNMENT AFFAIRS	40.00	Highest	$191,176	$6,600	$197,776

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	$105,746,953	$28,950,064	$129,983,054	$76,796,889
2022	$146,286,986	$9,451,179	$95,269,665	$136,835,807
2021	$61,280,088	$23,807	$30,501,732	$61,256,281

ADVOCACY ACTION FUND INC