Vision Advocates

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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

2023

Legal Domicile

Principal Officer

Philip Lloyd

Phone

2063825552

Tax Period

2023-01-01 to 2023-12-31

Vision Advocates, founded in 2023, is a small nonprofit that reported $250K in total revenue in fiscal year 2023. The organization ran a surplus of $206K, a strong 82% operating margin.

Mission

Social Welfare - Issue Advocacy in Washington State

Program Service Accomplishments

Program 1

Expenses: $19,655 Revenue: $0

Monitor legislative and grassroots advocacy in Washington State to ensure that progressive organizations are informed and mobilized to oppose legislation and ballot measures that would roll back...

Monitor legislative and grassroots advocacy in Washington State to ensure that progressive organizations are informed and mobilized to oppose legislation and ballot measures that would roll back policies that help the environment and working families.

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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 $250,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $250,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $16,200

Program Expenses $19,655

Other Expenses $27,762

TOTAL EXPENSES $43,962

Year-over-Year Comparison

	2023	2022	Change
Revenue	$250,000	N/A	N/A
Expenses	$43,962	N/A	N/A
Net Income	$206,038	N/A	N/A

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

N/A

Employees

N/A

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

$32,400

Total Directors

$40,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Aisling Kerins	Chair	5.00	Officer Director	$16,200	$0	$16,200
Tracy Newman	Secretary	5.00	Officer Director	$16,200	$0	$16,200
Philip Lloyd	Treasurer	2.00	Director	$8,000	$0	$8,000

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
2023	$250,000	$43,962	$207,816	$206,038