THE ALLIANCE FOR PERFORMANCE EXCELLENCE

EIN: 010831678 501(c)(3) Community Improvement

PHOENIX, AZ

Total Revenue
$393,239
Total Expenses
$256,234
Total Assets
$400,875
Net Assets
$390,722
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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

Principal Officer
MICHAEL GRATZ
Phone
6082126613
Tax Period
2025-01-01 to 2025-12-31

THE ALLIANCE FOR PERFORMANCE EXCELLENCE is a small nonprofit in the Community Improvement sector that reported $393K in total revenue in fiscal year 2025. Revenue surged 284% from the prior year, signaling strong growth momentum. The organization ran a surplus of $137K, a strong 35% operating margin.

Mission

THE PURPOSE OF THE ALLIANCE FOR PERFORMANCE EXCELLENCE IS TO EDUCATE ITS MEMBERS IN PERFORMANCE EXCELLENCE AND SUPPORT THEIR PROVISION OF PERFORMANCE EXCELLENCE SERVICES AND EDUCATION TO THEIR CLIENTS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $273,111
Program Service Revenue $96,829
Investment Income $23,299
Other Revenue $0
TOTAL REVENUE $393,239

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $256,234
Other Expenses $256,234
TOTAL EXPENSES $256,234

Year-over-Year Comparison

2025 2024 Change
Revenue $393,239 $102,331 +2.8%
Expenses $256,234 $110,259 +1.3%
Net Income $137,005 $-7,928 -18.3%
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

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Governance

Voting Members
17
Independent Members
17
Employees
N/A
Volunteers
25

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
4
$0
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ALAA EL-HALWAGY BOARD MEMBER 1.00
Director
$0 $0 $0
MICHAEL GRATZ TREASURER 1.00
Officer Director
$0 $0 $0
GLENN HAMAMURA BOARD MEMBER 1.00
Director
$0 $0 $0
MARGOT HOFFMAN VICE CHAIRMA 1.00
Officer Director
$0 $0 $0
LAURA KINNEY BOARD MEMBER 1.00
Director
$0 $0 $0
RAINA KNOX BOARD MEMBER 1.00
Director
$0 $0 $0
BRIAN LASSITER CHAIRMAN 1.00
Officer Director
$0 $0 $0
LIZ MENZER BOARD MEMBER 1.00
Director
$0 $0 $0
STEPHANIE NORLING SECRETARY 1.00
Officer Director
$0 $0 $0
URVI PATEL BOARD MEMBER 1.00
Director
$0 $0 $0
THERON POST BOARD MEMBER 1.00
Director
$0 $0 $0
HEATHER SCHOCH BOARD MEMBER 1.00
Director
$0 $0 $0
RON SCHULINGKAMP BOARD MEMBER 1.00
Director
$0 $0 $0
RON SENTERFITT BOARD MEMBER 1.00
Director
$0 $0 $0
HENRY SILENTMAN BOARD MEMBER 1.00
Director
$0 $0 $0
TRISH VILLINES BOARD MEMBER 1.00
Director
$0 $0 $0
HEATH WRIGHT BOARD MEMBER 1.00
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
2025 $393,239 $256,234 $400,875 $137,005
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