Alianza Leadership Institute (EIN 020536466) - 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

2002

Legal Domicile

Principal Officer

Vanessa Schwartz

Phone

7732218908

Tax Period

2024-07-01 to 2025-06-30

Alianza Leadership Institute, founded in 2002, is a small nonprofit in the Human Services sector that reported $525K in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Net assets of $1.1M represent 26 months of operating reserves.

Mission

The Alliance of the SouthEast (ASE) builds the capacity of leaders, organizers, and associations that carry out community and social change. We envision a powerful grassroots base that impacts decision makers and wins real improvements in our neighborhoods.ASE is a multicultural, interfaith coalition of churches, schools, businesses, and community organizers, all working together to address the challenges facing the neighborhoods of Southeast Chicago.

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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 (2024)

Revenue Breakdown

Contributions & Grants $520,268

Program Service Revenue $0

Investment Income $975

Other Revenue $3,642

TOTAL REVENUE $524,885

Expense Breakdown

Grants Paid $0

Salaries & Benefits $452,379

Fundraising Expenses $22,478

Program Expenses $491,388

Other Expenses $89,483

TOTAL EXPENSES $541,862

Year-over-Year Comparison

	2024	2023	Change
Revenue	$524,885	$554,946	-0.1%
Expenses	$541,862	$426,538	+0.3%
Net Income	$-16,977	$128,408	-1.1%

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

$80,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Vanessa Schwartz	President	1.00	Officer Director	$0	$0	$0
Joyce Coffee	Treasurer	1.00	Officer Director	$0	$0	$0
Arnold Bradford	Secretary	1.00	Officer Director	$0	$0	$0
Allana Davis	Director	1.00	Director	$0	$0	$0
Ana Guajardo	Director	1.00	Director	$0	$0	$0
Estela Nava	Director	1.00	Director	$0	$0	$0
Marie Collins-Wright	Director	1.00	Director	$0	$0	$0
Tevonne Ellis	Director	1.00	Director	$0	$0	$0
Clifton Muhammad	Director	1.00	Director	$0	$0	$0
Amalia NietoGomez	Executive Director	40.00	Officer	$80,000	$0	$80,000

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
2025	$524,885	$541,862	$1,176,315	$-16,977
2024	$554,946	$426,538	$1,208,686	$128,408
2023	$414,169	$341,492	$1,039,653	$72,677
2022	$741,095	$313,151	$966,255	$427,944
2021	$378,989	$196,404	$548,960	$182,585
2020	$428,210	$178,191	$352,206	$250,019

Alianza Leadership Institute