TRINITY ALLIANCE OF THE CAPITAL REGION INC (EIN 141340122) - 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

1921

Legal Domicile

Principal Officer

HARRIS OBERLANDER

Phone

5184495155

Tax Period

2023-01-01 to 2023-12-31

TRINITY ALLIANCE OF THE CAPITAL REGION INC, founded in 1921, is a community nonprofit in the Community Improvement sector that reported $6.8M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $6.4M left a modest 7% surplus.

Mission

DEDICATED TO IMPROVING THE NEIGHBORHOOD AS A SETTING FOR FAMILY LIFE, STRENGTHENING FAMILY LIFE, ASSISTING IN THE DEVELOPMENT OF FAMILY AND YOUTH, AND PROMOTING EDUCATION AND EMPLOYMENT AS A MEANS OF SELF DEVELOPMENT.

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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 $6,459,739

Program Service Revenue $324,576

Investment Income $26,141

Other Revenue $28,494

TOTAL REVENUE $6,838,950

Expense Breakdown

Grants Paid $142,682

Salaries & Benefits $4,630,505

Fundraising Expenses $102,655

Program Expenses $5,368,639

Other Expenses $1,581,757

TOTAL EXPENSES $6,354,944

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,838,950	$5,755,410	+0.2%
Expenses	$6,354,944	$5,641,715	+0.1%
Net Income	$484,006	$113,695	+3.3%

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

Governance

Voting Members

Independent Members

Employees

133

Volunteers

100

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

$301,674

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETH CAREY	PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMES HENDLER	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN FOX	BOARD MEMBER	1.00	Director	$0	$0	$0
APRIL ULRICH	BOARD MEMBER	1.00	Director	$0	$0	$0
GREG STAPLETON	BOARD MEMBER	1.00	Director	$0	$0	$0
ANTHONY HAZAPIS	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL FARINA	BOARD MEMBER	1.00	Director	$0	$0	$0
NELLIE MORTON	BOARD MEMBER	1.00	Director	$0	$0	$0
DON APPLYRS	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE CINA	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
PAUL COLLINS- HACKETT	BOARD MEMBER	1.00	Director	$0	$0	$0
TRENT GRIFFIN- BRAAF	BOARD MEMBER	1.00	Director	$0	$0	$0
TRAVON JACKSON	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL RYDBERG	TREASURER	1.00	Officer Director	$0	$0	$0
DON CARMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHEN FURLONG	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTIAN BROOKS	SECRETARY	1.00	Officer Director	$0	$0	$0
HARRIS OBERLANDER	CEO	35.00	Officer	$103,324	$9,130	$112,454
JENNIER EDMISTON	CONTROLLER	35.00	Officer	$78,515	$11,655	$90,170
MICHAEL KELLY	COO	35.00	Officer	$88,482	$10,568	$99,050

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	$6,838,950	$6,354,944	$4,791,820	$484,006
2022	$5,755,410	$5,641,715	$4,491,758	$113,695
2021	$5,906,701	$5,448,851	$4,077,606	$457,850
2020	$5,843,480	$5,175,918	$3,921,071	$667,562
2019	$4,624,787	$4,601,699	$2,483,686	$23,088
2018	$4,553,651	$4,490,528	$2,508,306	$63,123

TRINITY ALLIANCE OF THE CAPITAL REGION INC