ALLIANCE FOR ECONOMIC SUCCESS (EIN 208656518) - 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

2007

Legal Domicile

Phone

2317234325

Tax Period

2023-01-01 to 2023-12-31

ALLIANCE FOR ECONOMIC SUCCESS, founded in 2007, is a micro nonprofit that reported $82K in total revenue in fiscal year 2023. The organization ran a surplus of $37K, a strong 46% operating margin.

Mission

WE PROVIDE BUSINESS, COMMUNITY AND RESOURCE DEVELOPMENT SERVICE TO PREPARE AND IMPLEMENT STRATEGIES THAT GENERATE POSITIVE ECONOMIC AND COMMUNITY DEVELOPMENT RESULTS

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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 $81,985

Program Service Revenue $0

Investment Income $148

Other Revenue $0

TOTAL REVENUE $82,133

Expense Breakdown

Grants Paid $16,000

Salaries & Benefits $19,793

Fundraising Expenses $156

Other Expenses $8,961

TOTAL EXPENSES $44,754

Year-over-Year Comparison

	2023	2022	Change
Revenue	$82,133	$84,166	0.0%
Expenses	$44,754	$80,212	-0.4%
Net Income	$37,379	$3,954	+8.5%

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

N/A

Independent Members

N/A

Employees

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEREMY WINKLE	CHAIRMAN	1.00	Officer Director	$0	$0	$0
RANDY HILL	DIRECTOR	1.00	Officer Director	$0	$0	$0
JEFF BASSETT	TREASURER	1.00	Officer Director	$0	$0	$0
PATRICK TIEDT	VICE CHAIR	1.00	Director	$0	$0	$0
PETER MARINOFF	DIRECTOR	1.00	Director	$0	$0	$0
PAM NIEBRZYDOWSKI	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL MUSTA	DIRECTOR	1.00	Director	$0	$0	$0
CARLA FILKINS	DIRECTOR	1.00	Director	$0	$0	$0
NIKI SCHULTZ	EXECUTIVE DIRECTOR	40.00	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
2023	$82,133	$44,754	$62,315	$37,379
2022	$84,166	$80,212	$24,342	$3,954
2021	$49,342	$51,595	$23,480	$-2,253
2020	$54,558	$100,027	$14,697	$-45,469
2019	$158,850	$191,470	$65,646	$-32,620
2018	$275,630	$282,776	$128,452	$-7,146

ALLIANCE FOR ECONOMIC SUCCESS