INFIN A FINANCIAL SERVICES ALLIANCE INC

EIN: 222838938

WASHINGTON, DC

Total Revenue
$2,791,785
Total Expenses
$2,608,213
Total Assets
$458,541
Net Assets
$458,541
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1987
Legal Domicile
NJ
Phone
2027192388
Tax Period
2023-01-01 to 2023-12-31

INFIN A FINANCIAL SERVICES ALLIANCE INC, founded in 1987, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2023. Expenses of $2.6M left a modest 7% surplus.

Mission

TO PROVIDE PROGRAMS TO MEMBERS OF THE ASSOCIATION AND SERVICES TO CUSTOMERS AND THE COMMUNITY

Program Service Accomplishments

Program 1
Expenses: $2,608,213

PROGRAMS OF MUTUAL BENEFIT WHICH FOSTERS THE BUSINESS AND INTEREST OF THE MEMBERS OF THE ASSOCIATION HAVE BEEN PROVIDED RESULTING IN BETTER SERVICES TO CUSTOMERS AND THE COMMUNITY

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $2,791,785
Investment Income $0
Other Revenue $0
TOTAL REVENUE $2,791,785

Expense Breakdown

Grants Paid $0
Salaries & Benefits $734,098
Fundraising Expenses $0
Program Expenses $2,608,213
Other Expenses $1,874,115
TOTAL EXPENSES $2,608,213

Year-over-Year Comparison

2023 2022 Change
Revenue $2,791,785 $2,920,179 0.0%
Expenses $2,608,213 $3,310,034 -0.2%
Net Income $183,572 $-389,855 -1.5%
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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Governance

Voting Members
34
Independent Members
34
Employees
2
Volunteers
35

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
5
$500,003
Total Directors
34
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
EDWARD D'ALESSIO Executive Dir. 40.00
Officer
$500,003 $0 $500,003
LEEANN THOMPSON N/A 0.00
$174,800 $0 $174,800
JENNIFER BASSETT Director 1.00
Director
$0 $0 $0
SCOTT BENNETT Director 1.00
Director
$0 $0 $0
DAN GWALTNEY Director 1.00
Director
$0 $0 $0
RICHARD BARR Director 1.00
Director
$0 $0 $0
SUSAN BASSFORD Director 1.00
Director
$0 $0 $0
MATT GAGERMAN Director 1.00
Director
$0 $0 $0
JOSEPH COLEMAN Director 1.00
Director
$0 $0 $0
JOSE FERNANDEZ Director 1.00
Director
$0 $0 $0
JEROME GAGERMAN Director 1.00
Director
$0 $0 $0
DAN ADAMS Director 1.00
Director
$0 $0 $0
ABBY HANS Director 1.00
Director
$0 $0 $0
RYAN MARCHESI Director 1.00
Director
$0 $0 $0
IAN ANDREW MACKECHNIE Secretary 1.00
Officer Director
$0 $0 $0
IAN MACKECHNIE Director 1.00
Director
$0 $0 $0
MIKE HODGES Director 1.00
Director
$0 $0 $0
LUKE MONTGOMERY Director 1.00
Director
$0 $0 $0
RICHARD KLEIN Director 1.00
Director
$0 $0 $0
THOMAS LEONARD Director 1.00
Director
$0 $0 $0
DARRIN ANDERSEN Chairman 1.00
Officer Director
$0 $0 $0
DAVID BARR Director 1.00
Director
$0 $0 $0
JOHN RABENOLD Director 1.00
Director
$0 $0 $0
JAMES MARCHESI Director 1.00
Director
$0 $0 $0
BRIAN SOCOLOW Director 1.00
Director
$0 $0 $0
ERIC NORRINGTON PAST CHAIR 1.00
Director
$0 $0 $0
TRENT MATSON Director 1.00
Director
$0 $0 $0
TERRENCE MURPHY Director 1.00
Director
$0 $0 $0
CHENEY PRUETT Director 1.00
Director
$0 $0 $0
JAY SHIPOWITZ Director 1.00
Director
$0 $0 $0
JEFFREY SILVERMAN SMALL MEMB REP 1.00
Director
$0 $0 $0
HARIS QURESHI Director 1.00
Director
$0 $0 $0
TINA HODGES VICE CHAIR 1.00
Officer Director
$0 $0 $0
KIP CASHMORE Director 1.00
Director
$0 $0 $0
ROBERT WOLFBERG Treasurer 1.00
Officer Director
$0 $0 $0
JERRY TUFANO Director 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
2024 No data No data No data No data
2023 $2,791,785 $2,608,213 $458,541 $183,572
2022 $2,920,179 $3,310,034 $279,403 $-389,855
2021 $3,173,599 $3,245,775 $664,824 $-72,176
2020 $1,580,849 $1,829,137 $755,885 $-248,288
2019 $2,063,457 $2,184,365 $985,288 $-120,908
2018 $1,995,344 $2,156,930 $1,106,196 $-161,586
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