INFIN A FINANCIAL SERVICES ALLIANCE INC (EIN 222838938) - 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

1987

Legal Domicile

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

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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 $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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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

$500,003

Total Directors

Key Employees

Highest Compensated

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

INFIN A FINANCIAL SERVICES ALLIANCE INC