ALLIES INC (EIN 223677684) - 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

1999

Legal Domicile

Principal Officer

MICHAEL HAGGERTY

Phone

6096890136

Tax Period

2023-07-01 to 2024-06-30

ALLIES INC, founded in 1999, is a mid-sized nonprofit in the Housing & Shelter sector that reported $80.6M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $77.8M left a modest 3% surplus.

Mission

TO FOSTER INDEPENDENCE FOR CHILDREN AND ADULTS WITH DIVERSE NEEDS.

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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 $912,012

Program Service Revenue $78,619,559

Investment Income $428,002

Other Revenue $599,147

TOTAL REVENUE $80,558,720

Expense Breakdown

Grants Paid $0

Salaries & Benefits $62,746,428

Fundraising Expenses $0

Program Expenses $66,047,036

Other Expenses $15,057,818

TOTAL EXPENSES $77,804,246

Year-over-Year Comparison

	2023	2022	Change
Revenue	$80,558,720	$69,960,669	+0.2%
Expenses	$77,804,246	$68,305,270	+0.1%
Net Income	$2,754,474	$1,655,399	+0.7%

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

1261

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

$1,054,570

Total Directors

$2,640,953

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROY LEITSTEIN	TRUSTEE	2.00	Director	$0	$28,587	$857,049
THOMAS GRANT	TRUSTEE	2.00	Director	$0	$32,869	$632,033
MICHAEL HAGGERTY	CHIEF EXECUTIVE OFFICER	48.00	Officer Director	$0	$29,476	$438,288
GEORGE RICHARDS	VICE CHAIR	2.00	Officer Director	$0	$19,588	$372,142
JULIA PFISTER	TRUSTEE	2.00	Director	$0	$12,236	$341,441
RICHARD MANALL	CHIEF FINANCIAL OFFICER	48.00	Officer	$218,568	$25,572	$244,140
PHILIP MONETTI	CHIEF OPERATING OFFICER	40.00	Highest	$222,712	$15,548	$238,260
ANITA BOGDAN	SR VP OF HUMAN RESOURCES	40.00	Highest	$212,723	$9,700	$222,423
DAWN KING	VP INTEGRATED HEALTH SERVICES	40.00	Highest	$198,348	$12,301	$210,649
ANNE KRIEGNER	CHIEF COMPLIANCE OFFICER	40.00	Highest	$201,822	$8,215	$210,037
MARK METCALFE	SR VP OF FLEET AND FACILITIES	40.00	Highest	$146,386	$7,176	$153,562
CAROLYN REICHENBACK	PRESIDENT/ BOARD CHAIR	2.00	Officer Director	$0	$0	$0
HEATHER FEHN	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL SELVAGGI	TRUSTEE	2.00	Director	$0	$0	$0
BARRY SHARER	TRUSTEE	2.00	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
2025	No data	No data	No data	No data
2024	$80,558,720	$77,804,246	$64,198,232	$2,754,474
2023	$69,960,669	$68,305,270	$49,690,451	$1,655,399
2022	$81,323,096	$70,785,842	$50,415,176	$10,537,254
2021	$73,869,543	$70,142,322	$52,077,614	$3,727,221
2020	$61,733,132	$58,868,528	$33,475,807	$2,864,604
2019	$45,765,235	$42,009,468	$26,881,293	$3,755,767
2018	$39,801,450	$39,948,641	$26,354,786	$-147,191

ALLIES INC