The 501 Alliance (EIN 237176487) - 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

1972

Legal Domicile

Principal Officer

Gale Overstreet

Phone

8009689675

Tax Period

2025-01-01 to 2025-12-31

The 501 Alliance, founded in 1972, is a community nonprofit that reported $4.9M in total revenue in fiscal year 2025. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $4.2M left a modest 14% surplus.

Mission

Reduce the operating costs and mitigate risk for Michigan nonprofits, helping them turn their passion into action.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,473,755

Investment Income $3,413,832

Other Revenue $0

TOTAL REVENUE $4,887,587

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,972,813

Other Expenses $642,767

TOTAL EXPENSES $4,191,440

Year-over-Year Comparison

	2025	2024	Change
Revenue	$4,887,587	$3,985,930	+0.2%
Expenses	$4,191,440	$3,262,541	+0.3%
Net Income	$696,147	$723,389	0.0%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Gale Overstreet	President	1.00	Officer Director	$0	$0	$0
Kimberly Westmoreland	Member	1.00	Director	$0	$0	$0
Harry Pianko	Treasurer	1.00	Officer Director	$0	$0	$0
Laurie Zarzecki Emelander	Secretary	1.00	Officer Director	$0	$0	$0
Mike Blau	At Large	1.00	Director	$0	$0	$0
Remi Montigny	At Large	1.00	Director	$0	$0	$0
Christopher O'Leary	At Large	1.00	Director	$0	$0	$0
Gregory Hurst	At Large	1.00	Director	$0	$0	$0
Larry Poupard	Member	1.00	Director	$0	$0	$0
Jan Mack	Member	1.00	Director	$0	$0	$0
Veneese Chandler	Member	1.00	Director	$0	$0	$0
Karin Keim	At Large	1.00	Director	$0	$0	$0
Bridgette Zappacosta	Vice President	1.00	Officer Director	$0	$0	$0
Mick Shinkonis	Member	1.00	Director	$0	$0	$0
Sarah Codere	Member	1.00	Director	$0	$0	$0
Stephanie Younk	Member	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
2025	$4,887,587	$4,191,440	$47,362,248	$696,147
2024	$3,985,930	$3,262,541	$43,627,608	$723,389
2023	$3,583,945	$2,231,166	$40,593,586	$1,352,779
2022	$3,249,927	$2,001,285	$36,046,393	$1,248,642
2021	$5,172,296	$1,530,700	$41,782,776	$3,641,596
2020	$4,367,958	$2,673,380	$37,146,840	$1,694,578
2019	$5,897,135	$2,786,247	$34,246,596	$3,110,888
2018	$5,545,272	$3,105,698	$28,536,626	$2,439,574

The 501 Alliance