SPIRITWHEEL ALLEGIANCE INC (EIN 262222734) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

GARY KELLEY

Tax Period

2023-01-01 to 2023-12-31

SPIRITWHEEL ALLEGIANCE INC, founded in 2008, is a micro nonprofit in the Religion sector that reported $14K in total revenue in fiscal year 2018. Revenue fell 74% from the prior year — a significant decline worth monitoring. Expenses of $42K exceeded revenue, resulting in a 201% operating deficit.

Mission

ESTABLISHED AS A SPIRITUAL, NONPROFIT ORGANIZATION FOR A MINISTRY OF HOPE AND COMPASSION SPECIFICALLY TO PROMOTE SPIRITUAL GROWTH AND ENCOURAGEMENT TO ALL WHO TRULY WANT A PERSONAL RELATIONSHIP WITH GOD. OUR SPIRITUAL MISSION IS TO BECOME AN ORGANIZATION THAT MAY PROVIDE MUCH-NEEDED ASSISTANCE TO DISADVANTAGED PEOPLE AND PROMOTE A HELPLING-HAND AWARENESS TO INDIVIDUALS AND OTHER ORGANIZATIONS WHO WANT TO BECOME ADVOCATES TO THOSE IN NEED.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $34,932

Program Service Revenue $9,635

Investment Income $0

Other Revenue $-1,861

TOTAL REVENUE $42,706

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,370

Program Expenses $52,749

Other Expenses $61,514

TOTAL EXPENSES $61,514

Year-over-Year Comparison

	2023	2022	Change
Revenue	$42,706	$72,868	-0.4%
Expenses	$61,514	$72,912	-0.2%
Net Income	$-18,808	$-44	+426.5%

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

N/A

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
JESSEE BAILEY	DIRECTOR	N/A	Director	$0	$0	$0
MISTY BAILEY	DIRECTOR	N/A	Director	$0	$0	$0
GARY KELLEY	PRESIDENT	N/A	Officer Director	$0	$0	$0
JULIA S KELLEY	VP & TREASUR	N/A	Officer Director	$0	$0	$0
JEFFREY WOODWARD	DIRECTOR	N/A	Director	$0	$0	$0
LISA WOODWARD	SECRETARY	N/A	Officer 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	$42,706	$61,514	$124,248	$-18,808
2022	$72,868	$72,912	$143,056	$-44
2021	$73,131	$49,132	$143,101	$23,999
2020	$37,463	$35,258	$119,103	$2,205
2018	$13,967	$42,039	$138,249	$-28,072

SPIRITWHEEL ALLEGIANCE INC