Michigan Alliance - PTI (EIN 264301786) - 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

2009

Legal Domicile

Principal Officer

Sherri Boyd

Phone

5174875426

Tax Period

2024-10-01 to 2025-09-30

Michigan Alliance - PTI, founded in 2009, is a small nonprofit in the Human Services sector that reported $691K in total revenue in fiscal year 2024.

Mission

To provide training and information to families of Michigan children ages birth through twenty six years with the full range of disabilities who need special education services.

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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 (2024)

Revenue Breakdown

Contributions & Grants $690,987

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $690,987

Expense Breakdown

Grants Paid $0

Salaries & Benefits $509,533

Fundraising Expenses $0

Program Expenses $690,987

Other Expenses $181,454

TOTAL EXPENSES $690,987

Year-over-Year Comparison

	2024	2023	Change
Revenue	$690,987	$690,987	N/A
Expenses	$690,987	$690,987	N/A
Net Income	$0	N/A	N/A

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

$186,682

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sherri Boyd	Executive Director	4.00	Officer	$0	$33,432	$186,682
Carla Pretto	Director	1.00	Director	$0	$0	$0
Kara Clarke	Treasurer	1.00	Officer Director	$0	$0	$0
Jessica Murphy	Secretary	1.00	Officer Director	$0	$0	$0
Andrea Harris-Peguese	Director	1.00	Director	$0	$0	$0
Matthew Korolden	Director	1.00	Director	$0	$0	$0
Jennifer Peterson	President	1.00	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
2025	$690,987	$690,987	$10,057	No data
2024	$690,987	$690,987	$87,552	No data
2023	$639,040	$639,040	$15,812	No data
2022	$572,037	$572,037	$26,487	No data
2021	$572,037	$572,037	$11,550	No data
2020	$613,914	$613,914	$9,749	No data
2019	$551,352	$551,352	$31,541	No data

Michigan Alliance - PTI