PISTOIA ALLIANCE INC (EIN 264341868) - 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

2008

Legal Domicile

Principal Officer

REBECCA UPTON

Phone

7812241239

Tax Period

2023-07-01 to 2024-06-30

PISTOIA ALLIANCE INC, founded in 2008, is a community nonprofit in the Community Improvement sector that reported $4.4M in total revenue in fiscal year 2023. Expenses of $3.9M left a modest 11% surplus.

Mission

TO DRIVE COLLABORATION AND EMPOWER ORGANIZATIONS TO WORK TOGETHER FOR SUCCESS. THE ALLIANCE LOWERS BARRIERS TO R&D INNOVATION BY PROVIDING A LEGAL FRAMEWORK TO ENABLE STRAIGHTFORWARD AND SECURE PRE-COMPETITIVE COLLABORATION BETWEEN MORE THAN 100 GLOBAL MEMBERS.

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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 $1,868,157

Program Service Revenue $2,485,338

Investment Income $39,868

Other Revenue $8,012

TOTAL REVENUE $4,401,375

Expense Breakdown

Grants Paid $0

Salaries & Benefits $491,742

Fundraising Expenses $0

Other Expenses $3,412,120

TOTAL EXPENSES $3,903,862

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,401,375	$4,315,964	+0.0%
Expenses	$3,903,862	$3,619,169	+0.1%
Net Income	$497,513	$696,795	-0.3%

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

$339,169

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REBECCA UPTON PHD	PRESIDENT	40.00	Officer	$339,169	$0	$339,169
LARS GREIFFENBERG	DIRECTOR	2.00	Director	$0	$0	$0
RALPH HAFFNER	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTOPHER WALLER	DIRECTOR	2.00	Director	$0	$0	$0
LAUREN SHIELDS	DIRECTOR	2.00	Director	$0	$0	$0
KAILASH SWARMA	DIRECTOR	2.00	Director	$0	$0	$0
SHEILA ELZ	DIRECTOR	2.00	Director	$0	$0	$0
JANE LOMAX	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD JONES	DIRECTOR	2.00	Director	$0	$0	$0
SERGIO ROTSTEIN	DIRECTOR	2.00	Director	$0	$0	$0
JOE DONAHUE	DIRECTOR (FROM 7/2023)	2.00	Director	$0	$0	$0
MARA PECCIANTI	DIRECTOR (FROM 7/2023)	2.00	Director	$0	$0	$0
SHUBA CHAUDHARI	DIRECTOR (FROM 7/2023)	2.00	Director	$0	$0	$0
ANTHONY ROWE	DIRECTOR (FROM 7/2023)	2.00	Director	$0	$0	$0
ANNA CRAIG	DIRECTOR (FROM 7/2023)	2.00	Director	$0	$0	$0
PAUL DENNY-GOULDSON	DIRECTOR (FROM 7/2023)	2.00	Director	$0	$0	$0
ASHLEY GEORGE	PRESIDENT ADVISOR (THRU 7/2023)	2.00	Director	$0	$0	$0
JULIE HUXLEY-JONES	DIRECTOR (THRU 7/2023)	2.00	Director	$0	$0	$0
JULIE FREARSON	DIRECTOR (THRU 7/2023)	2.00	Director	$0	$0	$0
MIKE TARSELLI	DIRECTOR (THRU 7/2023)	2.00	Director	$0	$0	$0
MARTIN ERKENS	DIRECTOR (THRU 7/2023)	2.00	Director	$0	$0	$0
ZENA SFEIR	DIRECTOR (THRU 7/2023)	2.00	Director	$0	$0	$0
J CHRISTIAN BABER	CHIEF PORTFOLIO OFFICER	40.00	Director	$0	$0	$0
ERROL SANDLER PHD	SECRETARY	16.00	Officer	$0	$0	$0
STEVE HOLLINSHEAD CFA	TREASURER	16.00	Officer	$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	$4,401,375	$3,903,862	$3,208,371	$497,513
2023	$4,315,964	$3,619,169	$2,685,344	$696,795
2022	$2,646,733	$2,619,244	$1,770,448	$27,489
2021	$2,132,539	$2,384,267	$1,753,143	$-251,728
2020	$1,968,859	$2,089,023	$1,288,901	$-120,164
2019	$1,717,605	$1,941,452	$1,450,527	$-223,847
2018	$1,635,066	$1,591,477	$1,568,816	$43,589

PISTOIA ALLIANCE INC