ALIGNMENT ROCKFORD (EIN 271329316) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

EMILY KLONICKI

Phone

7797744389

Tax Period

2024-01-01 to 2024-12-31

ALIGNMENT ROCKFORD, founded in 2009, is a small nonprofit in the Education sector that reported $898K in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. Expenses of $782K left a modest 13% surplus.

Mission

TO ALIGN COMMUNITY RESOURCES IN SUPPORT OF ROCKFORD PUBLIC SCHOOL STRATEGIES TO RAISE STUDENT ACHIEVEMENT, IMPROVE THE HEALTH AND HAPPINESS OF OUR CHILDREN, AND ADVANCE THE ECONOMIC AND SOCIAL WELL-BEING OF OUR COMMUNITY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $898,423

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $898,423

Expense Breakdown

Grants Paid $0

Salaries & Benefits $481,197

Fundraising Expenses $7,538

Program Expenses $264,271

Other Expenses $300,682

TOTAL EXPENSES $781,879

Year-over-Year Comparison

	2024	2023	Change
Revenue	$898,423	$677,223	+0.3%
Expenses	$781,879	$579,778	+0.3%
Net Income	$116,544	$97,445	+0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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
JULIE BOSMA	DIRECTOR	5.00	Director	$0	$0	$0
MIKE BROSKI	PRESIDENT	5.00	Officer Director	$0	$0	$0
JOSEPH CHIARELLI	DIRECTOR	5.00	Director	$0	$0	$0
SAMUEL CASTREE	DIRECTOR	N/A	Director	$0	$0	$0
LISA DAVIS	DIRECTOR	N/A	Director	$0	$0	$0
KIMBERLY HALEY	DIRECTOR	5.00	Director	$0	$0	$0
JESSICA HENDON	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
EHREN JARRETT	DIRECTOR	5.00	Director	$0	$0	$0
SHELTON KAY	DIRECTOR	N/A	Director	$0	$0	$0
ANGELA LARSON	DIRECTOR	5.00	Director	$0	$0	$0
PATRICIA LYNOTT	DIRECTOR	5.00	Director	$0	$0	$0
THOMAS MCNAMARA	DIRECTOR	5.00	Director	$0	$0	$0
LANA PARIS	DIRECTOR	5.00	Director	$0	$0	$0
BRENT PENTENBURG	DIRECTOR	5.00	Director	$0	$0	$0
SAM POPE	DIRECTOR	5.00	Director	$0	$0	$0
MICHAEL PURA	TREASURER	5.00	Officer Director	$0	$0	$0
JAY SANDINE	DIRECTOR	5.00	Director	$0	$0	$0
NICK SCHNEIDER	DIRECTOR	5.00	Director	$0	$0	$0
HOWARD SPEARMAN	DIRECTOR	5.00	Director	$0	$0	$0
CHIP STONER	DIRECTOR	5.00	Director	$0	$0	$0
GEORGE SCOTT	DIRECTOR	N/A	Director	$0	$0	$0
EARL WILSEY	SECRETARY	5.00	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
2024	$852,426	$785,698	$402,257	$66,728
2024	$898,423	$781,879	$385,947	$116,544
2023	$677,223	$579,778	$164,958	$97,445
2022	$363,449	$387,178	$166,843	$-23,729
2021	$386,638	$403,359	$191,377	$-16,721
2020	$428,845	$537,056	$259,805	$-108,211
2019	$666,970	$473,205	$442,441	$193,765
2018	$165,907	$331,897	$419,064	$-165,990

ALIGNMENT ROCKFORD