UNITED ALLIANCE

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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

2016

Legal Domicile

Principal Officer

JAMEE PORTER

Phone

3852027284

Tax Period

2023-01-01 to 2023-12-31

UNITED ALLIANCE, founded in 2016, is a small nonprofit in the Civil Rights & Advocacy sector that reported $372K in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $60K, a strong 16% operating margin.

Mission

FOR SOCIAL WELFARE AND EXCLUSIVELY IN THE INTEREST OF THE GENERAL PUBLIC.

Program Service Accomplishments

Program 1

Expenses: $283,430

CONDUCTED POLLING AND FOCUS GROUPS TO REVIEW CURRENT ISSUES RELATED TO THE POLITICAL PROCESS.

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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 $371,739

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $371,739

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $27,875

Program Expenses $283,430

Other Expenses $284,068

TOTAL EXPENSES $311,943

Year-over-Year Comparison

	2023	2022	Change
Revenue	$371,739	$278,104	+0.3%
Expenses	$311,943	$283,174	+0.1%
Net Income	$59,796	$-5,070	-12.8%

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
JAMEE PORTER	PRESIDENT/DI	N/A	Officer Director	$0	$0	$0
MIKE MCCAULEY	TREASURER	N/A	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	$371,739	$311,943	$60,854	$59,796
2022	$278,104	$283,174	$1,778	$-5,070
2021	$128,500	$205,450	$6,848	$-76,950
2020	$116,500	$62,672	$83,798	$53,828
2019	$95,520	$66,269	$29,970	$29,251
2018	No data	No data	$719	No data