Alliance Area Development (EIN 311652174) - 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

1999

Legal Domicile

Principal Officer

Doug Schwarz

Phone

3308230700

Tax Period

2023-07-01 to 2024-06-30

Alliance Area Development, founded in 1999, is a small nonprofit in the Community Improvement sector that reported $192K in total revenue in fiscal year 2023. Expenses of $217K exceeded revenue, resulting in a 13% operating deficit.

Mission

ECONOMIC DEVELOPMENT THROUGH BUSINESS RETENTION, EXPANSION, AND ATTRACTION.

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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 $173,750

Program Service Revenue $0

Investment Income $13,361

Other Revenue $5,300

TOTAL REVENUE $192,411

Expense Breakdown

Grants Paid $10,200

Salaries & Benefits $133,653

Fundraising Expenses $76,194

Program Expenses $78,641

Other Expenses $72,723

TOTAL EXPENSES $216,576

Year-over-Year Comparison

	2023	2022	Change
Revenue	$192,411	$200,929	0.0%
Expenses	$216,576	$210,709	+0.0%
Net Income	$-24,165	$-9,780	+1.5%

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

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

$84,653

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Scott Robertson	Chair	1.00	Officer Director	$0	$0	$0
William Lavery	Vice Chair	0.50	Officer Director	$0	$0	$0
Doug Schwarz	Secretary	0.30	Officer Director	$0	$0	$0
Steve Young	Treasurer	1.00	Officer Director	$0	$0	$0
Mark Fedor	Trustee	0.00	Director	$0	$0	$0
Ryan Foster	Trustee	0.00	Director	$0	$0	$0
Phil Francis	Trustee	0.00	Director	$0	$0	$0
Nessa Cercone	Trustee	0.00	Director	$0	$0	$0
Guy Hall	Trustee	0.00	Director	$0	$0	$0
Ryan Jones	Trustee	0.00	Director	$0	$0	$0
Gregory King	Trustee	0.00	Director	$0	$0	$0
Ryan Klingelhofer	Trustee	0.00	Director	$0	$0	$0
David Maley	Trustee	0.00	Director	$0	$0	$0
Scott Lawrence	Trustee	0.00	Director	$0	$0	$0
Michelle Lochran	Trustee	0.00	Director	$0	$0	$0
Faye Roller	Trustee	0.00	Director	$0	$0	$0
Doug Mock	Trustee	0.00	Director	$0	$0	$0
Peter Opperman	Trustee	0.00	Director	$0	$0	$0
Dennis Postiy	Trustee	0.00	Director	$0	$0	$0
Todd Pugh	Trustee	0.00	Director	$0	$0	$0
Pete Wearstler	Trustee	0.00	Director	$0	$0	$0
Troy Rhoades	Trustee	0.00	Director	$0	$0	$0
Adam Christian	Trustee	0.00	Director	$0	$0	$0
Sue Goris	Trustee	0.00	Director	$0	$0	$0
Rob Gress	Trustee	0.00	Director	$0	$0	$0
Mike Pauli	Trustee	0.00	Director	$0	$0	$0
Michele Shaffer	Trustee	0.00	Director	$0	$0	$0
Dan Swisher	Trustee	0.00	Director	$0	$0	$0
Rick Baxter	President	40.00	Officer	$84,653	$0	$84,653

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	$192,411	$216,576	$660,137	$-24,165
2023	$200,929	$210,709	$692,780	$-9,780
2022	$212,995	$210,442	$687,417	$2,553
2021	$209,898	$232,122	$725,225	$-22,224
2020	$210,486	$280,952	$712,602	$-70,466
2019	$214,181	$233,106	$753,073	$-18,925
2018	$184,447	$174,113	$747,020	$10,334

Alliance Area Development