WINSTON-SALEM ALLIANCE (EIN 311726654) - 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

2000

Legal Domicile

Principal Officer

JAMES ALLEN JOINES

Phone

3367212226

Tax Period

2024-01-01 to 2024-12-31

Mission

THE WINSTON-SALEM ALLIANCE ASSISTS WITH IDENTIFYING AND RESPONDING TO NEEDED CHANGES IN THE ECONOMIC MAKEUP OF THE WINSTON-SALEM COMMUNITY BY ACTING ON PROJECTS THAT HAVE A DIRECT IMPACT ON THE CREATION OF JOBS AND THE ECONOMIC VITALITY OF THE AREA.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $166,452

Salaries & Benefits $210,300

Fundraising Expenses $0

Program Expenses $400,211

Other Expenses $35,109

TOTAL EXPENSES $411,861

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	$226,315	-1.0%
Expenses	$411,861	$297,331	+0.4%
Net Income	N/A	$-71,016	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

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

$179,800

Total Directors

$179,800

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES ALLEN JOINES	PRESIDENT	40.00	Officer Director	$179,800	$0	$179,800
CANTEY G ALEXANDER	DIRECTOR	1.00	Director	$0	$0	$0
MARIE ACURI	DIRECTOR	1.00	Director	$0	$0	$0
GRAHAM BENNETT	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN R BERLIN	DIRECTOR	1.00	Director	$0	$0	$0
DR DAVID BRANCH	DIRECTOR	1.00	Director	$0	$0	$0
F HUDNALL CHRISTOPHER JR	DIRECTOR	1.00	Director	$0	$0	$0
JERRY COOK	DIRECTOR	1.00	Director	$0	$0	$0
JIMMY FLYTHE	DIRECTOR	1.00	Director	$0	$0	$0
JULIE ANN FREISCHLAG MD	DIRECTOR	1.00	Director	$0	$0	$0
JERRY GREENE JR	DIRECTOR	1.00	Director	$0	$0	$0
STAN KELLY	DIRECTOR	1.00	Director	$0	$0	$0
MIKE LANCASTER	DIRECTOR	1.00	Director	$0	$0	$0
JEFF T LINDSAY	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN DOUGHTON	DIRECTOR	1.00	Director	$0	$0	$0
JOHN D MCCONNELL MD	DIRECTOR	1.00	Director	$0	$0	$0
L DAVID MOUNTS	DIRECTOR	1.00	Director	$0	$0	$0
DAVID NEILL	DIRECTOR	1.00	Director	$0	$0	$0
MARK OWENS	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW PERKINS JR	DIRECTOR	1.00	Director	$0	$0	$0
R ALAN PROCTOR	DIRECTOR	1.00	Director	$0	$0	$0
ELWOOD C ROBINSON PHD	DIRECTOR	1.00	Director	$0	$0	$0
LIZZY WARD W ROEDIGER	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT SEWELL	DIRECTOR	1.00	Director	$0	$0	$0
DR JANET SPRIGGS	DIRECTOR	1.00	Director	$0	$0	$0
COLEMAN TEAM	DIRECTOR	1.00	Director	$0	$0	$0
EDWIN L WELCH III JR	DIRECTOR	1.00	Director	$0	$0	$0
JD WILSON	DIRECTOR	1.00	Director	$0	$0	$0
RALPH WOMBLE	DIRECTOR	1.00	Director	$0	$0	$0
PAT IVEY	EX-OFFICIO	1.00	Director	$0	$0	$0
ROBERT E LEAK JR	EX-OFFICIO	1.00	Director	$0	$0	$0
JASON THIEL	EX-OFFICIO	1.00	Director	$0	$0	$0
MIKE CASHIN	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN COLE	DIRECTOR	1.00	Director	$0	$0	$0
SUMMER JOHNSON MCGEE	DIRECTOR	1.00	Director	$0	$0	$0
DR SUSAN R WENTE PHD	DIRECTOR	1.00	Director	$0	$0	$0
DON E FLOW	CHAIRMAN	2.00	Officer Director	$0	$0	$0
EVELYN ACREE	SECRETARY	2.00	Officer Director	$0	$0	$0
ALFRED ADAMS ESQ	DIRECTOR	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
2024	No data	$411,861	No data	No data
2023	$226,315	$297,331	$411,861	$-71,016
2022	$282,628	$318,466	$482,921	$-35,838
2021	$313,463	$363,203	$518,759	$-49,740
2020	$403,689	$427,723	$568,499	$-24,034
2019	$466,368	$445,473	$592,533	$20,895
2018	$472,759	$433,178	$571,638	$39,581

WINSTON-SALEM ALLIANCE