GREATER ALLIANCE FOUNDATION INC (EIN 341873212) - 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

1998

Legal Domicile

Principal Officer

HEIDI MCCLUNG

Phone

3308238560

Tax Period

2024-10-01 to 2025-09-30

GREATER ALLIANCE FOUNDATION INC, founded in 1998, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.2M in total revenue in fiscal year 2024. Revenue surged 100% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.0M, a strong 47% operating margin.

Mission

SERVING AND CONNECTING PEOPLE, RESOURCES & NEEDS THROUGH PHILANTHROPIC GIVING IN OUR COMMUNITY

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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 $2,944,923

Program Service Revenue $0

Investment Income $1,266,702

Other Revenue $-8,372

TOTAL REVENUE $4,203,253

Expense Breakdown

Grants Paid $1,578,199

Salaries & Benefits $239,125

Fundraising Expenses $121,419

Program Expenses $1,854,308

Other Expenses $431,055

TOTAL EXPENSES $2,248,379

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,203,253	$2,097,069	+1.0%
Expenses	$2,248,379	$1,587,445	+0.4%
Net Income	$1,954,874	$509,624	+2.8%

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

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

$99,815

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW ZUMBAR	PRESIDENT	0.20	Officer Director	$0	$0	$0
SUE GORIS	VICE PRESIDENT	0.20	Officer Director	$0	$0	$0
CHAS MITCHELL	TREASURER	0.20	Officer Director	$0	$0	$0
ELAYNE DUNLAP	SECRETARY	0.20	Officer Director	$0	$0	$0
DAMON KELLER	VICE PRESIDENT	0.20	Officer Director	$0	$0	$0
RANDY HUNT	TRUSTEE	0.20	Director	$0	$0	$0
GERARD MASTROIANNI	TRUSTEE	0.20	Director	$0	$0	$0
SUE NEIL	TRUSTEE	0.20	Director	$0	$0	$0
MARK FEDOR	TRUSTEE	0.20	Director	$0	$0	$0
MIKE CONNY	TRUSTEE	0.20	Director	$0	$0	$0
HEIDI MCCLUNG	EXECUTIVE DIRECTOR	40.00	Officer	$76,119	$10,196	$86,315
DOUG SCHWARZ	EXECUTIVE DIRECTOR	10.00	Officer	$13,500	$0	$13,500

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	$4,203,253	$2,248,379	$33,022,472	$1,954,874
2024	$2,097,069	$1,587,445	$30,074,244	$509,624
2023	$2,761,103	$1,946,894	$25,440,329	$814,209
2022	$5,080,410	$1,426,255	$24,472,364	$3,654,155
2021	$6,975,728	$1,426,659	$26,860,655	$5,549,069
2020	$1,678,905	$1,293,754	$19,188,344	$385,151
2019	$2,166,829	$984,721	$17,128,035	$1,182,108
2018	$1,346,469	$1,246,547	$16,182,106	$99,922

GREATER ALLIANCE FOUNDATION INC