AGILEALLIANCE CO PMI (EIN 364485515) - 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

2001

Legal Domicile

Principal Officer

TERESA FOSTER

Phone

2147933937

Tax Period

2024-01-01 to 2024-12-31

AGILEALLIANCE CO PMI, founded in 2001, is a community nonprofit in the Community Improvement sector that reported $2.3M in total revenue in fiscal year 2024. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $3.8M exceeded revenue, resulting in a 63% operating deficit.

Mission

EDUCATION FOR MODERN TECHNOLOGY.

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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 $1,677

Program Service Revenue $2,180,732

Investment Income $67,140

Other Revenue $81,831

TOTAL REVENUE $2,331,380

Expense Breakdown

Grants Paid $0

Salaries & Benefits $747,500

Fundraising Expenses $0

Other Expenses $3,056,357

TOTAL EXPENSES $3,803,857

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,331,380	$3,351,563	-0.3%
Expenses	$3,803,857	$4,187,112	-0.1%
Net Income	$-1,472,477	$-835,549	+0.8%

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

100

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

$199,880

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERESA FOSTER	MANAGING DIR.	40.00	Officer	$190,000	$9,880	$199,880
DAVID BAILEY	DIG./CREATIVE DIR.	40.00		$160,000	$39,521	$199,521
TONYA FARMER	DIR OF MEM/MEETING	40.00		$125,000	$19,760	$144,760
DAVID LUKE	Treasurer elect	1.00	Director	$0	$0	$0
MARGARETH CARNEIRO	Director	1.00	Director	$0	$0	$0
ROBERT HARTMAN	Director	1.00	Director	$0	$0	$0
SANDY MAMOLI	Director	1.00	Director	$0	$0	$0
OLUWAKEMI RAJI	Director	1.00	Director	$0	$0	$0
BRIAN BUTTON	Chairman	1.00	Officer Director	$0	$0	$0
ANGIE DOYLE	Secretary	1.00	Officer Director	$0	$0	$0
APEKSHA PATEL	Director	1.00	Director	$0	$0	$0
SONG BAC TOH	Treasurer	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	$2,331,380	$3,803,857	$743,745	$-1,472,477
2023	$3,351,563	$4,187,112	$1,973,534	$-835,549
2022	$3,835,725	$3,380,086	$2,593,870	$455,639
2021	$1,409,859	$2,180,717	$2,135,106	$-770,858
2020	$-420,336	$1,799,327	$2,959,691	$-2,219,663
2019	$5,193,271	$5,164,627	$5,115,889	$28,644

AGILEALLIANCE CO PMI