AUTOMATION ALLEY (EIN 383412779) - 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

TOM KELLY

Phone

2484573300

Tax Period

2023-09-01 to 2024-08-31

AUTOMATION ALLEY, founded in 1998, is a mid-sized nonprofit in the Community Improvement sector that reported $11.8M in total revenue in fiscal year 2023. Revenue surged 65% from the prior year, signaling strong growth momentum. Expenses of $10.7M left a modest 10% surplus.

Mission

AUTOMATION ALLEY HELPS BUSINESSES EMBRACE THE FOURTH INDUSTRIAL REVOLUTION BY EQUIPPING THEM WITH THE KNOWLEDGE AND TOOLS TO DEVELOP A SOFTWARE-FIRST MINDSET THAT LEVERAGES THE INTERSECTIONS OF ADVANCED TECHNOLOGIES, SYSTEMS AND PEOPLE TO JUMPSTART OR ACCELERATE A DIGITAL PATH TO STRATEGIC SUCCESS.

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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 $11,287,263

Program Service Revenue $107,702

Investment Income $233,082

Other Revenue $186,440

TOTAL REVENUE $11,814,487

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,079,303

Fundraising Expenses $0

Other Expenses $6,609,420

TOTAL EXPENSES $10,688,723

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,814,487	$7,141,515	+0.7%
Expenses	$10,688,723	$7,714,834	+0.4%
Net Income	$1,125,764	$-573,319	-3.0%

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

$582,121

Total Directors

$421,501

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROCHELLE BLACK	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
SEAN CARLSON	BOARD VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
GARY CONRAD	BOARD MEMBER	1.00	Director	$0	$0	$0
TIMOTHY FINERTY	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID HAY	BOARD MEMBER - NON VOTING	1.00	Director	$0	$0	$0
JEFF HALL	BOARD MEMBER	1.00	Director	$0	$0	$0
TAREK SOBH	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM KELLY	EXECUTIVE DIRECTOR	45.00	Officer Director	$412,371	$9,130	$421,501
GARY KRUS	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF ABELL	BOARD MEMBER	1.00	Director	$0	$0	$0
PETER PROVENZANO JR	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN PAUL REA	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
KURT SALDANA	BOARD PRESIDENT	1.00	Officer Director	$0	$0	$0
JOSHUA HUNDT	BOARD MEMBER	1.00	Director	$0	$0	$0
KRISTOPHER POWELL	BOARD MEMBER	1.00	Director	$0	$0	$0
ASSAD TURFE	BOARD MEMBER	1.00	Director	$0	$0	$0
CARLA MCKELVEY	BOARD MEMBER	1.00	Director	$0	$0	$0
CYNTHIA HUTCHINSON	VICE - PRESIDENT	45.00	Officer	$160,620	$0	$160,620

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	$11,814,487	$10,688,723	$10,070,608	$1,125,764
2023	$9,214,374	$9,290,415	$8,042,091	$-76,041
2022	$6,021,942	$6,866,054	$8,388,853	$-844,112
2021	$14,162,417	$12,830,309	$10,050,141	$1,332,108
2020	$3,683,190	$3,457,877	$8,147,268	$225,313
2019	$5,256,595	$4,371,848	$6,915,588	$884,747
2018	$5,020,386	$4,723,872	$6,359,194	$296,514

AUTOMATION ALLEY