American Financial Education Allian

EIN: 383844292 501(c)(3) Human Services

Matthews, NC

Total Revenue
$1,035,549
Total Expenses
$1,120,950
Total Assets
$212,726
Net Assets
$62,255
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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

Legal Domicile
NC
Principal Officer
KAELEEN BRUCE
Phone
7048459030
Tax Period
2023-01-01 to 2023-12-31

American Financial Education Allian is a community nonprofit in the Human Services sector that reported $1.0M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

Free Educational Workshops

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $604,972
Program Service Revenue $2,681,643
Investment Income $552
Other Revenue $-2,251,618
TOTAL REVENUE $1,035,549

Expense Breakdown

Grants Paid $0
Salaries & Benefits $850,034
Fundraising Expenses $0
Program Expenses $42,431
Other Expenses $266,449
TOTAL EXPENSES $1,120,950

Year-over-Year Comparison

2023 2022 Change
Revenue $1,035,549 $953,296 +0.1%
Expenses $1,120,950 $1,053,459 +0.1%
Net Income $-85,401 $-100,163 -0.1%
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

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Governance

Voting Members
7
Independent Members
7
Employees
N/A
Volunteers
19

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
1
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAMES MCCLANAHAN President 40.00
Officer
$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
2025 No data No data No data No data
2024 No data No data No data No data
2023 $1,035,549 $1,120,950 $212,726 $-85,401
2022 $953,296 $1,053,459 $303,436 $-100,163
2021 $614,339 $804,460 $225,082 $-190,121
2019 $1,058,191 $947,598 $226,529 $110,593
2018 $707,229 $642,565 $113,521 $64,664
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