American Financial Education Allian

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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

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

ALL OTHER ACCOMPLISHMENT FINANCIAL WELLNESS PROGRAM PROVIDES LITTLE TO NO COST EDUCATIONAL WORKSHOPS COVERING THE MOST RELEVANT AND CHALLENGI FINANCIAL TOPICS AMERICANS FACE TODAY IN COMMUNITIES NATIONWIDE.

Program Service Accomplishments

Program 1

Expenses: $42,431

AFEA financial education workshops are as entertaining as they are enlightening. The material covered in each workshop is up to date and the situations people are facing today.The benefits are shared not only by those who attend but by the companies and organizations that host the workshop as well.

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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 $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

Governance

Voting Members

Independent Members

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

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