Whittier Alliance (EIN 411315023) - 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

1978

Legal Domicile

Principal Officer

Anna Schmitz

Phone

6128717756

Tax Period

2024-01-01 to 2024-12-31

Whittier Alliance, founded in 1978, is a small nonprofit in the Crime & Legal sector that reported $332K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $316K left a modest 5% surplus.

Mission

The Whittier Alliance is dedicated to building a flourishing and distinctive neighborhood.

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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 $261,008

Program Service Revenue $61,883

Investment Income $9,051

Other Revenue $0

TOTAL REVENUE $331,942

Expense Breakdown

Grants Paid $6,495

Salaries & Benefits $179,449

Fundraising Expenses $3,989

Program Expenses $243,146

Other Expenses $130,555

TOTAL EXPENSES $316,499

Year-over-Year Comparison

	2024	2023	Change
Revenue	$331,942	$299,961	+0.1%
Expenses	$316,499	$240,872	+0.3%
Net Income	$15,443	$59,089	-0.7%

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

$43,761

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Danny Villars	Board chair	4.00	Officer Director	$0	$0	$0
Natalie Somerson	Vice chair	4.00	Officer Director	$0	$0	$0
Halley Norman	Secretary	4.00	Officer Director	$0	$0	$0
Kameron Brodie	Secretary	4.00	Officer Director	$0	$0	$0
Kate Davis	Treasurer	4.00	Officer Director	$0	$0	$0
Matthew Trettle	Board member	4.00	Director	$0	$0	$0
Stephanie Brown	Board member	4.00	Director	$0	$0	$0
Nick Hutchinson	Board member	4.00	Director	$0	$0	$0
George Rishmawi	Board member	4.00	Director	$0	$0	$0
Kedar Deshpande	Board Member	4.00	Director	$0	$0	$0
Jill Hamilton	Board member	4.00	Director	$0	$0	$0
Jesse Oyervides	Board member	4.00	Director	$0	$0	$0
Arjun Kataria	Board member	4.00	Director	$0	$0	$0
Daniel Hansen	Board member	4.00	Director	$0	$0	$0
Graham Faulkner	Board member	4.00	Director	$0	$0	$0
Kaley Brown	Executive Director	40.00	Officer	$4,860	$250	$5,110
Anna Schmitz	Executive Director	40.00	Officer	$38,311	$340	$38,651

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	$331,942	$316,499	$737,050	$15,443
2023	$299,961	$240,872	$721,934	$59,089
2022	$245,548	$231,098	$662,806	$14,450
2021	$331,604	$281,754	$648,932	$49,850
2020	$385,193	$376,117	$599,163	$9,076
2019	$276,215	$242,221	$589,430	$33,994
2018	$274,463	$250,601	$555,009	$23,862

Whittier Alliance