VOLCKER ALLIANCE INC (EIN 454585989) - 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

2012

Legal Domicile

Principal Officer

SARA MOGULESCU

Phone

6463430155

Tax Period

2023-01-01 to 2023-12-31

VOLCKER ALLIANCE INC, founded in 2012, is a community nonprofit in the Public & Societal Benefit sector that reported $5.3M in total revenue in fiscal year 2023. Revenue surged 97% from the prior year, signaling strong growth momentum. Net assets of $21.4M represent 49 months of operating reserves.

Mission

THE VOLCKER ALLIANCE EMPOWERS THE PUBLIC SECTOR WORKFORCE.

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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 $5,076,200

Program Service Revenue $50,000

Investment Income $129,929

Other Revenue $6,086

TOTAL REVENUE $5,262,215

Expense Breakdown

Grants Paid $221,006

Salaries & Benefits $3,188,535

Fundraising Expenses $291,207

Program Expenses $4,002,709

Other Expenses $1,740,700

TOTAL EXPENSES $5,150,241

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,262,215	$2,666,702	+1.0%
Expenses	$5,150,241	$4,878,547	+0.1%
Net Income	$111,974	$-2,211,845	-1.1%

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

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

$1,000,101

Total Directors

$466,818

Key Employees

$715,554

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARA MOGULESCU	PRESIDENT	40.00	Officer Director	$375,457	$46,801	$422,258
WILLIAM BRADLEY	CHAIRMAN	1.00	Officer Director	$0	$0	$0
THOMAS W ROSS	VICE CHAIRMAN	5.00	Officer Director	$44,560	$0	$44,560
SHEILA BAIR	BOARD MEMBER	1.00	Director	$0	$0	$0
THOMAS M DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
ANTHONY DOWD	TREASURER	5.00	Officer Director	$0	$0	$0
T ELOISE FOSTER	BOARD MEMBER	1.00	Director	$0	$0	$0
ANTHONY FOXX	BOARD MEMBER	1.00	Director	$0	$0	$0
SHIRLEY CLARKE FRANKLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANCIS FUKUYAMA	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHANIE MINER	BOARD MEMBER	1.00	Director	$0	$0	$0
NORMAN J ORNSTEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL PIWOWAR	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD RAVITCH	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM RHODES	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES P VOLCKER	BOARD MEMBER	1.00	Director	$0	$0	$0
ANTONIO WEISS	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILY BOLTON	EXECUTIVE VICE PRESIDENT	40.00	Officer	$273,490	$9,564	$283,054
MELISSA AUSTIN	CHIEF OPERATING OFFICER	40.00	Officer	$221,744	$28,485	$250,229
WILLIAM GLASGALL	SENIOR DIRECTOR, PUBLIC FINANCE	40.00	Key Emp	$264,732	$49,392	$314,124
BRETT HUNT	SR. DIRECTOR, NEXT GENERATION SERVICE INITIATIVES	40.00	Key Emp	$152,139	$53,893	$206,032
MAGGIE MELLO	SENIOR DIRECTOR, PUBLIC SERVICE EDUCATION	40.00	Key Emp	$157,526	$37,872	$195,398
PETER MORRISSEY	DIRECTOR, TALENT INITIATIVES	40.00	Highest	$146,089	$6,819	$152,908
NOAH WINN-RITZENBERG	DIRECTOR, RESEARCH AND IMPACT	40.00	Highest	$128,661	$30,439	$159,100

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	No data	No data	No data	No data
2023	$5,262,215	$5,150,241	$22,606,082	$111,974
2022	$2,666,702	$4,878,547	$20,293,018	$-2,211,845
2021	$7,640,617	$4,463,148	$23,661,694	$3,177,469
2020	$7,732,038	$4,944,644	$19,454,354	$2,787,394
2019	$7,751,666	$4,388,774	$15,526,521	$3,362,892
2018	$2,765,091	$4,779,901	$12,626,480	$-2,014,810

VOLCKER ALLIANCE INC