ALLIANCE FOR ECONOMIC FREEDOM (EIN 464015064) - 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

2013

Legal Domicile

Principal Officer

Jared Rodriguez

Phone

6164857797

Tax Period

2025-01-01 to 2025-12-31

ALLIANCE FOR ECONOMIC FREEDOM, founded in 2013, is a small nonprofit in the Public & Societal Benefit sector that reported $103K in total revenue in fiscal year 2025. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $133K exceeded revenue, resulting in a 29% operating deficit.

Mission

TO PROMOTE ECOMOMIC FREEDOM FOR TAXPAYERS REGARDING SOCIAL WELFARE PROGRAMS AND RELATED SERVICES

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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 (2025)

Revenue Breakdown

Contributions & Grants $103,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $103,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $119,332

Other Expenses $132,593

TOTAL EXPENSES $132,593

Year-over-Year Comparison

	2025	2024	Change
Revenue	$103,000	$186,075	-0.4%
Expenses	$132,593	$187,208	-0.3%
Net Income	$-29,593	$-1,133	+25.1%

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
PATRICK MEYERS	DIRECTOR	5.00	Director	$0	$0	$0
LORI WORTZ	DIRECTOR	5.00	Director	$0	$0	$0
TARA RODRIGUEZ	SECRETARY	5.00	Director	$0	$0	$0
TODD STUART	TREASURER	1.00	Director	$0	$0	$0
JARED RODRIGUEZ	PRESIDENT	1.00	Director	$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	$103,000	$132,593	$40,968	$-29,593
2024	No data	No data	No data	No data
2023	$207,100	$135,406	$71,694	$71,694

ALLIANCE FOR ECONOMIC FREEDOM