THE ECONOMIC ALLIANCE FOUNDATION (EIN 464034010) - 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

JENELLE OSBORNE

Phone

8058031655

Tax Period

2024-01-01 to 2024-12-31

THE ECONOMIC ALLIANCE FOUNDATION, founded in 2013, is a small nonprofit in the Employment sector that reported $263K in total revenue in fiscal year 2024. Revenue fell 54% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $88K, a strong 33% operating margin.

Mission

EconAlliance, a 501(c)(3) nonprofit, promotes industry understanding, entrepreneurship, and workforce development in Northern Santa Barbara County through strategic initiatives and partnerships.

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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 $158,539

Program Service Revenue $98,500

Investment Income $0

Other Revenue $5,890

TOTAL REVENUE $262,929

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $76,567

Other Expenses $174,911

TOTAL EXPENSES $174,911

Year-over-Year Comparison

	2024	2023	Change
Revenue	$262,929	$576,548	-0.5%
Expenses	$174,911	$558,901	-0.7%
Net Income	$88,018	$17,647	+4.0%

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

N/A

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
SAM COHEN	President	5.00	Director	$0	$0	$0
PATRICE MOSBY	Vice President	1.00	Director	$0	$0	$0
LAURIE TAMURA	Secretary	1.00	Director	$0	$0	$0
MARIBEL AGUILERA	Director	1.00	Director	$0	$0	$0
MARK ALLEN	Director	1.00	Director	$0	$0	$0
ERIC DANIELS	Director	1.00	Director	$0	$0	$0
RANDAL HERNANDEZ	Director	1.00	Director	$0	$0	$0
KATIE GORDNT	Director	1.00	Director	$0	$0	$0
BEN OAKLEY	Director	1.00	Director	$0	$0	$0
MARTIN PEHL	Director	1.00	Director	$0	$0	$0
TIM MAHONEY	Director	1.00	Director	$0	$0	$0
MARVIN RODRIGUEZ	Director	1.00	Director	$0	$0	$0
TODD VENTURA	Director	1.00	Director	$0	$0	$0
PHIL ADAM	Director	1.00	Director	$0	$0	$0
PHIL TABYANAN	Director	1.00	Director	$0	$0	$0
BLAKE BRADLEY	Director	1.00	Director	$0	$0	$0
DUSTIN CHENEY	Director	1.00	Director	$0	$0	$0
DR KEVIN WALTHERS	Director	1.00	Director	$0	$0	$0
STEVE GRIEG	Director	0.00	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
2024	$262,929	$174,911	$156,621	$88,018
2023	$576,548	$558,901	$69,306	$17,647

THE ECONOMIC ALLIANCE FOUNDATION