TOTAL ALIGNMENT CHARITABLE INC

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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

2014

Legal Domicile

Principal Officer

ROBERT HAYDEN

Phone

2026836807

Tax Period

2023-01-01 to 2023-12-31

TOTAL ALIGNMENT CHARITABLE INC, founded in 2014, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $73K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $72K, a strong 99% operating margin.

Mission

TO BENEFIT THE PUBLIC BY LEVERAGING THE FINANCIAL PLANNING SKILLS, HIGH NET WORTH CLIENT RELATIONSHIPS AND OTHER RESOURCES OF VOLUNTEER FINANCIAL PLANNERS

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

TOTAL ALIGNMENT CHARITABLE HAS INCURRED $1,075 OF EXPENSES DURING THE 2023 CALENDAR YEAR. FINANCIAL PLANNING VOLUNTEERS HAVE YET TO REQUIRE EXPENDITURES TO ENSURE THE DELIVERY OF THEIR SERVICES. THE 2024 TAX YEAR IS PROJECTED TO HAVE AN INCREASE IN EXPENSES AS ACTIVITIES ARE PROJECTED TO INCREASE.

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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 $0

Program Service Revenue $0

Investment Income $73,289

Other Revenue $0

TOTAL REVENUE $73,289

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $1,075

TOTAL EXPENSES $1,075

Year-over-Year Comparison

	2023	2022	Change
Revenue	$73,289	$86,055	-0.1%
Expenses	$1,075	$1,936	-0.4%
Net Income	$72,214	$84,119	-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
ROBERT HAYDEN	CHAIRMAN	1.00	Director	$0	$0	$0
SETH YERK	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$73,289	$1,075	$3,215,647	$72,214
2022	$86,055	$1,936	$3,143,433	$84,119
2021	$151,665	$1,041	$3,059,313	$150,624
2020	$48,486	$1,077	$2,908,689	$47,409
2019	$336,857	$1,475	$2,771,435	$335,382
2018	$108,349	$6,705	$2,413,375	$101,644