E3 ALLIANCE (EIN 640963235) - 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

2006

Legal Domicile

Principal Officer

RICHARD TAGLE

Phone

5122237241

Tax Period

2024-09-01 to 2025-08-31

E3 ALLIANCE, founded in 2006, is a community nonprofit in the Education sector that reported $6.1M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $5.8M left a modest 6% surplus.

Mission

TRANSFORMING EDUCATION SYSTEMS THROUGH DATA AND COLLABORATION SO ALL STUDENTS SUCCEED.

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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 $4,426,365

Program Service Revenue $1,624,750

Investment Income $70,026

Other Revenue $-2,715

TOTAL REVENUE $6,118,426

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,312,782

Fundraising Expenses $442,333

Program Expenses $4,721,975

Other Expenses $1,376,567

TOTAL EXPENSES $5,761,328

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,118,426	$5,350,985	+0.1%
Expenses	$5,761,328	$4,788,531	+0.2%
Net Income	$357,098	$562,454	-0.4%

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

280

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

$234,940

Total Directors

$495,173

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES MARTINEZ JR	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
BOBBY JENKINS	DIRECTOR	1.00	Director	$0	$0	$0
MATIAS SEGURA	DIRECTOR	1.00	Director	$0	$0	$0
MARK ESTRADA	DIRECTOR	1.00	Director	$0	$0	$0
INGRID TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY CUSTARD	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS CERVINI	DIRECTOR	1.00	Director	$0	$0	$0
PRANESH ASWATH	DIRECTOR	1.00	Director	$0	$0	$0
LONNIE LIMON	DIRECTOR	1.00	Director	$0	$0	$0
AMBER CARDEN	DIRECTOR	1.00	Director	$0	$0	$0
ALI KHATAW	DIRECTOR	1.00	Director	$0	$0	$0
ASHTON CUMBERBATCH	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN DAWSON	DIRECTOR & PRESIDENT EMERITUS	40.00	Director	$222,928	$37,305	$260,233
RICHARD TAGLE	PRESIDENT & EXECUTIVE DIRECTOR	40.00	Officer Director	$204,535	$30,405	$234,940
ERIC HALE	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHANNA MOYA FABREGAS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CARA CLIFFORD	CFO	40.00	Highest	$127,853	$17,744	$145,597
KARL NICHOLS	SR DIRECTOR OF DEVELOPMENT	40.00	Highest	$131,663	$19,497	$151,160
CHRISTIE HEPBURN	SR DIRECTOR OF OPERATIONS	40.00	Highest	$116,431	$25,504	$141,935
LAURA KOENIG	SR DIRECTOR, COMMUNITY ENGAGEMENT	40.00	Highest	$119,049	$18,635	$137,684
LORI DAVIS	SR DIRECTOR, SCHOOL TRANSFORMATION	40.00	Highest	$128,581	$20,464	$149,045

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	$6,118,426	$5,761,328	$6,143,400	$357,098
2024	$5,350,985	$4,788,531	$5,422,773	$562,454
2023	$3,048,316	$4,534,939	$4,919,689	$-1,486,623
2022	$4,019,509	$4,385,841	$6,404,557	$-366,332
2021	$4,843,749	$3,868,569	$6,022,318	$975,180
2020	$4,736,178	$3,282,662	$5,383,776	$1,453,516
2019	$3,138,743	$2,801,391	$3,532,410	$337,352
2018	$3,500,862	$2,941,060	$3,191,917	$559,802

E3 ALLIANCE