SHARED SERVICES ALLIANCE (EIN 814984471) - 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

2016

Legal Domicile

Tax Period

2023-07-01 to 2023-12-31

SHARED SERVICES ALLIANCE, founded in 2016, is a small nonprofit in the Mental Health sector that reported $175K in total revenue in fiscal year 2023. Revenue fell 46% from the prior year — a significant decline worth monitoring.

Mission

PROVIDE ONLINE AND ONSITE SUPPORT FOR CHILDCARE AND AFTER SCHOOL PROVIDERS TO HELP THEM SAVE TIME AND MONEY AND INCREASE QUALITY

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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 $126,625

Program Service Revenue $48,085

Investment Income $40

Other Revenue $0

TOTAL REVENUE $174,750

Expense Breakdown

Grants Paid $0

Salaries & Benefits $136,959

Fundraising Expenses $6,010

Program Expenses $136,586

Other Expenses $55,109

TOTAL EXPENSES $192,068

Year-over-Year Comparison

	2023	2022	Change
Revenue	$174,750	$320,746	-0.5%
Expenses	$192,068	$345,759	-0.4%
Net Income	$-17,318	$-25,013	-0.3%

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

N/A

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

$49,063

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LESLIE LATIMER	EXECUTIVE DIRECTOR	40.00	Officer	$42,158	$6,905	$49,063
BJ NORRIS LONG	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSANNAH LEE	BOARD MEMBER	1.00	Director	$0	$0	$0
BRANDON KINDER	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHANIE KNOBEL	PAST BOARD CHAIR	1.00	Director	$0	$0	$0
RYAN SHINN	BOARD MEMBER	1.00	Director	$0	$0	$0
TREY MCLEOD	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIN HUTTON	BOARD MEMBER	1.00	Director	$0	$0	$0
VAUDRIEN RAY	TREASURER	1.00	Director	$0	$0	$0
DEBORAH DEPAOLI	VICE CHAIR	1.00	Director	$0	$0	$0
CATHLEEN CULLEN	SECRETARY	1.00	Director	$0	$0	$0
HOPE COLLINS	BOARD MEMBER	1.00	Director	$0	$0	$0
LIZ BAYSDEN	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSICA SHARP	BOARD CHAIR	1.00	Officer 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	$320,746	$345,759	$146,808	$-25,013
2023	$174,750	$192,068	$129,040	$-17,318
2022	$298,359	$276,786	$168,221	$21,573
2021	$345,117	$246,516	$138,169	$98,601
2020	$222,869	$204,540	$70,715	$18,329
2019	$182,470	$235,021	$32,302	$-52,551

SHARED SERVICES ALLIANCE