ALLIANCECHICAGO (EIN 815434098) - 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

2017

Legal Domicile

Principal Officer

MARGARET S CASTROVILLARI

Phone

3122740068

Tax Period

2022-07-01 to 2023-06-30

ALLIANCECHICAGO, founded in 2017, is a small nonprofit in the Health Care sector that reported $262K in total revenue in fiscal year 2017. Expenses of $227K left a modest 13% surplus.

Mission

IMPROVE PERSONAL, COMMUNITY AND PUBLIC HEALTH THROUGH COLLABORATIVE INNOVATION, RESEARCH & EDUCATION

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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 (2022)

Revenue Breakdown

Contributions & Grants $7,061,138

Program Service Revenue $1,421,253

Investment Income $14,493

Other Revenue $0

TOTAL REVENUE $8,496,884

Expense Breakdown

Grants Paid $2,577,810

Salaries & Benefits $4,131,513

Fundraising Expenses $290,886

Program Expenses $6,408,060

Other Expenses $2,139,605

TOTAL EXPENSES $8,848,928

Year-over-Year Comparison

	2022	2021	Change
Revenue	$8,496,884	$8,551,677	0.0%
Expenses	$8,848,928	$7,259,211	+0.2%
Net Income	$-352,044	$1,292,466	-1.3%

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

$1,041,426

Total Directors

Key Employees

$887,750

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BERNEICE MILLS-THOMAS	BOARD CHAIRPERSON (UNTIL 10/31/22)	2.00	Officer Director	$0	$0	$0
TRISTE LIETEAU SMITH	BOARD CHAIRPERSON (AS OF 1/23/22)	2.00	Officer Director	$0	$0	$0
ED STELLON	BOARD VICE CHAIRPERSON	2.00	Officer Director	$0	$0	$0
LEE FRANCIS MD	BOARD TREASURER	2.00	Officer Director	$0	$0	$0
DAVID MUNAR	BOARD SECRETARY	2.00	Officer Director	$0	$0	$0
FRED D RACHMAN MD	CHIEF EXECUTIVE OFFICER	20.00	Officer	$261,110	$30,873	$291,983
MARGARET CASTROVILLARI	CHIEF FINANCIAL OFFICER	9.00	Officer	$221,966	$31,507	$253,473
ANDREW HAMILTON	CHIEF INFORMATICS OFFICER	10.00	Officer	$229,254	$20,178	$249,432
NIVEDITA MOHANTY MD	CHIEF RESEARCH OFFICER	38.00	Officer	$226,376	$20,162	$246,538
KAI TAO	PRINCIPAL, IMPACT & INNOVATION ICAN!	50.00	Key Emp	$243,469	$16,747	$260,216
MATTHEW STERLING	SENIOR DIRECTOR OF IT	3.00	Key Emp	$207,681	$31,931	$239,612
EKEM MERCHANT BLEIBERG	SENIOR DIRECTORS OF HIT OPERATIONS	0.00	Key Emp	$181,710	$12,516	$194,226
SHANNON POHL	DIRECTOR OF INFORMATICS	8.00	Key Emp	$165,585	$28,111	$193,696
JIN NAM	DIRECTOR OF PRACTICE TRANSFORMATION	50.00	Highest	$149,277	$16,657	$165,934
RYAN JAEGER	DIRECTOR OF DATA & ANALYTICS SERVICES	18.00	Highest	$138,815	$16,353	$155,168
ERICK MICHALSKI	DIRECTOR OF IT INFRASTRUCTURE	1.00	Highest	$142,184	$6,401	$148,585
JEREMY CARR	DIRECTOR OF APPLICATIONS	8.00	Highest	$127,249	$18,830	$146,079
ELIZABETH MCKNIGHT	HEALTH INFORMATICS SPECIALIST	0.00	Highest	$139,330	$6,245	$145,575

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$8,496,884	$8,848,928	$8,425,599	$-352,044
2022	$8,551,677	$7,259,211	$7,952,831	$1,292,466
2021	$6,732,004	$6,207,195	$6,331,784	$524,809
2020	$3,693,806	$3,702,756	$5,981,438	$-8,950
2019	$1,070,660	$995,535	$603,776	$75,125
2018	$261,911	$227,321	$219,153	$34,590

ALLIANCECHICAGO