Family Business Alliance (EIN 822884232) - 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

2018

Legal Domicile

Principal Officer

Robin Burns

Phone

6167710350

Tax Period

2024-01-01 to 2024-12-31

Family Business Alliance, founded in 2018, is a small nonprofit in the Public & Societal Benefit sector that reported $443K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $419K left a modest 5% surplus.

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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 $0

Program Service Revenue $443,061

Investment Income $0

Other Revenue $0

TOTAL REVENUE $443,061

Expense Breakdown

Grants Paid $0

Salaries & Benefits $232,732

Fundraising Expenses $0

Other Expenses $186,386

TOTAL EXPENSES $419,118

Year-over-Year Comparison

	2024	2023	Change
Revenue	$443,061	$390,084	+0.1%
Expenses	$419,118	$391,962	+0.1%
Net Income	$23,943	$-1,878	-13.7%

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

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

Total Directors

$173,187

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Randy Boss	Chair	1.00	Officer Director	$0	$0	$0
Michelle Timmerman	Vice Chair	1.00	Officer Director	$0	$0	$0
Todd Van Haren	Treasurer	1.00	Officer Director	$0	$0	$0
Dave Straw	Secretary	1.00	Officer Director	$0	$0	$0
Amanda VanFossen	Immediate past chair	1.00	Officer Director	$0	$0	$0
Aubrie Bassett	Director	1.00	Officer Director	$0	$0	$0
Steve Datema	Director	1.00	Director	$0	$0	$0
Ana Gonzalez	Director	1.00	Director	$0	$0	$0
Bill Muir	Director	1.00	Director	$0	$0	$0
Jenny Waugh	Director	1.00	Director	$0	$0	$0
Kate Wezeman	Director	1.00	Director	$0	$17,391	$173,187
Carrie Wilson	Director	1.00	Director	$0	$0	$0
Eric Wildey	Director	1.00	Director	$0	$0	$0
Mackie Woodruff	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	$443,061	$419,118	$209,861	$23,943
2023	$390,084	$391,962	$163,416	$-1,878
2022	$288,341	$266,647	$149,207	$21,694
2021	$253,144	$260,767	$106,527	$-7,623
2020	$202,745	$180,797	$113,462	$21,948
2019	$254,128	$257,302	$67,159	$-3,174

Family Business Alliance