ALLIANCE FOR LIFETIME INCOME

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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

JEAN STATLER

Phone

2028713739

Tax Period

2025-01-01 to 2025-12-31

ALLIANCE FOR LIFETIME INCOME, founded in 2017, is a community nonprofit that reported $4.0M in total revenue in fiscal year 2025.

Mission

HELP AMERICANS ADDRESS THE RISK OF OUTLIVING THEIR RETIREMENT INCOME, SO THEY CAN ENJOY THEIR RETIREMENT. CREATE AWARENESS FOR THE LOOMING RETIREMENT INCOME CRISIS IN AMERICA AND ADVANCE SOLUTIONS FOR THE 64% OF AMERICAN HOUSEHOLDS (80 MILLION) THAT ARE UNPROTECTED. EDUCATE AMERICANS ON HOW TO AVOID THE RISKS OF OUTLIVING THEIR SAVINGS, WITH PROTECTED LIFETIME INCOME FROM AN ANNUITY. SHIFT THE RETIREMENT PLANNING MINDSET FROM FOCUSING SOLELY ON ACCUMULATING SAVINGS TO ONE THAT INCLUDES PROTECTED INCOME. CREATE UNDERSTANDING FOR THE CRITICAL ROLE ANNUITIES PLAY IN A MODERN, COMPREHENSIVE RETIREMENT PORTFOLIO.

Program Service Accomplishments

Program 1

THE ALLIANCE FOR LIFETIME INCOME ("THE ALLIANCE") IS A NONPROFIT 501(C)(6) ORGANIZATION FORMED AND SUPPORTED BY SOME OF THE NATION'S LEADING FINANCIAL SERVICES ORGANIZATIONS TO CREATE AWARENESS AND EDUCATE AMERICANS ABOUT THE IMPORTANCE OF PROTECTED LIFETIME INCOME. THE ALLIANCE IS FOCUSED ON HELPING TO EDUCATE AMERICANS ON THE RISK OF OUTLIVING THEIR INCOME SO THEY CAN ENJOY THEIR RETIREMENT LIVES. THE ALLIANCE PROVIDES CONSUMERS AND FINANCIAL ADVISORS WITH THE EDUCATIONAL RESOURCES, TOOLS, AND INSIGHTS THEY CAN USE TO BUILD PLANS FOR PROTECTED RETIREMENT INCOME.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,000,000

Investment Income $24,029

Other Revenue $0

TOTAL REVENUE $4,024,029

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $4,052,444

TOTAL EXPENSES $4,052,444

Year-over-Year Comparison

	2025	2024	Change
Revenue	$4,024,029	$4,161,037	0.0%
Expenses	$4,052,444	$4,926,677	-0.2%
Net Income	$-28,415	$-765,640	-1.0%

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
CAROLINE FEENEY	CHAIR	1.00	Officer Director	$0	$0	$0
BRYAN PINSKY	CO-CHAIR	1.00	Officer Director	$0	$0	$0
JASMINE JIRELE	DIRECTOR / EXECUTIVE MEMBER	5.00	Officer Director	$0	$0	$0
NICK LANE	DIRECTOR / EXECUTIVE MEMBER	5.00	Officer Director	$0	$0	$0
ELLEN COOPER	DIRECTOR / EXECUTIVE MEMBER	1.00	Officer Director	$0	$0	$0
JEAN STATLER	CEO AND SECRETARY	45.00	Officer	$0	$0	$0
JENNIFER BURLINGAME	TREASURER	5.00	Officer	$0	$0	$0
CONNIE WEAVER	SECRETARY	5.00	Officer	$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
2025	$4,024,029	$4,052,444	No data	$-28,415
2024	No data	No data	No data	No data
2023	$8,667,304	$8,951,707	$1,765,469	$-284,403
2022	$15,162,818	$15,059,581	$6,772,311	$103,237
2021	$19,897,111	$20,192,696	$7,619,918	$-295,585
2020	$23,197,420	$21,791,467	$13,754,349	$1,405,953
2019	$27,080,896	$27,607,290	$10,758,112	$-526,394
2018	$25,835,000	$25,028,260	$17,287,785	$806,740