SECURED ALLIANCE (EIN 824760735) - 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

NATE SCHNACKENBERG

Phone

6028577055

Tax Period

2023-01-01 to 2023-12-31

SECURED ALLIANCE, founded in 2018, is a community nonprofit in the Human Services sector that reported $4.2M in total revenue in fiscal year 2023. Expenses of $4.8M exceeded revenue, resulting in a 16% operating deficit.

Mission

PROFESSIONAL SUPPORT FOR CONSERVATORSHIP, GUARDIANSHIP, AND TRUSTEESHIP SERVICES

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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 $0

Program Service Revenue $4,077,692

Investment Income $76,474

Other Revenue $0

TOTAL REVENUE $4,154,166

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,633,389

Fundraising Expenses $628,230

Program Expenses $3,616,194

Other Expenses $1,186,052

TOTAL EXPENSES $4,819,441

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,154,166	$3,923,450	+0.1%
Expenses	$4,819,441	$3,804,973	+0.3%
Net Income	$-665,275	$118,477	-6.6%

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

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

$717,723

Total Directors

$597,720

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID JOHNSON	CHAIRMAN	3.00	Officer Director	$0	$0	$0
MARGARET BARRY	BOARD MEMBER	3.00	Director	$0	$0	$0
JOANNE BRASBERGER	BOARD MEMBER (FORMER CFO)	20.00	Officer Director	$86,632	$8,559	$95,191
KARIN CROSBY	BOARD MEMBER	3.00	Director	$0	$0	$0
REUBEN HELICK	BOARD MEMBER	3.00	Director	$0	$0	$0
TREVOR PATTERSON	BOARD MEMBER	3.00	Director	$0	$0	$0
TED SIMOS	BOARD MEMBER	3.00	Director	$0	$0	$0
TOM P AVRAMIS	SPECIAL ADVISOR	20.00	Officer Director	$71,454	$38,853	$110,307
NATE SCHNACKENBERG	CEO	20.00	Officer Director	$225,000	$22,534	$247,534
CHARNISE MOTHERSHED	COO	20.00	Officer Director	$127,815	$16,873	$144,688
BENJAMIN RUMNEY	CFO	20.00	Officer	$105,961	$14,042	$120,003
GAU XIANG	VP OF AUM	20.00	Highest	$103,856	$15,412	$119,268
VANESSA MERINO	DIRECTOR OF CARE SERVICES	20.00	Highest	$103,654	$3,895	$107,549

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	$4,154,166	$4,819,441	$2,558,616	$-665,275
2022	$3,923,450	$3,804,973	$1,844,821	$118,477
2021	$4,553,644	$3,700,142	$1,583,402	$853,502
2020	$4,126,913	$3,981,821	$1,935,286	$145,092
2019	$4,483,848	$4,676,174	$1,101,300	$-192,326
2018	$3,227,239	$2,799,558	$1,102,724	$427,681

SECURED ALLIANCE