ALLIANCE FOR INNOVATION AND TRANSF… - Form 990 Financial Data

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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

1999

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

ALLIANCE FOR INNOVATION AND TRANSFORMATION, founded in 1999, is a small nonprofit in the Community Improvement sector that reported $511K in total revenue in fiscal year 2023. Expenses of $458K left a modest 10% surplus.

Mission

THE ORGANIZATIONS PRIMARY MISSION IS TO PROVIDE ITS MEMBERS INSPIRED LEARNING, DEVELOPMENT, AND NETWORKING OPPORTUNITIES FOCUSED ON CUSTOMER-DRIVEN VALUE, INNOVATION, TRANSFORMATION SKILLS AND TECHNIQUES, AND LONG-TERM SUSTAINABILITY.

Program Service Accomplishments

Program 1

Expenses: $215,670 Revenue: $289,807

SUMMER INSTITUTE IS A UNIQUE EDUCATIONAL EXPERIENCE DESIGNED FOR CEOS AND THEIR TEAMS TO LEARN FROM WORLD CLASS LEARNING PARTNERS. DURING THE PROGRAM, TEAMS PARTICIPATE IN INTERACTIVE LEARNING...

SUMMER INSTITUTE IS A UNIQUE EDUCATIONAL EXPERIENCE DESIGNED FOR CEOS AND THEIR TEAMS TO LEARN FROM WORLD CLASS LEARNING PARTNERS. DURING THE PROGRAM, TEAMS PARTICIPATE IN INTERACTIVE LEARNING ACTIVITIES AND DISCUSS KEY CONCEPTS IN ORDER TO TRANSLATE THEM INTO ACTIONABLE SOLUTIONS THAT FIT THEIR INSTITUTIONS NEEDS. APPROXIMATELY 200 ATTENDEES AND THEIR ORGANIZATIONS BENEFITTED FROM THIS PROGRAM.

Program 2

Expenses: $31,645 Revenue: $46,213

CEO/REPS MEETING IS AN ANNUAL FORUM FOR MEMBER CEOS AND INSTITUTIONAL REPRESENTATIVES TO WORK WITH LEARNING PARTNER SENIOR EXECUTIVES TO DISCUSS THE CONCEPTS AND STRATEGIES THAT HAVE LED THEM TO...

CEO/REPS MEETING IS AN ANNUAL FORUM FOR MEMBER CEOS AND INSTITUTIONAL REPRESENTATIVES TO WORK WITH LEARNING PARTNER SENIOR EXECUTIVES TO DISCUSS THE CONCEPTS AND STRATEGIES THAT HAVE LED THEM TO ACHIEVE PERFORMANCE EXCELLENCE. THIS ALLOWS MEMBER CEOS/REPS TO ADDRESS THEIR SPECIFIC LEADERSHIP CHALLENGES AND SHAPE LEARNING FOR THE SUMMER INSTITUTE. APPROXIMATELY 80 INDIVIDUALS AND THEIR ORGANIZATIONS BENEFITTED FROM THIS PROGRAM.

Program 3

Expenses: $7,500 Revenue: $14,799

DEEP DIVE SESSIONS ARE FOR MEMBER CEOS, REPRESENTATIVES, AND INVITED GUESTS. THEY ARE A THINK TANK SESSION/ENVIRONMENT WHERE A PARTICULAR TOPIC OF INTEREST AND RELEVANCE IS DRILLED DOWN ON. OFTEN...

DEEP DIVE SESSIONS ARE FOR MEMBER CEOS, REPRESENTATIVES, AND INVITED GUESTS. THEY ARE A THINK TANK SESSION/ENVIRONMENT WHERE A PARTICULAR TOPIC OF INTEREST AND RELEVANCE IS DRILLED DOWN ON. OFTEN THEY ARE HELD IN CONJUNCTION WITH OUR SUMMER INSTITUTE, TO INTRODUCE OR FOLLOW UP ON A THEME OR TOPIC.

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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 $151,860

Program Service Revenue $318,119

Investment Income $3,419

Other Revenue $37,700

TOTAL REVENUE $511,098

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $257,786

Other Expenses $457,836

TOTAL EXPENSES $457,836

Year-over-Year Comparison

	2023	2022	Change
Revenue	$511,098	$480,950	+0.1%
Expenses	$457,836	$398,610	+0.1%
Net Income	$53,262	$82,340	-0.4%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURIE BOROWICZ	AT-LARGE MEMBER	1.00	Director	$0	$0	$0
JOHN AVENDANO	AT-LARGE MEMBER	1.00	Director	$0	$0	$0
ELIZABETH MURPHY	AT-LARGE-MEMBER	1.00	Director	$0	$0	$0
TUESDAY STANLEY	AT-LARGE MEMBER	1.00	Director	$0	$0	$0
ERIKA LIODICE	EXECUTIVE DIRECTOR	30.00	Officer Director	$0	$0	$0
JACKIE ELLIOTT	PRESIDENT	2.00	Officer Director	$0	$0	$0
ROGER STANFORD	INCOMING PRESIDENT	1.00	Officer Director	$0	$0	$0
DANIEL CORR	SECRETARY TREASURER	2.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$511,098	$457,836	$480,591	$53,262
2022	$480,950	$398,610	$394,440	$82,340
2021	$203,048	$186,956	$286,578	$16,092
2020	$143,056	$209,099	$212,948	$-66,043
2019	$291,801	$289,726	$290,541	$2,075
2018	$324,419	$513,042	$284,286	$-188,623

ALLIANCE FOR INNOVATION AND TRANSFORMATION