THE ALLIANCE FOUNDATION (EIN 852557839) - 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

2020

Legal Domicile

Principal Officer

BRADLEY M BARRIE

Phone

7028718535

Tax Period

2024-01-01 to 2024-12-31

THE ALLIANCE FOUNDATION, founded in 2020, is a micro nonprofit in the Human Services sector that reported $72K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $25K, a strong 35% operating margin.

Mission

TO HELP PEOPLE PROSPER IN LIFE THROUGH THE PROVISION OF SHELTER, FOOD, AND EMOTIONAL SUPPORT.

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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 $50,538

Program Service Revenue $0

Investment Income $21,378

Other Revenue $0

TOTAL REVENUE $71,916

Expense Breakdown

Grants Paid $40,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $43,958

Other Expenses $7,075

TOTAL EXPENSES $47,075

Year-over-Year Comparison

	2024	2023	Change
Revenue	$71,916	$91,012	-0.2%
Expenses	$47,075	$58,254	-0.2%
Net Income	$24,841	$32,758	-0.2%

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
BRADLEY M BARRIE	PRESIDENT	5.00	Officer Director	$0	$0	$0
JOSEPH TERRELL	VICE-PRESIDENT	5.00	Officer Director	$0	$0	$0
JUDITH ZAWISZA	TREASURER	1.00	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
2024	$71,916	$47,075	$332,257	$24,841
2023	$91,012	$58,254	$308,016	$32,758
2022	$33,339	$58,292	$287,301	$-24,953
2021	$39,095	$21,604	$361,871	$17,491
2020	$320,433	$7,648	$312,785	$312,785

THE ALLIANCE FOUNDATION