COMMUNITY INVESTMENT ALLIANCE (EIN 871480212) - 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

2021

Legal Domicile

Principal Officer

KATHLEEN VAN VOORHIS

Phone

7206700205

Tax Period

2023-01-01 to 2023-12-31

COMMUNITY INVESTMENT ALLIANCE, founded in 2021, is a small nonprofit in the Housing & Shelter sector that reported $790K in total revenue in fiscal year 2023. Revenue surged 190% from the prior year, signaling strong growth momentum. The organization ran a surplus of $189K, a strong 24% operating margin.

Mission

TO PARTNER WITH COMMUNITIES IN ADDRESSING AFFORDABLEAND STABLE HOUSING, HOMELESSNESS, BEHAVIORAL HEALTH SERVICES, WEALTH-BUILDING OPPORTUNITIES, ACCESS TO HEALTHY FOOD, AND INTEGRATION WITH THE NATURAL ENVIRONMENT.

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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 $521,301

Program Service Revenue $268,266

Investment Income $0

Other Revenue $0

TOTAL REVENUE $789,567

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $8,303

Program Expenses $542,640

Other Expenses $600,685

TOTAL EXPENSES $600,685

Year-over-Year Comparison

	2023	2022	Change
Revenue	$789,567	$272,295	+1.9%
Expenses	$600,685	$183,451	+2.3%
Net Income	$188,882	$88,844	+1.1%

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

$138,243

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER LIFARI	PRESIDENT	3.00	Officer Director	$0	$0	$0
CEC ORTIZ	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
BECKY UPDIKE	SECRETARY	2.00	Officer Director	$0	$0	$0
BEN DAVID HENSLEY	TREASURER	2.00	Officer Director	$0	$0	$0
JULIE GONZALEZ	DIRECTOR	1.00	Director	$0	$0	$0
JAIMIN WILLIAM HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINA GARCIA	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN VAN VOORHIS	EXECUTIVE DIRECTOR	40.00	Officer	$138,243	$0	$138,243

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	$789,567	$600,685	$354,916	$188,882
2022	$272,295	$183,451	$98,844	$88,844

COMMUNITY INVESTMENT ALLIANCE