COMMUNITY INVESTMENT ALLIANCE

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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

2025-01-01 to 2025-12-31

COMMUNITY INVESTMENT ALLIANCE, founded in 2021, is a community nonprofit in the Housing & Shelter sector that reported $2.1M in total revenue in fiscal year 2025. Revenue surged 62% from the prior year, signaling strong growth momentum. The organization ran a surplus of $452K, a strong 21% operating margin.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $1,588,214 Revenue: $2,402

ASSIST AGENCIES IN AFFORDABLE AND STABLE HOUSING BY PARTNERING WITH LOCAL COMMUNITIES.

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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 $2,118,896

Program Service Revenue $2,402

Investment Income $0

Other Revenue $5,902

TOTAL REVENUE $2,127,200

Expense Breakdown

Grants Paid $1,002,504

Salaries & Benefits $426,494

Fundraising Expenses $32,554

Program Expenses $1,588,214

Other Expenses $245,724

TOTAL EXPENSES $1,674,722

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,127,200	$1,314,451	+0.6%
Expenses	$1,674,722	$1,215,620	+0.4%
Net Income	$452,478	$98,831	+3.6%

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

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

$137,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN VAN VOORHIS	EXECUTIVE DIRECTOR	40.00	Officer	$137,500	$0	$137,500
PETER LIFARI	BOARD PRESIDENT	0.00	Officer Director	$0	$0	$0
JAIMIN HARRIS	SECRETARY	0.00	Officer Director	$0	$0	$0
BECKY MILLER UPDIKE	DIRECTOR	0.00	Officer Director	$0	$0	$0
BEN HENSLEY	TREASURER	0.00	Director	$0	$0	$0
CEC ORTIZ	DIRECTOR	0.00	Director	$0	$0	$0
CHRISTINA GARCIA	DIRECTOR	0.00	Director	$0	$0	$0
JULIA SANCHEZ	DIRECTOR	0.00	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	$2,127,200	$1,674,722	$901,740	$452,478
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