ALMOND ALLIANCE (EIN 941749853) - 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

1980

Legal Domicile

Principal Officer

ANNIE ROMERO

Phone

2093007140

Tax Period

2023-08-01 to 2024-07-31

ALMOND ALLIANCE, founded in 1980, is a small nonprofit that reported $900K in total revenue in fiscal year 2023. Expenses of $1.1M exceeded revenue, resulting in a 19% operating deficit.

Mission

TO ENSURE THE SUSTAINABILITY AND SUCCESS OF THE CALIFORNIA ALMOND COMMUNITY THROUGH ADVOCACY, TECHNICAL ASSISTANCE, TRAINING, NETWORKING, COMMUNICATION, GROUP BENEFITS, AND RESEARCH.

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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 $900,632

Program Service Revenue $0

Investment Income $957

Other Revenue $-1,579

TOTAL REVENUE $900,010

Expense Breakdown

Grants Paid $0

Salaries & Benefits $395,181

Fundraising Expenses $0

Program Expenses $1,049,057

Other Expenses $671,652

TOTAL EXPENSES $1,066,833

Year-over-Year Comparison

	2023	2022	Change
Revenue	$900,010	$908,169	0.0%
Expenses	$1,066,833	$1,043,320	+0.0%
Net Income	$-166,823	$-135,151	+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

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
BLAKE VANN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
KATIE STAACK	VICE CHAIR	1.00	Officer Director	$0	$0	$0
RICHARD CUNNINGHAM	CFO	1.00	Officer Director	$0	$0	$0
STEVE KORETOFF	SECRETARY	1.00	Officer Director	$0	$0	$0
TOM CARTER	BOARD MEMBER	1.00	Director	$0	$0	$0
LORI COBURN	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT HOLTERMANN	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM LYONS	BOARD MEMBER	1.00	Director	$0	$0	$0
LISA MARROQUIN	BOARD MEMBER	1.00	Director	$0	$0	$0
TODD MEYER	BOARD MEMBER	1.00	Director	$0	$0	$0
ALEC PACINI	BOARD MEMBER	1.00	Director	$0	$0	$0
BRETT SILL	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID THIEL	BOARD MEMBER	1.00	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
2024	$900,010	$1,066,833	$769,900	$-166,823
2023	$908,169	$1,043,320	$852,037	$-135,151
2022	$796,355	$736,305	$900,452	$60,050
2021	$789,327	$543,983	$813,890	$245,344
2020	$653,388	$562,144	$615,626	$91,244
2019	$625,501	$645,768	$318,890	$-20,267

ALMOND ALLIANCE