Civic Intelligence

Alliance for Innovation and Transformation

EIN 84-1365711 • 501(c)6 • Traverse City, MI

Profile

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.

3696 Winter Leaf DriveTraverse City, MI 49686

afithighered.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

72nd percentile

0.21x

Higher debt load relative to assets than 72% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.18x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Net Margin

75th percentile

15%

Higher net margin than 75% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

83rd percentile

22%

Faster asset growth than 83% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

32%

Faster revenue growth than 86% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$587,025

Up $106,434 (+22%) from 2023

Liabilities

Up

$122,765

Up $6,816 (+5.9%) from 2023

Net Assets

Up

$464,260

Up $99,618 (+27%) from 2023

Operations
Liabilities / Revenue70th percentileNet Margin75th percentile

Revenue

Up

$676,521

Up $165,423 (+32%) from 2023

Expenses

Up

$576,903

Up $119,067 (+26%) from 2023

Net Income

Up

$99,618

Up $46,356 (+87%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $111,312Liabilities 2010: $9,815Net Assets 2010: $101,4972010Assets 2011: $111,312Liabilities 2011: $9,815Net Assets 2011: $101,4972011Assets 2012: $111,312Liabilities 2012: $9,815Net Assets 2012: $101,4972012Assets 2013: $223,161Liabilities 2013: $11,192Net Assets 2013: $211,9692013Assets 2014: $255,357Liabilities 2014: $14,850Net Assets 2014: $240,5072014Assets 2015: $246,851Liabilities 2015: $4,325Net Assets 2015: $242,5262015Assets 2016: $259,784Liabilities 2016: $10,890Net Assets 2016: $248,8942016Assets 2017: $470,266Liabilities 2017: $5,225Net Assets 2017: $465,0412017Assets 2018: $284,286Liabilities 2018: $7,370Net Assets 2018: $276,9162018Assets 2019: $290,541Liabilities 2019: $11,550Net Assets 2019: $278,9912019Assets 2020: $212,948Liabilities 2020: $0Net Assets 2020: $212,9482020Assets 2021: $286,578Liabilities 2021: $57,538Net Assets 2021: $229,0402021Assets 2022: $394,440Liabilities 2022: $83,060Net Assets 2022: $311,3802022Assets 2023: $480,591Liabilities 2023: $115,949Net Assets 2023: $364,6422023Assets 2024: $587,025Liabilities 2024: $122,765Net Assets 2024: $464,2602024

Highlighted filing

2024

Assets$587,025
Liabilities$122,765
Net Assets$464,260
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2010: $247,287Expenses 2010: $214,387Net Income 2010: $32,9002010Revenue 2011: $247,287Expenses 2011: $214,387Net Income 2011: $32,9002011Revenue 2012: $247,287Expenses 2012: $214,387Net Income 2012: $32,9002012Revenue 2013: $324,133Expenses 2013: $268,891Net Income 2013: $55,2422013Revenue 2014: $316,093Expenses 2014: $287,555Net Income 2014: $28,5382014Revenue 2015: $319,303Expenses 2015: $317,284Net Income 2015: $2,0192015Revenue 2016: $280,528Expenses 2016: $274,160Net Income 2016: $6,3682016Revenue 2017: $500,889Expenses 2017: $284,742Net Income 2017: $216,1472017Revenue 2018: $324,419Expenses 2018: $513,042Net Income 2018: -$188,6232018Revenue 2019: $291,801Expenses 2019: $289,726Net Income 2019: $2,0752019Revenue 2020: $143,056Expenses 2020: $209,099Net Income 2020: -$66,0432020Revenue 2021: $203,048Expenses 2021: $186,956Net Income 2021: $16,0922021Revenue 2022: $480,950Expenses 2022: $398,610Net Income 2022: $82,3402022Revenue 2023: $511,098Expenses 2023: $457,836Net Income 2023: $53,2622023Revenue 2024: $676,521Expenses 2024: $576,903Net Income 2024: $99,6182024

Highlighted filing

2024

Revenue$676,521
Expenses$576,903
Net Income$99,618
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$587,025
Liabilities
$122,765
Net assets
$464,260
Revenue
$676,521
Expenses
$576,903
Net income
$99,618
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.87$1.23$4.64$6.77$5.77$1.00
2023Detailed filing. Detailed filing data is available for this year.$4.81$1.16$3.65$5.11$4.58$0.53
2022Detailed filing. Detailed filing data is available for this year.$3.94$0.83$3.11$4.81$3.99$0.82
2021Detailed filing. Detailed filing data is available for this year.$2.87$0.58$2.29$2.03$1.87$0.16
2020Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$1.43$2.09$0.66
2019Detailed filing. Detailed filing data is available for this year.$2.91$0.12$2.79$2.92$2.90$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.84$0.07$2.77$3.24$5.13$1.89
2017Summary only. Only limited summary data is available for this year.$4.70$0.05$4.65$5.01$2.85$2.16
2016Detailed filing. Detailed filing data is available for this year.$2.60$0.11$2.49$2.81$2.74$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.47$0.04$2.43$3.19$3.17$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.55$0.15$2.41$3.16$2.88$0.29
2013Summary only. Only limited summary data is available for this year.$2.23$0.11$2.12$3.24$2.69$0.55
2012Summary only. Only limited summary data is available for this year.$1.11$0.10$1.01$2.47$2.14$0.33
2011Summary only. Only limited summary data is available for this year.$1.11$0.10$1.01$2.47$2.14$0.33
2010Summary only. Only limited summary data is available for this year.$1.11$0.10$1.01$2.47$2.14$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Gross Receipts
$676,521
Mission and Program Overview

Mission

The network's primary mission is to provide a network among it's members to share innovative ideas and concepts concerning improvements in higher educational learning processes.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$330,476$338,508▲ $8,032
Cash and Non-Interest-Bearing Accounts$129,249$219,489▲ $90,240
Prepaid Expenses and Deferred Charges$15,763$25,869▲ $10,106
Accounts Receivable$5,103$3,159▼ $1,944
Total Assets$480,591$587,025▲ $106,434
Liabilities
Deferred Revenue$112,829$121,481▲ $8,652
Accounts Payable and Accrued Expenses$3,120$1,284▼ $1,836
Total Liabilities$115,949$122,765▲ $6,816
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$364,642$464,260▲ $99,618
Total Net Assets Fund Balance$364,642$464,260▲ $99,618
Total Liabilities and Net Assets / Fund Balance$480,591$587,025▲ $106,434
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Roger StanfordIncoming President
Jackie ElliottPresident
Erika LiodiceExecutive Director
John AvendanoAt-large Member
Laurie BorowiczAt-large Member
Tuesday StanleyAt-large Member
Elizabeth MurphyAt-large-member
Daniel CorrSecretary Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$177,968
Program Service Revenue
$446,000
Investment Income
$8,053
Other Revenue
$44,500
Change in Net Assets
$99,618
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$576,903
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$7,217$127,061-$134,278
Fees for Services Management-$97,418-$97,418
Information Technology$60,958--$60,958
Travel$24,552$553-$25,105
Advertising$1,095$23,068-$24,163
Other Expenses$2,801$112-$2,801
Insurance-$891-$891
Fees for Services Accounting-$750-$750
Total Functional Expenses$322,057$254,846$0$576,903
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Pt vi, line 11b: organizations process to review form 990: the financial coordinator is responsible for completing the form 990, whether through an outside accountant or self prepared. The form 990 is reviewed by the financial coordinator and the executor director, then submitted to all of the executive committee members via electronic mail for their review and approval. Once approval has been obtained, the form is then efiled to the irs to meet filing obligations. The financial coordinator maintains the form 990 at the afit office.”

Governing documents etc available to public Part VI line 19

“Pt vi, line 19: governing documents disclosure explanation: documents are available upon request via contacting steve rice at 231-944-9262 or email at [email protected]. They are also available by contacting erika liodice, executive director at 484-626-2931 or [email protected].”

Filing and Contact Details

Filer

Filer Name
Alliance for Innovation and Transformation
EIN
84-1365711
In Care Of
% DANIEL CORR
Address
3696 WINTER LEAF DRIVE, TRAVERSE CITY, MI 49686

Signing Officer

Name
Daniel Corr
Title
Treasurer
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
Co
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Roseanne P Masters CPA LLC
Address
112 N Rubey Dr Suite 140, Golden, CO 80403
Preparer
Roseanne P Masters CPA
Phone
3038624762
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

“Other management and general expenses:event planning coordination $33,975website coordination $13,703marketing coordination $18,686membership engagement/retention $26,046bank and credit card fees $17,547technical support services $276ams related expenses $11,154organizational development $5,006memberships ase & wf $668total other management and general expenses $127,061other program service expenses:sponsorships expense $7,217total other program service expenses $7,217”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgramServiceRevenueGrp/Desc0SUMMER INSTITUTE
IRS990/ProgramServiceRevenueGrp/Desc1CEO-REPS MEETING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0383822
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt162178
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt162178
IRS990/ProgSrvcAccomActy2Grp/Desc0CEO/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 97 INDIVIDUALS AND THEIR ORGANIZATIONS BENEFITTED FROM THIS PROGRAM.
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IRS990/PYContributionsGrantsAmt0151860
IRS990/PYInvestmentIncomeAmt03419
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PT VI, LINE 11B: ORGANIZATIONS PROCESS TO REVIEW FORM 990: THE FINANCIAL COORDINATOR IS RESPONSIBLE FOR COMPLETING THE FORM 990, WHETHER THROUGH AN OUTSIDE ACCOUNTANT OR SELF PREPARED. THE FORM 990 IS REVIEWED BY THE FINANCIAL COORDINATOR AND THE EXECUTOR DIRECTOR, THEN SUBMITTED TO ALL OF THE EXECUTIVE COMMITTEE MEMBERS VIA ELECTRONIC MAIL FOR THEIR REVIEW AND APPROVAL. ONCE APPROVAL HAS BEEN OBTAINED, THE FORM IS THEN EFILED TO THE IRS TO MEET FILING OBLIGATIONS. THE FINANCIAL COORDINATOR MAINTAINS THE FORM 990 AT THE AFIT OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PT VI, LINE 19: GOVERNING DOCUMENTS DISCLOSURE EXPLANATION: DOCUMENTS ARE AVAILABLE UPON REQUEST VIA CONTACTING STEVE RICE AT 231-944-9262 OR EMAIL AT [email protected]. THEY ARE ALSO AVAILABLE BY CONTACTING ERIKA LIODICE, EXECUTIVE DIRECTOR AT 484-626-2931 OR [email protected].
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER MANAGEMENT AND GENERAL EXPENSES:EVENT PLANNING COORDINATION $33,975WEBSITE COORDINATION $13,703MARKETING COORDINATION $18,686MEMBERSHIP ENGAGEMENT/RETENTION $26,046BANK AND CREDIT CARD FEES $17,547TECHNICAL SUPPORT SERVICES $276AMS RELATED EXPENSES $11,154ORGANIZATIONAL DEVELOPMENT $5,006MEMBERSHIPS ASE & WF $668TOTAL OTHER MANAGEMENT AND GENERAL EXPENSES $127,061OTHER PROGRAM SERVICE EXPENSES:SPONSORSHIPS EXPENSE $7,217TOTAL OTHER PROGRAM SERVICE EXPENSES $7,217
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2List of other expenses Part IX line 24e
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL CORR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALLIANCE FOR INNOVATION AND TRANSFORMATION
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ReturnHeader/Filer/InCareOfNm0% DANIEL CORR
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ReturnHeader/Filer/USAddress/CityNm0TRAVERSE CITY
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0275033992
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Roseanne P Masters CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0112 N Rubey Dr Suite 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Golden
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080403
ReturnHeader/PreparerPersonGrp/PhoneNum03038624762
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROSEANNE P MASTERS CPA
ReturnHeader/ReturnTs02025-05-14T22:12:16-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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