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Nonprofit · EIN 84-1365711

ALLIANCE FOR INNOVATION AND TRANSFORMATION

Tax-exempt · TRAVERSE CITY, MI 49686

Financials

$511K$458K2023$677K$577K2024$730K$626K2025
Revenue Expenses · by fiscal year end
Financials of ALLIANCE FOR INNOVATION AND TRANSFORMATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$729,717$625,810$103,907$727,958$159,791$568,167
December 31, 2024990$676,521$576,903$99,618$587,025$122,765$464,260
December 31, 2023990$511,098$457,836$53,262$480,591$115,949$364,642
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$200,661
Membership dues
$200,661
Program service revenue
$479,636
Investment income
$15,920
Other revenue
$33,500

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$1,750
Travel
$15,185
Program services (functional)
$322,367
Management and general (functional)
$303,443

Balance sheet and other

Total assets, start of year
$587,025
Total assets, end of year
$727,958
Total liabilities, end of year
$159,791
Net assets, end of year
$568,167
Net assets without donor restrictions
$568,167
Gross receipts
$729,717
Employees
0
Year formed
1991
State of legal domicile
CO

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
KATHERINE FRANKAT-LARGE-MEMBER
Trustee or director
1$0
JACKIE ELLIOTTPRESIDENT
Trustee or director, Officer
2$0
ROGER STANFORDINCOMING PRESIDENT
Trustee or director, Officer
1$0
DANIEL CORRSECRETARY TREASURER
Trustee or director, Officer
2$0
ERIKA LIODICEEXECUTIVE DIRECTOR
Trustee or director, Officer
30$0
JOHN AVENDANOAT-LARGE MEMBER
Trustee or director
1$0
KATE SMITHAT-LARGE MEMBER
Trustee or director
1$0
TRACY HARTZLERAT-LARGE MEMBER
Trustee or director
1$0
CID YOUSEFIAT-LARGE MEMBER
Trustee or director
0$0
990 for the year ended December 31, 2024: 8 people
NameTitleHours / weekCompensation
ELIZABETH MURPHYAT-LARGE-MEMBER
Trustee or director
1$0
JOHN AVENDANOAT-LARGE MEMBER
Trustee or director
1$0
LAURIE BOROWICZAT-LARGE MEMBER
Trustee or director
1$0
TUESDAY STANLEYAT-LARGE MEMBER
Trustee or director
1$0
JACKIE ELLIOTTPRESIDENT
Trustee or director, Officer
2$0
ROGER STANFORDINCOMING PRESIDENT
Trustee or director, Officer
1$0
DANIEL CORRSECRETARY TREASURER
Trustee or director, Officer
2$0
ERIKA LIODICEEXECUTIVE DIRECTOR
Trustee or director, Officer
30$0
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
LAURIE BOROWICZAT-LARGE MEMBER
Trustee or director
1$0
JOHN AVENDANOAT-LARGE MEMBER
Trustee or director
1$0
ELIZABETH MURPHYAT-LARGE-MEMBER
Trustee or director
1$0
TUESDAY STANLEYAT-LARGE MEMBER
Trustee or director
1$0
ERIKA LIODICEEXECUTIVE DIRECTOR
Trustee or director, Officer
30$0
JACKIE ELLIOTTPRESIDENT
Trustee or director, Officer
2$0
ROGER STANFORDINCOMING PRESIDENT
Trustee or director, Officer
1$0
DANIEL CORRSECRETARY TREASURER
Trustee or director, Officer
2$0

Address and contacts

Address (IRS master file)
3696 WINTER LEAF DR, TRAVERSE CITY, MI 49686-6337
In care of
% DANIEL CORR
Signed the 990
DANIEL CORR, TREASURER
Return prepared by
Street CPA Services

Mission

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.

990 for the year ended December 31, 2025

Program accomplishments

  • SUMMER INSTITUTE IS A UNIQUE EDUCATIONAL EXPERIENCE DESIGNED FOR CEOS AND THEIR TEAMS TO LEARN FROM WORLD CLASS LEARNING PARTNERS. DURING THE PROGRAM, TEAMS PARTICIPATE IN INTERACTIVE LEARNING ACTIVITIES AND DISCUSS KEY CONCEPTS IN ORDER TO TRANSLATE THEM INTO ACTIONABLE SOLUTIONS THAT FIT THEIR INSTITUTIONS NEEDS. APPROXIMATELY 366 ATTENDEES AND THEIR ORGANIZATIONS BENEFITTED FROM THIS PROGRAM.
    Expenses $259,697 · revenue $405,220
  • CEO/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.
    Expenses $62,670 · revenue $73,023

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
84-1365711
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
2007
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$727,958
Income (IRS master file)
$729,717

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$729,717$625,810$727,958IRS
990December 2024$676,521$576,903$587,025IRS
990December 2023$511,098$457,836$480,591XML
990December 2022$480,950$398,610$394,440IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 84-1365711).

Questions about ALLIANCE FOR INNOVATION AND TRANSFORMATION

What is the EIN of ALLIANCE FOR INNOVATION AND TRANSFORMATION?
The employer identification number (EIN) of ALLIANCE FOR INNOVATION AND TRANSFORMATION is 84-1365711.
Is ALLIANCE FOR INNOVATION AND TRANSFORMATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2007.
Are donations to ALLIANCE FOR INNOVATION AND TRANSFORMATION tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does ALLIANCE FOR INNOVATION AND TRANSFORMATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ALLIANCE FOR INNOVATION AND TRANSFORMATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ALLIANCE FOR INNOVATION AND TRANSFORMATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who are the officers and directors of ALLIANCE FOR INNOVATION AND TRANSFORMATION?
The 990 for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does ALLIANCE FOR INNOVATION AND TRANSFORMATION have?
On its 990 for the year ended December 31, 2025 it reported revenue of $729,717, expenses of $625,810 and total assets of $727,958 at year end.

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