SMALL BUSINESS MAJORITY FOUNDATION INC (EIN 030576666) - 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

2005

Legal Domicile

Principal Officer

JOHN ARENSMEYER

Phone

2028288357

Tax Period

2024-01-01 to 2024-12-31

SMALL BUSINESS MAJORITY FOUNDATION INC, founded in 2005, is a community nonprofit in the Community Improvement sector that reported $5.6M in total revenue in fiscal year 2024. Expenses of $5.4M left a modest 4% surplus.

Mission

SUPPORT AMERICA'S 35 MILLION SMALL BUSINESSES VIA PUBLIC POLICY ADVOCACY AND PRACTICAL RESOURCES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $5,330,578

Program Service Revenue $0

Investment Income $228,026

Other Revenue $6,704

TOTAL REVENUE $5,565,308

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,247,114

Fundraising Expenses $438,955

Program Expenses $4,389,404

Other Expenses $1,111,482

TOTAL EXPENSES $5,358,596

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,565,308	$5,327,951	+0.0%
Expenses	$5,358,596	$5,127,816	+0.0%
Net Income	$206,712	$200,135	+0.0%

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

$533,977

Total Directors

$357,653

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN ARENSMEYER	FOUNDER & CEO	60.00	Officer Director	$343,481	$14,172	$357,653
TALIBAH BAYLES	DIRECTOR	1.00	Director	$0	$0	$0
KEN HENDERSON	DIRECTOR	1.00	Director	$0	$0	$0
PAUL QUINTERO	DIRECTOR	1.00	Director	$0	$0	$0
LAJUANNA RUSSELL	DIRECTOR	1.00	Director	$0	$0	$0
DAFINA WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN BERRY	SECRETARY/TREASURER/VP, OPERATIONS	40.00	Officer	$169,501	$6,823	$176,324
REBEKAH CHASE	CONTROLLER	40.00	Highest	$148,019	$21,303	$169,322
ESZTER SZOCSKA	DIGITAL COMMUNICATION & IT DIRECTOR	40.00	Highest	$137,968	$18,088	$156,056
DAVID CHASE	VICE PRESIDENT, POLICY & ADVOCACY	60.00	Highest	$201,763	$11,122	$212,885
CASSIE MILLS	VICE PRESIDENT, COMMUNICATIONS	60.00	Highest	$182,469	$13,859	$196,328
BRIAN PIFER	VICE PRESIDENT, RESEARCH & INSIGHTS	60.00	Highest	$176,074	$30,552	$206,626

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	$5,565,308	$5,358,596	$6,010,443	$206,712
2023	$5,327,951	$5,127,816	$9,077,609	$200,135
2022	$4,849,945	$4,400,534	$7,051,488	$449,411
2021	$5,051,591	$3,956,887	$4,020,911	$1,094,704
2020	$4,121,537	$3,613,432	$3,806,226	$508,105
2019	$3,118,752	$3,276,185	$3,013,051	$-157,433
2018	$3,834,551	$3,709,832	$1,562,913	$124,719

SMALL BUSINESS MAJORITY FOUNDATION INC