THE INSTITUTE OF BUSINESS & FINANCE

EIN: 201584113 501(c)(3) Education

San Diego, CA

Total Revenue
$605,432
Total Expenses
$653,297
Total Assets
$492,878
Net Assets
$492,878
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2009
Legal Domicile
CA
Principal Officer
Cory Bowman
Phone
8008482029
Tax Period
2022-01-01 to 2022-12-31

THE INSTITUTE OF BUSINESS & FINANCE, founded in 2009, is a small nonprofit in the Education sector that reported $605K in total revenue in fiscal year 2022.

Mission

Our mission at IBF has been to enhance the professionalism of financial advisors through designation, certification, and degree programs that foster integrity, a commitment to continuous improvement, and excellent client service.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $605,432
Investment Income $0
Other Revenue $0
TOTAL REVENUE $605,432

Expense Breakdown

Grants Paid $0
Salaries & Benefits $260,922
Fundraising Expenses $0
Program Expenses $653,297
Other Expenses $392,375
TOTAL EXPENSES $653,297

Year-over-Year Comparison

2022 2021 Change
Revenue $605,432 $623,187 0.0%
Expenses $653,297 $603,420 +0.1%
Net Income $-47,865 $19,767 -3.4%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
3
Independent Members
1
Employees
3
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
2
$50,000
Total Directors
0
$0
Key Employees
1
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Cory Bowman President 20
Officer
$50,000 $0 $50,000
Sean Moriarty Secretary 0
Officer
$0 $0 $0
Gordon Williamson Treasurer 5
Key Emp
$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 No data No data No data No data
2023 No data No data No data No data
2022 $605,432 $653,297 $492,878 $-47,865
2021 $603,576 $623,187 $542,537 $-19,611
2020 $583,354 $473,129 $542,537 $110,225
Explore More Nonprofits
→Top 100 Nonprofits in California →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare THE INSTITUTE OF BUSINESS & FINANCE with other nonprofits in California and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.