TESTING ADJUSTING AND BALANCING BU… - Form 990 Financial Data

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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

2009

Legal Domicile

Principal Officer

PETER JENKINS

Phone

6108284055

Tax Period

2019-07-01 to 2020-06-30

Mission

TO SERVE THE GREATER PHILADELPHIA AREA IN SEEKING TO ASSURE THAT ALL BUILDING ENVIRONMENTAL SYSTEMS ARE PROPERLY INSTALLED AND ADJUSTED TO THEIR DESIGN SPECIFICATIONS.

Program Service Accomplishments

Program 1

THE ORGANIZATION PROMOTES ITS COMMON BUSINESS INTEREST BY DIRECTING A CERTIFICATION PROGRAM FOR TECHNICIANS, SUPERVISORS AND CONTRACTORS ENGAGED IN THE TESTING, ADJUSTING AND BALANCING OF ALL OF A...

THE ORGANIZATION PROMOTES ITS COMMON BUSINESS INTEREST BY DIRECTING A CERTIFICATION PROGRAM FOR TECHNICIANS, SUPERVISORS AND CONTRACTORS ENGAGED IN THE TESTING, ADJUSTING AND BALANCING OF ALL OF A BUILDINGS ENVIRONMENTAL SYSTEMS.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,686

TOTAL EXPENSES $2,686

Year-over-Year Comparison

	2019	2018	Change
Revenue	N/A	N/A	N/A
Expenses	$2,686	$4,368	-0.4%
Net Income	N/A	$-4,368	N/A

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
PETER JENKINS	PRESIDENT	Officer	$0	$0	$0
VINCE DEL VACCHIO	VICE PRESIDENT	Officer	$0	$0	$0
MATTHEW SANO	SECRETARY/TREASURER	Officer	$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
2020	No data	$2,686	$15,369	No data
2019	No data	$4,368	$18,055	No data

TESTING ADJUSTING AND BALANCING BUREAU OF PHILADELPHIA AND VICINITY