FAMILY BUSINESS ASSOCIATION CALIFO… - 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

2011

Legal Domicile

Phone

9164443568

Tax Period

2025-01-01 to 2025-12-31

FAMILY BUSINESS ASSOCIATION CALIFORNIA, founded in 2011, is a small nonprofit in the Community Improvement sector that reported $239K in total revenue in fiscal year 2025.

Mission

PROVIDE AN INCENTIVE FOR FAMILY BUSINESSES TO CREATE JOBS AND INVEST IN CALIFORNIA AND PROPOSE INITIATIVES FOR NEEDED CHANGE

Program Service Accomplishments

Program 1

Provide an incentive for family businesses to create jobs and invest in California. Propose initiatives for needed change. Defend against hostile, unfavorable legislation and regulations. Take legal action to protect family business. Communicate to members, the public and policy makers on all aspects and benefits of family business.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $236,500

Investment Income $2,487

Other Revenue $0

TOTAL REVENUE $238,987

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $242,228

TOTAL EXPENSES $242,228

Year-over-Year Comparison

	2025	2024	Change
Revenue	$238,987	$237,874	+0.0%
Expenses	$242,228	$220,018	+0.1%
Net Income	$-3,241	$17,856	-1.2%

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

N/A

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
KEN MONROE	Chairman	Director	$0	$0	$0
DAVE LUCHETTI	PAST CHAIRMAN	Director	$0	$0	$0
GRANT DEARY	Secretary/Treas	Officer Director	$0	$0	$0
CAROL BURGER	Director	Officer Director	$0	$0	$0
KEVIN FAT	Director	Director	$0	$0	$0
ALFRED GARCIA	Director	Director	$0	$0	$0
KURT GLASSMAN	Director	Director	$0	$0	$0
MARK KOPPANG	Director	Director	$0	$0	$0
NANCY PIRET	Director	Director	$0	$0	$0
ROBERT RIVINIUS	President	Director	$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
2025	$238,987	$242,228	$188,772	$-3,241
2024	No data	No data	No data	No data
2023	$227,465	$241,406	$173,873	$-13,941
2022	$231,920	$239,772	$187,555	$-7,852
2021	$223,663	$208,830	$195,407	$14,833
2020	$233,983	$207,091	$180,574	$26,892

FAMILY BUSINESS ASSOCIATION CALIFORNIA