Independent Broker Alliance

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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

2010

Legal Domicile

Principal Officer

Jason Seely

Phone

7576420392

Tax Period

2023-07-01 to 2024-06-30

Independent Broker Alliance, founded in 2010, is a small nonprofit in the Community Improvement sector that reported $606K in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year.

Mission

The organization is a share group which is formed for its members to discuss industry best practices and to assist its members in operating productive businesses.

Program Service Accomplishments

Program 1

The organization continues to hold meetings and admit new members for the purpose of helping its members be more successful

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $605,876

Investment Income $0

Other Revenue $0

TOTAL REVENUE $605,876

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $588,749

TOTAL EXPENSES $588,749

Year-over-Year Comparison

	2023	2022	Change
Revenue	$605,876	$639,287	-0.1%
Expenses	$588,749	$415,678	+0.4%
Net Income	$17,127	$223,609	-0.9%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tony Rizzo	Chairman	5.00	Director	$0	$0	$0
Jon Ritchie	Vice-Chair	5.00	Director	$0	$0	$0
Mark Lacasse	Secretary	5.00	Director	$0	$0	$0
Jason Seely	Treasurer	5.00	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	No data	No data	No data	No data
2024	$605,876	$588,749	$310,390	$17,127
2023	$639,287	$415,678	$293,863	$223,609
2022	$353,213	$347,938	No data	$5,275
2021	$353,216	$316,051	$123,498	$37,165
2020	$355,055	$363,276	$86,333	$-8,221