Center for Business Excellence Inc (EIN 351850192) - 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

1992

Legal Domicile

Principal Officer

Levon D Johnson

Phone

5742931531

Tax Period

2023-01-01 to 2023-12-31

Center for Business Excellence Inc, founded in 1992, is a small nonprofit in the Community Improvement sector that reported $155K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

Helping businesses excel through continuous improvement and strong leadership.

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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 $77,309

Program Service Revenue $77,323

Investment Income $0

Other Revenue $0

TOTAL REVENUE $154,632

Expense Breakdown

Grants Paid $0

Salaries & Benefits $99,194

Fundraising Expenses $0

Program Expenses $156,286

Other Expenses $66,235

TOTAL EXPENSES $165,429

Year-over-Year Comparison

	2023	2022	Change
Revenue	$154,632	$135,567	+0.1%
Expenses	$165,429	$143,436	+0.2%
Net Income	$-10,797	$-7,869	+0.4%

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

$132,238

Total Directors

$132,238

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Levon D Johnson	Secretary	0.15	Officer Director	$0	$6,391	$132,238
Mark Bagwell	Immediate Past Chair until 12/23	0.15	Officer Director	$0	$0	$0
Kym Baker-Butler	Chairman	0.15	Officer Director	$0	$0	$0
John A Katalinich	1st Vice Chairman	0.15	Officer Director	$0	$0	$0
Emma Jordan	2nd Vice Chairman	0.15	Officer Director	$0	$0	$0
Gregory Brown	Treasurer until 12/23	0.15	Officer Director	$0	$0	$0
Kathy Sears	Treasurer	0.15	Officer 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
2024	No data	No data	No data	No data
2023	$154,632	$165,429	$1,976,360	$-10,797
2022	$135,567	$143,436	$1,992,321	$-7,869
2021	$118,175	$143,493	$2,003,229	$-25,318
2020	$104,670	$135,841	$2,031,308	$-31,171
2019	$135,105	$167,352	$2,064,342	$-32,247
2018	$188,504	$173,063	$2,080,006	$15,441

Center for Business Excellence Inc