MIDWEST BUSINESS BROKERS & INTERMEDIARIES (EIN 364209672) - 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

2001

Legal Domicile

Principal Officer

TOM MEYER

Phone

8478477703

Tax Period

2023-01-01 to 2023-12-31

MIDWEST BUS BROKERS & INTERMEDIARIE, founded in 2001, is a small nonprofit in the Community Improvement sector that reported $249K in total revenue in fiscal year 2018. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $234K left a modest 6% surplus.

Mission

OTHER EDUCATIONAL AND NETWORKING EVENTS

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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 $480,346

Investment Income $3,023

Other Revenue $0

TOTAL REVENUE $483,369

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $458,368

TOTAL EXPENSES $458,368

Year-over-Year Comparison

	2023	2022	Change
Revenue	$483,369	$328,268	+0.5%
Expenses	$458,368	$327,115	+0.4%
Net Income	$25,001	$1,153	+20.7%

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

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
MIKE ADHIKARI	DIRECTOR	0.25	Director	$0	$0	$0
JASON ARENDS	DIRECTOR	0.25	Director	$0	$0	$0
RYAN BLACK	DIRECTOR	0.25	Director	$0	$0	$0
MEGAN BROBSON	DIRECTOR	0.25	Director	$0	$0	$0
PAULA COOK	DIRECTOR	0.25	Director	$0	$0	$0
JIM CONNOLLY	DIRECTOR	0.25	Director	$0	$0	$0
JOHN DALLAS	DIRECTOR	0.25	Director	$0	$0	$0
ROB EISENSTADT	DIRECTOR	0.25	Director	$0	$0	$0
JOHN GORZAK	DIRECTOR	0.25	Director	$0	$0	$0
M JAY HEILBRUNN	DIRECTOR	0.25	Director	$0	$0	$0
RAYMOND HORN III	DIRECTOR	0.25	Director	$0	$0	$0
ANDREW KELLEHER	DIRECTOR	0.25	Director	$0	$0	$0
KATIE KIMBLE	DIRECTOR	0.25	Director	$0	$0	$0
GREG LAFIN	DIRECTOR	0.25	Director	$0	$0	$0
CHRISTA MADISON	DIRECTOR	0.25	Director	$0	$0	$0
MARKUS MAY	DIRECTOR	0.25	Director	$0	$0	$0
ART MERTES	DIRECTOR	0.25	Director	$0	$0	$0
BRADY PASCHKE	DIRECTOR	0.25	Director	$0	$0	$0
MIKE PECHETTE	DIRECTOR	0.25	Director	$0	$0	$0
FRED STEPHENSON	DIRECTOR	0.25	Director	$0	$0	$0
JOHN WEBER	DIRECTOR	0.25	Director	$0	$0	$0
TOM MEYER	PRESIDENT	0.25	Officer Director	$0	$0	$0
BRENNAN HOLLENBECK	EXECUTIVE VICE PRESIDENT	0.25	Officer Director	$0	$0	$0
TOM THOMAS	TREASURER	0.25	Officer Director	$0	$0	$0
JEFF CISMOSKI	SECRETARY	0.25	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	$483,369	$458,368	$293,729	$25,001
2022	$328,268	$327,115	$262,117	$1,153
2021	$237,721	$215,057	$220,813	$22,664
2020	$215,764	$165,757	$188,044	$50,007
2019	$267,890	$274,740	$141,572	$-6,850
2018	$248,968	$233,939	$124,802	$15,029

MIDWEST BUSINESS BROKERS & INTERMEDIARIES