MICHIGAN SCHOOL BUSINESS OFFICIALS (EIN 382382144) - 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

1937

Legal Domicile

Principal Officer

ROBERT DWAN

Phone

5173275920

Tax Period

2024-07-01 to 2025-06-30

MICHIGAN SCHOOL BUSINESS OFFICIALS, founded in 1937, is a community nonprofit that reported $5.8M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.2M, a strong 21% operating margin.

Mission

THE MISSION OF MSBO IS TO CONTINUALLY IMPROVE THE LEADERSHIP AND MANAGEMENT IN SCHOOL BUSINESS AND OPERATIONAL SERVICES, WHILE ENHANCING THE PROFESSIONAL, SOCIAL, AND ECONOMIC WELL-BEING OF ITS MEMBERS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $304,020

Program Service Revenue $3,421,110

Investment Income $430,914

Other Revenue $1,651,087

TOTAL REVENUE $5,807,131

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,241,727

Fundraising Expenses $0

Program Expenses $2,961,308

Other Expenses $2,332,450

TOTAL EXPENSES $4,574,177

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,807,131	$5,372,756	+0.1%
Expenses	$4,574,177	$3,717,947	+0.2%
Net Income	$1,232,954	$1,654,809	-0.3%

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

310

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

$339,330

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY BERTUCCI	DIRECTOR	3.00	Director	$0	$0	$0
KEVIN KOLB	DIRECTOR	3.00	Director	$0	$0	$0
BRIAN MARCEL	DIRECTOR	3.00	Director	$0	$0	$0
KENDRA MESSING	DIRECTOR	3.00	Director	$0	$0	$0
SHARON RASCHKE	DIRECTOR	3.00	Director	$0	$0	$0
MICHELLE SINE	DIRECTOR	3.00	Director	$0	$0	$0
JULIE WILLIAMS-MUZ	PRESIDENT-ELECT	3.00	Officer Director	$0	$0	$0
MARY BETH ROGERS	IMMEDIATE PAST PRESIDENT	3.00	Officer Director	$0	$0	$0
STEPHANIE WEESE	PRESIDENT	3.00	Officer Director	$0	$0	$0
ROBERT DWAN	EXECUTIVE DIRECTOR	40.00	Officer	$247,602	$91,728	$339,330
JASON HELSON	ASSOC EXECUTIVE DIRECTOR OF FINANCE	40.00	Highest	$166,341	$60,555	$226,896
NANCY HAWKINS	ASSOC EXECUTIVE DIRECTOR OF COMMS	40.00	Highest	$120,762	$38,869	$159,631
DEBRA KOPKAU	DIRECTOR OF CERTIFICATION	40.00	Highest	$119,965	$52,714	$172,679
DENEEN HANSEN	DIRECTOR OF OPERATIONS	40.00	Highest	$113,062	$34,931	$147,993
CHRIS TWITCHELL	DIRECTOR OF BUSINESS	40.00	Highest	$107,114	$7,623	$114,737

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	$5,807,131	$4,574,177	$10,738,947	$1,232,954
2024	$5,372,756	$3,717,947	$9,510,049	$1,654,809
2023	$4,965,743	$3,653,539	$8,097,495	$1,312,204
2022	$3,435,657	$3,132,465	$6,946,141	$303,192
2021	$2,854,107	$2,377,080	$6,916,879	$477,027
2020	$2,566,985	$2,528,507	$6,633,909	$38,478
2019	$3,529,585	$2,928,535	$5,992,186	$601,050
2018	$3,195,437	$2,796,582	$5,515,762	$398,855

MICHIGAN SCHOOL BUSINESS OFFICIALS