Transworld Business Advisors Adver… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

Jennifer Fox

Phone

9544346904

Tax Period

2023-01-01 to 2023-12-31

Transworld Business Advisors Advertising Fund Inc, founded in 2012, is a small nonprofit in the Community Improvement sector that reported $414K in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum.

Mission

To organize members to promote business brokers, business standards, ethics, and provide education for business brokers.

Program Service Accomplishments

Program 1

To organize members and conduct meetings to promote business brokers, business standards, ethics and provide education for business brokers.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $389,533

Program Service Revenue $24,908

Investment Income $0

Other Revenue $0

TOTAL REVENUE $414,441

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $454,956

TOTAL EXPENSES $454,956

Year-over-Year Comparison

	2023	2022	Change
Revenue	$414,441	$326,175	+0.3%
Expenses	$454,956	$253,383	+0.8%
Net Income	$-40,515	$72,792	-1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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	Reportable Comp	Other Comp	Total
Andrew R Cagnetta Jr	Officer	N/A	$0	$0	$0
Gerald Brisson	President	N/A	$0	$0	$0
Jennifer Fox	Secretary	N/A	$0	$0	$0
Steven Hanson	Director	N/A	$0	$0	$0
James Tatem	Vice-President	N/A	$0	$0	$0
Jessica Fialkovich	Director	N/A	$0	$0	$0
Jon Roman	Director	N/A	$0	$0	$0
Scott Hislop	Director	N/A	$0	$0	$0
Johnathan Choe	Director	N/A	$0	$0	$0
Warsoff Diane Hartz	Treasurer	N/A	$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	$414,441	$454,956	$173,214	$-40,515

Transworld Business Advisors Advertising Fund Inc