SCORE Association (EIN 521067290) - 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

1964

Legal Domicile

Principal Officer

Bridget Weston

Phone

8006340245

Tax Period

2023-10-01 to 2024-09-30

SCORE Association, founded in 1964, is a mid-sized nonprofit that reported $21.7M in total revenue in fiscal year 2023. Expenses of $20.9M left a modest 3% surplus.

Mission

Provide free and confidential small business counseling for entrepreneurs nationwide.

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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 $20,098,497

Program Service Revenue $1,167,993

Investment Income $238,495

Other Revenue $185,925

TOTAL REVENUE $21,690,910

Expense Breakdown

Grants Paid $126,144

Salaries & Benefits $7,414,253

Fundraising Expenses $0

Program Expenses $15,751,702

Other Expenses $13,398,642

TOTAL EXPENSES $20,939,039

Year-over-Year Comparison

	2023	2022	Change
Revenue	$21,690,910	$20,557,641	+0.1%
Expenses	$20,939,039	$20,272,872	+0.0%
Net Income	$751,871	$284,769	+1.6%

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

8962

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

$1,853,805

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Weston Bridget	CEO	40.00	Officer	$258,873	$34,333	$373,571
Peluso Rick	VP of Finance	32.00	Officer	$260,549	$25,444	$318,356
Nohe Doug	VP of Field Ops	40.00	Officer	$273,187	$35,536	$311,150
Capozio Amanda	VP of IT	40.00	Officer	$261,819	$23,682	$286,747
Dougert Elizabeth	VP External Rel	34.00	Officer	$231,836	$21,836	$282,666
Stennett Candice	VP of Marketing	40.00	Officer	$248,763	$30,101	$281,315
McKenzie Doug	Dir. of Finance	40.00		$147,544	$43,888	$197,608
Pasche Stephanie	Dir. Field Opt.	40.00		$159,444	$28,491	$187,935
Martin Morgan	Dir. Field Op.	40.00		$161,034	$17,955	$178,989
Schultz Erin	Dir. Field Opt	40.00		$149,212	$27,185	$176,397
Holmes Stephanie	Dir. of Major Proj	40.00		$135,452	$17,430	$152,882
Shaw Tracy	Chair	4.00	Officer Director	$0	$0	$0
Poland Julie	Vice Chair	4.00	Officer Director	$0	$0	$0
Trevino Judy	Treasurer	4.00	Officer Director	$0	$0	$0
Lerman Jayne	Secretary	4.00	Officer Director	$0	$0	$0
McCloskey John	Director	1.00	Director	$0	$0	$0
Manza Bob	Director	1.00	Director	$0	$0	$0
Asarpota Mukesh	Director	1.00	Director	$0	$0	$0
Bingel Kelly	Director	1.00	Director	$0	$0	$0
Christiansen Julie	Director	1.00	Director	$0	$0	$0
Harkins Scott	Director	1.00	Director	$0	$0	$0
Klisanich Frank	Director	1.00	Director	$0	$0	$0
Loftus Patricia	Director	1.00	Director	$0	$0	$0
Shah Nik	Director	1.00	Director	$0	$0	$0
Brimacomb Rick	Director	1.00	Director	$0	$0	$0
Casas Ricardo	Director	1.00	Director	$0	$0	$0
Smith Steve	Director	1.00	Director	$0	$0	$0
Zechman David	Director	1.00	Director	$0	$0	$0
Harley LeBon Cherylyn	Director	1.00	Director	$0	$0	$0
Montgomery Tameka	Director	1.00	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
2024	$21,690,910	$20,939,039	$13,258,630	$751,871
2023	$20,557,641	$20,272,872	$12,975,173	$284,769
2022	$17,894,443	$16,452,786	$11,816,704	$1,441,657
2021	$15,696,554	$15,353,380	$10,399,530	$343,174
2020	$15,762,662	$15,039,643	$10,052,562	$723,019
2019	$17,108,003	$17,550,360	$11,127,063	$-442,357
2018	$16,792,342	$16,593,399	$9,462,653	$198,943

SCORE Association