UNITED STATES ASSOCIATION FOR SMALL BUSINESS AND ENTREPRENEURSHIP (EIN 521287170) - 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

1983

Legal Domicile

Principal Officer

JULIE SHIELDS

Phone

2023819330

Tax Period

2022-07-01 to 2023-06-30

UNITED STATES ASSOCIATION FOR SMALL BUSINESS AND ENTREPRENEURSHIP, founded in 1983, is a small nonprofit that reported $679K in total revenue in fiscal year 2022. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $792K exceeded revenue, resulting in a 17% operating deficit.

Mission

ADVANCE ENTREPRENEURSHIP EDUCATION THROUGH TEACHING, SCHOLARSHIP, AND PRACTICE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $10,000

Program Service Revenue $646,523

Investment Income $21,591

Other Revenue $500

TOTAL REVENUE $678,614

Expense Breakdown

Grants Paid $0

Salaries & Benefits $286,832

Fundraising Expenses $94,797

Program Expenses $414,139

Other Expenses $504,874

TOTAL EXPENSES $791,706

Year-over-Year Comparison

	2022	2021	Change
Revenue	$678,614	$560,864	+0.2%
Expenses	$791,706	$629,458	+0.3%
Net Income	$-113,092	$-68,594	+0.6%

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

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

$140,934

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS PITTZ	CHAIR	2.00	Officer Director	$0	$0	$0
MINDY WALLS	VICE-CHAIR	5.00	Officer Director	$0	$0	$0
SARA COCHRAN	TREASURER	1.00	Officer Director	$0	$0	$0
SHOROUQ ALMALLAH	SECRETARY	1.00	Officer Director	$0	$0	$0
COLLEEN ROBB	DIRECTOR	1.00	Director	$0	$0	$0
SUSANA SANTOS	DIRECTOR	1.00	Director	$0	$0	$0
LUKE PITTAWAY	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW CORBETT	DIRECTOR	1.00	Director	$0	$0	$0
MONTRESSA WASHINGTON	DIRECTOR	1.00	Director	$0	$0	$0
JULIE SHIELDS	PRESIDENT	40.00	Officer	$132,997	$7,937	$140,934

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$678,614	$791,706	$857,999	$-113,092
2022	$560,864	$629,458	$901,387	$-68,594
2021	$19,957	$123,910	$984,667	$-103,953
2021	$261,696	$401,431	$1,056,488	$-139,735
2020	$827,644	$620,930	$1,185,686	$206,714
2019	$760,972	$548,113	$1,057,646	$212,859

UNITED STATES ASSOCIATION FOR SMALL BUSINESS AND ENTREPRENEURSHIP