SMALL BUSINESS INVESTOR ALLIANCE

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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

1958

Legal Domicile

Principal Officer

BRETT PALMER

Phone

2026285055

Tax Period

2023-01-01 to 2023-12-31

SMALL BUSINESS INVESTOR ALLIANCE, founded in 1958, is a community nonprofit that reported $6.0M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $5.7M left a modest 5% surplus.

Mission

PROMOTE, THROUGH COOPERATIVE EFFORT, FUNDS INVESTING IN DOMESTIC SMALL BUSINESS.

Program Service Accomplishments

Program 1

PROVIDED A FORUM FOR SMALL BUSINESS INVESTORS TO COMMUNICATE WITH THEIR GOVERNMENT REGARDING IMPEDIMENTS TO INVESTING AND ECONOMIC GROWTH.

Program 2

PROMOTED EDUCATION AND INFORMATION ON TOPICS RELATED TO SMALL BUSINESS INVESTING.

Program 3

PROVIDED MEETING PLANNING AND PRODUCTION TO FACILITATE NETWORKING AND EDUCATION FOR 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $5,698,972

Investment Income $17,726

Other Revenue $306,149

TOTAL REVENUE $6,022,847

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,543,843

Fundraising Expenses $0

Other Expenses $3,197,053

TOTAL EXPENSES $5,740,896

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,022,847	$5,328,392	+0.1%
Expenses	$5,740,896	$4,640,277	+0.2%
Net Income	$281,951	$688,115	-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

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

$1,227,459

Total Directors

$898,168

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GAYLE HUGHES	CHAIR	2.00	Officer Director	$0	$0	$0
CAROLINE DUCAS	CHAIR ELECT	2.00	Officer Director	$0	$0	$0
BRAD TRIEBSCH	VICE CHAIR	2.00	Officer Director	$0	$0	$0
BEN GEIS	TREASURER	2.00	Officer Director	$0	$0	$0
TYSON SMITH	SECRETARY	2.00	Officer Director	$0	$0	$0
PETER HUFF	IMMEDIATE PA	2.00	Officer Director	$0	$0	$0
LES ALEXANDER	BOARD OF GOV	2.00	Director	$0	$0	$0
JIM BARRA	BOARD OF GOV	2.00	Director	$0	$0	$0
JAN BERGESON	BOARD OF GOV	2.00	Director	$0	$0	$0
MELANIE BRENSINGER	BOARD OF GOV	2.00	Director	$0	$0	$0
DEAN D' ANGELO	BOARD OF GOV	2.00	Director	$0	$0	$0
DAVID DEMETER	BOARD OF GOV	2.00	Director	$0	$0	$0
DOUG ENGLAND	BOARD OF GOV	2.00	Director	$0	$0	$0
ANN FERREIRA	BOARD OF GOV	2.00	Director	$0	$0	$0
STACY HARMSEN	BOARD OF GOV	2.00	Director	$0	$0	$0
LARS HENS	BOARD OF GOV	2.00	Director	$0	$0	$0
HEATHER HUBBARD	BOARD OF GOV	2.00	Director	$0	$0	$0
MELINDA JACKSON	BOARD OF GOV	2.00	Director	$0	$0	$0
DAVID KOCEN	BOARD OF GOV	2.00	Director	$0	$0	$0
CARL KOPFINGER	BOARD OF GOV	2.00	Director	$0	$0	$0
STEVEN LILLY	BOARD OF GOV	2.00	Director	$0	$0	$0
BRIAN LUEGER	BOARD OF GOV	2.00	Director	$0	$0	$0
JOHN MICKELSON	BOARD OF GOV	2.00	Director	$0	$0	$0
THERESA MOZZOCCI	BOARD OF GOV	2.00	Director	$0	$0	$0
ANDREW PANZO	BOARD OF GOV	2.00	Director	$0	$0	$0
TIM RAFALOVICH	BOARD OF GOV	2.00	Director	$0	$0	$0
MICHAEL REVORD	BOARD OF GOV	2.00	Director	$0	$0	$0
CHRIS SEARS	BOARD OF GOV	2.00	Director	$0	$0	$0
KEVIN SHEEHAN	BOARD OF GOV	2.00	Director	$0	$0	$0
ERIC SLOANE	BOARD OF GOV	2.00	Director	$0	$0	$0
GIJS VAN THIEL	BOARD OF GOV	2.00	Director	$0	$0	$0
PATRICK WESTON	BOARD OF GOV	2.00	Director	$0	$0	$0
STACEY WITTELSBERGER	BOARD OF GOV	2.00	Director	$0	$0	$0
BRETT PALMER	PRESIDENT	25.00	Officer Director	$412,500	$73,168	$898,168
LISA SLAYDON	CHIEF OPERAT	40.00	Officer	$305,008	$24,283	$329,291
NETONIS WYBENSINGER	ED OF GOVT R	40.00	Highest	$410,000	$15,772	$425,772
DAVID PARKHURST	GENERAL COUN	40.00	Highest	$136,000	$59,853	$331,853
MARY BROWN SANDYS	CHIEF MKTING	40.00	Highest	$167,500	$16,144	$183,644
ALEXANDRA ARNSBERGER	ED STRATEGIC	40.00	Highest	$109,008	$23,422	$241,438
JUSTIN PELLETIER	ED OF GOVT R	40.00	Highest	$207,833	$20,863	$228,696

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	$6,022,847	$5,740,896	$6,653,872	$281,951
2022	$5,328,392	$4,640,277	$5,483,460	$688,115
2021	$4,154,246	$3,862,476	$3,062,121	$291,770
2020	$3,342,182	$3,388,753	$2,453,722	$-46,571
2019	$4,272,411	$3,904,923	$3,172,792	$367,488
2018	$3,826,153	$3,554,640	$2,023,056	$271,513