BAY AREA MOBILITY MANAGEMENT

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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

1990

Legal Domicile

Principal Officer

JORDAN BLUE

Phone

6512316144

Tax Period

2023-01-01 to 2023-12-31

BAY AREA MOBILITY MANAGEMENT, founded in 1990, is a small nonprofit that reported $286K in total revenue in fiscal year 2023. Revenue fell 20% from the prior year — a significant decline worth monitoring.

Mission

PROFESSIONAL ASSOCIATION

Program Service Accomplishments

Program 1

THE BAY AREA MOBILITY MANAGEMENT ("THE ORGANIZATION") HAS ABOUT 972 MEMBERS THAT WORK IN THE RELOCATION INDUSTRY, OR RECEIVE SERVICES FROM SUPPLIERS IN THE RELOCATION INDUSTRY TO ASSIST IN RELOCATING THEIR COMPANY'S EMPLOYEES AND NEW HIRES. THE ORGANIZATION CONDUCTS AN ANNUAL CONFERENCE WHERE MEMBERS ATTEND PROFESSIONAL SEMINARS SPONSORED BY RELOCATION INDUSTRY VENDORS. THE ORGANIZATION ALSO HOLD MEETINGS FOR PROFESSIONAL EDUCATION.

Program 2

THE ORGANIZATION PROVIDES AN E & O INSURANCE POLICY TO ALL ITS OFFICERS WHO ARE SERVING ON A VOLUNTEER BASIS. THIS HELPS THE OFFICERS IN CONDUCTING THEIR FIDUCIARY DUTIES AND OBLIGATIONS AND...

THE ORGANIZATION PROVIDES AN E & O INSURANCE POLICY TO ALL ITS OFFICERS WHO ARE SERVING ON A VOLUNTEER BASIS. THIS HELPS THE OFFICERS IN CONDUCTING THEIR FIDUCIARY DUTIES AND OBLIGATIONS AND PROMOTING THE GOALS FOR WHICH THE ORGANIZATION WAS ESTABLISHED. IN ADDITION, THE ORGANIZATION CONTRACTS WITH PROFESSIONALS FOR TAX PREPARATION AND BANKING TO AID THE OFFICERS IN MAKING SURE THAT THE ORGANIZATION IS IN COMPLIANCE.

Program 3

THE ORGANIZATION MAINTAINS A WEB SITE TO KEEP MEMBERS INFORMED OF CURRENT EVENTS AND GIVE GENERAL INFORMATION ABOUT THE ORGANIZATION, ITS MEMBERS AND OFFICERS.

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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 $281,305

Investment Income $1,200

Other Revenue $3,071

TOTAL REVENUE $285,576

Expense Breakdown

Grants Paid $8,224

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $303,037

TOTAL EXPENSES $311,261

Year-over-Year Comparison

	2023	2022	Change
Revenue	$285,576	$357,660	-0.2%
Expenses	$311,261	$334,016	-0.1%
Net Income	$-25,685	$23,644	-2.1%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARA JUDY	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
JOSH HYATT	PRESIDENT	1.00	Officer Director	$0	$0	$0
JORDAN BLUE	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
TARA HAGEN	TREASURER	1.00	Officer Director	$0	$0	$0
ALEJANDRA ZAPATERO	SECRETARY	1.00	Officer Director	$0	$0	$0
RAJIV THADANI	SPECIAL ADVI	1.00	Director	$0	$0	$0
CHRIS FURLOTTE	SPONSORSHIP	1.00	Director	$0	$0	$0
PATRICK CACHO	MEMBERSHIP	1.00	Director	$0	$0	$0
DAVID TOLEDO	COMMUNICATIO	1.00	Director	$0	$0	$0
FERRAH MCKEOWN	PROGRAM & EV	1.00	Director	$0	$0	$0
MATTHEW CHIC	PROGRAMS & E	1.00	Director	$0	$0	$0
NICK MARTIN	BAMM NEXT GE	1.00	Director	$0	$0	$0
BILLY HO	CORPORATE AD	1.00	Director	$0	$0	$0
ANDREAS STROHSCHEIN	CORPORATE AD	1.00	Director	$0	$0	$0
STEPHANIE SCOTT	PHILANTHROPY	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	No data	No data	No data	No data
2023	$285,576	$311,261	$481,216	$-25,685
2022	$357,660	$334,016	$506,901	$23,644
2021	$137,981	$74,815	$487,511	$63,166
2020	$285,439	$201,208	$425,245	$84,231
2019	$257,221	$246,783	$407,864	$10,438
2018	$366,855	$312,860	$330,263	$53,995