Shasta Builders Exchange Community Fund (EIN 680401268) - 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

1997

Legal Domicile

Principal Officer

Holly Rosten

Phone

5302215556

Tax Period

2023-01-01 to 2023-12-31

Shasta Builders Exchange Community Fund, founded in 1997, is a micro nonprofit in the Education sector that reported $26K in total revenue in fiscal year 2023. The organization ran a surplus of $12K, a strong 47% operating margin.

Mission

To sponsor various community projects and award college scholarships.

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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 $1,383

Program Service Revenue $0

Investment Income $24,621

Other Revenue $0

TOTAL REVENUE $26,004

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,154

Other Expenses $13,864

TOTAL EXPENSES $13,864

Year-over-Year Comparison

	2023	2022	Change
Revenue	$26,004	$26,622	0.0%
Expenses	$13,864	$100,250	-0.9%
Net Income	$12,140	$-73,628	-1.2%

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

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	Role	Reportable Comp	Other Comp	Total
Jesse Murray	Director	1.00	Director	$0	$0	$0
Holly Rosten	President	1.00	Officer Director	$0	$0	$0
Ken Waite	Vice President	1.00	Officer Director	$0	$0	$0
Beth Brockman	Secretary	1.00	Officer Director	$0	$0	$0
Tristen Aitken	Treasurer	1.00	Officer Director	$0	$0	$0
Chad Scott	Director	1.00	Director	$0	$0	$0
Sarah Brookins	Director	1.00	Director	$0	$0	$0
Cody Jones	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	No data	No data	No data	No data
2023	$26,004	$13,864	$518,332	$12,140
2021	$370,102	$856,682	$625,214	$-486,580
2020	$3,380,553	$3,180,124	$1,095,871	$200,429
2019	$739,377	$125,805	$855,079	$613,572
2018	$18,463	$11,651	$208,991	$6,812

Shasta Builders Exchange Community Fund