INDUSTRY BUSINESS ROUNDTABLE (EIN 741919461) - 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

1973

Legal Domicile

Principal Officer

WILLIE WELLS

Phone

7136450923

Tax Period

2025-01-01 to 2025-12-31

INDUSTRY BUSINESS ROUNDTABLE, founded in 1973, is a small nonprofit that reported $607K in total revenue in fiscal year 2025. Revenue surged 25% from the prior year, signaling strong growth momentum.

Mission

TO SHARE INNOVATION AND BEST PRACTICES THAT POSITIVELY TRANSFORM THE INDUSTRY AND COMMUNITIES WHERE WE WORK.

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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 (2025)

Revenue Breakdown

Contributions & Grants $138,883

Program Service Revenue $457,591

Investment Income $1,371

Other Revenue $8,709

TOTAL REVENUE $606,554

Expense Breakdown

Grants Paid $11,207

Salaries & Benefits $313,247

Fundraising Expenses $0

Other Expenses $300,388

TOTAL EXPENSES $624,842

Year-over-Year Comparison

	2025	2024	Change
Revenue	$606,554	$484,126	+0.3%
Expenses	$624,842	$403,976	+0.5%
Net Income	$-18,288	$80,150	-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

Volunteers

300

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

$180,972

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD BASS	CHAIRMAN	2.00	Officer Director	$0	$0	$0
MIKE FIPPS	VICE CHAIRMA	2.00	Officer Director	$0	$0	$0
SAM WINDOM	SECRETARY	2.00	Officer Director	$0	$0	$0
JOHN BOLLOM	TREASURER	2.00	Officer Director	$0	$0	$0
ANTHONY BIELLO	DIRECTOR	1.00	Director	$0	$0	$0
JOHN CASTANEDA	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY HAILEY	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY MOORE	DIRECTOR	1.00	Director	$0	$0	$0
DAVID WOLF	DIRECTOR	1.00	Director	$0	$0	$0
WILLIE WELLS	PRESIDENT/CE	40.00	Officer	$165,033	$15,939	$180,972

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	$606,554	$624,842	$702,086	$-18,288
2024	$484,126	$403,976	$672,464	$80,150
2023	$253,637	$376,067	$707,162	$-122,430
2022	$435,951	$316,925	$885,283	$119,026
2021	$440,367	$266,198	$766,689	$174,169
2020	$523,488	$223,713	$622,571	$299,775
2019	$248,246	$232,091	$259,021	$16,155

INDUSTRY BUSINESS ROUNDTABLE