COMMERCIAL BROKERS ASSOCIATION OF AUSTIN (EIN 742650407) - 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

1993

Legal Domicile

Principal Officer

RICK WHITELEY

Phone

5126539378

Tax Period

2023-01-01 to 2023-12-31

COMMERCIAL BROKERS ASSOCIATION OF AUSTIN, founded in 1993, is a small nonprofit that reported $223K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $45K, a strong 20% operating margin.

Mission

TO FOSTER KNOWLEDGE, EDUCATION, INTEGRITY AND SKILLS REQUIRED TO LEASE COMMERCIAL REAL ESTATE SPACE.

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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 $119,950

Program Service Revenue $91,450

Investment Income $0

Other Revenue $11,392

TOTAL REVENUE $222,792

Expense Breakdown

Grants Paid $105,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $73,254

TOTAL EXPENSES $178,254

Year-over-Year Comparison

	2023	2022	Change
Revenue	$222,792	$187,975	+0.2%
Expenses	$178,254	$162,934	+0.1%
Net Income	$44,538	$25,041	+0.8%

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
RICK WHITELEY	PRESIDENT	5.00	Officer Director	$0	$0	$0
ALLY DORRIS HOLLEY	SECRETARY	5.00	Officer Director	$0	$0	$0
COLTON MCCASLAND	TREASURER	5.00	Officer Director	$0	$0	$0
LEXI BURNS	IMMEDIATE PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
LUKE BARNEY	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
DAX BENKENDORFER	BOARD MEMBER	5.00	Director	$0	$0	$0
BROOKS BENKENDORFER	BOARD MEMBER	5.00	Director	$0	$0	$0
COLEMAN JACKSON	BOARD MEMBER	5.00	Director	$0	$0	$0
KENDALL KING	BOARD MEMBER	5.00	Director	$0	$0	$0
THOMAS MATHENEY	BOARD MEMBER	5.00	Director	$0	$0	$0
GRAHAM TRULL	BOARD MEMBER	5.00	Director	$0	$0	$0
ELISABETH UHL KLEBERG	BOARD MEMBER	5.00	Director	$0	$0	$0
SCOTT DESKINS JR	BOARD MEMBER	5.00	Director	$0	$0	$0
JOSHUA LAFICO	BOARD MEMBER	5.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$222,792	$178,254	$292,257	$44,538
2022	$187,975	$162,934	$227,416	$25,041

COMMERCIAL BROKERS ASSOCIATION OF AUSTIN