California Association of Business Brokers (EIN 770168768) - 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

1987

Legal Domicile

Phone

5592286140

Tax Period

2024-01-01 to 2024-12-31

California Association of Business Brokers, founded in 1987, is a small nonprofit in the Community Improvement sector that reported $382K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $369K left a modest 3% surplus.

Mission

The California Association of Business Brokers is an association of business brokers and merger and acquisition specialists whose goal is to promote the growth and professionalism of the business brokerage community within our state.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $378,725

Investment Income $3,063

Other Revenue $0

TOTAL REVENUE $381,788

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $369,360

TOTAL EXPENSES $369,360

Year-over-Year Comparison

	2024	2023	Change
Revenue	$381,788	$329,406	+0.2%
Expenses	$369,360	$327,854	+0.1%
Net Income	$12,428	$1,552	+7.0%

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
Rick Rayl	Chairman	1.00	Director	$0	$0	$0
Steven Hanson	President	1.00	Officer Director	$0	$0	$0
Greg MicHail	Vice President	1.00	Officer Director	$0	$0	$0
Cynthia Moller	Secretary	1.00	Officer Director	$0	$0	$0
Christopher Beckman	Treasurer	1.00	Officer Director	$0	$0	$0
Shannon Brown	Chairman	1.00	Director	$0	$0	$0
Brittany Grunau	Chairman	1.00	Director	$0	$0	$0
Robert Porter	Chairman	1.00	Director	$0	$0	$0
Thomas Georgianna	Chairman	1.00	Director	$0	$0	$0
Eric Landis	Chairman	1.00	Director	$0	$0	$0
Jack Chung	Chairman	1.00	Director	$0	$0	$0
Matt Manavi	Chairman	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	$381,788	$369,360	$253,401	$12,428
2023	$329,406	$327,854	$187,027	$1,552
2022	$258,722	$274,771	$197,298	$-16,049
2019	$222,717	$226,601	$146,769	$-3,884
2018	$230,094	$188,140	$151,355	$41,954

California Association of Business Brokers