BIXBY & ASSOCIATES (EIN 840766841) - 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

1978

Legal Domicile

Principal Officer

NINA LOPEZ

Phone

3034947508

Tax Period

2024-07-01 to 2025-06-30

BIXBY & ASSOCIATES, founded in 1978, is a community nonprofit in the Unknown sector that reported $3.8M in total revenue in fiscal year 2024.

Mission

NURTURE CHILDREN'S LOVE OF LEARNING AS THEY DISCOVER THEIR INDIVIDUAL GIFTS AND PREPARE TO MAKE MEANINGFUL CONTRIBUTIONS TO THE WORLD.

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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 $495,520

Program Service Revenue $3,311,905

Investment Income $33,228

Other Revenue $-154

TOTAL REVENUE $3,840,499

Expense Breakdown

Grants Paid $168,654

Salaries & Benefits $2,610,701

Fundraising Expenses $68,896

Program Expenses $2,491,527

Other Expenses $1,191,852

TOTAL EXPENSES $3,971,207

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,840,499	$3,996,145	0.0%
Expenses	$3,971,207	$4,371,426	-0.1%
Net Income	$-130,708	$-375,281	-0.7%

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

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

$197,319

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NINA LOPEZ	HEAD OF SCHOOL	40.00	Officer	$193,450	$3,869	$197,319
GRAY CARR BRIDGERS	TRUSTEE	0.50	Director	$0	$0	$0
KATIE CHRISTENSEN	TRUSTEE	0.50	Director	$0	$0	$0
ELIZABETH HANNON	TRUSTEE	2.00	Director	$0	$0	$0
NICK HENDRICKX	TRUSTEE	0.50	Director	$0	$0	$0
NICOLE KIBBEE	TRUSTEE	0.50	Director	$0	$0	$0
WHITNEY PETERSON	TRUSTEE	0.50	Director	$0	$0	$0
LAUREN RIPMASTER-TUFTS	TRUSTEE	0.50	Director	$0	$0	$0
HENRY WRIGHT	TRUSTEE	0.50	Director	$0	$0	$0
CHARLES ELKINS	TRUSTEE	1.00	Officer Director	$0	$0	$0
PAIGE BACKLUND-JARQUIN	CHAIR	3.00	Officer Director	$0	$0	$0
MICHELLE MCCLOSKEY	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
RACHEL FLAX-KAPLAN	VICE-CHAIR, SECRETARY	1.00	Officer Director	$0	$0	$0
TRENT YANG	TREASURER	1.00	Officer Director	$0	$0	$0
ORLY RIPMASTER	FORMER TREASURER	0.50	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	$3,840,499	$3,971,207	$3,126,036	$-130,708
2024	$3,996,145	$4,371,426	$3,313,759	$-375,281
2023	$4,343,834	$3,729,005	$3,876,569	$614,829
2022	$3,316,693	$2,917,463	$3,150,563	$399,230
2020	$2,102,071	$2,016,548	$3,181,634	$85,523
2019	$1,954,156	$2,538,898	$2,677,287	$-584,742
2018	$2,094,476	$2,415,893	$3,242,366	$-321,417
2017	$2,010,902	$2,070,130	$2,725,137	$-59,228

BIXBY & ASSOCIATES