Southern California Chapter IIBEC (EIN 850487640) - 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

1983

Legal Domicile

Phone

9092734796

Tax Period

2025-01-01 to 2025-12-31

Southern California Chapter IIBEC, founded in 1983, is a small nonprofit in the Community Improvement sector that reported $118K in total revenue in fiscal year 2025. Revenue fell 39% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $43K, a strong 36% operating margin.

Mission

To Promote closer relations and cooperation within the industry.

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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 $0

Program Service Revenue $221,918

Investment Income $0

Other Revenue $-104,030

TOTAL REVENUE $117,888

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $62,332

Other Expenses $65,357

TOTAL EXPENSES $75,357

Year-over-Year Comparison

	2025	2024	Change
Revenue	$117,888	$192,075	-0.4%
Expenses	$75,357	N/A	N/A
Net Income	$42,531	$192,075	-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

N/A

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
Missy McLain	President	10.00	Officer	$0	$0	$0
Jeremy Roberts	Vice President	10.00	Officer	$0	$0	$0
Joseph Schettino	Treasurer	10.00	Officer	$0	$0	$0
Sean Connolly	Secretary	10.00	Officer	$0	$0	$0
Dave Erney	Director	10.00	Officer	$0	$0	$0
Jason Mills	Director	10.00	Officer	$0	$0	$0
Robert Larez	Director	10.00	Officer	$0	$0	$0
Ramon Olsen	Director	10.00	Officer	$0	$0	$0
Sabour Rokhsari	Director	10.00	Officer	$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	$117,888	$75,357	$164,906	$42,531

Southern California Chapter IIBEC