PLACER BUSINESS ALLIANCE (EIN 861691780) - 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

2021

Legal Domicile

Principal Officer

Carol Garcia

Phone

9166752110

Tax Period

2025-01-01 to 2025-12-31

PLACER BUSINESS ALLIANCE, founded in 2021, is a small nonprofit in the Community Improvement sector that reported $288K in total revenue in fiscal year 2025. Revenue surged 33% from the prior year, signaling strong growth momentum. Expenses of $267K left a modest 7% surplus.

Mission

The Placer Business Alliance is dedicated to preserving and enhancing Placer Countys business climate through direct engagement with local and regional leaders.

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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 $139,950

Program Service Revenue $148,424

Investment Income $0

Other Revenue $0

TOTAL REVENUE $288,374

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $117,502

Other Expenses $267,101

TOTAL EXPENSES $267,101

Year-over-Year Comparison

	2025	2024	Change
Revenue	$288,374	$217,222	+0.3%
Expenses	$267,101	$213,532	+0.3%
Net Income	$21,273	$3,690	+4.8%

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

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
Carol Garcia	President	3.00	Officer	$0	$0	$0
Julie Hanson	Treasurer	3.00	Officer	$0	$0	$0
Cherri Spriggs	Executive Dir	30.00	Director	$0	$0	$0
Justin Caporusso	Director	3.00	Director	$0	$0	$0
Steve Johns	Director	3.00	Director	$0	$0	$0
Robert Dugan	Director	3.00	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	$288,374	$267,101	$32,876	$21,273
2024	$217,222	$213,532	$11,603	$3,690
2023	$231,256	$226,920	$7,913	$4,336

PLACER BUSINESS ALLIANCE