Community Support Brokerage (EIN 911755585) - 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

1997

Legal Domicile

Principal Officer

Phil Ferguson

Tax Period

2023-07-01 to 2024-06-30

Community Support Brokerage, founded in 1997, is a small nonprofit in the Human Services sector that reported $985K in total revenue in fiscal year 2023.

Mission

To advocate, assist, and advise disabled adults in obtaining financial assistance and services to enable them to live meaningful and independent lives.

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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 $0

Program Service Revenue $975,133

Investment Income $9,930

Other Revenue $0

TOTAL REVENUE $985,063

Expense Breakdown

Grants Paid $0

Salaries & Benefits $954,147

Fundraising Expenses $0

Program Expenses $1,001,808

Other Expenses $113,575

TOTAL EXPENSES $1,067,722

Year-over-Year Comparison

	2023	2022	Change
Revenue	$985,063	$947,095	+0.0%
Expenses	$1,067,722	$1,025,466	+0.0%
Net Income	$-82,659	$-78,371	+0.1%

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

$138,939

Total Directors

$110,289

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Susan Denny	Executive Dir	40.00	Officer Director	$110,289	$0	$110,289
Elizabeth King	Trustee	2.00	Officer	$28,650	$0	$28,650
Bonnie Todis	Trustee	2.00	Director	$0	$0	$0
Kathy Wiper	Trustee	2.00	Director	$0	$0	$0
Rick Albin	Secretary	2.00	Director	$0	$0	$0
Diane Ferguson	Trustee	2.00	Director	$0	$0	$0
Phil Ferguson	President	5.00	Officer 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	$985,063	$1,067,722	$840,436	$-82,659
2023	$947,095	$1,025,466	$919,399	$-78,371
2022	$1,019,060	$1,037,894	$985,583	$-18,834
2021	$1,118,261	$992,360	$1,002,990	$125,901
2020	$1,019,330	$999,838	$880,821	$19,492
2019	$1,000,198	$990,288	$860,556	$9,910
2018	$1,031,315	$906,996	$850,786	$124,319

Community Support Brokerage