COLDWELL BANKER ABR CARES (EIN 922716553) - 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

2023

Legal Domicile

Principal Officer

KIMBERLY ENGLAND

Phone

9512441867

Tax Period

2024-01-01 to 2024-12-31

COLDWELL BANKER ABR CARES, founded in 2023, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $22K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $11K, a strong 50% operating margin.

Mission

Coldwell Banker ABR Cares supports various groups and organizations in cities throughout Southwest Riverside County, including Canyon Lake, Murrieta, Temecula, Menifee, Wildomar, Winchester, Lake Elsinore, Hemet, San Jacinto, Corona, Perris, and the surrounding communities with the proceeds of an annual golf tournament.

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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 $0

Investment Income $0

Other Revenue $22,096

TOTAL REVENUE $22,096

Expense Breakdown

Grants Paid $11,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,000

Other Expenses $150

TOTAL EXPENSES $11,150

Year-over-Year Comparison

	2024	2023	Change
Revenue	$22,096	$19,221	+0.1%
Expenses	$11,150	$15,870	-0.3%
Net Income	$10,946	$3,351	+2.3%

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
CHUCK WHITEHEAD	CEO	2.00	Officer Director	$0	$0	$0
KIMBERLY ENGLAND	CFO	2.00	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
2024	$22,096	$11,150	$14,297	$10,946
2023	$19,221	$15,870	$3,351	$3,351

COLDWELL BANKER ABR CARES