Building Owners and Managers Association of OaklandEast Bay Incorporated (EIN 941250209) - 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

1995

Legal Domicile

Principal Officer

Julie Taylor

Phone

5108938780

Tax Period

2023-01-01 to 2023-12-31

Building Owners and Managers Association of OaklandEast Bay Incorporated, founded in 1995, is a small nonprofit that reported $719K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $656K left a modest 9% surplus.

Mission

The mission of BOMA/Oakland-East Bay is to actively and responsibly represent and promote the interests of the Commercial Real Estate industry through effective leadership and advocacy, through the collection, analysis and dissemination of information and through professional development.

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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 $708,838

Investment Income $7,651

Other Revenue $2,033

TOTAL REVENUE $718,522

Expense Breakdown

Grants Paid $5,180

Salaries & Benefits $268,175

Fundraising Expenses $0

Other Expenses $383,001

TOTAL EXPENSES $656,356

Year-over-Year Comparison

	2023	2022	Change
Revenue	$718,522	$627,999	+0.1%
Expenses	$656,356	$658,578	0.0%
Net Income	$62,166	$-30,579	-3.0%

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

$160,498

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Julie Taylor	Executive Dir.	40.00	Officer	$154,175	$6,323	$160,498
Liz Despins	President	4.00	Officer Director	$0	$0	$0
Nicole Price	Vice President	4.00	Officer Director	$0	$0	$0
Jenna Hattersley	Past President	4.00	Officer Director	$0	$0	$0
Lucinda Alipio	Treasurer	4.00	Officer Director	$0	$0	$0
Courtney Belanger	Director	4.00	Director	$0	$0	$0
Karissa Obeso	Director	4.00	Director	$0	$0	$0
Michelle Lane	Director	4.00	Director	$0	$0	$0
Gail Ringer	Director	4.00	Director	$0	$0	$0
Toby Ludwick	Director	4.00	Director	$0	$0	$0
Jeannie Nyberg	Director	4.00	Director	$0	$0	$0
Seth Wilson	Director	4.00	Director	$0	$0	$0
Eric Brown	Director	4.00	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
2024	No data	No data	No data	No data
2023	$718,522	$656,356	$723,467	$62,166
2022	$627,999	$658,578	$658,863	$-30,579
2021	$633,866	$538,709	$688,980	$95,157
2020	$440,316	$481,049	$591,168	$-40,733
2019	$875,295	$666,657	$642,364	$208,638
2018	$629,501	$597,846	$591,385	$31,655

Building Owners and Managers Association of OaklandEast Bay Incorporated