Shasta Builders Exchange (EIN 941492728) - 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

1960

Legal Domicile

Principal Officer

Holly Rosten

Phone

5302215556

Tax Period

2023-01-01 to 2023-12-31

Shasta Builders Exchange, founded in 1960, is a small nonprofit in the Community Improvement sector that reported $329K in total revenue in fiscal year 2023. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $420K exceeded revenue, resulting in a 28% operating deficit.

Mission

To provide benefits and services to its members through information education, training, safety services, community involvement, positive governmental relations and the promotion of ethical and professional practices in the construction 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 (2023)

Revenue Breakdown

Contributions & Grants $68,419

Program Service Revenue $220,540

Investment Income $23,707

Other Revenue $16,754

TOTAL REVENUE $329,420

Expense Breakdown

Grants Paid $0

Salaries & Benefits $228,792

Fundraising Expenses $0

Program Expenses $420,493

Other Expenses $191,701

TOTAL EXPENSES $420,493

Year-over-Year Comparison

	2023	2022	Change
Revenue	$329,420	$583,136	-0.4%
Expenses	$420,493	$599,567	-0.3%
Net Income	$-91,073	$-16,431	+4.5%

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

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
Brian Gibson	Chairman	1.00	Officer Director	$0	$0	$0
Justin Barker	Treasurer	1.00	Officer Director	$0	$0	$0
Brenda Candelaria	Secretary	1.00	Officer Director	$0	$0	$0
Eric Stephens	Director	1.00	Director	$0	$0	$0
Holly Rosten	Director	1.00	Director	$0	$0	$0
Chris Cable	Director	1.00	Director	$0	$0	$0
Nathan Woodward	Director	1.00	Director	$0	$0	$0
Jason Blake	Director	1.00	Director	$0	$0	$0
Joseph Winter	Director	1.00	Director	$0	$0	$0
Mike Siedel	Director	1.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$329,420	$420,493	$855,532	$-91,073
2022	$583,136	$599,567	$994,448	$-16,431
2021	$481,355	$388,272	$1,008,073	$93,083
2020	$350,906	$320,510	$631,645	$30,396
2019	$240,391	$227,903	$452,525	$12,488
2018	$227,774	$296,365	$415,230	$-68,591

Shasta Builders Exchange