Professional Business Women of CA (EIN 943093360) - 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

1989

Legal Domicile

Principal Officer

Nicole Soluri

Phone

4156333210

Tax Period

2023-07-01 to 2024-06-30

Professional Business Women of CA, founded in 1989, is a small nonprofit in the Community Improvement sector that reported $964K in total revenue in fiscal year 2023. Expenses of $1.7M exceeded revenue, resulting in a 76% operating deficit.

Mission

Educational lectures and conferences, including a multi-day educational and networking meeting.

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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 $594,242

Program Service Revenue $360,268

Investment Income $9,578

Other Revenue $50

TOTAL REVENUE $964,138

Expense Breakdown

Grants Paid $44,000

Salaries & Benefits $360,892

Fundraising Expenses $109,081

Program Expenses $1,345,914

Other Expenses $1,296,107

TOTAL EXPENSES $1,700,999

Year-over-Year Comparison

	2023	2022	Change
Revenue	$964,138	$926,882	+0.0%
Expenses	$1,700,999	$1,492,357	+0.1%
Net Income	$-736,861	$-565,475	+0.3%

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

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

$185,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kathleen Katy Brown	Board Chair and President	3.00	Officer Director	$0	$0	$0
Deepti Srivastava	Board Vice Chair	2.00	Officer Director	$0	$0	$0
Sue Bunnell	Board Secretary (LEFT JUN)	1.00	Officer Director	$0	$0	$0
Diana Sroka	Treasurer	1.00	Officer Director	$0	$0	$0
Cheryl Cornelius	Director	1.00	Director	$0	$0	$0
Shirley Gordon	Director	1.00	Director	$0	$0	$0
Deidra Lieberman	Director	1.00	Director	$0	$0	$0
Julia L Jin-McCullough	Director	1.00	Director	$0	$0	$0
Rita Ng	Director	1.00	Director	$0	$0	$0
Gizelle Robinson	Director	1.00	Director	$0	$0	$0
Alexandra Roddy	Director (JUL-JAN)	1.00	Director	$0	$0	$0
Debbie Heard	Director (JUL-NOV)	1.00	Director	$0	$0	$0
Nicole Souri	CEO	40.00	Officer	$185,000	$0	$185,000
Elizabeth Tunquist	Operating Director	40.00	Highest	$133,125	$0	$133,125

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	$964,138	$1,700,999	$474,212	$-736,861
2023	$926,882	$1,492,357	$1,258,467	$-565,475
2022	$1,414,238	$1,671,268	$1,903,470	$-257,030
2021	$3,708,720	$2,482,327	$2,233,670	$1,226,393
2020	$44,998	$706,404	$2,915,072	$-661,406
2019	$3,225,511	$3,021,499	$1,390,005	$204,012

Professional Business Women of CA