WEST VENTURA COUNTY BUSINESS ALLIANCE INCORPORATED (EIN 951074180) - 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

1923

Legal Domicile

Principal Officer

ANDREW CONLI

Phone

8059836118

Tax Period

2024-01-01 to 2024-12-31

WEST VENTURA COUNTY BUSINESS ALLIANCE INCORPORATED, founded in 1923, is a small nonprofit that reported $708K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

Our mission is to represent business interests and advocate public policies that promote a healthy economy. The goal of the West Ventura County Business Alliance is to promote the business and economic well-being of our diverse communities to benefit enterprises, big and small, through advocacy, services and education, business exposure, and promotional opportunities. The Alliance values the quality of life in our communities and encourages economic vitality.

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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 $361,829

Program Service Revenue $342,750

Investment Income $2,052

Other Revenue $1,135

TOTAL REVENUE $707,766

Expense Breakdown

Grants Paid $0

Salaries & Benefits $405,054

Fundraising Expenses $0

Other Expenses $314,856

TOTAL EXPENSES $719,910

Year-over-Year Comparison

	2024	2023	Change
Revenue	$707,766	$609,975	+0.2%
Expenses	$719,910	$594,837	+0.2%
Net Income	$-12,144	$15,138	-1.8%

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

$148,188

Total Directors

$148,188

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY LINDHOLM	President & CEO	40.00	Officer Director	$119,855	$0	$119,855
ANDREW CONLI	COO	40.00	Officer Director	$28,333	$0	$28,333
ERIN ANTRIM	Director	1.00	Director	$0	$0	$0
MICHAEL BRODY	Director	1.00	Director	$0	$0	$0
STEVEN BUENGER	Director	1.00	Director	$0	$0	$0
TOM CADY	Director	1.00	Director	$0	$0	$0
LINDSEY CARNETTE	Director	1.00	Director	$0	$0	$0
ARMANDO CASILLAS	Director	1.00	Director	$0	$0	$0
MARC L CHARNEY	Director	1.00	Director	$0	$0	$0
REYNA CHAVEZ	Director	1.00	Director	$0	$0	$0
JENNIFER DUARTE	Director	1.00	Director	$0	$0	$0
ISRAEL GOMEZ-VERA	Director	1.00	Director	$0	$0	$0
YULIANA GONZALEZ	VICECHAIR/TREAS	1.00	Officer Director	$0	$0	$0
JULIA JUSTUS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ANDREW KIEFER	CHAIR	1.00	Officer Director	$0	$0	$0
NANCY KIERSTYN SCHREINER	Director	1.00	Director	$0	$0	$0
FLORENCE LAMANNO	Director	1.00	Director	$0	$0	$0
RICHARD LEROY	Director	1.00	Director	$0	$0	$0
JULIE MINO	Director	1.00	Director	$0	$0	$0
ANTHONY MIRELES	VICE CHAIR	1.00	Officer Director	$0	$0	$0
SHANE MORGER	Director	1.00	Director	$0	$0	$0
PATTY PAUMIER	Director	1.00	Director	$0	$0	$0
LAURA RAMIREZ	Director	1.00	Director	$0	$0	$0
DON TILLQUIST	Director	1.00	Director	$0	$0	$0
TOM WADDELL	Director	1.00	Director	$0	$0	$0
DAVID WELLIK	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
NATALIE YANEZ	VICE CHAIR	1.00	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	$707,766	$719,910	$120,536	$-12,144
2023	$609,975	$594,837	$137,893	$15,138
2022	$584,061	$627,251	$127,374	$-43,190
2021	$692,665	$586,215	$160,744	$106,450
2020	$398,317	$431,877	$59,448	$-33,560
2019	$506,335	$520,671	$59,340	$-14,336
2018	$520,923	$534,940	$68,915	$-14,017

WEST VENTURA COUNTY BUSINESS ALLIANCE INCORPORATED