WESTERN CONFERENCE OF THE ACBL

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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

1979

Legal Domicile

Principal Officer

Tom Shulman

Phone

7023015856

Tax Period

2018-12-01 to 2019-11-30

WESTERN CONFERENCE OF THE ACBL, founded in 1979, is a small nonprofit that reported $125K in total revenue in fiscal year 2018. Revenue fell 35% from the prior year — a significant decline worth monitoring.

Mission

To promote duplicate bridge.

Program Service Accomplishments

Program 1

Expenses: $123,605 Revenue: $123,700

Sponsor three STACs (sectional tournaments at clubs).

Program 2

Expenses: $574 Revenue: $-184

Promoting Bridge and publishing the Contract Bridge Forum

Program 3

Expenses: $1,440 Revenue: $0

Host an internet website to keep our members informed of our activities

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $125,420

Investment Income $0

Other Revenue $0

TOTAL REVENUE $125,420

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,450

Fundraising Expenses $0

Program Expenses $125,619

Other Expenses $125,881

TOTAL EXPENSES $129,331

Year-over-Year Comparison

	2018	2017	Change
Revenue	$125,420	$193,091	-0.4%
Expenses	$129,331	$201,460	-0.4%
Net Income	$-3,911	$-8,369	-0.5%

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

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

$3,450

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Grossmann	President	0.25	Officer Director	$0	$0	$0
Jacqueline Zayac	Board Member	0.1	Director	$0	$0	$0
David Lodge	Board Member	0.1	Director	$0	$0	$0
Cornelia Gould	Board Member	0.15	Director	$0	$0	$0
Ronald Lien	Board Member	0.20	Director	$0	$0	$0
Cindy Shoemaker	Board Member	0.1	Director	$0	$0	$0
Bonnie Bagley	2019 Board Member	0.5	Director	$0	$0	$0
Tom Shulman	Treasurer	3.50	Officer	$3,450	$0	$3,450

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
2019	$125,420	$129,331	$24,405	$-3,911
2018	$193,091	$201,460	$28,316	$-8,369