THE BOTTOM LINE INC (EIN 043351427) - 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

1997

Legal Domicile

Principal Officer

STEVEN COLON

Phone

8574154810

Tax Period

2024-07-01 to 2025-06-30

THE BOTTOM LINE INC, founded in 1997, is a mid-sized nonprofit in the Community Improvement sector that reported $20.2M in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Expenses of $25.8M exceeded revenue, resulting in a 28% operating deficit.

Mission

BOTTOM LINE PARTNERS WITH DEGREE-ASPIRING STUDENTS FROM FIRST GENERATION AND LOW-INCOME BACKGROUNDS AS THEY GET INTO COLLEGE, GRADUATE, AND GO FAR IN LIFE. BOTTOM LINE'S VISION IS TO DRAMATICALLY TRANSFORM URBAN COMMUNITIES BY PRODUCING THOUSANDS OF NEW CAREER-READY COLLEGE GRADUATES.

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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 $18,957,076

Program Service Revenue $39,000

Investment Income $1,187,218

Other Revenue $9,022

TOTAL REVENUE $20,192,316

Expense Breakdown

Grants Paid $1,749,444

Salaries & Benefits $17,641,434

Fundraising Expenses $4,369,390

Program Expenses $17,670,447

Other Expenses $6,422,192

TOTAL EXPENSES $25,813,070

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,192,316	$23,371,322	-0.1%
Expenses	$25,813,070	$24,472,259	+0.1%
Net Income	$-5,620,754	$-1,100,937	+4.1%

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

191

Volunteers

250

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

$621,600

Total Directors

$408,527

Key Employees

$1,218,526

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AUDITI CHAKRAVARTY	CHAIR	1.00	Officer Director	$0	$0	$0
STEVEN COLON	CHIEF EXECUTIVE OFFICER	40.00	Officer Director	$360,571	$47,956	$408,527
KEVIN CONNOLLY	DIRECTOR	1.00	Director	$0	$0	$0
ANAND NAIR	DIRECTOR	1.00	Director	$0	$0	$0
ALEJANDRO LONGORIA	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN LAW	DIRECTOR	1.00	Director	$0	$0	$0
JIM JESSEE	DIRECTOR	1.00	Director	$0	$0	$0
MIKE REFOJO	DIRECTOR	1.00	Director	$0	$0	$0
IRIS GONZALEZ	DIRECTOR	1.00	Director	$0	$0	$0
CALVIN CROSSLIN	DIRECTOR	1.00	Director	$0	$0	$0
MARK COX	DIRECTOR	1.00	Director	$0	$0	$0
PUNIT MEHTA	DIRECTOR	1.00	Director	$0	$0	$0
MAX CLERMONT	DIRECTOR	1.00	Director	$0	$0	$0
GERALDINE WHITE	DIRECTOR	1.00	Director	$0	$0	$0
RAVI ACHARYA	DIRECTOR	1.00	Director	$0	$0	$0
MIKE VOLO	DIRECTOR	1.00	Director	$0	$0	$0
BOB BALLARD	DIRECTOR	1.00	Director	$0	$0	$0
DENISE DEAMORE	SECRETARY	1.00	Officer Director	$0	$0	$0
LARRY BRADLEY	TREASURER	1.00	Officer Director	$0	$0	$0
PETER BOWEN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
SHANNON DONNELLY	CHIEF OPERATIONAL & FINANCIAL OFFICER	40.00	Officer	$185,034	$28,039	$213,073
SHAUWEA HAMILTON	CHIEF IMPACT OFFICER	40.00	Key Emp	$227,856	$3,407	$231,263
ANDREA CARTER	CHIEF OF EXTERNAL AFFAIRS(THRU 11/24)	40.00	Key Emp	$163,076	$11,620	$174,696
SARAH PLACE	CHIEF PROGRAM OFFICER	40.00	Key Emp	$185,692	$2,742	$188,434
ALISSA SILVERMAN	CHIEF REGIONAL OFFICER	40.00	Key Emp	$199,940	$11,886	$211,826
THOMAS WILL HOBART	EXECUTIVE DIRECTOR - IL	40.00	Key Emp	$179,041	$32,601	$211,642
GINETTE SAIMPREVIL	EXECUTIVE DIRECTOR - MA	40.00	Key Emp	$187,901	$12,764	$200,665
CARLOS PERRETT	DEVELOPMENT DIRECTOR - MA	40.00	Highest	$151,329	$19,688	$171,017
JOHN DUMEY	DEVELOPMENT DIRECTOR - NY	40.00	Highest	$152,818	$28,090	$180,908
VICTORIA COKER	EXECUTIVE DIRECTOR - NY	40.00	Highest	$142,340	$2,725	$145,065
JAMES COSBY	EXECUTIVE DIRECTOR - OH	40.00	Highest	$149,739	$31,543	$181,282
BRIAN ALEXANDER	VICE PRESIDENT OF GROWTH	40.00	Highest	$150,355	$6,827	$157,182
VANESSA DIAZ LANDIVAR	FMR CH. TECH & DATA OFF. (THRU 5/24)	40.00		$162,705	$15,390	$178,095

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	$20,192,316	$25,813,070	$33,582,184	$-5,620,754
2024	No data	No data	No data	No data
2023	$36,544,277	$19,235,375	$39,708,126	$17,308,902
2023	$36,544,277	$19,235,375	$39,708,126	$17,308,902
2022	$18,128,457	$14,854,221	$21,295,444	$3,274,236
2021	$19,309,420	$12,775,404	$17,407,844	$6,534,016
2020	$12,651,521	$13,586,537	$12,830,088	$-935,016
2019	$14,638,273	$12,727,571	$11,701,011	$1,910,702
2018	$13,107,604	$11,831,151	$9,713,061	$1,276,453

THE BOTTOM LINE INC