BBB INSTITUTE FOR MARKETPLACE TRUST

EIN: 208814392 501(c)(3) Community Improvement

ARLINGTON, VA

Total Revenue
$1,555,960
Total Expenses
$1,200,456
Total Assets
$852,191
Net Assets
$707,612
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
2007
Legal Domicile
VA
Principal Officer
MELISSA LANNING
Phone
7032479374
Tax Period
2024-01-01 to 2024-12-31

BBB INSTITUTE FOR MARKETPLACE TRUST, founded in 2007, is a small nonprofit in the Community Improvement sector that reported $818K in total revenue in fiscal year 2018. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

BBB INSTITUTE'S MISSION IS TO ADVANCE MARKETPLACE TRUST THROUGH EDUCATION, INNOVATION, AND COLLABORATION WITH OUR NETWORK OF BBBS AND PARTNERS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,542,575
Program Service Revenue $0
Investment Income $13,385
Other Revenue $0
TOTAL REVENUE $1,555,960

Expense Breakdown

Grants Paid $0
Salaries & Benefits $558,437
Fundraising Expenses $89,583
Program Expenses $1,049,646
Other Expenses $642,019
TOTAL EXPENSES $1,200,456

Year-over-Year Comparison

2024 2023 Change
Revenue $1,555,960 $803,611 +0.9%
Expenses $1,200,456 $866,041 +0.4%
Net Income $355,504 $-62,430 -6.7%
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

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Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
10
Employees
N/A
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
4
$187,612
Total Directors
7
$0
Key Employees
6
$1,527,822
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SUSAN ARTHUR SECRETARY 1.00
Officer Director
$0 $0 $0
ROD DAVIS TREASURER 1.00
Officer Director
$0 $0 $0
ARIC PERMINTER BOARD MEMBER 1.00
Director
$0 $0 $0
PARAG SHAH CHAIRMAN 1.00
Officer Director
$0 $0 $0
JONATHAN LIEBERT BOARD MEMBER 1.00
Director
$0 $0 $0
MATTHEW FEHLING BOARD MEMBER 1.00
Director
$0 $0 $0
STEVEN LEPPER BOARD MEMBER 1.00
Director
$0 $0 $0
MELISSA LANNING EXECUTIVE DIRECTOR 35.00
Officer
$143,776 $43,836 $187,612
CHRISTOPHER MORSE CEO OF IABB AND EX OFFICIO 1.00
Key Emp
$0 $15,921 $392,821
CHRISTY PAGE COO 1.00
Key Emp
$0 $9,584 $230,471
JOSEPH OLLENDICK CHIEF TECHNOLOGY OFFICER 0.00
Key Emp
$0 $35,679 $254,869
SAMUEL MCMAKIN SENIOR DIRECTOR OF OPERATIONS 1.00
Key Emp
$0 $25,665 $207,558
RUBENS PESSANHA FILHO CHIEF KNOWLEDGE OFFICER 2.00
Key Emp
$0 $35,979 $238,902
ANGELA ISABELL TAYLOR GENERAL COUNSEL 1.00
Key Emp
$0 $22,518 $203,201
ERIC HABERMAS CHIEF MARKETING OFFICER 1.00
Highest
$0 $32,628 $212,362
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 $1,555,960 $1,200,456 $852,191 $355,504
2023 $803,611 $866,041 $677,165 $-62,430
2022 $736,250 $646,631 $832,189 $89,619
2021 $657,545 $545,810 $659,524 $111,735
2020 $716,879 $725,280 $542,787 $-8,401
2019 $726,398 $593,050 $692,258 $133,348
2018 $818,290 $818,290 $88,237 No data
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