BILLION DOLLAR ROUNDTABLE INC (EIN 270104930) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

SHARON PATTERSON

Phone

2516261445

Tax Period

2023-01-01 to 2023-12-31

BILLION DOLLAR ROUNDTABLE INC, founded in 2004, is a small nonprofit in the Education sector that reported $535K in total revenue in fiscal year 2018. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $114K, a strong 21% operating margin.

Mission

THE BILLION DOLLAR ROUNDTABLE'S VISION IS TO LEAD, INFLUENCE, AND SHAPE SUPPLIER DIVERSITY EXCELLENCE GLOBALLY. ITS MISSION IS TO DRIVE SUPPLIER DIVERSITY EXCELLENCE THROUGH BEST PRACTICE SHARING AND THOUGHT LEADERSHIP.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,231,507

Program Service Revenue $0

Investment Income $5,222

Other Revenue $2,217

TOTAL REVENUE $1,238,946

Expense Breakdown

Grants Paid $0

Salaries & Benefits $91,504

Fundraising Expenses $0

Program Expenses $826,527

Other Expenses $803,116

TOTAL EXPENSES $894,620

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,238,946	$766,701	+0.6%
Expenses	$894,620	$660,753	+0.4%
Net Income	$344,326	$105,948	+2.2%

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

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

$85,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHELLEY STEWART JR	CHAIRMAN	N/A	Officer Director	$0	$0	$0
SHARON PATTERSON	PRESIDENT/CE	40.00	Officer	$85,000	$0	$85,000
HELENA HUTTON	VICE CHAIRMA	N/A	Officer Director	$0	$0	$0
RAUL SUAREZ-RODRIGUEZ	SECRETARY	N/A	Director	$0	$0	$0
AJAMU JOHNSON	TREASURER	N/A	Officer Director	$0	$0	$0
WILLIAM KAPFER	DIRECTOR	N/A	Director	$0	$0	$0
TRAVIS SPENCER	DIRECTOR	N/A	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	No data	No data	No data	No data
2023	$1,238,946	$894,620	$1,685,139	$344,326
2022	$766,701	$660,753	$1,351,305	$105,948
2021	$429,995	$236,770	$1,179,983	$193,225
2020	$312,147	$153,720	$996,757	$158,427
2019	$477,050	$341,880	$828,507	$135,170
2018	$535,178	$420,918	$702,844	$114,260

BILLION DOLLAR ROUNDTABLE INC