BAY AREA RESOURCE FOR NEWCOMERS (EIN 272836526) - 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

2010

Legal Domicile

Principal Officer

Jodi de la Pena

Phone

6502010652

Tax Period

2024-10-01 to 2025-09-30

BAY AREA RESOURCE FOR NEWCOMERS, founded in 2010, is a small nonprofit in the Human Services sector that reported $706K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $136K, a strong 19% operating margin.

Mission

Burma Refugee Families & Newcomers is a not-for-profit organization located in Oakland, California, that provides support and empowers refugees of all ethnic groups from Burma and other countries resettling in the San Francisco Bay area.

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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 $705,515

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $705,515

Expense Breakdown

Grants Paid $0

Salaries & Benefits $511,639

Fundraising Expenses $27,876

Program Expenses $479,567

Other Expenses $58,023

TOTAL EXPENSES $569,662

Year-over-Year Comparison

	2024	2023	Change
Revenue	$705,515	$615,466	+0.1%
Expenses	$569,662	$550,538	+0.0%
Net Income	$135,853	$64,928	+1.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jodi de la Pena	Chair/Secretary	1	Officer Director	$0	$0	$0
Ben Paul	Vice-Chair	0.5	Officer Director	$0	$0	$0
San San Win	Treasurer	0.5	Officer Director	$0	$0	$0
Farhad Yousafzai	Community Board Member	0.5	Director	$0	$0	$0
Ariam Araya	Community Board Member	0.5	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
2025	$705,515	$569,662	$388,042	$135,853
2024	$615,466	$550,538	$252,203	$64,928
2023	$390,242	$330,467	$207,274	$59,775
2022	$327,902	$344,608	$124,859	$-16,706
2021	$243,084	$210,398	$134,917	$32,686
2020	$248,061	$210,671	$117,803	$37,390
2019	$227,655	$216,997	$87,000	$10,658

BAY AREA RESOURCE FOR NEWCOMERS