Commonwise Education Inc

EIN: 452201993 501(c)(3) Community Improvement

Bronx, NY

Total Revenue
$314,772
Total Expenses
$625,235
Total Assets
$479,655
Net Assets
$185,548
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2011
Legal Domicile
VT
Principal Officer
SANDRA LOBO
Phone
7183040041
Tax Period
2024-01-01 to 2024-12-31

Commonwise Education Inc, founded in 2011, is a small nonprofit in the Community Improvement sector that reported $315K in total revenue in fiscal year 2024. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $625K exceeded revenue, resulting in a 99% operating deficit.

Mission

THE ORGANIZATION COORDINATES THE PEOPLE, BUSINESSES AND INSTITUTIONS OF THE BRONX TO DEVELOP SHARED WEALTH AND OWNERSHIP AND SUPPORTS LOW INCOME PEOPLE OF COLOR IN THE DECISION MAKING PROCESS AT EVERY STEP. THIS NETWORK OF STAKEHOLDERS,IS KNOWN AS THE BRONX COOPERATIVE DEVELOPMENT INITIATIVE (BCDI). BASED ON A FRAMEWORK OF ECONOMIC DEMOCRACY, BCDI LEVERAGES EXISTING BRONX ASSETS TO ADDRESS ECONOMIC, SOCIAL, AND ENVIRONMENTAL CHALLENGES WITHIN THE BOROUGH, AND SUPPORTS COLLECTIVE OWNERSHIP MODELS IN ORDER TO DISTRIBUTE WEALTH AND DECISION-MAKING EQUITABLY AND BROADLY AMONG BRONX RESIDENTS.

Program Service Accomplishments

Program 1
Expenses: $267,438

In 2024 BCDI core work was supporting the advancement of a Bronxwide economic development plan grounded in our values of economic democracy and racial justice. In 2024 our coalition moved from...

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In 2024 BCDI core work was supporting the advancement of a Bronxwide economic development plan grounded in our values of economic democracy and racial justice. In 2024 our coalition moved from planning to our first year of advocacy for implementation of our priority projects. BCDI supported the development of the Sustainable Economy Partnership (SEP). The SEP is a multi-million dollar borough-wide initiative to advance environmental resilience, small business, and workforce development in connection with necessary retrofits of our aging and neglected built environment. We also continued to work on securing the future of our planning work by initiating a partnership with the Bronx Economic Development Corporation (BXEDC) to pursue a Comprehensive Economic Development Strategy (CEDS) grant from the Federal Economic Development Administration. Our successful application for this two year grant allows us to broaden our reach and validate our years of community-led work by having the first Bronxwide economic development plan arise from our multi-year efforts. In 2024, the BronXchange continued the work as a network and service platform that leverages Bronx institutional buying power to build shared wealth. We connected worker cooperatives and other high-road local businesses to new market opportunities and resources, advancing equitable and sustainable procurement across the borough. We continued our services to include front- and back-office services such as marketing, bookkeeping, strategic planning, and web support helping small businesses strengthen operations and adopt equitable practices. By redirecting institutional purchasing and providing targeted technical and financial assistance, we helped scale the impact of worker cooperatives. We also supported ten Bronx-based small business owners in preparing for contracts and capital opportunities through customized research, marketing consulting, and compliance assistance positioning them for long-term growth and impact.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $312,039
Program Service Revenue $0
Investment Income $2,733
Other Revenue $0
TOTAL REVENUE $314,772

Expense Breakdown

Grants Paid $0
Salaries & Benefits $437,852
Fundraising Expenses $9,285
Program Expenses $267,438
Other Expenses $180,633
TOTAL EXPENSES $625,235

Year-over-Year Comparison

2024 2023 Change
Revenue $314,772 $653,023 -0.5%
Expenses $625,235 $924,143 -0.3%
Net Income $-310,463 $-271,120 +0.1%
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

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Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
9
Employees
7
Volunteers
47

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
$30,769
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SIDDHARTHA SANCHEZ Executive Dir. 40.00
Officer
$30,769 $0 $30,769
SANDRA LOBO President 1.00
Officer Director
$0 $0 $0
DARIELLA RODRIGUEZ Vice President 1.00
Officer Director
$0 $0 $0
NICK IUVIENE Treasurer 1.00
Officer Director
$0 $0 $0
DANNY PERALTA Director 1.00
Director
$0 $0 $0
KELLIE TERRY Director 1.00
Director
$0 $0 $0
WANDA SALAMAN Director 1.00
Director
$0 $0 $0
WENDOLY MARTE Director 1.00
Director
$0 $0 $0
YORMAN NUNEZ Director 1.00
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 $314,772 $625,235 $479,655 $-310,463
2023 $653,023 $924,143 $529,521 $-271,120
2022 $1,208,790 $1,318,117 $804,695 $-109,327
2021 $932,355 $1,327,925 $784,166 $-395,570
2020 $1,748,080 $1,101,042 $1,189,643 $647,038
2019 $786,441 $1,013,308 $517,755 $-226,867
2018 $309,312 $803,612 $637,164 $-494,300
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