B5 LEARNING CENTER (EIN 463000858) - 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

2013

Legal Domicile

Principal Officer

THERESA ROOSENDAAL

Phone

5092211572

Tax Period

2024-01-01 to 2024-12-31

B5 LEARNING CENTER, founded in 2013, is a community nonprofit in the Human Services sector that reported $1.1M in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $324K, a strong 28% operating margin.

Mission

TODAY WE SUPPORT NEW ARRIVALS THROUGH EDUCATION, RELATIONSHIPS, AND COMMUNITY SO THEY CAN THRIVE IN THEIR NEW HOME. IN THE FUTURE, WE WILL CREATE A COMMUNITY OF OPEN HEARTS, HELPING HANDS AND SUPPORTIVE SYSTEMS WHERE STRANGERS BECOME FRIENDS AND WE ALL THRIVE.

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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 $1,138,614

Program Service Revenue $421

Investment Income $39,504

Other Revenue $-40,044

TOTAL REVENUE $1,138,495

Expense Breakdown

Grants Paid $3,000

Salaries & Benefits $618,246

Fundraising Expenses $74,870

Program Expenses $526,285

Other Expenses $193,748

TOTAL EXPENSES $814,994

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,138,495	$1,355,630	-0.2%
Expenses	$814,994	$538,626	+0.5%
Net Income	$323,501	$817,004	-0.6%

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

$72,917

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES HENAGAR	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
JOHN MCCOY	PRESIDENT	3.00	Officer Director	$0	$0	$0
MARISA ROOSENDAAL	TREASURER	1.00	Officer Director	$0	$0	$0
FORREST ALEXANDER	BOARD MEMBER	1.00	Director	$0	$0	$0
MAURICIO GOMEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHA SIGDEL	SECRETARY	1.00	Officer Director	$0	$0	$0
UNIQUE ZIER	BOARD MEMBER	1.00	Director	$0	$0	$0
THERESA ROOSENDAAL	EXECUTIVE DIRECTOR	40.00	Officer	$72,917	$0	$72,917

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	$1,138,495	$814,994	$3,420,247	$323,501
2023	$1,355,630	$538,626	$2,665,167	$817,004
2022	$1,968,456	$339,256	$1,733,488	$1,629,200

B5 LEARNING CENTER