Black Education Strategy Roundtable (EIN 464958126) - 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

2014

Legal Domicile

Principal Officer

Stephen Smith

Tax Period

2021-01-01 to 2021-12-31

Black Education Strategy Roundtable, founded in 2014, is a small nonprofit in the Civil Rights & Advocacy sector that reported $497K in total revenue in fiscal year 2021. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $267K, a strong 54% operating margin.

Mission

To achieve systemic changes in education that result in excellence and equity for Black/African American students at all levels of the education continuum and raise the bar for all students.

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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 (2021)

Revenue Breakdown

Contributions & Grants $497,311

Program Service Revenue $0

Investment Income $26

Other Revenue $0

TOTAL REVENUE $497,337

Expense Breakdown

Grants Paid $0

Salaries & Benefits $180,989

Fundraising Expenses $25,336

Program Expenses $148,523

Other Expenses $49,523

TOTAL EXPENSES $230,512

Year-over-Year Comparison

	2021	2020	Change
Revenue	$497,337	$537,109	-0.1%
Expenses	$230,512	$231,803	0.0%
Net Income	$266,825	$305,306	-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

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

$101,050

Total Directors

$500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stephen Smith	Executive Director	40.00	Officer	$101,050	$0	$101,050
Al Herron	Director	2.00	Director	$500	$0	$500
James Smith	Director	2.00	Director	$0	$0	$0
Carlina Brown-Banks	Director	2.00	Director	$0	$0	$0
JR Nobles	Director	2.00	Director	$0	$0	$0
Twina Nobles	Director	2.00	Director	$0	$0	$0
Lyle Quasim	Board Chair	4.00	Officer Director	$0	$0	$0
Annette Anderson	Secretary	3.00	Officer Director	$0	$0	$0
Kevin Washington	Treasurer	4.00	Officer 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
2021	$497,337	$230,512	$682,438	$266,825
2020	$537,109	$231,803	$413,773	$305,306

Black Education Strategy Roundtable