B LOCAL PDX (EIN 811925119) - 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

2017

Legal Domicile

Principal Officer

ANNA MADILL

Phone

5039744652

Tax Period

2024-01-01 to 2024-12-31

B LOCAL PDX, founded in 2017, is a small nonprofit in the Public & Societal Benefit sector that reported $206K in total revenue in fiscal year 2024. Revenue surged 50% from the prior year, signaling strong growth momentum. The organization ran a surplus of $45K, a strong 22% operating margin.

Mission

B LOCAL PDX IS A GROUP OF CERTIFIED B CORPORATIONS FROM OREGON AND SW WASHINTON WORKING TO FOSTER AND DEEPEN CONNECTIONS AMONG ORGANIZATIONS IN OUR REGION WHO SHARE OUR PURPOSE AND PASSION FOR USING BUSINESS AS A FORCE FOR GOOD.

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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 $129,109

Program Service Revenue $77,304

Investment Income $0

Other Revenue $0

TOTAL REVENUE $206,413

Expense Breakdown

Grants Paid $0

Salaries & Benefits $96,370

Fundraising Expenses $0

Program Expenses $158,321

Other Expenses $65,208

TOTAL EXPENSES $161,578

Year-over-Year Comparison

	2024	2023	Change
Revenue	$206,413	$137,772	+0.5%
Expenses	$161,578	$152,388	+0.1%
Net Income	$44,835	$-14,616	-4.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNA MADILL	BOARD CHAIR	N/A	Officer	$0	$0	$0
SARAH HOLDEMAN	VICE CHAIR	N/A	Officer	$0	$0	$0
CORRIE HERMAN	GOV & FINANC	N/A	Officer	$0	$0	$0
KATE DIXON	MEMBERSHIP C	N/A	Officer	$0	$0	$0
MINNA YOO	COHORTS CHAI	N/A	Officer	$0	$0	$0
ALYSHA SCHULTZ	COMMUNICATIO	N/A	Officer	$0	$0	$0
CRAIG HILL	COMM ENGAGEM	N/A	Officer	$0	$0	$0
ROSE LAVELLE	CERTIFICATIO	N/A	Officer	$0	$0	$0
RENEE LOVELAND	LEARNING CHA	N/A	Officer	$0	$0	$0
CASSANDRA FURLONG	CONNECTIONS	N/A	Officer	$0	$0	$0
REBECCA GOLDCRUMP	COLLECTIVE I	N/A	Officer	$0	$0	$0
PAUL SNYDER	MEMBER	N/A	Director	$0	$0	$0
IVANNA TUCKER	SOCIAL/MARKE	N/A	Officer	$0	$0	$0
KATI REARDON	MEMBER	N/A	Director	$0	$0	$0
CARLING LEON	MEMBER	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	$206,413	$161,578	$130,955	$44,835

B LOCAL PDX