The B5 Foundation (EIN 815259849) - 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

2016

Legal Domicile

Principal Officer

LaVerne G Davis

Phone

6198143305

Tax Period

2022-01-01 to 2022-12-31

The B5 Foundation, founded in 2016, is a small nonprofit in the Employment sector that reported $122K in total revenue in fiscal year 2022. Revenue fell 47% from the prior year — a significant decline worth monitoring. Expenses of $159K exceeded revenue, resulting in a 31% operating deficit.

Mission

The B5 Foundation is committed to creating a path for respect, dignity, independence and self-sufficiency, particularly for the sick, elderly, disabled and also re-entry populations.

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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 (2022)

Revenue Breakdown

Contributions & Grants $121,667

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $121,667

Expense Breakdown

Grants Paid $0

Salaries & Benefits $36,000

Fundraising Expenses $7,290

Program Expenses $104,239

Other Expenses $122,933

TOTAL EXPENSES $158,933

Year-over-Year Comparison

	2022	2021	Change
Revenue	$121,667	$231,615	-0.5%
Expenses	$158,933	$178,813	-0.1%
Net Income	$-37,266	$52,802	-1.7%

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

N/A

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

$36,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LaVerne G Davis	President	010.00	Officer	$36,000	$0	$36,000
Doug Moore	Director	001.00	Officer	$0	$0	$0
Andrew Altshule	Secretary	001.00	Officer	$0	$0	$0
Charisse Bremond-Weaver	Treasurer	001.00	Officer	$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
2022	$121,667	$158,933	$171,706	$-37,266
2021	$231,615	$178,813	$208,971	$52,802
2020	$249,079	$224,759	$156,170	$24,320

The B5 Foundation