Barbara Jordan Institute (EIN 832791831) - 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

2018

Legal Domicile

Phone

4692122542

Tax Period

2023-01-01 to 2023-12-31

Barbara Jordan Institute, founded in 2018, is a micro nonprofit in the Education sector that reported $25K in total revenue in fiscal year 2023. Revenue fell 88% from the prior year — a significant decline worth monitoring. Expenses of $85K exceeded revenue, resulting in a 241% operating deficit.

Mission

BJLIs mission is to increase the diversity of leadership by training, mentoring, supporting, and empowering black communities.

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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 (2023)

Revenue Breakdown

Contributions & Grants $13,667

Program Service Revenue $11,201

Investment Income $0

Other Revenue $0

TOTAL REVENUE $24,868

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,607

Fundraising Expenses $0

Program Expenses $14,002

Other Expenses $81,149

TOTAL EXPENSES $84,756

Year-over-Year Comparison

	2023	2022	Change
Revenue	$24,868	$215,192	-0.9%
Expenses	$84,756	$161,762	-0.5%
Net Income	$-59,888	$53,430	-2.1%

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

N/A

Employees

N/A

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

$3,607

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jane Hamilton	Board Chair	20.00	Officer Director	$0	$0	$0
Lorraine Birabil	Executive Director	20.00	Officer	$0	$3,607	$3,607
Jeri Brooks	Board Member	10.00	Director	$0	$0	$0
Mitzi Wallace-Willis	Community Engagement & Dev Chair	10.00	Director	$0	$0	$0
Shellie Hayes-McMahon	Chair of Governance	10.00	Director	$0	$0	$0
Arielle Williams	Board Member	10.00	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
2023	$24,868	$84,756	$10,635	$-59,888
2022	$215,192	$161,762	$59,525	$53,430
2021	$56,810	$134,003	$6,095	$-77,193
2020	$263,110	$179,260	$83,288	$83,850

Barbara Jordan Institute