B3 COFFEE (EIN 844139023) - 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

2020

Legal Domicile

Phone

9192055115

Tax Period

2025-01-01 to 2025-12-31

B3 COFFEE, founded in 2020, is a small nonprofit in the Employment sector that reported $245K in total revenue in fiscal year 2025. Revenue surged 91% from the prior year, signaling strong growth momentum. The organization ran a surplus of $127K, a strong 52% operating margin.

Mission

B3 is a nonprofit that provides social and vocational opportunities for people of all abilities. Using the way coffee brings people together, we aim to facilitate community between people with and without disabilities and ultimately advance disability justice, allyship, and inclusion.

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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 (2025)

Revenue Breakdown

Contributions & Grants $159,049

Program Service Revenue $38,843

Investment Income $2,669

Other Revenue $44,696

TOTAL REVENUE $245,257

Expense Breakdown

Grants Paid $0

Salaries & Benefits $60,630

Fundraising Expenses $8,196

Program Expenses $71,884

Other Expenses $57,517

TOTAL EXPENSES $118,147

Year-over-Year Comparison

	2025	2024	Change
Revenue	$245,257	$128,635	+0.9%
Expenses	$118,147	$85,430	+0.4%
Net Income	$127,110	$43,205	+1.9%

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

$18,473

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACKLYN BOHELER	Executive Dir.	10.00	Officer	$18,473	$0	$18,473
DAN GITTERMAN	Chairman	0.25	Officer Director	$0	$0	$0
LISA KAYLIE	Treasurer	0.25	Officer Director	$0	$0	$0
DR KIMBERLY GREGORY	Secretary	2.00	Officer Director	$0	$0	$0
ALAN DICKINSON	Vice Chair	0.25	Officer Director	$0	$0	$0
GERALD PARRISH	Director	0.25	Officer	$0	$0	$0
QUESTIAN TELKA	Director	0.25	Officer	$0	$0	$0
ALEXIS NNEJI	Director	0.25	Officer	$0	$0	$0
VICTORIA NNEJI	Director	0.25	Officer	$0	$0	$0
DAVID PERRY	Director	0.25	Officer	$0	$0	$0
KELLY GATES	Director	0.25	Officer	$0	$0	$0
DENISE PASCARELLI	Director	0.25	Officer	$0	$0	$0
MARIKA SCHOOLAR	Director	0.25	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
2025	$245,257	$118,147	$264,043	$127,110
2024	$128,635	$85,430	$139,907	$43,205
2023	$89,992	$60,455	$95,732	$29,537

B3 COFFEE