B Local Pdx
Nonprofit profile at a glance
- EIN
- 811925119
- IRS 990 coverage
- 2024–2024
- Forms available
- Form 990 2024, Form 990-EZ 2023, Form 990-N 2018
- Location
- Portland, OR, USA
- Phone
- 5039744652
- Rating
- 76
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Alliance/Advocacy
Reported finances
- Revenue
- $206,413
- Expenses
- $161,578
- Assets
- $130,955
- Liabilities
- $1,347
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
15 people listed
People named in this filing
- ANNA MADILL (BOARD CHAIR)
- SARAH HOLDEMAN (VICE CHAIR)
- CORRIE HERMAN (GOV & FINANC)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
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.
What it reported doing in 2024
See schedule o
Operating model
- Revenue model
- Membership-supported. 63% of the money available for current operations came from membership dues.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 75
- Transparency & Controls: 90
- Accountability: 64
- Sustainability: 59
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 76.7%; rating input score 77
- Program expense ratio: 98%; rating input score 98
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 1 of 7 controls in place; rating input score 14
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 21.7%; rating input score 75; 75th percentile among comparable filings
- Total-asset coverage ratio: 0.81; rating input score 35; 35th percentile among comparable filings
- Liabilities to assets ratio: 0.01; rating input score 45; 45th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 43.8% per year; rating input score 100; 96th percentile among comparable filings
- Asset growth: 13.7% per year; rating input score 100; 75th percentile among comparable filings
Details
- Where the money goes: 76.7% of revenue deployed · 98% of spending went to programs
- Governance: 15 of 15 board members independent · 1 of 7 filing controls reported
- Programs: 1 filed program accomplishment · $158K in reported program spending
- Leadership: top reported pay $0 · 15 people listed
- Consistency: 22 of 22 current checks pass
- Schedules: 2 filed schedules
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Accountability: Governance controls: 5 of 6 not reported.
- Moderate — Sustainability: Total-asset coverage ratio scored 35/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 45/100.