Team-Based Learning Collaborative INC FY2023 filing

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EIN 11-3780511 Public charity (501(c)(3)) Huntington, WV NTEE E03
Form 990 (PDF)

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Revenue & expenses by yearFY2020–FY2025
Revenue
$125K
FY2023▲ +11%
Expenses
$133K
FY2023▲ +78%

Form 990 for the fiscal year ending June 2023 (IRS tax year 2022).


Promotes understanding and use of TBL across global educational communities through training and leadership. For fiscal year 2023 it reported $125K in revenue, $133K in expenses, and $172K in net assets.Pt I

Founded
2006
Type
Public charity (501(c)(3)) · Health Care
Location
Huntington, WV
Website
www.teambasedlearning.org
Filings
6 on file (2020–2023)
Revenue
$125KFY2023
Expenses
$133K
Net assets
$172K
People
20
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Size
$100K–1M
What they do
Promotes understanding and use of TBL across global educational communities through training and leadership.
Leadership
Andrea Bowesox · Board Member
Money in and out
$125K revenue, $133K expenses
Bottom line
45% program efficiency
Where the money goes · FY2023
Total revenue
$125K
Pt VIII · Ln 12
Total expenses
$133K
Pt IX · Ln 25
Net assets
$172K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$8K
Where spending went · Part IX cols B–D
Program services $0.45 Management & general $0.55
Program efficiency
45%
of spending reaches programs
Operating runway
22.0mo
months of highly liquid reserves at operating expense rate
Surplus margin
-6%
revenue over expenses, this year

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Summary of the Filing

Part I · fiscal year 2023 · Form 990
Total assets
$244K
FY2023▼ -4%
Total liabilities
$72K
FY2023▼ -5%
Revenue less expensesPt I · Ln 19−$8K
Total assetsPt X · Ln 16$244K
Program-expense ratioPt IX · col B45%
Voting members of governing bodyPt I · Ln 320
Independent voting membersPt I · Ln 420

Identity & Classification

Form 990 Header · IRS Business Master File
Legal name (IRS)Hdr · item CTeam-Based Learning Collaborative INC
EINHdr · item D11-3780511
Principal addressHdr · item CHuntington, WV
WebsiteHdr · item Jwww.teambasedlearning.org
Year of formationHdr · item L2006
State of legal domicileHdr · item MWV
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHealth Care (E03)
Ruling yearIRS BMFJun 2006

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a20
Independent voting membersPt VI · Ln 1b20
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Past Preside
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
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Mission & Programs · Part III

Where the work happens

3 program services account for $57K of program spending, described in the organization's own filed words · FY2022.
01

The TBLC organizes an annual conference which provides a venue for educators, scholars, and supporting faculty that have implemented or wish to implement team-based learning.

$55Kprogram expense
02

TBLC organizes regional workshops such as "team-based learning 101" that provide attendees with the resources and materials needed to implement team-based learning in the classrooms. Materials such as books, voting cards, small white boards, and various other useful items are provided to the attendees.

$2Kprogram expense
03

The TBLC is a membership organization in which members pay annual dues. All members in good standing have the right to vote, hold office, and serve on committees.

Pt IX · col B

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Statement of Revenue

Part VIII
Program service revenue$118K · 94%
Contributions & grants$5K · 4%
Investment income$2K · 2%
Program service revenue94%$118K
Contributions & grants4%$5K
Investment income2%$2K
Other revenue$34
Total revenueLn 12$125K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.45 Management & general $0.55
Program services45%$60K
Management & general55%$73K
Total functional expensesLn 25$133K

Balance Sheet

Part X · end of year
CashLn 1$244K
Total assetsLn 16$244K
Total liabilitiesLn 26$72K
Total net assetsLn 32$172K
Months of cash on handcomputed22.0

Financial Metrics

Form 990 · FY2023 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $244K · Operating expenses/yr $133K
22.0 months
Where the money goes
Program services
Program services $60K · Total expenses $133K
45%
Management & General
Management & general $73K · Total expenses $133K
55%
Fundraising
Fundraising $0 · Total expenses $133K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $4K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $5K · Total revenue $125K
4%
Government reliance
Government grants — · Total revenue $125K
—
Earned-income share
Program service revenue $118K · Total revenue $125K
94%
Investment reliance
Investment income $2K · Total revenue $125K
+2%
Program self-sufficiency
Program service revenue $118K · Total expenses $133K
88%
Growth & trend
Revenue growth (YoY)
This year $125K · Prior year $113K
+11%
Net-asset trend (YoY)
End of year $172K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $125K · Expenses $133K
-6%
Liabilities-to-Assets
Total liabilities — · Total assets $244K
—
Net-asset ratio
Net assets $172K · Total assets $244K
71%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $244K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Andrea Bowesox · Reported title BOARD MEMBER · Highest reported compensation $0 · Total expenses $133K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $133K
—
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 45%——
Overhead ratio 55%——
Fundraising cost ratio 0%——
Revenue growth 11%——
Investment management fee ratio 0.05%——
Accounting fee ratio 3%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$117K revenue · ⤓ 990 PDF
FY2024$112K revenue · ⤓ 990 PDF
FY2023$125K revenue · viewing · ⤓ 990 PDF
FY2022$113K revenue · ⤓ 990 PDF
FY2021$114K revenue · ⤓ 990 PDF
FY2020$89K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2023IRS
Classification, formation year, addressIRS Business Master File
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