BBB INSTITUTE FOR MARKETPLACE TRUST Charity Report

Public IRS 990 nonprofit record

BBB INSTITUTE FOR MARKETPLACE TRUST

EIN 20-8814392 · Business & Industry (S40)

What they do

THE BBB INSTITUTES MISSION is to ADVANCE MARKETPLACE TRUST THROUGH EDUCATION, INNOVATION, and COLLABORATION WITH OUR NETWORK of BBBS and PARTNERS. THIS is ACCOMPLISHED THROUGH RESEARCH THAT CHALLENGES ASSUMPTIONS and DELIVERS NEW INSIGHTS ABOUT SCAMS, FRAUD, and OTHER MARKETPLACE THREATS; CONSUMER EDUCATION RESOURCES, PROGRAMS, and CAMPAIGNS THAT EMPOWER THE PUBLIC, INCLUDING VULNERABLE POPULATIONS, to CHOOSE BETTER BUSINESSES and AVOID SCAMS; PARTNERSHIPS WITH INDUSTRY EXPERTS and STAKEHOLDERS FROM THE PUBLIC and PRIVATE SECTORS to CREATE INNOVATIVE RESOURCES and PROGRAMS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $87.40 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders15 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

67.46%of revenue went to mission work87.4% of expenses · Program services

5.76%of revenue went to fundraising7.5% of expenses

$126.61spent for every $100 of revenueSpending was higher than revenue this year.

3.93%of revenue went to management and office costs5.1% of expenses

$0.63in assets for every $1 spent this yearSome assets cannot be spent right away.

162.7%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $252,304 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $187,612 for MELISSA LANNING (EXECUTIVE DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$1,555,960

Mission workProgram services$1,049,64667.46% of revenue87.4% of expenses

ManagementOffice and general costs$61,2273.93% of revenue5.1% of expenses

FundraisingAsking for donations$89,5835.76% of revenue7.5% of expenses

Revenue left after expensesReported annual surplus$355,50422.85% of revenueShown in gray on the chart

Total expenses$1,200,45677.15% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 87.4% mission · 5.1% management · 7.5% fundraisingTotal expenses: 77.15% of revenue

2023Expense mix: 81.8% mission · 8.4% management · 9.8% fundraisingTotal expenses: 107.77% of revenue

2022Expense mix: 72.8% mission · 13.6% management · 13.5% fundraisingTotal expenses: 87.83% of revenue

2021Expense mix: 79.6% mission · 9.8% management · 10.6% fundraisingTotal expenses: 83.01% of revenue

2020Expense mix: 78.2% mission · 10.0% management · 11.7% fundraisingTotal expenses: 101.17% of revenue

2019Expense mix: 62.3% mission · 30.8% management · 6.9% fundraisingTotal expenses: 81.64% of revenue

2018Expense mix: 68.7% mission · 24.7% management · 6.6% fundraisingTotal expenses: 100.00% of revenue

2017Expense mix: 57.1% mission · 30.2% management · 12.8% fundraisingTotal expenses: 135.82% of revenue

Money in and money out

Revenue$948,152

Expenses$1,200,456

Annual shortfall $252,304 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$1,049,646 · 87.4% of expenses

Management and office costs$61,227 · 5.1% of expenses

Fundraising$89,583 · 7.5% of expenses

See all reported dollar amounts

Revenue$948,152

Expenses$1,200,456

Assets$754,756

Income$948,152

Contributions$1,542,575

Mission work (program services)$1,049,646

Fundraising$89,583

Grants given$150,000

Average grant$37,500

Management and general$61,227

Accounting fees$5,200

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

MELISSA LANNINGEXECUTIVE DIRECTOR · 35 hrs/week $187,612Base $143,776 · Other $43,836

RUBENS PESSANHA FILHOCHIEF KNOWLEDGE OFFICER · 2 hrs/week $35,979Base · Other $35,979

JOSEPH OLLENDICKCHIEF TECHNOLOGY OFFICER $35,679Base · Other $35,679

ERIC HABERMASCHIEF MARKETING OFFICER · 1 hrs/week $32,628Base · Other $32,628

SAMUEL MCMAKINSENIOR DIRECTOR OF OPERATIONS · 1 hrs/week $25,665Base · Other $25,665

ANGELA ISABELL TAYLORGENERAL COUNSEL · 1 hrs/week $22,518Base · Other $22,518

CHRISTOPHER MORSECEO OF IABB AND EX OFFICIO · 1 hrs/week $15,921Base · Other $15,921

CHRISTY PAGECOO · 1 hrs/week $9,584Base · Other $9,584

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (15)

MELISSA LANNINGEXECUTIVE DIRECTOR

RUBENS PESSANHA FILHOCHIEF KNOWLEDGE OFFICER

JOSEPH OLLENDICKCHIEF TECHNOLOGY OFFICER

ERIC HABERMASCHIEF MARKETING OFFICER

SAMUEL MCMAKINSENIOR DIRECTOR OF OPERATIONS

ANGELA ISABELL TAYLORGENERAL COUNSEL

CHRISTOPHER MORSECEO OF IABB AND EX OFFICIO

CHRISTY PAGECOO

ARIC PERMINTERBOARD MEMBER

JONATHAN LIEBERTBOARD MEMBER

MATTHEW FEHLINGBOARD MEMBER

PARAG SHAHCHAIRMAN

ROD DAVISTREASURER

STEVEN LEPPERBOARD MEMBER

SUSAN ARTHURSECRETARY

About this charity

Recognized since: January 2007
Location: 4250 NORTH FAIRFAX DRIVE, SUITE, VA 22203-1665
County: Arlington
In care of: % RONNA BROWN
Primary officer: MELISSA LANNING TRUMPOWER, EXECUTIVE DIRECTOR

How to reach them

WebsiteVisit the charity’s website EmailInstitute@iabbb.org Phone(703) 247-9374 Officer phone(703) 247-9339

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: BRADY WARE & SCHOENFELD INC
NTEE classification: Business & Industry (S40)
IRS tax category: Business & Industry
Grant-giving organization: Yes