BIG BROTHERS BIG SISTERS OF SOUTHW… - Form 990 Financial Data

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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

1993

Legal Domicile

Principal Officer

ELLEN TRACY

Phone

2033898734

Tax Period

2022-01-01 to 2022-01-31

BIG BROTHERS BIG SISTERS OF SOUTHWESTERN, founded in 1993, is a micro nonprofit that reported $29K in total revenue in fiscal year 2021. Revenue fell 95% from the prior year — a significant decline worth monitoring. Expenses of $93K exceeded revenue, resulting in a 219% operating deficit.

Mission

THE MISSION OF THE ORGANIZATION IS TO MAKE A POSITIVE DIFFERENCE IN THE LIVES OF CHILDREN AND YOUTHS, PRIMARILY THROUGH THE PROVISION OF A PROFESSIONALLY SUPPORTED ONE-TO-ONE RELATIONSHIP WITH A SCREENED, TRAINED, CARING ADULT.

Program Service Accomplishments

Program 1

Expenses: $69,477

THE ORGANIZATION PROVIDES SERVICES TO CHILDREN FROM SINGLE PARENT FAMILIES. THEY RECRUIT, SCREEN, TRAIN AND SUPERVISE ADULT VOLUNTEERS TO PROVIDE COMPANIONSHIP AND GUIDANCE TO THE CHILDREN.

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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 (2021)

Revenue Breakdown

Contributions & Grants $28,726

Program Service Revenue $0

Investment Income $0

Other Revenue $253

TOTAL REVENUE $28,979

Expense Breakdown

Grants Paid $0

Salaries & Benefits $83,691

Fundraising Expenses $0

Program Expenses $69,477

Other Expenses $8,811

TOTAL EXPENSES $92,502

Year-over-Year Comparison

	2021	2020	Change
Revenue	$28,979	$562,827	-0.9%
Expenses	$92,502	$680,751	-0.9%
Net Income	$-63,523	$-117,924	-0.5%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEREK MILLER	DIRECTOR	001.00	Director	$0	$0	$0
MATTHEW E ERICKSON	DIRECTOR	001.00	Director	$0	$0	$0
KAREN E SOUZA	DIRECTOR	001.00	Officer Director	$0	$0	$0
MEGAN BURNS	DIRECTOR	001.00	Director	$0	$0	$0
MICHAEL DIGIOIA	DIRECTOR	001.00	Director	$0	$0	$0
MAUREEN CHIODO	DIRECTOR	001.00	Director	$0	$0	$0
RYAN FAULKINGHAM	DIRECTOR	001.00	Officer Director	$0	$0	$0
I JOSEPH MASSOUD	DIRECTOR	001.00	Director	$0	$0	$0
VINCENT CRUDO	DIRECTOR	001.00	Director	$0	$0	$0
ARTHUR HADDEN	DIRECTOR	001.00	Director	$0	$0	$0
JOHN MELE JR	PAST PRESIDENT	001.00	Director	$0	$0	$0
CHERYL TEDESCCO	DIRECTOR	001.00	Director	$0	$0	$0
JOSEPH MILANA	CHAIRMAN OF THE BOARD	001.00	Officer Director	$0	$0	$0
PETER LOVELL	PRESIDENT	001.00	Officer Director	$0	$0	$0
KEITH PHILLIPS	DIRECTOR	001.00	Director	$0	$0	$0
BRANDYN SCHMELZER	DIRECTOR	001.00	Director	$0	$0	$0
ALEXANDER BECK	DIRECTOR	001.00	Director	$0	$0	$0
PATRICIA JOHNSON	DIRECTOR	001.00	Director	$0	$0	$0
SHELIA DUPREE-GENIAS	DIRECTOR	001.00	Director	$0	$0	$0
STEPHANIE ORTIZ	DIRECTOR	001.00	Director	$0	$0	$0
MARK HEALEY	DIRECTOR	001.00	Director	$0	$0	$0
FRANK HALL	TREASURER	001.00	Officer	$0	$0	$0
ELLEN TRACY	EXEC DIRECTOR	040.00	Highest	$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
2022	$28,979	$92,502	No data	$-63,523
2021	$562,827	$680,751	$355,175	$-117,924
2020	$704,430	$738,574	$473,100	$-34,144
2019	$859,121	$805,255	$506,633	$53,866
2018	$667,274	$800,106	$453,074	$-132,832

BIG BROTHERS BIG SISTERS OF SOUTHWESTERN