BIG BROTHERS BIG SISTERS OF THE UPSTATE INC (EIN 204243553) - 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

2005

Legal Domicile

Principal Officer

CHARLENE CHEEKS

Phone

8642420676

Tax Period

2024-07-01 to 2025-06-30

BIG BROTHERS BIG SISTERS OF THE UPSTATE INC, founded in 2005, is a small nonprofit in the Youth Development sector that reported $477K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $536K exceeded revenue, resulting in a 12% operating deficit.

Mission

TO PROVIDE PROFESSIONALLY SUPPORTED YOUTH MENTORING SERVICES BY FACILITATION A WHOLESOME ADULT RELATIONSHIP FOR CHILDREN, PRIMARILY OF SINGLE PARENT HOMES, IN NEED OF A SECONDARY ROLE MODEL.

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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 (2024)

Revenue Breakdown

Contributions & Grants $337,789

Program Service Revenue $0

Investment Income $6,363

Other Revenue $132,486

TOTAL REVENUE $476,638

Expense Breakdown

Grants Paid $0

Salaries & Benefits $395,708

Fundraising Expenses $0

Program Expenses $449,845

Other Expenses $140,310

TOTAL EXPENSES $536,018

Year-over-Year Comparison

	2024	2023	Change
Revenue	$476,638	$362,983	+0.3%
Expenses	$536,018	$512,899	+0.0%
Net Income	$-59,380	$-149,916	-0.6%

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

250

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

$65,758

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RAY BROWN	BOARD CHAIR/EXECUTIVE COMMITTEE	2.00	Director	$0	$0	$0
LAKESSA WRIGHT	FUNDRAISING COMMITTEE	1.00	Director	$0	$0	$0
JAMES LINDSAY	VICE BOARD CHAIR, EXECUTIVE COMMITTEE	1.00	Director	$0	$0	$0
AARON ADAMS	GOVERNANCE COMMITTEE	1.00	Director	$0	$0	$0
ALEXIS GIST	TREASURER, EXECUTIVE COMMITTEE	1.00	Director	$0	$0	$0
JEFF BALLENGER	CHAIRPERSON OF GOVERNANCE COMMITTEE	1.00	Director	$0	$0	$0
NATALIE BOYD	FUNDRAISING COMMITTEE	1.00	Director	$0	$0	$0
MOLLEY CLAYCOMB	FUNDRAISING COMMITTEE	1.00	Director	$0	$0	$0
OLIVIA DONNELLY	GOVERNANCE COMMITTEE	1.00	Director	$0	$0	$0
BECCA FOX	CHAIRPERSON OF FUNDRAISING COMMITTEE	1.00	Director	$0	$0	$0
APRIL HART	FUNDRAISING COMMITTEE	1.00	Director	$0	$0	$0
LISA JACKSON	FUNDRAISING COMMITTEE	1.00	Director	$0	$0	$0
GRANT NICHOLSON	FUNDRAISING COMMITTEE	1.00	Director	$0	$0	$0
CORD SGAGLIO	FUNDRAISING COMMITTEE	1.00	Director	$0	$0	$0
CHARLENE CHEEKS	CEO	40.00	Officer	$65,758	$0	$65,758

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	$476,638	$536,018	$371,528	$-59,380
2024	$362,983	$512,899	$438,564	$-149,916
2023	$341,361	$537,768	$553,730	$-196,407
2022	$901,141	$417,224	$729,324	$483,917
2021	$464,554	$298,460	$241,404	$166,094

BIG BROTHERS BIG SISTERS OF THE UPSTATE INC