BIG BROTHERS BIG SISTERS INDEPENDE… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year

1915

Legal Domicile

Principal Officer

MARCUS ALLEN

Phone

2157909200

Tax Period

2023-01-01 to 2023-12-31

BIG BROTHERS BIG SISTERS INDEPENDENCE REGION, founded in 1915, is a community nonprofit in the Youth Development sector that reported $5.2M in total revenue in fiscal year 2023. Revenue fell 51% from the prior year — a significant decline worth monitoring. Expenses of $6.9M exceeded revenue, resulting in a 34% operating deficit.

Mission

TO IGNITE THE POWER AND PROMISE OF YOUTH AND CLOSE THE MENTORING GAP, BY CREATING AND SUPPORTING ONE-TO-ONE MENTORING RELATIONSHIPS AND STRENGTHENING THE QUALITY OF THE MENTORING FIELD.

Program Service Accomplishments

Program 1

Expenses: $4,199,651

MENTORING SERVICES: THROUGH COMMUNITY-BASED AND SCHOOL-BASED YOUTH MENTORING PROGRAMS, MORE THAN 1,300 CHILDREN ARE SERVED ANNUALLY IN CHESTER, DELAWARE, MONTGOMERY AND PHILADELPHIA COUNTIES IN...

MENTORING SERVICES: THROUGH COMMUNITY-BASED AND SCHOOL-BASED YOUTH MENTORING PROGRAMS, MORE THAN 1,300 CHILDREN ARE SERVED ANNUALLY IN CHESTER, DELAWARE, MONTGOMERY AND PHILADELPHIA COUNTIES IN PENNSYLVANIA, AND BURLINGTON, CAMDEN AND GLOUCESTER COUNTIES IN NEW JERSEY. PROGRAM ACHIEVEMENTS INCLUDE A RATING OF THREE STARS BY CHARITY NAVIGATOR (THE NATION'S LARGEST AND MOST UTILIZED CHARITY EVALUATOR), GOLD STANDARD FOR TOP PERFORMING AGENCIES IN THE NATION, AND 1,387 CHILDREN AND MENTORS POSITIVELY IMPACTED DURING 2022. DURING 2022, OF THE CHILDREN IN YOUTH MENTORIING PROGRAMS FOR 12 MONTHS OR MORE, 98% OF LITTLES AVOIDED OR CEASED SUBSTANCE USE, 94% OF LITTLES STAYED ON TRACK WITH OR IMPROVED BEHAVIOR IN SCHOOL, 97% OF LITTLES KEPT OR CREATED PLANS FOR HIGH SCHOOL GRADUATION AND BEYOND. ALSO PROVIDED CAPACITY BUILDING, TRAINING & QUALITY ASSURANCE TO 345 TO 350 ORGANIZATIONS IN THE REGION.

Program 2

Expenses: $363,970

AS AN AFFILIATED ORGANIZATION OF BIG BROTHERS BIG SISTERS INDEPENDENCE, MENTOR INDEPENDENCE REGION (MIR) WAS LAUNCHED IN 2015 TO EXPAND THE MENTORING FIELD'S REGIONAL CAPACITY TO REACH MORE YOUTH...

AS AN AFFILIATED ORGANIZATION OF BIG BROTHERS BIG SISTERS INDEPENDENCE, MENTOR INDEPENDENCE REGION (MIR) WAS LAUNCHED IN 2015 TO EXPAND THE MENTORING FIELD'S REGIONAL CAPACITY TO REACH MORE YOUTH, AND TO PAIR THEM WITH CARING, COMMITTED ADULT MENTORS, MIR WORKS DIRECTLY WITH MENTORING PROGRAMS BY ASSISTING WITH TRAININGS, TECHNICAL ASSISTANCE, QUALITY ASSESSMENT, PROFESSIONAL NETWORKING, AND ADVOCACY. DURING 2022, 395 PROGRAMS WERE DIRECTLY SUPPORTED, 65 TRAININGS WERE DELIVERED, 1,452 ADULT PARTICIPANTS WERE TRAINED, 550 TECHNICAL ASSISTANCE HOURS WERE DELIVERED, 250 QUALITY ASSESSMENT REVIEWS WERE COMPLETED, AND APPROXIMATELY 179,000 YOUTH WERE POSITIVELY IMPACTED. MIR'S MISSION IS TO FUEL THE QUALITY AND QUANTITY OF MENTORING RELATIONSHIPS FOR GREATER PHILADELPHIA'S YOUNG PEOPLE AND TO CLOSE THE MENTORING GAP.

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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 (2023)

Revenue Breakdown

Contributions & Grants $5,119,299

Program Service Revenue $0

Investment Income $193,569

Other Revenue $-151,664

TOTAL REVENUE $5,161,204

Expense Breakdown

Grants Paid $97,682

Salaries & Benefits $4,928,129

Fundraising Expenses $1,010,898

Program Expenses $4,563,621

Other Expenses $1,896,600

TOTAL EXPENSES $6,922,411

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,161,204	$10,631,195	-0.5%
Expenses	$6,922,411	$7,375,066	-0.1%
Net Income	$-1,761,207	$3,256,129	-1.5%

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

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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

104

Volunteers

1192

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

$434,294

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN SMITH	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
AMY HAMILTON	VICE CHAIR	2.00	Officer Director	$0	$0	$0
PETER WILSON	TREASURER	2.00	Officer Director	$0	$0	$0
JAMES LEYDEN	SECRETARY	2.00	Officer Director	$0	$0	$0
JEFF ALDI	DIRECTOR	2.00	Director	$0	$0	$0
KAREN BALDRY	DIRECTOR	2.00	Director	$0	$0	$0
ANDREW BENIOFF	DIRECTOR	2.00	Director	$0	$0	$0
MITCHELL BENSON	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT BENTLEY	DIRECTOR	2.00	Director	$0	$0	$0
TRICIA PATRICIA BROWN	DIRECTOR	2.00	Director	$0	$0	$0
LISA CALDWELL	DIRECTOR	2.00	Director	$0	$0	$0
JOSHUA DAVIDSON	DIRECTOR	2.00	Director	$0	$0	$0
REBECCA DEVINE	DIRECTOR	2.00	Director	$0	$0	$0
JOSEPH R GENOVESI	DIRECTOR	2.00	Director	$0	$0	$0
AMY HAMILTON	DIRECTOR	2.00	Director	$0	$0	$0
ALISA HARRIS	DIRECTOR	2.00	Director	$0	$0	$0
TIVONNIA TJ HARVEY	DIRECTOR	2.00	Director	$0	$0	$0
DONNA HIGGINS	DIRECTOR	2.00	Director	$0	$0	$0
ARNOLD JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
GARY JONAS	DIRECTOR	2.00	Director	$0	$0	$0
ALLEN KING	DIRECTOR	2.00	Director	$0	$0	$0
NATHANIEL L KOONCE II	DIRECTOR	2.00	Director	$0	$0	$0
ANTHONY KYRIAKAKIS	DIRECTOR	2.00	Director	$0	$0	$0
JAMES LEYDEN	DIRECTOR	2.00	Director	$0	$0	$0
JOSEPH MARRONE	DIRECTOR	2.00	Director	$0	$0	$0
ROHIT MEHROTRA	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL PHILIPS	DIRECTOR	2.00	Director	$0	$0	$0
KELLEE RIVERS	DIRECTOR	2.00	Director	$0	$0	$0
PETER WILSON	DIRECTOR	2.00	Director	$0	$0	$0
MARCUS ALLEN	CEO	40.00	Officer	$255,199	$10,809	$266,008
MICHELLE Y MOLANO	COO	40.00	Officer	$156,489	$11,797	$168,286
ELLIOT BERGER	VP OF ADVANCEMENT	40.00	Highest	$176,000	$0	$176,000
RICH BERRY	VICE PRESIDENT, PROGRAMS	40.00	Highest	$114,186	$0	$114,186

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
2024	No data	No data	No data	No data
2023	$5,161,204	$6,922,411	$9,345,673	$-1,761,207
2022	$10,631,195	$7,375,066	$8,863,278	$3,256,129
2021	$5,788,360	$5,189,432	$6,252,548	$598,928
2020	$5,369,568	$6,560,556	$5,352,907	$-1,190,988
2019	$6,260,703	$6,268,509	$5,620,695	$-7,806
2018	$6,808,828	$6,509,791	$5,324,488	$299,037

BIG BROTHERS BIG SISTERS INDEPENDENCE REGION