BIG BROTHERS BIG SISTERS OF THE CAPITAL REGION (EIN 232260248) - 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

1983

Legal Domicile

Principal Officer

AMY ROTE

Phone

7172360199

Tax Period

2024-01-01 to 2024-12-31

BIG BROTHERS BIG SISTERS OF THE CAPITAL REGION, founded in 1983, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $1.6M left a modest 13% surplus.

Mission

TO CREATE AND SUPPORT ONE TO ONE MENTORING RELATIONSHIPS THAT IGNITE THE POWER AND PROMISE OF YOUTH.

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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 $1,833,112

Program Service Revenue $0

Investment Income $86,662

Other Revenue $-80,676

TOTAL REVENUE $1,839,098

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,210,698

Fundraising Expenses $374,759

Program Expenses $1,127,576

Other Expenses $394,077

TOTAL EXPENSES $1,604,775

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,839,098	$1,429,815	+0.3%
Expenses	$1,604,775	$1,291,802	+0.2%
Net Income	$234,323	$138,013	+0.7%

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

2282

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

$101,454

Total Directors

$101,454

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY ROTE	PRESIDENT &	40.00	Officer Director	$89,821	$11,633	$101,454
JULIE WEBB	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
BRIAN LORENZ	PAST BOARD C	1.00	Officer Director	$0	$0	$0
BROOKE SMITH	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KRISTOPHER KORZI	TREASURER	1.00	Officer Director	$0	$0	$0
AMANDA HOOVER	SECRETARY	1.00	Officer Director	$0	$0	$0
CARRIE A EHRGOOD	DIRECTOR	1.00	Director	$0	$0	$0
ALEXANDER J PIAZZA	DIRECTOR	1.00	Director	$0	$0	$0
HANNAH WATERMAN	DIRECTOR	1.00	Director	$0	$0	$0
KIRK MENTCH	DIRECTOR	1.00	Director	$0	$0	$0
SUZANNE JONES	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN WESTMORELAND	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE TYMINSKI	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT KOMAN	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY COX JR	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL HOYLE	DIRECTOR	1.00	Director	$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
2024	$1,839,098	$1,604,775	$3,168,799	$234,323
2023	$1,429,815	$1,291,802	$2,713,838	$138,013
2022	$2,425,927	$1,154,111	$2,621,600	$1,271,816
2021	$1,250,367	$863,758	$1,057,832	$386,609
2020	$1,044,612	$771,172	$659,902	$273,440
2019	$876,071	$944,849	$388,182	$-68,778
2018	$1,376,156	$1,030,946	$665,598	$345,210

BIG BROTHERS BIG SISTERS OF THE CAPITAL REGION