BIG BROTHERS BIG SISTERS OF BERKS COUNTY PA (EIN 236463243) - 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

1968

Legal Domicile

Principal Officer

ELIZABETH WERNER

Phone

6103735544

Tax Period

2023-01-01 to 2023-12-31

BIG BROTHERS BIG SISTERS OF BERKS COUNTY PA, founded in 1968, is a small nonprofit that reported $544K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $468K left a modest 14% surplus.

Mission

THE MISSION IS TO PROVIDE CHILDREN FACING ADVERSITY WITH STRONG AND ENDURING, PROFESSIONALLY SUPPORTED 1-TO-1 RELATIONSHIPS THAT CHANGE THEIR LIVES FOR THE BETTER, FOREVER. WE STRIVE TO FOSTER POSITIVE AND MEASURABLE GROWTH FOR OUR YOUTH INCLUDING A STRENGTHENED SENSE OF SELF-WORTH; DEVELOPMENT OF CHARACTER; AND IMPROVED RELATIONSHIPS & PERFORMANCE AT HOME, IN SCHOOL, AND THROUGHOUT THE BERKS COUNTY COMMUNITY.

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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 $500,680

Program Service Revenue $0

Investment Income $1,419

Other Revenue $41,715

TOTAL REVENUE $543,814

Expense Breakdown

Grants Paid $0

Salaries & Benefits $361,237

Fundraising Expenses $0

Program Expenses $429,417

Other Expenses $107,030

TOTAL EXPENSES $468,267

Year-over-Year Comparison

	2023	2022	Change
Revenue	$543,814	$469,220	+0.2%
Expenses	$468,267	$430,398	+0.1%
Net Income	$75,547	$38,822	+0.9%

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

149

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

$129,044

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES J SMITH	FORMER E.D.	40.00	Officer	$77,705	$4,048	$81,753
ELIZABETH WERNER	EXECUTIVE DI	40.00	Officer	$46,641	$650	$47,291
PETER BAYER	BOARD	2.00	Director	$0	$0	$0
PHIL COLES	BOARD	2.00	Director	$0	$0	$0
NICOLE FRYER	BOARD	2.00	Director	$0	$0	$0
PETER GIORGI	BOARD	2.00	Director	$0	$0	$0
ELIZABETH HASSLER	TREASURER	2.00	Director	$0	$0	$0
CHAD JOHNSON	BOARD	2.00	Director	$0	$0	$0
MOLLIE LACEK	BOARD	2.00	Director	$0	$0	$0
JOE LEWIS	BOARD	2.00	Director	$0	$0	$0
MICHAEL MCCORMAC	PRESIDENT	2.00	Director	$0	$0	$0
KAREN MECK	BOARD	2.00	Director	$0	$0	$0
NICHOLE MORRISSEY	BOARD	2.00	Director	$0	$0	$0
CHRISTOPHER MUVDI	BOARD	2.00	Director	$0	$0	$0
DOUG MYERS	BOARD	2.00	Director	$0	$0	$0
MANNY OLAITAN-ODUYEMI	BOARD	2.00	Director	$0	$0	$0
SAM PADOVANI	BOARD	2.00	Director	$0	$0	$0
SIDNEY PURNELL	VICE PRESIDE	2.00	Director	$0	$0	$0
JULIET SIMPLICIO	BOARD	2.00	Director	$0	$0	$0
CHERYL SPANGLER	BOARD	2.00	Director	$0	$0	$0
JILLIAN STORCH	SECRETARY	2.00	Director	$0	$0	$0
CASSANDRA WEIDNER	BOARD	2.00	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	No data	No data	No data	No data
2023	$543,814	$468,267	$664,551	$75,547
2022	$469,220	$430,398	$586,396	$38,822
2021	$440,956	$451,191	$555,150	$-10,235
2020	$557,347	$431,960	$570,506	$125,387
2019	$456,617	$413,056	$456,361	$43,561
2018	$464,369	$406,721	$432,753	$57,648

BIG BROTHERS BIG SISTERS OF BERKS COUNTY PA