Big Brothers Big Sisters of the Bay Area (EIN 237108045) - 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

1971

Legal Domicile

Principal Officer

Lillian Samuel

Phone

4155034050

Tax Period

2024-07-01 to 2025-06-30

Big Brothers Big Sisters of the Bay Area, founded in 1971, is a community nonprofit that reported $3.7M in total revenue in fiscal year 2024. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $3.5M left a modest 7% 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 $3,707,713

Program Service Revenue $0

Investment Income $14,609

Other Revenue $5,520

TOTAL REVENUE $3,727,842

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,645,125

Fundraising Expenses $566,667

Program Expenses $2,615,574

Other Expenses $837,723

TOTAL EXPENSES $3,482,848

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,727,842	$5,308,065	-0.3%
Expenses	$3,482,848	$4,034,016	-0.1%
Net Income	$244,994	$1,274,049	-0.8%

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

532

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

$293,094

Total Directors

Key Employees

$348,511

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lillian Samuel	Chief Executive Officer	40.00	Officer	$293,094	$0	$293,094
Joanna Reilly	Chief Development Officer	40.00	Key Emp	$188,991	$0	$188,991
Allison Rhodes-Baker	VP of Program Impact and Innovation	40.00	Key Emp	$159,520	$0	$159,520
Richard Ohren	VP of Data & Systems	40.00	Highest	$122,876	$0	$122,876
Adrianna Larson	Development Director, Annual Fund and Operations	40.00	Highest	$107,113	$0	$107,113
Todd Lachman	Chair (7/1/24-12/31/24)	1.00	Officer Director	$0	$0	$0
Lisa Pearson	Chair (1/1/25-6/30/25)	1.00	Officer Director	$0	$0	$0
Gwen Tillman	Vice Chair	1.00	Officer Director	$0	$0	$0
CJ Babb	Secretary	1.00	Officer Director	$0	$0	$0
Chris McClure	Treasurer	1.00	Officer Director	$0	$0	$0
Jamal Anderson	Board Member	1.00	Director	$0	$0	$0
Andrew Barnette	Board Member	1.00	Director	$0	$0	$0
David Boehmer	Board Member	1.00	Director	$0	$0	$0
Clarissa Clark	Board Member	1.00	Director	$0	$0	$0
Paul Dalzell	Board Member	1.00	Director	$0	$0	$0
Tom DeJonghe	Board Member	1.00	Director	$0	$0	$0
Lauren DiNapoli	Board Member	1.00	Director	$0	$0	$0
Martha Ehmann Conte	Board Member	1.00	Director	$0	$0	$0
Christine Flores	Board Member	1.00	Director	$0	$0	$0
Caroline Gaffney	Board Member	1.00	Director	$0	$0	$0
Jeff Kragel	Board Member	1.00	Director	$0	$0	$0
Alexandra Legend Siegel	Board Member	1.00	Director	$0	$0	$0
Kristy LoRusso	Board Member	1.00	Director	$0	$0	$0
Galen Maness	Board Member	1.00	Director	$0	$0	$0
Tonja Marcus	Board Member	1.00	Director	$0	$0	$0
Mark McGowan	Board Member	1.00	Director	$0	$0	$0
Heather Paquette	Board Member	1.00	Director	$0	$0	$0
James Potter	Board Member	1.00	Director	$0	$0	$0
Ashley Shaw Thompson	Board Member	1.00	Director	$0	$0	$0
Julie Simpson	Board Member	1.00	Director	$0	$0	$0
Charles Taylor	Board Member	1.00	Director	$0	$0	$0
Marlena Wong	Board Member	1.00	Director	$0	$0	$0
Lori Wren Elerts	Board Member	1.00	Director	$0	$0	$0
Chris Fragakis	Board Member	1.00	Director	$0	$0	$0
Marc Lopez	Board Member	1.00	Director	$0	$0	$0
Brianna Rogers	Board Member	1.00	Director	$0	$0	$0
Seth Tator	Board Member	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
2025	$3,727,842	$3,482,848	$5,212,537	$244,994
2024	$5,308,065	$4,034,016	$5,176,972	$1,274,049
2023	$4,853,291	$2,824,641	$3,806,009	$2,028,650
2022	$2,377,257	$2,307,259	$1,449,429	$69,998
2021	$2,774,379	$2,269,121	$1,748,207	$505,258
2020	$1,860,638	$2,315,487	$1,215,953	$-454,849
2019	$2,702,332	$2,393,865	$1,303,587	$308,467
2018	$1,924,308	$2,503,727	$1,248,794	$-579,419

Big Brothers Big Sisters of the Bay Area