BIG BROTHERS BIG SISTERS OF THE GREATER MIAMI VALLEY INC (EIN 310641306) - 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

1958

Legal Domicile

Principal Officer

GREG WINKFIELD

Phone

9372206850

Tax Period

2024-07-01 to 2025-06-30

BIG BROTHERS BIG SISTERS OF THE GREATER MIAMI VALLEY INC, founded in 1958, is a small nonprofit in the Youth Development sector that reported $876K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $978K exceeded revenue, resulting in a 12% operating deficit.

Mission

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 $692,756

Program Service Revenue $0

Investment Income $11,007

Other Revenue $172,310

TOTAL REVENUE $876,073

Expense Breakdown

Grants Paid $0

Salaries & Benefits $722,798

Fundraising Expenses $91,912

Program Expenses $802,000

Other Expenses $254,848

TOTAL EXPENSES $977,646

Year-over-Year Comparison

	2024	2023	Change
Revenue	$876,073	$789,707	+0.1%
Expenses	$977,646	$961,664	+0.0%
Net Income	$-101,573	$-171,957	-0.4%

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

400

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

$110,093

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNE PFEIFFER	FORMER CEO	40.00	Officer	$97,605	$0	$97,605
GREG WINKFIELD	CHIEF EXEC.	40.00	Officer	$12,488	$0	$12,488
LINDSAY ACKLEY	TRUSTEE	1.00	Director	$0	$0	$0
KATIE ARMSTRONG	TRUSTEE	1.00	Director	$0	$0	$0
RYAN BLACK	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER BRUMBY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
LAURA FENLON	SECRETARY	1.00	Officer Director	$0	$0	$0
TYLER GREENWOOD	TRUSTEE	1.00	Officer Director	$0	$0	$0
SCOTT KENNEY	TREASURER	1.00	Officer Director	$0	$0	$0
BRANDON KINNEY	TRUSTEE	1.00	Director	$0	$0	$0
CARRIE MANN	TRUSTEE	1.00	Director	$0	$0	$0
AARON POWELL	CHAIR	1.00	Officer Director	$0	$0	$0
LAURIE POWELL	TRUSTEE	1.00	Director	$0	$0	$0
JESSICA SALISBURY-COOPER	TRUSTEE	1.00	Director	$0	$0	$0
ROB SCHOENLEIN	TRUSTEE	1.00	Director	$0	$0	$0
JESSICA TURNER	TRUSTEE	1.00	Director	$0	$0	$0
JESS TUSCHONG	IMMED PAST C	1.00	Officer Director	$0	$0	$0
MISSY MAE WALTERS	TRUSTEE	1.00	Director	$0	$0	$0
MIKE ZUIDEMA	TRUSTEE	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	$876,073	$977,646	$545,926	$-101,573
2024	$789,707	$961,664	$562,662	$-171,957
2023	$817,686	$883,589	$696,670	$-65,903
2022	$980,270	$724,000	$671,025	$256,270
2021	$854,939	$663,748	$590,025	$191,191
2018	$715,789	$705,314	$283,953	$10,475

BIG BROTHERS BIG SISTERS OF THE GREATER MIAMI VALLEY INC