BIG BROTHERS BIG SISTERS SOUTHERN LAKE MICHIGAN REGION INC (EIN 351172510) - 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

JOEL DEMOTT

Phone

5748305013

Tax Period

2024-01-01 to 2024-12-31

BIG BROTHERS BIG SISTERS SOUTHERN LAKE MICHIGAN REGION INC, founded in 1968, is a small nonprofit that reported $452K in total revenue in fiscal year 2024. Revenue fell 36% from the prior year — a significant decline worth monitoring. Expenses of $631K exceeded revenue, resulting in a 40% operating deficit.

Mission

OUR MISSION IS 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 $465,413

Program Service Revenue $0

Investment Income $1,120

Other Revenue $-14,669

TOTAL REVENUE $451,864

Expense Breakdown

Grants Paid $0

Salaries & Benefits $347,908

Fundraising Expenses $186,420

Program Expenses $375,705

Other Expenses $283,266

TOTAL EXPENSES $631,174

Year-over-Year Comparison

	2024	2023	Change
Revenue	$451,864	$701,212	-0.4%
Expenses	$631,174	$636,026	0.0%
Net Income	$-179,310	$65,186	-3.8%

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

109

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

$86,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOEL DEMOTT	CEO	40.00	Officer	$86,000	$0	$86,000
MICHAEL ANTHONY	DIRECTOR	1.00	Director	$0	$0	$0
ERIC BECKER	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG BLOUGH	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE BONIN	DIRECTOR	1.00	Director	$0	$0	$0
BRENT MILLER	DIRECTOR	1.00	Director	$0	$0	$0
TJ JORGENSEN	DIRECTOR	1.00	Director	$0	$0	$0
TJ MILLER	DIRECTOR	1.00	Director	$0	$0	$0
SARAH MILOVICH	DIRECTOR	1.00	Director	$0	$0	$0
AMELIA SCHROEDER	DIRECTOR	1.00	Director	$0	$0	$0
LARRY SEHY	DIRECTOR	1.00	Director	$0	$0	$0
NATHAN VOGEL	DIRECTOR	1.00	Director	$0	$0	$0
VICKIE WAGNER	DIRECTOR	1.00	Director	$0	$0	$0
ADRIAN RILEY	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN HAKE	TREASURER	2.00	Officer Director	$0	$0	$0
SANDRA PONTIUS	SECRETARY	2.00	Officer Director	$0	$0	$0
REBECCA WARD	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
DREW WARDEN	PRESIDENT	2.00	Officer 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	$451,864	$631,174	$93,916	$-179,310
2023	$701,212	$636,026	$327,108	$65,186
2022	$624,674	$644,349	$286,771	$-19,675
2021	$643,255	$610,126	$218,861	$33,129
2020	$515,193	$532,555	$187,981	$-17,362
2018	$447,026	$327,868	$374,716	$119,158

BIG BROTHERS BIG SISTERS SOUTHERN LAKE MICHIGAN REGION INC