LITTLE BROTHERS - FRIENDS OF THE ELDERLY (EIN 362651505) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1959

Legal Domicile

Principal Officer

SEAN MARTIN

Phone

3124551000

Tax Period

2023-10-01 to 2024-09-30

LITTLE BROTHERS - FRIENDS OF THE ELDERLY, founded in 1959, is a community nonprofit in the Human Services sector that reported $5.4M in total revenue in fiscal year 2017. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 28% operating margin.

Mission

THE ORGANIZATION IS A NOT-FOR-PROFIT, NON-SECTARIAN, VOLUNTEER-BASED ORGANIZATION THAT PROVIDES FRIENDSHIP AND SUPPORT TO ISOLATED AND LONELY ELDERLY PEOPLE IN CHICAGO.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,325,182

Program Service Revenue $0

Investment Income $70,529

Other Revenue $26,789

TOTAL REVENUE $4,422,500

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,943,500

Fundraising Expenses $920,576

Program Expenses $3,056,704

Other Expenses $1,525,590

TOTAL EXPENSES $4,469,090

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,422,500	$4,470,000	0.0%
Expenses	$4,469,090	$4,201,246	+0.1%
Net Income	$-46,590	$268,754	-1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

1880

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

$492,232

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEAN MARTIN	CHAIR	1.00	Officer Director	$0	$0	$0
LINDA WATSON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BRENDAN KRAHL	TREASURER	1.00	Officer Director	$0	$0	$0
ZARIK KHAN	SECRETARY	1.00	Officer Director	$0	$0	$0
PAUL DOWLING	DIRECTOR (THRU OCT 2023)	1.00	Director	$0	$0	$0
CELESTE JONES	DIRECTOR	1.00	Director	$0	$0	$0
SALMA KALADGI	DIRECTOR	1.00	Director	$0	$0	$0
CHELSEY KRULL	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL LEE	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL MELINGER	DIRECTOR (THRU OCT 2023)	1.00	Director	$0	$0	$0
JIM MEAD	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT MERK	DIRECTOR	1.00	Director	$0	$0	$0
JEFFERY RAMIREZ	DIRECTOR (THRU OCT 2023)	1.00	Director	$0	$0	$0
ASHLEY ROCHE	DIRECTOR	1.00	Director	$0	$0	$0
SIMONE MITCHELL-PETERSON	CHIEF EXECUTIVE OFFICER	40.00	Officer	$314,189	$38,000	$352,189
CECILIA STRANEY	CHIEF DEVELOPMENT OFFICER	40.00	Officer	$140,043	$0	$140,043
JOSHUA CHARTIER	DIR-VOLUNTEER & COMM. ENGAGEMENT	40.00	Highest	$121,404	$0	$121,404
HEATHER DUDZINSKI	DIRECTOR OF PROGRAM	40.00	Highest	$115,688	$0	$115,688

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	$4,422,500	$4,469,090	$5,702,253	$-46,590
2023	$4,470,000	$4,201,246	$5,407,107	$268,754
2022	$3,835,595	$4,180,153	$4,891,481	$-344,558
2021	$4,563,134	$4,024,421	$6,177,127	$538,713
2020	$3,406,072	$3,837,659	$5,278,280	$-431,587
2019	$3,325,892	$4,080,501	$5,127,221	$-754,609
2018	$5,417,207	$3,899,245	$5,794,581	$1,517,962

LITTLE BROTHERS - FRIENDS OF THE ELDERLY