BIG BROTHERS AND BIG SISTERS OF DANE COUNTY INC (EIN 391077783) - 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

1974

Legal Domicile

Principal Officer

SANDY MORALES

Phone

6086615437

Tax Period

2025-01-01 to 2025-12-31

BIG BROTHERS AND BIG SISTERS OF DANE COUNTY INC, founded in 1974, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2025. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $1.7M left a modest 6% surplus.

Mission

TO CREATE AND SUPPORT ONE-TO-ONE MENTORING RELATIONSHIPS THAT IGNITE THE POWER AND PROMISE OF YOUTH, SO THAT ALL YOUTH ACHIEVE THEIR FULL POTENTIAL.

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,845,253

Program Service Revenue $0

Investment Income $48,873

Other Revenue $-56,687

TOTAL REVENUE $1,837,439

Expense Breakdown

Grants Paid $19,456

Salaries & Benefits $1,267,197

Fundraising Expenses $429,445

Program Expenses $1,049,238

Other Expenses $438,717

TOTAL EXPENSES $1,725,370

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,837,439	$1,531,411	+0.2%
Expenses	$1,725,370	$1,698,149	+0.0%
Net Income	$112,069	$-166,738	-1.7%

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

N/A

Volunteers

605

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

$152,812

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANA HOOKER	PRESIDENT	2.00	Officer Director	$0	$0	$0
JENNIFER GIEMZA	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ROB KANE	TREASURER	2.00	Officer Director	$0	$0	$0
JOSEPH MCGONIGLE	SECRETARY	2.00	Officer Director	$0	$0	$0
BRUCE ROSEN	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN TORRENCE	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY RODRIGUEZ	DIRECTOR	1.00	Director	$0	$0	$0
CASEY LIAKOS	DIRECTOR	1.00	Director	$0	$0	$0
ENZO CIARLETTA	DIRECTOR	1.00	Director	$0	$0	$0
KENNETH ALBRIDGE III	DIRECTOR	1.00	Director	$0	$0	$0
KIAH CALMESE WALKER	DIRECTOR	1.00	Director	$0	$0	$0
LYN-MARIE PILGRIM	DIRECTOR	1.00	Director	$0	$0	$0
MIKE SOLT	DIRECTOR	1.00	Director	$0	$0	$0
KARI GRASEE	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT LANG	DIRECTOR	1.00	Director	$0	$0	$0
TANIKA APALOO	DIRECTOR	1.00	Director	$0	$0	$0
DAVE SEILER	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS ECKSTROM	DIRECTOR	1.00	Director	$0	$0	$0
SAUMIL MEHTA	DIRECTOR	1.00	Director	$0	$0	$0
SANDY MORALES	CHIEF EXECUTIVE OFFICER	40.00	Officer	$131,732	$21,080	$152,812

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	$1,837,439	$1,725,370	$1,678,554	$112,069
2024	$1,531,411	$1,698,149	$1,522,249	$-166,738
2023	$1,467,198	$1,715,432	$1,650,165	$-248,234
2022	$1,579,804	$1,409,996	$1,858,950	$169,808
2021	$1,723,043	$1,199,226	$1,775,455	$523,817
2020	$1,451,564	$1,158,041	$1,308,754	$293,523
2019	$1,120,659	$1,233,196	$774,710	$-112,537
2018	$1,130,006	$1,121,710	$810,674	$8,296

BIG BROTHERS AND BIG SISTERS OF DANE COUNTY INC