BIG BROTHERS BIG SISTERS WI SHORELINE INC (EIN 391102065) - 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

1965

Legal Domicile

Principal Officer

PAUL BARTELT

Phone

9204580111

Tax Period

2025-01-01 to 2025-12-31

BIG BROTHERS BIG SISTERS WI SHORELINE INC, founded in 1965, is a small nonprofit that reported $942K in total revenue in fiscal year 2025. Revenue fell 20% from the prior year — a significant decline worth monitoring. Net assets of $1.9M represent 24 months of operating reserves.

Mission

TO ORGANIZE UNDER PROFESSIONAL DIRECTION A BODY OF MATURE AND RESPONSIBLE PERSONS INTERESTED IN PROVIDING CHILDREN FACING ADVERSITY WITH STRONG AND ENDURING, PROFESSIONALLY SUPPORTED ONE-TO-ONE RELATIONSHIPS THAT CHANGE THEIR LIVES FOR THE BETTER.

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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 $967,736

Program Service Revenue $0

Investment Income $37,333

Other Revenue $-63,084

TOTAL REVENUE $941,985

Expense Breakdown

Grants Paid $26,625

Salaries & Benefits $444,839

Fundraising Expenses $287,974

Program Expenses $519,438

Other Expenses $414,444

TOTAL EXPENSES $988,581

Year-over-Year Comparison

	2025	2024	Change
Revenue	$941,985	$1,184,369	-0.2%
Expenses	$988,581	$1,213,913	-0.2%
Net Income	$-46,596	$-29,544	+0.6%

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

337

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

$118,394

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL BARTELT	PRESIDENT	2.00	Officer Director	$0	$0	$0
JAIME MARCHI	SECRETARY	1.00	Officer Director	$0	$0	$0
AMY WIRTZ	TREASURER	1.00	Officer Director	$0	$0	$0
BRAD REISER	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
BETH BORGEN	DIRECTOR	1.00	Director	$0	$0	$0
LAUREN HUDSON	DIRECTOR	1.00	Director	$0	$0	$0
CAMI SCHENCK	DIRECTOR	1.00	Director	$0	$0	$0
JACOB KONRATH	DIRECTOR	1.00	Director	$0	$0	$0
PAT REILLY	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD HEEP	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD STRONG	DIRECTOR	1.00	Director	$0	$0	$0
NICK KULLMANN	DIRECTOR	1.00	Director	$0	$0	$0
BEN MEINNERT SINCE JULY	DIRECTOR	1.00	Director	$0	$0	$0
KEEGAN BARTOW THRU SEPT	DIRECTOR	1.00	Director	$0	$0	$0
DAVID VILLAR SINCE SEPT	DIRECTOR	1.00	Director	$0	$0	$0
JAKE GLASER SINCE JULY	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA GUAY SINCE JULY	DIRECTOR	1.00	Director	$0	$0	$0
KATHRYN VOLLMER THRU SEPT	DIRECTOR	1.00	Director	$0	$0	$0
LUCAS KUHN SINCE JULY	DIRECTOR	1.00	Director	$0	$0	$0
DENISE WITTSTOCK	CHIEF EXECUTIVE OFFICER	40.00	Officer	$114,946	$3,448	$118,394

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	$941,985	$988,581	$2,073,798	$-46,596
2024	$1,184,369	$1,213,913	$1,859,287	$-29,544
2023	$1,098,566	$1,169,216	$2,120,857	$-70,650
2022	$1,166,353	$1,047,173	$2,023,409	$119,180
2021	$1,408,464	$926,907	$2,123,017	$481,557
2019	$629,114	$591,981	$1,312,923	$37,133
2018	$703,406	$492,542	$1,121,970	$210,864

BIG BROTHERS BIG SISTERS WI SHORELINE INC