BIG BROTHERS AND BIG SISTERS OF METRO MILWAUKEE (EIN 391239687) - 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

1975

Legal Domicile

Principal Officer

NEIL WILLENSON

Phone

4142584778

Tax Period

2024-07-01 to 2025-06-30

BIG BROTHERS AND BIG SISTERS OF METRO MILWAUKEE, founded in 1975, is a community nonprofit that reported $3.0M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

CREATE AND SUPPORT 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 $2,891,059

Program Service Revenue $0

Investment Income $139,873

Other Revenue $-35,479

TOTAL REVENUE $2,995,453

Expense Breakdown

Grants Paid $70,600

Salaries & Benefits $2,480,178

Fundraising Expenses $641,599

Program Expenses $2,133,367

Other Expenses $626,565

TOTAL EXPENSES $3,177,343

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,995,453	$2,636,597	+0.1%
Expenses	$3,177,343	$2,729,564	+0.2%
Net Income	$-181,890	$-92,967	+1.0%

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

1200

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

$296,785

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NEIL WILLENSON	PRESIDENT & CEO	40.00	Officer	$169,347	$31,976	$201,323
BARB NAMOWICZ	VP FINANCE/ADM	40.00	Officer	$92,032	$3,430	$95,462
DREW GLAUBKE	CHAIR	1.00	Officer Director	$0	$0	$0
MATT MEULENERS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOHN REISEL	SECRETARY	1.00	Officer Director	$0	$0	$0
KATE MCDONALD	TREASURER	1.00	Officer Director	$0	$0	$0
TONY BARTELL	DIRECTOR	1.00	Officer Director	$0	$0	$0
PAMELA BELL	DIRECTOR	1.00	Director	$0	$0	$0
JOANNE BIRTWISTLE	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTIANA BLEADSOE	DIRECTOR	1.00	Director	$0	$0	$0
SETH BROIDY	DIRECTOR	1.00	Director	$0	$0	$0
LIZ CALDWELL	DIRECTOR	1.00	Director	$0	$0	$0
ALGENE CARAULIA	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA CORONA	DIRECTOR	1.00	Director	$0	$0	$0
MAHESH DAMODAR	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN DELAHUNT	DIRECTOR	1.00	Director	$0	$0	$0
TAHEREH DELEON	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY DODD	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL FRANCIS	DIRECTOR	1.00	Director	$0	$0	$0
CARISSA GINGRAS	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW HESSELBACH	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL KIEFFER	DIRECTOR	1.00	Director	$0	$0	$0
CHLOE KINSEY	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN KLIMARA	DIRECTOR	1.00	Director	$0	$0	$0
AMAR KOTHAPALLI	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY LAVALLE	DIRECTOR	1.00	Director	$0	$0	$0
KATIE LOTT	DIRECTOR	1.00	Director	$0	$0	$0
MELINDA MAHDASIAN	DIRECTOR	1.00	Director	$0	$0	$0
DUANE MAIER	DIRECTOR	1.00	Director	$0	$0	$0
MIKE MCCOY	DIRECTOR	1.00	Director	$0	$0	$0
SAURAV MUKHERJEE	DIRECTOR	1.00	Director	$0	$0	$0
VIJAY NARAYAN	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE NOOK	DIRECTOR	1.00	Director	$0	$0	$0
AHMAD QAWI	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN SEPPMANN	DIRECTOR	1.00	Director	$0	$0	$0
RYAN TAMMINGA	DIRECTOR	1.00	Director	$0	$0	$0
MOLLY THIEL	DIRECTOR	1.00	Director	$0	$0	$0
SHERRY TOLKAN	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE WARREN	DIRECTOR	1.00	Director	$0	$0	$0
JODI WEBER	DIRECTOR	1.00	Director	$0	$0	$0
NICK ZARCONE	DIRECTOR	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	$2,995,453	$3,177,343	$6,521,547	$-181,890
2024	$2,636,597	$2,729,564	$4,915,684	$-92,967
2023	$3,201,376	$2,248,353	$4,966,770	$953,023
2022	$2,870,819	$2,226,116	$3,797,405	$644,703
2021	$2,702,184	$2,140,950	$3,425,667	$561,234
2020	$2,155,064	$2,209,360	$2,723,467	$-54,296
2019	$2,773,688	$2,143,884	$2,511,737	$629,804

BIG BROTHERS AND BIG SISTERS OF METRO MILWAUKEE