BROWN BAG LADY (EIN 464955457) - 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

2014

Legal Domicile

Principal Officer

JACQUELINE NORVELL

Phone

3238038738

Tax Period

2025-01-01 to 2025-12-31

BROWN BAG LADY, founded in 2014, is a small nonprofit in the Food, Agriculture & Nutrition sector that reported $222K in total revenue in fiscal year 2025. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $215K left a modest 3% surplus.

Mission

Provide goods and services to underserved members of the community.

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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 $221,708

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $221,708

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $201,301

Other Expenses $214,863

TOTAL EXPENSES $214,863

Year-over-Year Comparison

	2025	2024	Change
Revenue	$221,708	$168,655	+0.3%
Expenses	$214,863	$199,026	+0.1%
Net Income	$6,845	$-30,371	-1.2%

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

N/A

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACQUELINE NORVELL	President & CEO	35.00	Officer Director	$0	$0	$0
LYNNE RICHARDS	Secretary	5.00	Officer Director	$0	$0	$0
MADELINE LOEF	Treasurer	5.00	Officer Director	$0	$0	$0
MILES NORVELL	Vice President	10.00	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
2025	$221,708	$214,863	$27,932	$6,845
2024	No data	No data	No data	No data
2023	$251,138	$279,006	$80,361	$-27,868

BROWN BAG LADY