Big BrothersBig Sisters of WNC Inc (EIN 581505917) - 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

1982

Legal Domicile

Principal Officer

Lelia Duncan

Phone

8282531470

Tax Period

2024-07-01 to 2025-06-30

Big BrothersBig Sisters of WNC Inc, founded in 1982, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year.

Mission

Match mentoring volunteers with children in need to build and foster relationships.

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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 $1,713,636

Program Service Revenue $166,535

Investment Income $2,184

Other Revenue $-59,471

TOTAL REVENUE $1,822,884

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,008,971

Fundraising Expenses $63,831

Program Expenses $1,748,369

Other Expenses $923,820

TOTAL EXPENSES $1,932,791

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,822,884	$2,090,626	-0.1%
Expenses	$1,932,791	$2,128,792	-0.1%
Net Income	$-109,907	$-38,166	+1.9%

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

800

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

$98,379

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michael McNamee PhD	Board Chair	2.50	Officer Director	$0	$0	$0
Debbie Charlton	Past Board Chair	1.50	Officer Director	$0	$0	$0
Allen Helms	Treasurer	3.00	Officer Director	$0	$0	$0
Jennifer Kirkpatrick	First Vice Chair	2.00	Officer Director	$0	$0	$0
Deborah Posner EdD	Second Vice Chair	2.00	Officer Director	$0	$0	$0
Veronica Colvard	Secretary	2.00	Officer Director	$0	$0	$0
Preston Blakely	Director	0.50	Director	$0	$0	$0
Mike Calogero	Fundraisinig Comm Chair	0.50	Officer Director	$0	$0	$0
Barrie Christman	Board Member	2.00	Director	$0	$0	$0
Jeana Conley	Board Member	0.50	Director	$0	$0	$0
Leslie Council	Board Member	0.50	Director	$0	$0	$0
Hannah Epperson	Marketing Comm Chair	1.50	Officer Director	$0	$0	$0
Allan Franklin	Board Member	0.50	Director	$0	$0	$0
Mark Kurdys	Board Member	0.50	Director	$0	$0	$0
Josh Mellon	Board Member	2.00	Director	$0	$0	$0
Brandon Priester	Board Member	1.50	Director	$0	$0	$0
Bill Smith	Board Member	1.50	Director	$0	$0	$0
Deputy Chief Jackie Stepp	Board Member	1.50	Director	$0	$0	$0
Bruce Waller	Board Member	0.50	Director	$0	$0	$0
Lelia Duncan	Executive Director	60.00	Officer	$92,379	$6,000	$98,379

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	$1,822,884	$1,932,791	$352,142	$-109,907
2024	No data	No data	No data	No data
2023	$1,888,839	$1,841,818	$444,233	$47,021
2022	$1,231,031	$1,641,631	$369,137	$-410,600
2021	$1,428,576	$1,187,196	$755,969	$241,380
2020	$1,284,763	$1,212,687	$482,810	$72,076
2019	$1,183,499	$1,242,309	$429,528	$-58,810
2018	$1,132,860	$1,129,282	$478,515	$3,578

Big BrothersBig Sisters of WNC Inc