BIG BROTHERS BIG SISTERS OF ST LUCIE INDIAN RIVER AND OKEECHOBEE COUNTIES I (EIN 592455513) - 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

1984

Legal Domicile

Principal Officer

DEBBIE HAWLEY

Phone

7724668535

Tax Period

2024-07-01 to 2025-06-30

BIG BROTHERS BIG SISTERS OF ST LUCIE INDIAN RIVER AND OKEECHOBEE COUNTIES I, founded in 1984, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

PROVIDE GUIDANCE, SUPERVISION, AND CARE FOR DISADVANTAGED CHILDREN

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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 $1,159,461

Program Service Revenue $0

Investment Income $14,265

Other Revenue $0

TOTAL REVENUE $1,173,726

Expense Breakdown

Grants Paid $0

Salaries & Benefits $887,837

Fundraising Expenses $122,799

Program Expenses $959,605

Other Expenses $290,959

TOTAL EXPENSES $1,178,796

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,173,726	$1,010,389	+0.2%
Expenses	$1,178,796	$1,142,904	+0.0%
Net Income	$-5,070	$-132,515	-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

383

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

$103,500

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL LUCCI	CHAIR	1.00	Director	$0	$0	$0
BETH COKE	VICE-CHAIR	1.00	Director	$0	$0	$0
KIM MORGENSTERN	TREASURER	1.00	Director	$0	$0	$0
LORI FRY	SECRETARY	1.00	Director	$0	$0	$0
DEBBIE HAWLEY	CEO	40.00	Key Emp Highest	$103,500	$0	$103,500
AMBER WOODS	BOARD MEMBER	0.50	Director	$0	$0	$0
MARY ALICE BENNETT	BOARD MEMBER	0.50	Director	$0	$0	$0
ANTHONY BONNA	BOARD MEMBER	0.50	Director	$0	$0	$0
GAYLE HARRELL	BOARD MEMBER	0.50	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	$1,173,726	$1,178,796	$614,131	$-5,070
2024	$1,010,389	$1,142,904	$622,169	$-132,515
2023	$1,128,765	$1,117,365	$749,553	$11,400
2022	$1,535,715	$1,244,126	$808,867	$291,589
2021	$1,365,817	$1,229,016	$489,908	$136,801
2020	$1,324,698	$1,479,192	$520,901	$-154,494
2019	$1,464,822	$1,487,202	$480,069	$-22,380

BIG BROTHERS BIG SISTERS OF ST LUCIE INDIAN RIVER AND OKEECHOBEE COUNTIES I