BBI TRUST CO OSI RESTAURANT PARTNER S LLC

EIN: 597162589 Mutual Benefit

Tampa, FL

Total Revenue
$308,739
Total Expenses
$360,454
Total Assets
$1,098,320
Net Assets
$1,098,320
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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
1999
Legal Domicile
FL
Principal Officer
Kelly Lefferts
Phone
8132821225
Tax Period
2025-01-01 to 2025-12-31

BBI TRUST CO OSI RESTAURANT PARTNER S LLC, founded in 1999, is a small nonprofit in the Mutual Benefit sector that reported $309K in total revenue in fiscal year 2025. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $360K exceeded revenue, resulting in a 17% operating deficit.

Mission

Provides Life, Sickness, Accident, and other benefits to eligible employees of OSI Restaurant Partners, LLC.

Program Service Accomplishments

Program 1
Expenses: $350,376

Provide Life, Sickness, Accident, or other benefits to eligible employees of OSI Restaurant Partners, LLC.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $205,312
Program Service Revenue $0
Investment Income $103,427
Other Revenue $0
TOTAL REVENUE $308,739

Expense Breakdown

Grants Paid $350,376
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $350,376
Other Expenses $10,078
TOTAL EXPENSES $360,454

Year-over-Year Comparison

2025 2024 Change
Revenue $308,739 $406,410 -0.2%
Expenses $360,454 $338,401 +0.1%
Net Income $-51,715 $68,009 -1.8%
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

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Governance

Voting Members
12
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
0
$0
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kelly Lefferts Trustee 0
Director
$0 $0 $0
Patrick Hafner Trustee 0
Director
$0 $0 $0
Susan Cline Trustee 0
Director
$0 $0 $0
Cord McLean Trustee 0
Director
$0 $0 $0
Marc Barnes Trustee 0
Director
$0 $0 $0
Kristine Lanoza Trustee 0
Director
$0 $0 $0
Alicia Woodard Trustee 0
Director
$0 $0 $0
Jillian Eades Trustee 0
Director
$0 $0 $0
Andrea Jeffords Trustee 0
Director
$0 $0 $0
Annette Rodriguez Trustee 0
Director
$0 $0 $0
Jenny Eurton Trustee 0
Director
$0 $0 $0
Kimberly Stahl Trustee 0
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 $308,739 $360,454 $1,098,320 $-51,715
2024 $406,410 $338,401 $1,140,095 $68,009
2023 $172,353 $264,708 $1,058,839 $-92,355
2022 $220,394 $257,288 $1,034,079 $-36,894
2021 $170,880 $227,988 $1,266,706 $-57,108
2020 $297,673 $155,239 $1,311,226 $142,434
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