BBI TRUST CO OSI RESTAURANT PARTNER S LLC (EIN 597162589) - 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

1999

Legal Domicile

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.

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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 $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

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	Role	Reportable Comp	Other Comp	Total
Kelly Lefferts	Trustee	Director	$0	$0	$0
Patrick Hafner	Trustee	Director	$0	$0	$0
Susan Cline	Trustee	Director	$0	$0	$0
Cord McLean	Trustee	Director	$0	$0	$0
Marc Barnes	Trustee	Director	$0	$0	$0
Kristine Lanoza	Trustee	Director	$0	$0	$0
Alicia Woodard	Trustee	Director	$0	$0	$0
Jillian Eades	Trustee	Director	$0	$0	$0
Andrea Jeffords	Trustee	Director	$0	$0	$0
Annette Rodriguez	Trustee	Director	$0	$0	$0
Jenny Eurton	Trustee	Director	$0	$0	$0
Kimberly Stahl	Trustee	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

BBI TRUST CO OSI RESTAURANT PARTNER S LLC