THE DREAM BIG FOUNDATION (EIN 611448766) - 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

2003

Legal Domicile

Principal Officer

CONNIE LOCASIO

Phone

6313350032

Tax Period

2020-01-01 to 2020-12-31

THE DREAM BIG FOUNDATION, founded in 2003, is a small nonprofit in the Human Services sector that reported $860K in total revenue in fiscal year 2020. Revenue surged 147% from the prior year, signaling strong growth momentum. The organization ran a surplus of $680K, a strong 79% operating margin.

Mission

TO PURSUE TAX-EXEMPT CHARITABLE PURPOSES BY DEVELOPING AND IMPLEMENTING PROJECTS THAT WILL BENEFIT THE PUBLIC AT LARGE, SPECIFICALLY FEEDING THE NEEDY FAMILIES IN NYC AT THANKSGIVING.

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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 (2020)

Revenue Breakdown

Contributions & Grants $352,594

Program Service Revenue $0

Investment Income $507,905

Other Revenue $0

TOTAL REVENUE $860,499

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $174,682

Other Expenses $180,796

TOTAL EXPENSES $180,796

Year-over-Year Comparison

	2020	2019	Change
Revenue	$860,499	$347,968	+1.5%
Expenses	$180,796	$386,543	-0.5%
Net Income	$679,703	$-38,575	-18.6%

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

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
CLARISSA LOCASIO	BOARD MEMBER	2.00	Director	$0	$0	$0
ROBERT LOCASIO	BOARD MEMBER	2.00	Director	$0	$0	$0
CONNIE LOCASIO	PRESIDENT	5.00	Officer	$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
2020	$860,499	$180,796	$1,582,022	$679,703
2019	$347,968	$386,543	$897,180	$-38,575
2018	$442,406	$641,496	$798,553	$-199,090

THE DREAM BIG FOUNDATION