BIG BROTHERS BIG SISTERS LONE STAR (EIN 750800632) - 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

PIERCE BUSH

Phone

2144412227

Tax Period

2024-01-01 to 2024-12-31

BIG BROTHERS BIG SISTERS LONE STAR, founded in 2003, is a mid-sized nonprofit in the Youth Development sector that reported $22.9M in total revenue in fiscal year 2024. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.4M, a strong 28% operating margin.

Mission

To enrich, encourage and empower children to reach their highest potential through safe, positive, one-to-one mentoring 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 $17,130,694

Program Service Revenue $0

Investment Income $208,178

Other Revenue $5,532,729

TOTAL REVENUE $22,871,601

Expense Breakdown

Grants Paid $2,273,204

Salaries & Benefits $10,915,740

Fundraising Expenses $1,927,369

Program Expenses $13,178,267

Other Expenses $3,281,441

TOTAL EXPENSES $16,470,385

Year-over-Year Comparison

	2024	2023	Change
Revenue	$22,871,601	$15,874,862	+0.4%
Expenses	$16,470,385	$14,764,853	+0.1%
Net Income	$6,401,216	$1,110,009	+4.8%

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

Employees

192

Volunteers

5110

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

$695,977

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PIERCE BUSH	CEO	59.00	Officer	$377,075	$3,888	$380,963
JENNIFER SCOTT	CFO	50.00	Officer	$149,495	$11,634	$161,129
ALISTINE TURNBULL-BLACKSHEAR	MARKET PRESIDENT	50.00		$140,573	$15,235	$155,808
MICHAEL O'TETER	CPO	50.00	Officer	$135,301	$18,584	$153,885
OZZIE SMITH	MARKET PRESIDENT	50.00		$132,658	$20,821	$153,479
JENNIFER HARPER	MARKET PRESIDENT	50.00		$127,002	$19,121	$146,123
APRIL FORD	CHF TECH & PROG	50.00		$133,121	$12,629	$145,750
KELLY GLASER	EXEC VP of donor	50.00		$114,132	$8,883	$123,015
RANDOLPH JOHANNECK	Director	2.00	Director	$0	$0	$0
ROBERT GENDRON	Director	2.00	Director	$0	$0	$0
BRIAN MANDELL	Director	2.00	Director	$0	$0	$0
MARY KEBODEAUX	Director	2.00	Director	$0	$0	$0
CALVIN CROWDER	Director	2.00	Director	$0	$0	$0
HARRIET MIERS	Director	2.00	Director	$0	$0	$0
TRAVIS HOLLMAN	Director	2.00	Director	$0	$0	$0
ANGIE GILDEA	Director	2.00	Director	$0	$0	$0
HEATHER CAPPS	Director	2.00	Director	$0	$0	$0
MARY MURRAY	Director	2.00	Director	$0	$0	$0
ROB BOWLBY	Chairman	2.00	Officer Director	$0	$0	$0
SABRINA HARRISON	Director	2.00	Director	$0	$0	$0
MARTY ENGLANDER	Director	2.00	Director	$0	$0	$0
RON PHIFER	Director	2.00	Director	$0	$0	$0
LAUREN PESCHIER	Director	2.00	Director	$0	$0	$0
PATRICK STAUDT	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
KARLA WADDLETON	Director	2.00	Director	$0	$0	$0
LUKE LONGHOFER	Director	2.00	Director	$0	$0	$0
TRAVIS RUIZ	Director	2.00	Director	$0	$0	$0
ANNE RAYMOND	Director	2.00	Director	$0	$0	$0
DILANKA SEIMON	Director	2.00	Director	$0	$0	$0
ANDY SLENTZ	Director	2.00	Director	$0	$0	$0
CHRISTIN STANFORD	Director	2.00	Director	$0	$0	$0
TRACY DIETERICH	Director	2.00	Director	$0	$0	$0
CHRIS OWENS	Director	2.00	Director	$0	$0	$0
JAMES TAYLOR	Director	2.00	Director	$0	$0	$0
HANA HESSELGESSER	Director	2.00	Director	$0	$0	$0
MICHAEL HARTMAN	Director	2.00	Director	$0	$0	$0
MATT BISHOP	Director	2.00	Director	$0	$0	$0
ANDREA PALMER	Director	2.00	Director	$0	$0	$0
TORRANCE HARRIS	Director	2.00	Director	$0	$0	$0
JIM DUNN	Director	2.00	Director	$0	$0	$0
LAURA RAYMOND	Director	2.00	Director	$0	$0	$0
PATRICK QUARLES	Director	2.00	Director	$0	$0	$0
BRUCE MOON	Director	2.00	Director	$0	$0	$0
JACK RENTZ	Director	2.00	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
2024	$22,871,601	$16,470,385	$14,140,038	$6,401,216
2023	$15,874,862	$14,764,853	$13,239,253	$1,110,009
2022	$12,802,110	$13,103,626	$11,535,105	$-301,516
2021	$13,534,336	$12,099,515	$11,427,211	$1,434,821
2020	$13,045,083	$12,230,340	$11,041,874	$814,743
2019	$11,712,420	$11,965,941	$10,153,803	$-253,521
2018	$11,726,179	$11,928,068	$10,768,988	$-201,889

BIG BROTHERS BIG SISTERS LONE STAR