BIG BROTHERS BIG SISTERS MOUNTAIN REGION (EIN 850276498) - 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

1979

Legal Domicile

Principal Officer

GINA TRUJILLO

Phone

5059838360

Tax Period

2023-01-01 to 2023-12-31

BIG BROTHERS BIG SISTERS MOUNTAIN REGION, founded in 1979, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2023.

Mission

THE ORGANIZATION'S PRIMARY MISSION IS TO CREATE AND SUPPORT ONE-TO-ONE MENTORING RELATIONSHIPS THAT IGNITE THE POWER AND PROMISE OF YOUTH.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,234,177

Program Service Revenue $0

Investment Income $37,222

Other Revenue $-36,351

TOTAL REVENUE $2,235,048

Expense Breakdown

Grants Paid $115,660

Salaries & Benefits $1,490,041

Fundraising Expenses $179,027

Program Expenses $2,051,233

Other Expenses $791,404

TOTAL EXPENSES $2,397,105

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,235,048	$2,115,893	+0.1%
Expenses	$2,397,105	$1,855,553	+0.3%
Net Income	$-162,057	$260,340	-1.6%

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

Employees

Volunteers

850

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

$121,073

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROHIT MILLSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA MAIORANO	DIRECTOR	1.00	Director	$0	$0	$0
LINDA SIEGLE	DIRECTOR	1.00	Director	$0	$0	$0
TREVOR LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
TIMOTHY GILLIAM	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
ATA LTH CHEE MONTANO	DIRECTOR	1.00	Director	$0	$0	$0
YALE JONES	DIRECTOR	1.00	Director	$0	$0	$0
SIDNEY BARRETT	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA MARTINEZ	DIRECTOR	1.00	Director	$0	$0	$0
LEO MARQUEZ	DIRECTOR TO	1.00	Director	$0	$0	$0
NATALIE TROUW	DIRECTOR TO	1.00	Director	$0	$0	$0
LIZ TAYLOR	DIRECTOR TO	1.00	Director	$0	$0	$0
VIN WALDEN	TREASURER	1.00	Officer Director	$0	$0	$0
MONICA LEYBA	SECRETARY	1.00	Officer Director	$0	$0	$0
SARAH ROGALA	CO VICE PRES	1.00	Officer Director	$0	$0	$0
KELLEY AVERY	CO-VICE PRES	1.00	Officer Director	$0	$0	$0
LINDSAY MULLINS	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID SHERMAN	CEO, EX-OFFI	40.00	Officer	$106,708	$14,365	$121,073

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	No data	No data	No data	No data
2023	$2,235,048	$2,397,105	$2,068,906	$-162,057
2022	$2,115,893	$1,855,553	$2,048,934	$260,340
2021	$1,931,091	$1,572,242	$2,028,019	$358,849
2020	$1,854,917	$1,601,785	$1,553,148	$253,132
2019	$1,589,756	$1,681,038	$1,315,784	$-91,282
2018	$1,909,415	$1,875,639	$1,260,811	$33,776

BIG BROTHERS BIG SISTERS MOUNTAIN REGION