BIG BROTHERS BIG SISTERS OF PUGET SOUND (EIN 910673185) - 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

1957

Legal Domicile

Principal Officer

ALONDA WILLIAMS

Phone

2064569789

Tax Period

2023-09-01 to 2024-08-31

BIG BROTHERS BIG SISTERS OF PUGET SOUND, founded in 1957, is a community nonprofit that reported $3.7M in total revenue in fiscal year 2023. Expenses of $4.3M exceeded revenue, resulting in a 15% operating deficit.

Mission

TO CREATE AND SUPPORT 1-TO-1 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 $3,133,511

Program Service Revenue $0

Investment Income $869,266

Other Revenue $-278,402

TOTAL REVENUE $3,724,375

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,663,678

Fundraising Expenses $931,859

Program Expenses $2,473,258

Other Expenses $1,561,473

TOTAL EXPENSES $4,272,655

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,724,375	$3,549,723	+0.0%
Expenses	$4,272,655	$4,045,216	+0.1%
Net Income	$-548,280	$-495,493	+0.1%

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

1731

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

$363,932

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALONDA WILLIAMS	CEO	45.00	Officer	$207,651	$10,033	$217,684
GENA DIVINE	CHIEF DEVELOPMENT OFFICER THRU 12/2023	45.00	Highest	$137,356	$11,090	$148,446
MARSH KELLEGREW	CHIEF OPERATIONS AND FINANCIAL OFFICER	45.00	Officer	$134,292	$11,956	$146,248
CAILA NICKERSON	CHIEF PROGRAM & IMPACT OFFICER	45.00	Highest	$110,179	$10,593	$120,772
BRIAN HAYDEN	SECRETARY	4.00	Officer Director	$0	$0	$0
PETER FONFARA	VICE CHAIR	4.00	Officer Director	$0	$0	$0
PAT OGAWA	BOARD CHAIR	4.00	Officer Director	$0	$0	$0
STEPHEN MCKAY	TREASURER	4.00	Officer Director	$0	$0	$0
J OFORI AGBOKA	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHELLE ALVERSON	BOARD MEMBER	2.00	Director	$0	$0	$0
JAMES ARGENTO	BOARD MEMBER	2.00	Director	$0	$0	$0
GAVIN BARTLETT	BOARD MEMBER	2.00	Director	$0	$0	$0
PHILLIP BING	BOARD MEMBER	2.00	Director	$0	$0	$0
CATHERINE CAPTAIN	BOARD MEMBER THRU 12/2023	2.00	Director	$0	$0	$0
MARIA CARBULLIDO	BOARD MEMBER	2.00	Director	$0	$0	$0
KRISTEN CARDEN	BOARD MEMBER	2.00	Director	$0	$0	$0
KEVIN CAROTHERS	BOARD MEMBER	2.00	Director	$0	$0	$0
FAYE CHESS	BOARD MEMBER	2.00	Director	$0	$0	$0
BRIAN CLEVENGER	BOARD MEMBER	2.00	Director	$0	$0	$0
KEVIN CONKLIN	BOARD MEMBER	2.00	Director	$0	$0	$0
SARAH COOK	BOARD MEMBER	2.00	Director	$0	$0	$0
DAMON DANIELS	BOARD MEMBER	2.00	Director	$0	$0	$0
DANA FERESTEIN	BOARD MEMBER	2.00	Director	$0	$0	$0
IAN FLATT	BOARD MEMBER	2.00	Director	$0	$0	$0
NOAH FLETCHER	BOARD MEMBER	2.00	Director	$0	$0	$0
MARK GHAZAI	BOARD MEMBER	2.00	Director	$0	$0	$0
MAURICE JAMES	BOARD MEMBER	2.00	Director	$0	$0	$0
STEPHEN LOZANO	BOARD MEMBER	2.00	Director	$0	$0	$0
TONY MATTA	BOARD MEMBER	2.00	Director	$0	$0	$0
BOBBY MOORE	BOARD MEMBER	2.00	Director	$0	$0	$0
BRYCE PHILLIPS	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN QUIRK	BOARD MEMBER	2.00	Director	$0	$0	$0
DAN ROSALES	BOARD MEMBER	2.00	Director	$0	$0	$0
COREY ROSEMOND	BOARD MEMBER	2.00	Director	$0	$0	$0
SHAKISHA ROSS	BOARD MEMBER	2.00	Director	$0	$0	$0
SERENA SAYANI	BOARD MEMBER	2.00	Director	$0	$0	$0
BRENT SCHLOSSTEIN	BOARD MEMBER	2.00	Director	$0	$0	$0
LISA SMITH	BOARD MEMBER	2.00	Director	$0	$0	$0
KELLY SOUZA	BOARD MEMBER	2.00	Director	$0	$0	$0
HEATHER TABLER	BOARD MEMBER	2.00	Director	$0	$0	$0
JONI WICKLINE	BOARD MEMBER THRU 12/2023	2.00	Director	$0	$0	$0
GINA WILLIAMS	BOARD MEMBER THU 12/2023	2.00	Director	$0	$0	$0
NATALIE ZIER	BOARD MEMBER	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	$3,724,375	$4,272,655	$9,209,114	$-548,280
2023	$3,549,723	$4,045,216	$8,115,617	$-495,493
2022	$7,147,858	$3,455,105	$8,383,591	$3,692,753
2021	$3,130,902	$2,937,659	$5,225,604	$193,243
2020	$3,589,850	$3,250,256	$4,947,437	$339,594
2019	$3,636,968	$2,657,866	$4,029,164	$979,102

BIG BROTHERS BIG SISTERS OF PUGET SOUND