DREAM BIG FUND TRUST (EIN 936764767) - 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

2023

Principal Officer

WILLIAM ANDERS HALL

Phone

6153299191

Tax Period

2024-07-01 to 2025-06-30

DREAM BIG FUND TRUST, founded in 2023, is a small nonprofit in the Arts, Culture & Humanities sector that reported $124K in total revenue in fiscal year 2024. Revenue fell 96% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $108K, a strong 87% operating margin.

Mission

TO PROVIDE FINANCIAL SUPPORT AS NEEDED TO BIG BROTHERS AND BIG SISTERS OF MIDDLE TENNESSEE AND TO PROMOTE AN UNDERSTANDING OF, AND APPRECIATION FOR, THE MISSION AND WORK OF BIG BROTHER AND BIG SISTERS OF MIDDLE TENNESSEE.

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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 $0

Program Service Revenue $0

Investment Income $123,570

Other Revenue $0

TOTAL REVENUE $123,570

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $16,053

TOTAL EXPENSES $16,053

Year-over-Year Comparison

	2024	2023	Change
Revenue	$123,570	$3,074,876	-1.0%
Expenses	$16,053	N/A	N/A
Net Income	$107,517	$3,074,876	-1.0%

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

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
WILLIAM ANDERS HALL	CHAIRMAN	0.50	Officer Director	$0	$0	$0
STEPHEN COOK	TREASURER	0.50	Officer Director	$0	$0	$0
MARCUS WHITNEY	SECRETARY	0.50	Officer Director	$0	$0	$0
CYNTHIA WHITFIELD STORY	TRUSTEE	0.50	Director	$0	$0	$0
HOYT HALVORSON	TRUSTEE	0.50	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	$123,570	$16,053	$3,491,109	$107,517
2024	$3,074,876	No data	$3,074,876	No data

DREAM BIG FUND TRUST