BONNIE BRAE (EIN 221500479) - 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

1953

Legal Domicile

Principal Officer

PAUL D RIEGER MSW

Phone

9086470800

Tax Period

2024-07-01 to 2025-06-30

BONNIE BRAE, founded in 1953, is a mid-sized nonprofit in the Human Services sector that reported $40.3M in total revenue in fiscal year 2024. Expenses of $35.0M left a modest 13% surplus.

Mission

EMPOWERING YOUTH AND FAMILIES TO ACHIEVE SMALL VICTORIES EVERY DAY THROUGH COMPREHENSIVE CARE AND EDUCATION.

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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 $1,153,425

Program Service Revenue $37,438,220

Investment Income $1,728,681

Other Revenue $10,395

TOTAL REVENUE $40,330,721

Expense Breakdown

Grants Paid $0

Salaries & Benefits $27,099,407

Fundraising Expenses $324,591

Program Expenses $30,286,234

Other Expenses $7,901,243

TOTAL EXPENSES $35,000,650

Year-over-Year Comparison

	2024	2023	Change
Revenue	$40,330,721	$37,416,418	+0.1%
Expenses	$35,000,650	$33,203,946	+0.1%
Net Income	$5,330,071	$4,212,472	+0.3%

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

398

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

$676,252

Total Directors

Key Employees

$343,540

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VANITA BRAVER	MEDICAL DIRECTOR	55.0	Key Emp	$314,183	$29,357	$343,540
PAUL D REIGER	CEO	55.0	Officer	$296,262	$26,979	$323,241
SONIA PETITE	ADVANCE PRACTICE NURSE	55.0	Highest	$164,246	$33,903	$198,149
MATT NISSEN	CFO (THRU 6/2025)	55.0	Officer	$171,309	$10,797	$182,106
JAMES RAU	CLINICAL DIRECTOR	55.0	Highest	$158,000	$22,543	$180,543
MIA JORDAN	ADVANCE PRACTICE NURSE	55.0	Highest	$148,003	$30,580	$178,583
HEATHER D SMALL	Development Director	55.0	Highest	$147,671	$25,805	$173,476
CHRISTIAN WHOOLEY	COO	55.0	Officer	$159,225	$11,680	$170,905
KYRON TRUMPET	DIRECTOR COMMUNITY RESIDENTIAL	55.0	Highest	$144,255	$21,002	$165,257
ANN WENDLOCKER	FORMER CFO	0.0		$115,268	$855	$116,123
BETTY CASS-SCHMIDT	PRESIDENT - TRUSTEE	1.0	Officer Director	$0	$0	$0
CAROLE SPENCE DECKER	VICE PRESIDENT - TRUSTEE	1.0	Officer Director	$0	$0	$0
JOSEPH M LEMOND ESQ	VICE PRESIDENT - TRUSTEE	1.0	Officer Director	$0	$0	$0
CLIFFORD GILMAN	TREASURER - TRUSTEE	1.0	Officer Director	$0	$0	$0
ARTHUR KNOWLTON	SECRETARY - Trustee	1.0	Officer Director	$0	$0	$0
KASLYN RICHARDSON-ETTIENNE	Assistant Secretary-TRUSTEE	1.0	Officer Director	$0	$0	$0
BRETT E LEWIS	TRUSTEE	1.0	Director	$0	$0	$0
Crystal Robinson	TRUSTEE (EFF. 9/2024)	1.0	Director	$0	$0	$0
CHARLOTTE OSBORNE MOSCARDELLI	TRUSTEE	1.0	Director	$0	$0	$0
HARRY T OSBORNE	TRUSTEE	1.0	Director	$0	$0	$0
John Mopper	TRUSTEE (EFF. 9/2024)	1.0	Director	$0	$0	$0
Lauren Jenkins	Trustee (THRU 9/2024)	1.0	Director	$0	$0	$0
LESLEY F ROGERS	TRUSTEE	1.0	Director	$0	$0	$0
LOUIS DIGIOVANNI	TRUSTEE	1.0	Director	$0	$0	$0
Maximillian M Spann	TRUSTEE	1.0	Director	$0	$0	$0
MICKEY SINGH PHARMD RPH	TRUSTEE	1.0	Director	$0	$0	$0
RENARD BARNES	TRUSTEE (EFF. 5/2025)	1.0	Director	$0	$0	$0
ROBERT H COURTEMANCHE	TRUSTEE	1.0	Director	$0	$0	$0
ANDREW MORAN	TRUSTEE (THRU 12/2024)	1.0	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	$40,330,721	$35,000,650	$79,536,410	$5,330,071
2024	$37,416,418	$33,203,946	$72,347,839	$4,212,472
2023	$33,055,377	$28,596,337	$62,390,866	$4,459,040
2022	$32,130,977	$24,957,171	$54,250,035	$7,173,806
2021	$31,704,882	$24,717,160	$54,776,658	$6,987,722
2020	$24,360,067	$24,590,318	$47,873,931	$-230,251
2019	$25,720,584	$24,021,528	$45,589,225	$1,699,056
2018	$26,160,638	$23,651,491	$44,179,552	$2,509,147

BONNIE BRAE