Buckelew Programs (EIN 237088977) - 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

1970

Legal Domicile

Principal Officer

Karen Frost

Phone

4154576964

Tax Period

2022-07-01 to 2023-06-30

Buckelew Programs, founded in 1970, is a mid-sized nonprofit in the Mental Health sector that reported $19.8M in total revenue in fiscal year 2022. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $17.6M left a modest 11% surplus.

Mission

Buckelew Programs' mission is to promote recovery, resilience and hope by providing behavioral health and support services that enhance quality of life.

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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 (2022)

Revenue Breakdown

Contributions & Grants $18,316,378

Program Service Revenue $1,484,312

Investment Income $21,243

Other Revenue $17,957

TOTAL REVENUE $19,839,890

Expense Breakdown

Grants Paid $291,142

Salaries & Benefits $11,459,827

Fundraising Expenses $820,471

Program Expenses $14,772,748

Other Expenses $5,854,396

TOTAL EXPENSES $17,605,365

Year-over-Year Comparison

	2022	2021	Change
Revenue	$19,839,890	$15,554,746	+0.3%
Expenses	$17,605,365	$14,576,884	+0.2%
Net Income	$2,234,525	$977,862	+1.3%

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

218

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

$340,395

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Judy Kramer	Chair Emertius	2.50	Officer Director	$0	$0	$0
Richard Jensen	Treasurer	2.50	Officer Director	$0	$0	$0
Rowan Smith	Board Member	2.50	Director	$0	$0	$0
Warren Dodge	Board Member	2.50	Director	$0	$0	$0
Melissa Delaney	Board Member (end 12/22)	2.50	Director	$0	$0	$0
Lydia Arellano	Board Member	2.50	Director	$0	$0	$0
Karen Wilson	Board Member	2.50	Director	$0	$0	$0
Dr Diana Demetrulias	Board Member (end 12/22)	2.50	Director	$0	$0	$0
Leslie Dixon	Board Member	2.50	Director	$0	$0	$0
Gracie Francisco	Board Member	2.50	Director	$0	$0	$0
Jack Scott	Board Member	2.50	Director	$0	$0	$0
JD Schramm	Board Member	2.50	Director	$0	$0	$0
Brooke Ingleheart Ross	Board Member (start 1/23)	2.50	Director	$0	$0	$0
Mary Bihr	Board Member	2.50	Director	$0	$0	$0
Scott Maclise	Board Member	2.50	Director	$0	$0	$0
Carol-Anne Chang	Board Member (start 3/23)	2.50	Director	$0	$0	$0
Stan Moore	Board Member (start 6/23)	2.50	Director	$0	$0	$0
John Christopher Kughn	CEO	40.00	Officer	$207,782	$18,105	$225,887
Karen Frost	CFAO	40.00	Officer	$110,288	$4,220	$114,508
Patricia E Gallagher	Chief Development Officer	40.00	Highest	$155,718	$1,487	$157,205
Nori Keppel	Director of HR	40.00	Highest	$128,167	$11,192	$139,359
Mary Widdifield	Institutional Giving Manager	40.00	Highest	$107,468	$14,056	$121,524
Lilian Uwuseba	Director of Quality and Compliance	40.00	Highest	$124,253	$11,166	$135,419
Connie Mann	Regional Director	40.00	Highest	$130,139	$9,935	$140,074

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$19,839,890	$17,605,365	$14,767,817	$2,234,525
2022	$15,554,746	$14,576,884	$10,973,048	$977,862
2021	$14,845,979	$14,415,999	$10,068,209	$429,980
2020	$13,992,867	$14,007,867	$11,022,574	$-15,000
2019	$12,286,729	$12,912,903	$9,353,426	$-626,174
2018	$15,057,568	$12,603,198	$10,072,314	$2,454,370

Buckelew Programs