BRIGHTFOCUS FOUNDATION (EIN 237337229) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1973

Legal Domicile

Principal Officer

STACY PAGOS HALLER

Phone

3019483244

Tax Period

2023-04-01 to 2024-03-31

BRIGHTFOCUS FOUNDATION, founded in 1973, is a mid-sized nonprofit in the Diseases & Disorders sector that reported $48.7M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $46.2M left a modest 5% surplus.

Mission

BRIGHTFOCUS FOUNDATION (BRIGHTFOCUS) SEEKS A WORLD FREE FROM DISEASES OF MIND AND SIGHT.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $43,373,203

Program Service Revenue $0

Investment Income $4,702,264

Other Revenue $587,403

TOTAL REVENUE $48,662,870

Expense Breakdown

Grants Paid $10,704,093

Salaries & Benefits $6,876,671

Fundraising Expenses $12,200,813

Program Expenses $28,802,143

Other Expenses $27,683,861

TOTAL EXPENSES $46,217,406

Year-over-Year Comparison

	2023	2022	Change
Revenue	$48,662,870	$43,893,797	+0.1%
Expenses	$46,217,406	$48,508,214	0.0%
Net Income	$2,445,464	$-4,614,417	-1.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$467,892

Total Directors

Key Employees

$1,248,153

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA M STEWART	CHAIR	10.00	Officer Director	$0	$0	$0
CECILIA ARRADAZA	VICE CHAIR	6.00	Officer Director	$0	$0	$0
SCOTT KAISER MD DIRECTOR	UNTIL 10/2023 THEN SECRETARY	6.00	Officer Director	$0	$0	$0
EDWARD FINLEY	TREASURER - UNTIL 12/2023	8.00	Officer Director	$0	$0	$0
SHAWA GOTTLIEB	TREASURER - AS OF 12/2023	6.00	Officer Director	$0	$0	$0
PAUL CAMPBELL	DIRECTOR	5.00	Director	$0	$0	$0
HERBERT L DRAYTON III	DIRECTOR - AS OF 6/2023	5.00	Director	$0	$0	$0
DANA GRIFFIN	DIRECTOR	5.00	Director	$0	$0	$0
TONYA MATTHEWS PHD	DIRECTOR	5.00	Director	$0	$0	$0
ANN SECLOW	DIRECTOR	5.00	Director	$0	$0	$0
JAN M STOUFFER PHD	DIRECTOR	6.00	Director	$0	$0	$0
THOMAS F FREDDO OD PHD	DIRECTOR - AS OF 6/2023	5.00	Director	$0	$0	$0
STACY PAGOS HALLER	PRESIDENT/CEO	45.00	Officer	$410,407	$57,485	$467,892
NANCY LYNN	SR. VP STRATEGIC PARTNERSHIPS	45.00	Key Emp	$261,148	$61,492	$322,640
R BRIAN ELDERTON	SR. VP, DEVELOPMENT	45.00	Key Emp	$253,852	$48,328	$302,180
DAVID F MARKS CPA CMA	VP, FINANCE & ADMIN TILL 10/2023	45.00	Key Emp	$156,941	$54,684	$211,625
DIANE BOVENKAMP PHD	VP, SCIENTIFIC AFFAIRS	45.00	Key Emp	$190,217	$22,240	$212,457
KACI BAEZ	VP, INTEGRATED MKTING & COMM.	45.00	Key Emp	$172,602	$26,649	$199,251
AYO ABRAHAM CPA CGMA	CONTROLLER UNTIL 8/2023	40.00	Highest	$138,926	$21,356	$160,282
JEFFREY HONAKER	SR. MGR. OPS AND BUILDING	40.00	Highest	$112,157	$44,404	$156,561
LISA MORGAN	DIRECTOR OF ANNUAL GIVING	40.00	Highest	$128,316	$33,647	$161,963
PREETI SUBRAMANIAN PHD DIR	OF SCIENT. PROGRAMS, VISION SCIENCE	40.00	Highest	$135,115	$15,657	$150,772
SHARYN ROSSI PHD DIR OF	SCIENT. PROGRAMS, NEUROSCIENCE	40.00	Highest	$125,361	$43,832	$169,193

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	$48,662,870	$46,217,406	$63,464,652	$2,445,464
2023	$43,893,797	$48,508,214	$58,626,477	$-4,614,417
2022	$50,757,728	$54,057,357	$65,540,964	$-3,299,629
2021	$51,246,392	$52,232,375	$66,476,749	$-985,983
2020	$37,396,826	$42,851,514	$53,987,981	$-5,454,688
2019	$42,284,809	$40,443,330	$58,993,683	$1,841,479

BRIGHTFOCUS FOUNDATION