CENTERSTONE RESEARCH INSTITUTE INC (EIN 262505456) - 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

2008

Legal Domicile

Principal Officer

JULIE SPEARS

Phone

6154636610

Tax Period

2024-07-01 to 2025-06-30

CENTERSTONE RESEARCH INSTITUTE INC, founded in 2008, is a community nonprofit in the Mental Health sector that reported $6.6M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

"DELIVERING CARE THAT CHANGES PEOPLE'S LIVES"

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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 $2,070,303

Program Service Revenue $4,466,482

Investment Income $0

Other Revenue $16,787

TOTAL REVENUE $6,553,572

Expense Breakdown

Grants Paid $5,399

Salaries & Benefits $5,882,335

Fundraising Expenses $0

Program Expenses $4,977,197

Other Expenses $538,401

TOTAL EXPENSES $6,426,135

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,553,572	$6,007,316	+0.1%
Expenses	$6,426,135	$6,213,886	+0.0%
Net Income	$127,437	$-206,570	-1.6%

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

139

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

$940,840

Total Directors

Key Employees

$367,799

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
A JOHN ROSE	CHAIR	2.00	Officer Director	$0	$0	$0
JONATHAN MORPHETT	BOARD DIRECTOR	2.00	Director	$0	$0	$0
LINDA ROSENBERG	BOARD DIRECTOR	2.00	Director	$0	$0	$0
LISA CAMPBELL	BOARD DIRECTOR	2.00	Director	$0	$0	$0
MARK FAULKNER	BOARD DIRECTOR	2.00	Director	$0	$0	$0
NEDDA POLLACK	SECRETARY	2.00	Director	$0	$0	$0
RAGHU UPENDER MD	IMMEDIATE PAST CHAIR	2.00	Officer Director	$0	$0	$0
ROBERT VERO EDD	BOARD DIRECTOR	2.00	Director	$0	$0	$0
TOM MAHLER	VICE CHAIR	2.00	Director	$0	$0	$0
CAROL BEAN	CHIEF FINANCIAL OFFICER	40.00	Officer	$0	$24,630	$421,456
LAURIE LEBO	CHIEF OPERATING OFFICER	40.00	Officer	$175,488	$11,403	$186,891
ASHLEY NEWTON	CHIEF EXECUTIVE OFFICER	40.00	Officer	$0	$20,001	$332,493
BRAD NUNN	CHIEF CLINICAL DATA OFFICER	40.00	Key Emp	$162,940	$7,949	$170,889
RONA KRUEGER	CHIEF QUALITY & PATIENT SAFETY OFFICER	40.00	Key Emp	$182,272	$14,638	$196,910
SHANE KUHLMAN	CHIEF PSYCHOLOGY OFFICER	40.00	Highest	$132,122	$8,600	$140,722

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	$6,553,572	$6,426,135	$5,718,892	$127,437
2024	$6,007,316	$6,213,886	$3,749,637	$-206,570
2023	$2,901,557	$2,996,106	$3,095,194	$-94,549
2022	$3,049,000	$3,042,354	$3,402,385	$6,646
2021	$2,185,205	$2,299,450	$3,308,564	$-114,245
2020	$2,172,581	$2,230,762	$3,300,023	$-58,181
2019	$2,019,996	$2,033,507	$3,167,553	$-13,511
2018	$2,791,031	$2,957,177	$3,311,887	$-166,146

CENTERSTONE RESEARCH INSTITUTE INC