BONA VISTA PROGRAMS INC (EIN 351017753) - 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

1958

Legal Domicile

Principal Officer

BRIANNE BOLES

Phone

7654578273

Tax Period

2023-07-01 to 2024-06-30

BONA VISTA PROGRAMS INC, founded in 1958, is a mid-sized nonprofit in the Crime & Legal sector that reported $16.6M in total revenue in fiscal year 2023. Revenue surged 9798% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.4M, a strong 21% operating margin.

Mission

BUILDING THE FOUNDATION OF SUCCESS FOR CHILDREN AND ADULTS OF ALL ABILITIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,752,606

Program Service Revenue $13,830,042

Investment Income $833,956

Other Revenue $189,686

TOTAL REVENUE $16,606,290

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,765,094

Fundraising Expenses $0

Program Expenses $11,559,570

Other Expenses $2,410,856

TOTAL EXPENSES $13,175,950

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,606,290	$167,781	+98.0%
Expenses	$13,175,950	N/A	N/A
Net Income	$3,430,340	$167,781	+19.4%

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

108

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

$619,938

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN PIER	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
DAVID SCHULZ	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ROB KINCAID	SECRETARY	1.00	Officer Director	$0	$0	$0
DAWN BECK	BOARD MEMBER	1.00	Director	$0	$0	$0
DOTTIE KNEPLY	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA CARDWELL	BOARD MEMBER	1.00	Director	$0	$0	$0
CISCO GONZALES	BOARD MEMBER	1.00	Director	$0	$0	$0
JACK HINGST	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIANNE BOLES	PRESIDENT	40.00	Officer	$0	$5,925	$159,038
SHANNON COLLINS	CFO	40.00	Officer	$0	$12,161	$134,755
L SHANE BURTON	CEO	40.00	Officer	$0	$1,722	$228,039
MELVIN FIELDS	COO	40.00	Officer	$0	$0	$98,106

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	$16,606,290	$13,175,950	$20,832,433	$3,430,340
2023	$167,781	No data	$17,097,560	No data
2022	$13,128,143	$7,645,325	$20,944,571	$5,482,818
2021	$15,130,764	$14,126,668	$19,070,860	$1,004,096
2020	$16,798,744	$14,858,858	$17,617,422	$1,939,886
2019	$16,933,589	$16,705,614	$13,910,692	$227,975
2018	$18,671,159	$17,395,946	$13,596,496	$1,275,213

BONA VISTA PROGRAMS INC