THE BRIERMOST FOUNDATION INC (EIN 475522652) - 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

2015

Legal Domicile

Principal Officer

ERIN L HELMS

Phone

4402965955

Tax Period

2023-01-01 to 2023-12-31

THE BRIERMOST FOUNDATION INC, founded in 2015, is a small nonprofit in the Mental Health sector that reported $446K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

PROVIDE SAFE, SOBER AND SUPPORTIVE HOUSING TO WOMEN IN RECOVERY FROM DRUGS AND ALCOHOL AND PROVIDE PURPOSE IN LIVING THROUGH LEARNING AND TRAINING OPPORTUNITIES

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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 $445,636

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $445,636

Expense Breakdown

Grants Paid $0

Salaries & Benefits $135,144

Fundraising Expenses $4,594

Program Expenses $427,480

Other Expenses $317,700

TOTAL EXPENSES $452,844

Year-over-Year Comparison

	2023	2022	Change
Revenue	$445,636	$405,904	+0.1%
Expenses	$452,844	$430,215	+0.1%
Net Income	$-7,208	$-24,311	-0.7%

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

Volunteers

N/A

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

$61,020

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIN L HELMS	EXECUTIVE DI	40.00	Officer	$61,020	$0	$61,020
FRANK BENKALOWYCZ	PRESIDENT	4.60	Officer Director	$0	$0	$0
DENNIS GROSSMAN	DIRECTOR	0.93	Director	$0	$0	$0
STEVE HOSIER	DIRECTOR	0.93	Director	$0	$0	$0
JERRY SEPPLET	TREASURER	2.30	Officer Director	$0	$0	$0
JOAN STENGER	SECRETARY	1.85	Officer Director	$0	$0	$0
TINA VALENTINE	DIRECTOR	1.38	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
2024	No data	No data	No data	No data
2023	$445,636	$452,844	$679,449	$-7,208
2022	$405,904	$430,215	$588,002	$-24,311
2021	$410,811	$478,984	$612,786	$-68,173
2020	$643,853	$286,729	$681,710	$357,124
2019	$191,244	$184,287	$323,108	$6,957

THE BRIERMOST FOUNDATION INC