CORNERSTONES INC (EIN 541037615) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1970

Legal Domicile

Principal Officer

KERRIE B WILSON

Phone

5713239555

Tax Period

2022-07-01 to 2023-06-30

Cornerstones Inc, founded in 1970, is a mid-sized nonprofit in the Human Services sector that reported $10.1M in total revenue in fiscal year 2018.

Mission

BUILD OPPORTUNITY THAT STRENGTHENS FAMILIES AND COMMUNITY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $13,413,918

Program Service Revenue $1,753,101

Investment Income $59,191

Other Revenue $79,498

TOTAL REVENUE $15,305,708

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,955,801

Fundraising Expenses $1,035,630

Program Expenses $13,330,173

Other Expenses $8,071,686

TOTAL EXPENSES $16,027,487

Year-over-Year Comparison

	2022	2021	Change
Revenue	$15,305,708	$18,767,250	-0.2%
Expenses	$16,027,487	$16,780,686	0.0%
Net Income	$-721,779	$1,986,564	-1.4%

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

209

Volunteers

2002

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

$297,519

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MS ROBERTA GOSLING	CHAIR	1.00	Officer Director	$0	$0	$0
MS TRACEY WHITE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MR JOSEPH BELLMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
MR JOE KOSZAREK	TREASURER	1.00	Officer Director	$0	$0	$0
MR LAWRENCE SCHWARTZ CPA MBA CVA	IMMEDIATE PAST CHAIRMAN	1.00	Officer Director	$0	$0	$0
MR HUGO A AGUAS MPA	DIRECTOR	1.00	Director	$0	$0	$0
MS DEBRA ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
MS KAREN COURTNEY	DIRECTOR	1.00	Director	$0	$0	$0
MR DAVID E EHRHARDT	DIRECTOR	1.00	Director	$0	$0	$0
MR BRIAN FUNAKI	DIRECTOR	1.00	Director	$0	$0	$0
MR DANNY GARDNER	DIRECTOR	1.00	Director	$0	$0	$0
MS CAROLYN HAMM	DIRECTOR	1.00	Director	$0	$0	$0
MS AMY JOYCE	DIRECTOR	1.00	Director	$0	$0	$0
MR CRAIG B KENDALL CPA	DIRECTOR	1.00	Director	$0	$0	$0
MR ANDREW LACHER	DIRECTOR	1.00	Director	$0	$0	$0
REV DR MARCUS LEATHERS	DIRECTOR	1.00	Director	$0	$0	$0
DR CHARLES LEFTON	DIRECTOR	1.00	Director	$0	$0	$0
MS SARA LEONARD	DIRECTOR	1.00	Director	$0	$0	$0
MR WILL METTS	DIRECTOR	1.00	Director	$0	$0	$0
REV DR DANIEL PARK	DIRECTOR	1.00	Director	$0	$0	$0
MR JOHN PERSIL CPA CFE	DIRECTOR	1.00	Director	$0	$0	$0
MS JUDITH POLIZZOTTI	DIRECTOR	1.00	Director	$0	$0	$0
MS GILLIAN SESCOE	DIRECTOR	1.00	Director	$0	$0	$0
REV STEPHEN SMITH-COBBS	DIRECTOR	1.00	Director	$0	$0	$0
MR ROY STEVENS	DIRECTOR	1.00	Director	$0	$0	$0
MR ROBERT VAN HOECKE	DIRECTOR	1.00	Director	$0	$0	$0
MR KEN WILLIAMSON	DIRECTOR	1.00	Director	$0	$0	$0
MS KERRIE B WILSON	CEO	30.00	Officer	$177,893	$8,239	$186,132
MS HOLLY MICOZZI	CFO	40.00	Officer	$108,503	$2,884	$111,387
MR MICHAEL SCHEURER	EXECUTIVE VP, CHC	40.00	Highest	$103,000	$4,890	$107,890
MR THEODORE LEWIS	VP, B&CI	40.00	Highest	$115,474	$840	$116,314
MS MAURA WILLIAMS	VP, H&CS	40.00	Highest	$106,203	$14,122	$120,325
MS MEREDITH HOVAN	VP, RESOURCE DEVELOPMENT	40.00	Highest	$119,945	$3,094	$123,039
MS MARGARET ANNE LARA	VP, M&C	40.00	Highest	$101,282	$11,649	$112,931

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	$15,305,708	$16,027,487	$8,981,577	$-721,779
2022	$18,767,250	$16,780,686	$7,371,371	$1,986,564
2021	$15,431,284	$15,132,065	$6,868,044	$299,219
2020	$10,608,810	$10,368,663	$7,291,646	$240,147
2019	$10,108,292	$9,988,167	$3,449,282	$120,125

CORNERSTONES INC