THE BARBARA STONE FOUNDATION

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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

1991

Legal Domicile

Principal Officer

NICK SKENTERIS

Phone

8642338844

Tax Period

2024-07-01 to 2025-06-30

THE BARBARA STONE FOUNDATION, founded in 1991, is a small nonprofit in the Mental Health sector that reported $397K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Net assets of $821K represent 25 months of operating reserves.

Mission

THE PRIMARY CHARITABLE PURPOSE OF THIS CORPORATION SHALL BE TO SUPPORT SERVICES FOR INDIVIDUALS RESIDING IN GREENVILLE COUNTY WHO HAVE DEVELOPMENTAL DISABILITIES, AUTISM, OR HEAD AND SPINAL CORD INJURY, AND TO BORROW, HOLD, BUY, SELL, LEASE, LEND, MANAGE, INVEST, AND USE FUNDS AND PROPERTY FOR THESE SERVICES.

Program Service Accomplishments

Program 1

Expenses: $179,549

GREENVILLECAN.ORGCAN STANDS FOR COLLABORATIVE ACTION NETWORK. WE ARE A NETWORK OF SELF ADVOCATES, SERVICE PROVIDERS, FAMILIES, CAREGIVERS, AND PROFESSIONALS WHO WORK COLLABORATIVELY TO TAKE ACTIONS THAT WILL MAKE OUR COMMUNITY A BETTER PLACE TO LIVE FOR INDIVIDUALS WITH SPECIAL NEEDS AND DISABILITIES.MAKING OUR COMMUNITY A BETTER PLACE TO LIVE FOR PEOPLE WITH DISABILITIES IS A GROUP EFFORT AND EVERYONE IS WELCOME AND ENCOURAGED TO JOIN ALONG. EVERY ORGANIZATION AND INDIVIDUAL WHO JOINS OUR EMAIL LIST BECOMES PART OF GREENVILLE CAN AND PART OF THE MOVEMENT. WHEN WE ADD OUR VOICES, OUR IDEAS, AND OUR EFFORTS TOGETHER, WE CAN MAKE GREENVILLE A MORE EQUITABLE AND INCLUSIVE PLACE FOR PEOPLE WITH DISABILITIES TO LIVE.

Program 2

Expenses: $60,010

COMMUNITY INNOVATIONS GRANTS PROGRAM: OUR GOAL IS TO INVEST IN INNOVATIVE PROGRAMS AND INITIATIVES THAT EMPOWER INDIVIDUALS WITH DISABILITIES, BRIDGE GAPS IN EXISTING PROGRAMS, AND PROVIDE SOLUTIONS...

Program 3

Expenses: $45,451

UP EMPLOYMENT INITIATIVE: THE UP EMPLOYMENT INITIATIVE IS A UNIQUE PROGRAM OF THE BARBARA STONE FOUNDATION THAT PROVIDES DIRECT EMPLOYMENT SUPPORT SERVICES (INCLUDING PRE-EMPLOYMENT SUPPORT, JOB...

UP EMPLOYMENT INITIATIVE: THE UP EMPLOYMENT INITIATIVE IS A UNIQUE PROGRAM OF THE BARBARA STONE FOUNDATION THAT PROVIDES DIRECT EMPLOYMENT SUPPORT SERVICES (INCLUDING PRE-EMPLOYMENT SUPPORT, JOB COACHING, AND A YEAR-LONG PROFESSIONAL DEVELOPMENT CLASS) FOR INDIVIDUALS WITH DISABILITIES DESIRING EMPLOYMENT. UP PRIORITIZES COMPETITIVE EMPLOYMENT AND ADVANCING, AND IT AIMED AT DEVELOPING A WORLD CLASS WORKFORCE INITIATIVE FOR THE INCLUSIVE EMPLOYMENT OF PEOPLE WITH DISABILITIES.

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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 $252,363

Program Service Revenue $0

Investment Income $16,185

Other Revenue $128,918

TOTAL REVENUE $397,466

Expense Breakdown

Grants Paid $59,000

Salaries & Benefits $213,118

Fundraising Expenses $26,566

Program Expenses $285,010

Other Expenses $160,639

TOTAL EXPENSES $432,757

Year-over-Year Comparison

	2024	2023	Change
Revenue	$397,466	$461,263	-0.1%
Expenses	$432,757	$370,243	+0.2%
Net Income	$-35,291	$91,020	-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

Volunteers

543

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

$81,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANE HART	DIRECTOR	1.00	Director	$0	$0	$0
MARION ELLIOTT	DIRECTOR	1.00	Director	$0	$0	$0
DANA GANTT MOORE	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW COLLINS	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH PIPER	DIRECTOR	1.00	Director	$0	$0	$0
MICHELE REEVES	VICE CHAIRMAN	4.00	Officer Director	$0	$0	$0
NICK SKENTERIS	BOARD CHAIRMAN	4.00	Officer Director	$0	$0	$0
LEE SOWELL	DIRECTOR	1.00	Director	$0	$0	$0
RIKU OINONEN	TREASURER	1.00	Officer Director	$0	$0	$0
AMY HALLASY	DIRECTOR	1.00	Director	$0	$0	$0
BROOKE SCHMIDT	SECRETARY	1.00	Officer Director	$0	$0	$0
AUDRA VELLUCCI	DIRECTOR	1.00	Director	$0	$0	$0
LISA FINCH	DIRECTOR	1.00	Director	$0	$0	$0
LARA CEISEL	EXECUTIVE DIRECTOR	40.00	Officer	$81,000	$0	$81,000

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	$397,466	$432,757	$821,238	$-35,291
2024	$461,263	$370,243	$777,925	$91,020
2023	$278,987	$324,317	$625,065	$-45,330
2022	$293,573	$306,857	$619,459	$-13,284
2021	$202,781	$215,895	$724,554	$-13,114
2020	$166,122	$274,501	$627,768	$-108,379
2019	$300,477	$269,655	$726,123	$30,822