THE BARBARA STONE FOUNDATION (EIN 570933503) - 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

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

TO PROVIDE FUNDING SUPPORT FOR SERVICES TO DISABLED INDIVIDUALS IN THE GREENVILLE COUNTY, SC AREA.

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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

THE BARBARA STONE FOUNDATION