BRIGHTSTONE INC (EIN 621783260) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

LEE ROSE

Phone

6157904888

Tax Period

2024-01-01 to 2024-12-31

BRIGHTSTONE INC, founded in 1999, is a community nonprofit in the Education sector that reported $5.2M in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.0M, a strong 39% operating margin.

Mission

BRIGHTSTONE IS A RESOURCE IN THE COMMUNITY FOUNDED TO PROVIDE FOR THE MULTIPLE NEEDS OF ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,271,681

Program Service Revenue $900,724

Investment Income $43,630

Other Revenue $-50,291

TOTAL REVENUE $5,165,744

Expense Breakdown

Grants Paid $64,952

Salaries & Benefits $1,890,372

Fundraising Expenses $683,695

Program Expenses $2,168,509

Other Expenses $1,221,220

TOTAL EXPENSES $3,176,544

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,165,744	$3,770,458	+0.4%
Expenses	$3,176,544	$2,682,486	+0.2%
Net Income	$1,989,200	$1,087,972	+0.8%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

116

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

$140,524

Total Directors

$140,524

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEE ROSE	CEO/PRESIDEN	4.00	Officer Director	$132,978	$7,546	$140,524
MIKE CAIRNES	CHAIRMAN	1.00	Officer Director	$0	$0	$0
BECKY HARRELL	TREASURER	2.00	Officer Director	$0	$0	$0
DON STINNETT	SECETARY	1.50	Officer Director	$0	$0	$0
BOB SPECK	DIRECTOR	0.40	Director	$0	$0	$0
CAROLINE HILLYARD	DIRECTOR	0.20	Director	$0	$0	$0
CATHERINE STALLWORTH	DIRECTOR	0.40	Director	$0	$0	$0
IAN BYRAM	DIRECTOR	0.30	Director	$0	$0	$0
JARED KING	DIRECTOR	0.50	Director	$0	$0	$0
JIM LACKEY	DIRECTOR	0.50	Director	$0	$0	$0
KENT HOLDCROFT	DIRECTOR	0.20	Director	$0	$0	$0
JACK JOHNSON	DIRECTOR	0.50	Director	$0	$0	$0
LARRY CRANCH	DIRECTOR	0.50	Director	$0	$0	$0
MEGAN SCHNEIDER	DIRECTOR	0.40	Director	$0	$0	$0
ROBERT CARROLL	DIRECTOR	0.75	Director	$0	$0	$0
SEAN FERRELL	DIRECTOR	0.50	Director	$0	$0	$0
TYLER ECK	DIRECTOR	0.75	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	$5,165,744	$3,176,544	$23,901,858	$1,989,200
2023	$3,770,458	$2,682,486	$23,207,357	$1,087,972
2022	$6,183,027	$1,682,745	$27,075,358	$4,500,282
2021	$7,607,205	$1,274,111	$17,022,815	$6,333,094
2020	$2,735,288	$1,197,159	$10,285,709	$1,538,129
2019	$3,531,746	$1,242,550	$8,467,047	$2,289,196
2018	$1,744,412	$1,204,460	$6,133,395	$539,952
2017	$4,547,739	$1,248,288	$7,345,681	$3,299,451

BRIGHTSTONE INC