BIRTHSTONE CORPORATION (EIN 853849308) - 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

2020

Legal Domicile

Principal Officer

RICHARD PETERS

Phone

2484955715

Tax Period

2024-01-01 to 2024-12-31

BIRTHSTONE CORPORATION, founded in 2020, is a small nonprofit in the Human Services sector that reported $142K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Net assets of $1.2M represent 101 months of operating reserves.

Mission

BIRTHSTONE SUPPORTS PREGNANT WOMEN AND SINGLE MOTHERS WHO CHOOSE LIFE FOR THEIR BABIES.

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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 $123,328

Program Service Revenue $0

Investment Income $18,342

Other Revenue $605

TOTAL REVENUE $142,275

Expense Breakdown

Grants Paid $0

Salaries & Benefits $68,997

Fundraising Expenses $8,993

Program Expenses $121,199

Other Expenses $78,155

TOTAL EXPENSES $147,152

Year-over-Year Comparison

	2024	2023	Change
Revenue	$142,275	$179,523	-0.2%
Expenses	$147,152	$173,044	-0.1%
Net Income	$-4,877	$6,479	-1.8%

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

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

$29,764

Total Directors

$29,764

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD PETERS	PRESIDENT	25.00	Officer Director	$0	$0	$0
LISA PETERS	TREASURER	25.00	Officer Director	$0	$0	$0
JENNIFER SHAFFER	ASSISTANT TREASURER	22.00	Officer Director	$29,764	$0	$29,764
LAWRENCE BOMMARITO	SECRETARY	2.00	Officer Director	$0	$0	$0
BRIAN WESTBROOK	DIRECTOR	2.00	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
2025	No data	No data	No data	No data
2024	$142,275	$147,152	$1,203,485	$-4,877
2023	$179,523	$173,044	$1,210,582	$6,479
2022	$345,145	$114,885	$1,205,306	$230,260
2021	$740,657	$70,126	$967,695	$670,531
2020	$300,651	$4,359	$298,437	$296,292

BIRTHSTONE CORPORATION