BRISTLECONE FAMILY RESOURCES (EIN 880114925) - 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

2002

Legal Domicile

Principal Officer

TRAY ABNEY

Phone

7759541400

Tax Period

2023-07-01 to 2024-06-30

BRISTLECONE FAMILY RESOURCES, founded in 2002, is a community nonprofit in the Mental Health sector that reported $2.0M in total revenue in fiscal year 2023. Revenue fell 57% from the prior year — a significant decline worth monitoring. Expenses of $2.7M exceeded revenue, resulting in a 37% operating deficit.

Mission

PROVIDE REHABILITATION THROUGH TREATMENT, EDUCATION, INTERVENTION AND COUNSELING.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $1,690,029

Program Service Revenue $233,903

Investment Income $8,290

Other Revenue $37,004

TOTAL REVENUE $1,969,226

Expense Breakdown

Grants Paid $90,344

Salaries & Benefits $1,984,258

Fundraising Expenses $53,370

Program Expenses $1,135,332

Other Expenses $623,114

TOTAL EXPENSES $2,697,716

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,969,226	$4,530,397	-0.6%
Expenses	$2,697,716	$2,786,614	0.0%
Net Income	$-728,490	$1,743,783	-1.4%

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

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

$82,076

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRAY ABNEY	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
BEN FLORSHEIM	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KEVIN STROUPE	SECRETARY	1.00	Officer Director	$0	$0	$0
ANDRIEA ADEN	DIRECTOR	1.00	Officer Director	$0	$0	$0
SHANNON BRYANT	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA DAVIES	DIRECTOR	1.00	Director	$0	$0	$0
JARED ROSSI	DIRECTOR	1.00	Director	$0	$0	$0
PETER OTT	EXECUTIVE DIRECTOR	40.00	Officer	$74,913	$7,163	$82,076
PAULINE STOLTZNER	MEDICAL DIRECTOR	40.00	Highest	$115,620	$7,163	$122,783

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	$1,969,226	$2,697,716	$3,895,945	$-728,490
2023	$4,530,397	$2,786,614	$4,863,794	$1,743,783
2022	$2,050,569	$2,054,552	$3,222,352	$-3,983
2021	$1,697,538	$2,338,371	$3,166,294	$-640,833
2019	$2,419,985	$2,503,701	$3,369,549	$-83,716
2018	$2,543,007	$2,654,512	$3,637,880	$-111,505

BRISTLECONE FAMILY RESOURCES