BONITA HOUSE INC (EIN 941735133) - 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

1971

Legal Domicile

Principal Officer

LAURA WEISSBERGER

Phone

5108997445

Tax Period

2023-07-01 to 2024-06-30

BONITA HOUSE INC, founded in 1971, is a mid-sized nonprofit that reported $11.2M in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE PROFESSIONALLY SUPERVISED AND OPERATED MOBILE CRISIS, RESIDENTIAL, WELLNESS, AND SUPPORTED INDEPENDENT LIVING PROGRAMS THAT SERVE AND RESPOND TO THE NEEDS OF PERSONS WITH SERIOUS MENTAL ILLNESS TO SUPPORT THEIR RECOVERY AND HELP THEM RE-ESTABLISH THEMSELVES IN COMMUNITY LIFE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,212,352

Program Service Revenue $8,827,968

Investment Income $114,448

Other Revenue $0

TOTAL REVENUE $11,154,768

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,700,964

Fundraising Expenses $24,090

Program Expenses $9,828,016

Other Expenses $2,862,556

TOTAL EXPENSES $11,563,520

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,154,768	$9,168,762	+0.2%
Expenses	$11,563,520	$9,696,943	+0.2%
Net Income	$-408,752	$-528,181	-0.2%

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

144

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

$404,053

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TONI VEGLIA	SECRETARY (TREASURER 1/24)	1.00	Officer Director	$0	$0	$0
FAUSTINA FRIMPONG	BOARD MEMBER	1.00	Director	$0	$0	$0
DOLORES RAGUSA	BOARD MEMBER	1.00	Director	$0	$0	$0
CLIFFORD CHAPMAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
PAUL LEJOY	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL PENNER	BOARD MEMBER (EFF 11/23)	1.00	Director	$0	$0	$0
LAURA WEISSBERGER	EXECUTIVE DIRECTOR	40.00	Officer	$146,733	$0	$146,733
PURVI KNOPF	INTERIM DIR OF FINANCE (THRU 1/24)	40.00	Officer	$257,320	$0	$257,320
PETER LE	DIRECTOR OF FINANCE (EFF 1/24)	40.00	Officer	$0	$0	$0
SAMANTHA RUSSELL	CRISIS PROGRAM DIRECTOR (THRU 3/24)	40.00	Highest	$153,518	$0	$153,518
JEFF BEAL	CATT CLINICAL PROGRAM MANAGER	40.00	Highest	$137,602	$0	$137,602
MARGARET KUHN	CATT CLINICAL PROGRAM MANAGER	40.00	Highest	$133,321	$0	$133,321
JUSTIN COLWELL	SIL PROGRAM DIRECTOR (THRU 12/23)	40.00	Highest	$129,810	$0	$129,810
BRYAN HOPE	SOLUTIONS ARCHITECT	40.00	Highest	$119,815	$0	$119,815

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	$11,154,768	$11,563,520	$7,942,249	$-408,752
2023	$9,168,762	$9,696,943	$8,059,400	$-528,181
2022	$7,035,503	$8,378,868	$6,671,631	$-1,343,365
2021	$8,199,121	$8,585,693	$9,249,127	$-386,572
2020	$8,061,833	$7,587,688	$10,475,037	$474,145
2019	$6,738,642	$6,092,592	$10,013,469	$646,050
2018	$7,888,195	$7,545,049	$8,066,072	$343,146

BONITA HOUSE INC