BONITA INC (EIN 942765276) - 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

2024-07-01 to 2025-06-30

BONITA INC, founded in 1971, is a small nonprofit that reported $398K in total revenue in fiscal year 2024. The organization ran a surplus of $140K, a strong 35% operating margin.

Mission

TO PROVIDE INDIVIDUALS WITH SERIOUS MENTAL ILLNESS AFFORDABLE HOUSING AND SUPPORTIVE SERVICES DESIGNED TO MEET PHYSICAL, MENTAL HEALTH AND SOCIAL NEEDS TO PROMOTE HEALTH AND WELLNESS TO MAINTAIN THEIR HOUSING.

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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 $0

Program Service Revenue $375,936

Investment Income $21,664

Other Revenue $0

TOTAL REVENUE $397,600

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $183,369

Other Expenses $257,332

TOTAL EXPENSES $257,332

Year-over-Year Comparison

	2024	2023	Change
Revenue	$397,600	$369,284	+0.1%
Expenses	$257,332	$243,740	+0.1%
Net Income	$140,268	$125,544	+0.1%

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

N/A

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

$353,150

Total Directors

Key Employees

$165,478

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL PENNER	PRESIDENT	1.00	Officer Director	$0	$0	$0
TONI VEGLIA	SECRETARY/VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BRIDGET GALKA	TREASURER (EFF 1/25)	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
LAURIE HASTINGS	BOARD MEMBER (EFF 8/24)	1.00	Director	$0	$0	$0
JAKE KENSWIL	BOARD MEMBER (EFF 8/24)	1.00	Director	$0	$0	$0
CLIFFORD CHAPMAN	BOARD MEMBER (THRU 7/24)	1.00	Director	$0	$0	$0
PAUL LEJOY	BOARD MEMBER (THRU 7/24)	1.00	Director	$0	$0	$0
LAURA WEISSBERGER	EXECUTIVE DIRECTOR	1.00	Officer	$0	$20,369	$214,542
PURVI KNOPF	DIRECTOR OF FINANCE	1.00	Officer	$0	$13,688	$138,608
JEFF BEAL	CATT CLINICAL PROGRAM MANAGER	1.00	Key Emp	$0	$0	$165,478
SUSAN ALEXMAN	DIRECTOR OF SOCIAL SERVICES	1.00	Highest	$0	$0	$146,162
CLARA JERONIMO	RELIEF CRISIS CONSULTATION	1.00	Highest	$0	$0	$139,476
BETH HENNEBERG	PROJECT MANAGER, EHR AND QA	1.00	Highest	$0	$13,292	$137,238
SONYA LAUSTER	CATT CLINICIAN	1.00	Highest	$0	$0	$119,184
BRYAN HOPE	SOLUTIONS ARCHITECT	1.00	Highest	$0	$9,600	$127,111

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	$397,600	$257,332	$1,144,984	$140,268
2024	$369,284	$243,740	$1,003,597	$125,544
2023	$336,201	$230,429	$894,226	$105,772
2022	$324,367	$244,340	$922,244	$80,027
2021	$317,844	$227,711	$745,737	$90,133
2020	$313,322	$209,223	$728,681	$104,099
2019	$315,647	$185,524	$661,188	$130,123
2018	$295,210	$203,322	$581,014	$91,888

BONITA INC