The Barbara Stone Foundation FY2020 filing

Tax-deductible

Greenville, SC501(c)(3)Mental HealthEIN 57-0933503

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To provide funding support for services to disabled individuals in the greenville county, SC area.

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 6
filings with a surplus
Average deficit $21K a year · 7% of revenue · last 6 filings
Concern: a surplus in 1 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
7 mo
of spending, in cash
Looks good: 6.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $187K
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$166K
Spent
$275K
To programs
87%
Net assets
$628K
By yearFY2020–FY2025
Revenue
$166K
FY2020
Revenue by fiscal year
FY2020$166K
FY2021$203K
FY2022$294K
FY2023$279K
FY2024$461K
FY2025$397K
Expenses
$275K
FY2020
Expenses by fiscal year
FY2020$275K
FY2021$216K
FY2022$307K
FY2023$324K
FY2024$370K
FY2025$433K
Net assets
$628K
FY2020
Net assets by fiscal year
FY2020$628K
FY2021$725K
FY2022$619K
FY2023$625K
FY2024$778K
FY2025$821K

From the FY2020 Form 990 (year ending June 2020) · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1992.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $238K Management & general 13% · $36K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice Chairman
$0Pt VII · Sec A

Lara Ceisel’s $81K as Executive Director is at the 70th percentile of top reported officer pay among 2094 $100K–1M mental health nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

See The Barbara Stone Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds services for disabled individuals in Greenville County, SC.

Provided by the organization

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3 programs · $193K · in their own filed words · FY2019
01

GREENVILLECAN.ORGCAN stands for collaborative action network. We are a network of self advocates, service providers, families, caregivers, and professionals who work collaboratively to take actions that will make our community a better place to live for individuals with special needs and DISABILITIES.MAKING our community a better place…

$171Kprogram expense
02

Grant to carolina dance collaborative to support their mission to make dance education accessible regardless of location, ability, and resources.

$15Kprogram expense
03

Grant to upstate carolina adaptive golf to support their effort bringing adaptive recreation programs to cognitively and physically diabled members of the community.

$8Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 5 funders →
Grants paid · 22 grants · $192K · 2019–2024
Aqua AngelsSC · FY2024$10,000
Davids Table INCSC · FY2024$10,000
Clarity INCSC · FY2023$8,800
YMCA of GreenvilleSC · FY2022$7,500
Players Philanthropy FundMD · FY2021$15,000
Mary Sunshine HouseSC · FY2021$10,000
YMCA of GreenvilleSC · FY2021$7,500
Applied Theatre Center INCSC · FY2021$6,580
YMCA of GreenvilleSC · FY2020$23,500
Carolina Dance CollaborativeFY2020$10,000
Project Hope Foundation INCSC · FY2020$5,612
Carolina Dance CollaborativeFY2019$15,000
See all 22 grants →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$166K
Ln 12
Gifts and grantsLn 1h$149K
Investment incomeLn 3$11K
Other incomeLn 4–11$7K
Money outPt IX
$275K
Ln 25
Programscol B$238K
Managementcol C$36K
Owns and owesPt X
$628K
net assets · Ln 32
Cash and savingsLn 1–2$159K
Total assetsLn 16$628K
LiabilitiesLn 26$0
PeoplePt VI, VII
13
listed · VII A
PaidVII A0
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$149K
Investment incomeLn 3$11K
Other incomeLn 4–11$7K
Total revenueLn 12$166K
Assets in detailPt X, end of year
CashLn 1$159K
Cash and savings togetherLn 1–2$159K
InvestmentsLn 11–13$469K
Total assetsLn 16$628K
LiabilitiesLn 26$0
Net assetsLn 32$628K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$273K$159K
InvestmentsLn 11–13$453K$469K
Total assetsLn 16$726K$628K
LiabilitiesLn 26$0$0
Net assetsLn 32$726K$628K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$67K$67K
Management feesLn 11a$20K$20K
Accounting feesLn 11c$3K$3K
Investment management feesLn 11f$5K$5K
Advertising and promotionLn 12$5K$5K
Office expensesLn 13$2K$2K
InsuranceLn 23$1K$1K
Other expenses (24a–d)Ln 24$172K$171K$1K
Total functional expensesLn 25$275K$238K$36K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $397K$433K−$35K$821K 990 PDF
FY2024 $461K$370K$91K$778K 990 PDF
FY2023 $279K$324K−$45K$625K 990 PDF
FY2022 $294K$307K−$13K$619K 990 PDF
FY2021 $203K$216K−$13K$725K 990 PDF
FY2020 Viewing $166K$275K−$108K$628K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (4 parts)
Part VIII · Statement of revenue $166,122 across 5 lines filed
VIII-1f All other contributions, gifts and grants$148,638
VIII-1h Total contributions, gifts and grants$148,638
VIII-3 Investment incomeRelated to mission $10,896$10,896
VIII-8 Net income from fundraising eventsExcluded from tax $6,588$6,588
VIII-12 Total revenueRelated to mission $10,896 · Unrelated business $0 · Excluded from tax $6,588$166,122
Part IX · Statement of functional expenses $274,501 across 8 lines filed
IX-1 Grants to domestic organizationsPrograms $67,450$67,450
IX-11a Management feesManagement $20,002$20,002
IX-11c Accounting feesManagement $2,698$2,698
IX-11f Investment management feesManagement $4,509$4,509
IX-12 Advertising and promotionManagement $5,248$5,248
IX-13 Office expensesManagement $1,778$1,778
IX-23 InsuranceManagement $1,190$1,190
IX-24 Other expenses (24a–d)Programs $170,601 · Management $1,025$171,626
IX-25 Total functional expensesPrograms $238,051 · Management $36,450 · Fundraising $0$274,501
Part X · Balance sheet $627,768 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $273,498$158,582
X-11 Publicly traded securitiesStart of year $452,625$469,186
X-16 Total assetsStart of year $726,123$627,768
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $726,123$627,768
X-33 Total liabilities and net assetsStart of year $726,123$627,768
Part XI · Reconciliation of net assets $627,768 net assets at year end
XI-1 Total revenue$166,122
XI-2 Total expenses$274,501
XI-3 Revenue less expenses−$108,379
XI-4 Net assets at start of year$726,123
XI-5 Net unrealized gains (losses) on investments$10,024
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$627,768

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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