MINDFUL LIVING INITIATIVE (EIN 204495929) - 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

2008

Legal Domicile

Principal Officer

FERN DORRESTEYN

Phone

6033132120

Tax Period

2023-01-01 to 2023-12-31

MINDFUL LIVING INITIATIVE, founded in 2008, is a small nonprofit in the Religion sector that reported $163K in total revenue in fiscal year 2023. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $154K left a modest 6% surplus.

Mission

PROVIDE EDUCATION AND TRAINING FOR INDIVIDUALS AND GROUPS TO ENGAGE IN MINDFULNESS PRACTICE AND SUSTAINABLE LIVING IN RELATION TO SOCIAL, CULTURAL, ECONOMIC, AND ECOLOGICAL SITUATIONS AND PROBLEMS.

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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 $91,847

Program Service Revenue $71,510

Investment Income $6

Other Revenue $0

TOTAL REVENUE $163,363

Expense Breakdown

Grants Paid $0

Salaries & Benefits $62,607

Fundraising Expenses $0

Program Expenses $87,887

Other Expenses $91,238

TOTAL EXPENSES $153,845

Year-over-Year Comparison

	2023	2022	Change
Revenue	$163,363	$270,949	-0.4%
Expenses	$153,845	$133,298	+0.2%
Net Income	$9,518	$137,651	-0.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRUCE NICHOLS	DIRECTOR	N/A	Director	$0	$0	$0
JOAQUIN CARRAL	TREASURER	N/A	Officer	$0	$0	$0
FERN DORRESTEYN	CO-CHAIR	N/A	Officer	$0	$0	$0
WAYNE GERSEN	SECRETARY	N/A	Officer	$0	$0	$0
LAURIE RABUT	CO-CHAIR	N/A	Officer	$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	No data	No data	No data	No data
2023	$163,363	$153,845	$770,848	$9,518
2022	$270,949	$133,298	$770,730	$137,651
2021	$137,251	$120,924	$767,888	$16,327
2020	$128,296	$80,908	$783,370	$47,388
2019	$107,953	$77,868	$780,359	$30,085
2018	$193,603	$101,083	$746,105	$92,520

MINDFUL LIVING INITIATIVE