THE CYPRESS INITIATIVE INC (EIN 208378337) - 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

2006

Legal Domicile

Principal Officer

BROOKE WHEELDON-REECE

Phone

8136626920

Tax Period

2024-01-01 to 2024-12-31

THE CYPRESS INITIATIVE INC, founded in 2006, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $1.1M left a modest 3% surplus.

Mission

WE ARE A NONPROFIT ORGANIZATION WHOSE MISSION IS TO CULTIVATE HUMAN POTENTIAL RESILIENCY LOCALLY AND GLOBALLY THROUGH EDUCATION, MENTORSHIP, AND PROGRAMMING CENTERED ON AN UNDERSTANDING OF THE MIND THAT SPARKS INNATE MENTAL HEALTH.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $1,103,161

Program Service Revenue $0

Investment Income $25

Other Revenue $78,876

TOTAL REVENUE $1,182,062

Expense Breakdown

Grants Paid $0

Salaries & Benefits $632,752

Fundraising Expenses $0

Program Expenses $1,085,303

Other Expenses $508,310

TOTAL EXPENSES $1,141,062

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,182,062	$894,191	+0.3%
Expenses	$1,141,062	$924,047	+0.2%
Net Income	$41,000	$-29,856	-2.4%

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

$120,363

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BROOKE WHEELDON-REECE	CEO	50.00	Officer	$116,652	$3,711	$120,363
JAMES HIRD	DIRECTOR	10.00	Director	$0	$0	$0
RON MCVETY	DIRECTOR	10.00	Director	$0	$0	$0
CALLY BEKHOR	PRESIDENT	10.00	Officer	$0	$0	$0
BRUCE MITCHELL	TREASURER	10.00	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
2024	$1,182,062	$1,141,062	$309,329	$41,000
2023	$894,191	$924,047	$232,617	$-29,856
2022	$810,911	$971,147	$140,203	$-160,236
2021	$540,420	$497,628	$314,427	$42,792
2020	$387,642	$390,317	$281,201	$-2,675
2019	$478,957	$376,206	$257,885	$102,751
2018	$519,884	$510,646	$462,483	$9,238

THE CYPRESS INITIATIVE INC