GRIEVEWELL (EIN 272146551) - 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

2010

Legal Domicile

Principal Officer

Doug Stotlar

Phone

7349750238

Tax Period

2024-01-01 to 2024-12-31

GRIEVEWELL, founded in 2010, is a small nonprofit that reported $179K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $159K left a modest 11% surplus.

Mission

GrieveWell seeks to build a community that promotes healthy grieving and healing so that adults can grieve well and lead a full life after loss. GrieveWell provides resources and support to adults in grief, as well as those who surround them.

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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 $178,972

Program Service Revenue $0

Investment Income $195

Other Revenue $0

TOTAL REVENUE $179,167

Expense Breakdown

Grants Paid $0

Salaries & Benefits $101,518

Fundraising Expenses $15,687

Program Expenses $88,439

Other Expenses $57,790

TOTAL EXPENSES $159,308

Year-over-Year Comparison

	2024	2023	Change
Revenue	$179,167	$201,082	-0.1%
Expenses	$159,308	$245,853	-0.4%
Net Income	$19,859	$-44,771	-1.4%

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

$64,944

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Christy Miller	Executive Director	35	Key Emp Highest	$64,944	$0	$64,944
Samy Wassef	Director	1	Director	$0	$0	$0
Monica Brancheau	Director	1	Director	$0	$0	$0
Julie Stotlar	Director	2	Director	$0	$0	$0
Douglas Stotlar	Director / Treasurer	2	Officer	$0	$0	$0
Kim Howlett	Director / Secretary	2	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	$179,167	$159,308	$99,167	$19,859
2023	$201,082	$245,853	$84,703	$-44,771
2022	$154,591	$200,180	$129,931	$-45,589
2021	$245,435	$151,395	$176,294	$94,040

GRIEVEWELL