MINDFUL SCHOOLS

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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

TONY SHEN

Phone

5108796370

Tax Period

2024-07-01 to 2025-06-30

MINDFUL SCHOOLS, founded in 2010, is a small nonprofit in the Education sector that reported $322K in total revenue in fiscal year 2024. Revenue fell 77% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $176K, a strong 55% operating margin.

Mission

MINDFUL SCHOOL'S MISSION IS TO EMPOWER EDUCATORS TO SPARK CHANGE FROM THE INSIDE OUT BY CULTIVATING AWARENESS, RESILIENCE, AND COMPASSIONATE ACTION.

Program Service Accomplishments

Program 1

Expenses: $137,866

MINDFUL SCHOOLS HAS TRAINED MORE THAN 60,000 TEACHERS, SCHOOL LEADERS, AND EDUCATION PROFESSIONALS WHO ARE DEDICATED TO PREPARING STUDENTS WITH CRITICAL LIFE SKILLS TO POSITIVELY SHIFT THE OUTCOMES...

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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 $322,109

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $322,109

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,152

Fundraising Expenses $549

Program Expenses $137,866

Other Expenses $137,136

TOTAL EXPENSES $146,288

Year-over-Year Comparison

	2024	2023	Change
Revenue	$322,109	$1,409,113	-0.8%
Expenses	$146,288	$1,855,754	-0.9%
Net Income	$175,821	$-446,641	-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

N/A

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
ANNE ROISE	President	5.00	Officer Director	$0	$0	$0
SPENCER SHERMAN	Secretary	5.00	Officer Director	$0	$0	$0
TONY SHEN	Treasurer	5.00	Officer Director	$0	$0	$0
DANIEL BOWLING	Director	2.00	Director	$0	$0	$0
BRIAN DIAS	Director	2.00	Director	$0	$0	$0
ELLIE GLUCK	Director	2.00	Director	$0	$0	$0
Mike Greenstein	Director	2.00	Director	$0	$0	$0
VALORIE HUTSON	Director	2.00	Director	$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	$322,109	$146,288	No data	$175,821
2024	$1,409,113	$1,855,754	$295,526	$-446,641
2023	$1,846,407	$2,281,247	$647,654	$-434,840
2022	$1,939,197	$2,572,019	$803,166	$-632,822
2022	$1,939,197	$2,572,019	$1,401,787	$-632,822
2022	$1,962,615	$2,614,455	$793,130	$-651,840
2021	$3,936,324	$2,913,987	$1,424,415	$1,022,337
2020	$3,432,767	$3,917,038	$1,033,906	$-484,271
2020	$3,432,766	$3,939,666	$1,011,278	$-506,900
2019	$3,971,770	$4,668,118	$1,234,655	$-696,348
2018	$4,408,185	$4,455,436	$1,850,142	$-47,251