Institute for Collective Trauma and Growth (EIN 455369447) - 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

2012

Legal Domicile

Principal Officer

KATHERINE WIEBE

Phone

8053644496

Tax Period

2018-07-01 to 2019-06-30

Institute for Collective Trauma and Growth, founded in 2012, is a small nonprofit that reported $180K in total revenue in fiscal year 2018. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $283K exceeded revenue, resulting in a 57% operating deficit.

Mission

Provide leaders with restorative strategies after collective loss Education coaching therapeutic services for organization leaders

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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 (2018)

Revenue Breakdown

Contributions & Grants $162,100

Program Service Revenue $17,505

Investment Income $0

Other Revenue $0

TOTAL REVENUE $179,605

Expense Breakdown

Grants Paid $0

Salaries & Benefits $221,754

Fundraising Expenses $20,415

Program Expenses $282,667

Other Expenses $60,913

TOTAL EXPENSES $282,667

Year-over-Year Comparison

	2018	2017	Change
Revenue	$179,605	$291,546	-0.4%
Expenses	$282,667	$155,135	+0.8%
Net Income	$-103,062	$136,411	-1.8%

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

N/A

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
DAVE ARDELL	Treasurer	3.000	Officer	$0	$0	$0
MELISSA BONNICHSEN	Secretary	3.000	Officer	$0	$0	$0
BRUCE WISMER	Chair	3.000	Director	$0	$0	$0
ANTHONY MITCHELL	Board Director	3.000	Director	$0	$0	$0
JONATHAN STEINER	ViceTreasurer	3.000	Director	$0	$0	$0
KATHERINE WIEBE	Exec DirPresident	40.00	Highest	$83,500	$0	$167,000

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
2019	$179,605	$282,667	$9,103	$-103,062

Institute for Collective Trauma and Growth