Institute for Collective Trauma and Growth

EIN: 455369447 501(c)(3)

Santa Barbara, CA

Total Revenue
$179,605
Total Expenses
$282,667
Total Assets
$9,103
Net Assets
$9,103
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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
CA
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, first and second responders, and survivors with restorative strategies after collective loss

Program Service Accomplishments

Program 1
Expenses: $196,135 Revenue: $194,000

Institute service designated to South Santa Barbara County, as the "Riviera Care Center" project, providing preparedness & response education forums, critical incident debriefings, leadership...

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Institute service designated to South Santa Barbara County, as the "Riviera Care Center" project, providing preparedness & response education forums, critical incident debriefings, leadership coaching, counseling, & long term recovery leadership

Program 2
Expenses: $86,532 Revenue: $95,635

Institute services dedicated nation-wide and internationally to provide education, coaching, & therapeutic services to community and faith-based organizational leaders, first & second responders, &...

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Institute services dedicated nation-wide and internationally to provide education, coaching, & therapeutic services to community and faith-based organizational leaders, first & second responders, & survivors in areas impacted by natural, human-caused, or technological disasters. Services include educational forums, hosting safe spaces for survivors to discern healthful next steps, facilitating organizational analysis, developing organizational strategic plans, providing critical incident debriefing, crisis team response assessment, counseling, spiritual direction, long term recovery advising, & serving as liaison between survivors and partner organizations

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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%)

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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

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Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
35

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
2
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
1
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
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