MINDFULNESS FIRST (EIN 464253699) - 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

2013

Legal Domicile

Phone

6025352435

Tax Period

2024-07-01 to 2025-06-30

MINDFULNESS FIRST, founded in 2013, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 91% from the prior year, signaling strong growth momentum. The organization ran a surplus of $335K, a strong 27% operating margin.

Mission

Our mission is to teach children and adults the practical skills and knowledge needed for lifelong mental health and wellbeing.

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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 $1,197,834

Program Service Revenue $25,464

Investment Income $0

Other Revenue $10,580

TOTAL REVENUE $1,233,878

Expense Breakdown

Grants Paid $0

Salaries & Benefits $701,062

Fundraising Expenses $136,280

Program Expenses $638,442

Other Expenses $197,689

TOTAL EXPENSES $898,751

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,233,878	$645,080	+0.9%
Expenses	$898,751	$588,719	+0.5%
Net Income	$335,127	$56,361	+4.9%

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

$180,684

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUNNY WIGHT	Executive Dir.	40.00	Officer	$96,000	$0	$96,000
KIMBERLY NARDE	Executive Dir.	40.00	Officer	$84,684	$0	$84,684
BETH MCCORMICK	Chairman	10.00	Officer Director	$0	$0	$0
ALEX KOUPAL	Director	10.00	Officer Director	$0	$0	$0
RUCHI BATAR	Secretary	10.00	Officer Director	$0	$0	$0
TONY WILLIAMS	Director	10.00	Director	$0	$0	$0
STEPHANIE MEYER	Director	10.00	Director	$0	$0	$0
ALISA GRAY	Director	10.00	Director	$0	$0	$0
VANESSA HINKLE	Director	10.00	Director	$0	$0	$0
MADELINE COCOS	Director	10.00	Director	$0	$0	$0
ANDREW CHI	Treasurer	10.00	Director	$0	$0	$0
EMILY STEINER	Director	10.00	Officer 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	$1,233,878	$898,751	$858,410	$335,127
2024	$645,080	$588,719	$500,307	$56,361
2023	$691,681	$476,157	$443,946	$215,524
2022	$410,535	$305,508	$228,422	$105,027
2021	$230,965	$126,474	$142,299	$104,491

MINDFULNESS FIRST