LiveWell Foundation

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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

2016

Legal Domicile

Principal Officer

Stefanie Glick

Phone

2675303739

Tax Period

2019-01-01 to 2019-12-31

LiveWell Foundation, founded in 2016, is a micro nonprofit in the Mental Health sector that reported $84K in total revenue in fiscal year 2019. The organization ran a surplus of $13K, a strong 16% operating margin.

Mission

The LiveWell Foundation aims to raise public awareness and understanding of depression, and to advance innovative solutions for helping people live well.

Program Service Accomplishments

Program 1

Expenses: $40,508 Revenue: $27,868

Over 1500 people received free psychoeducation and depression support through the community-based LiveWell program.

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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 (2019)

Revenue Breakdown

Contributions & Grants $55,850

Program Service Revenue $26,868

Investment Income $20

Other Revenue $1,000

TOTAL REVENUE $83,738

Expense Breakdown

Grants Paid $0

Salaries & Benefits $36,000

Fundraising Expenses $13,698

Program Expenses $40,508

Other Expenses $34,245

TOTAL EXPENSES $70,245

Year-over-Year Comparison

	2019	2018	Change
Revenue	$83,738	$80,656	+0.0%
Expenses	$70,245	$33,976	+1.1%
Net Income	$13,493	$46,680	-0.7%

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

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

$36,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Marcy Rogovin Esq	President	2.00	Officer Director	$0	$0	$0
Barbara Silver Esq	Vice President	2.00	Officer Director	$0	$0	$0
Jodi DiScuillo	Treasurer	2.00	Officer Director	$0	$0	$0
Clancy Philbrick	Secretary	2.00	Officer Director	$0	$0	$0
Petra Brown Esq	Board member	2.00	Director	$0	$0	$0
Karyn Feit	Board member	2.00	Director	$0	$0	$0
Judy Finkel PhD	Board member	2.00	Director	$0	$0	$0
Esther Glick	Board member	2.00	Director	$0	$0	$0
Ruth Laibson	Board member	2.00	Director	$0	$0	$0
Dr Paula Lambert	Board member	2.00	Director	$0	$0	$0
El Reco Ramon	Board member	2.00	Director	$0	$0	$0
Pam Schreiber	Board member	2.00	Director	$0	$0	$0
Ali Volpe	Board member	2.00	Director	$0	$0	$0
Michael Weinstein MD	Board member	2.00	Director	$0	$0	$0
Stefanie Glick	Executive Director	40.00	Officer	$36,000	$0	$36,000

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	$83,738	$70,245	$63,613	$13,493
2018	$80,656	$33,976	$50,120	$46,680