525 FOUNDATION INC

EIN: 821309846 501(c)(3) Mental Health

SOUTH BEND, IN

Total Revenue
$178,650
Total Expenses
$258,004
Total Assets
$82,102
Net Assets
$74,592
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2017
Legal Domicile
IN
Principal Officer
REBECCA SAVAGE
Phone
5743602204
Tax Period
2023-07-01 to 2024-06-30

525 FOUNDATION INC, founded in 2017, is a small nonprofit in the Mental Health sector that reported $179K in total revenue in fiscal year 2023. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $258K exceeded revenue, resulting in a 44% operating deficit.

Mission

THE MISSION OF THE 525 FOUNDATION IS TO EDUCATE AND EMPOWER INDIVIDUALS TO MAKE POSITIVE CHOICES RELATED TO DRUG AND ALOCHOL USE.

Program Service Accomplishments

Program 1
Expenses: $157,013 Revenue: $52,753

EDUCATE YOUTH, INFLUENCE CHANGE IN THE CULTURE OF ACCEPTANCE AND EXPERIMENTATION OF ALOCHOL AND DRUGS, AND PROVIDE AGE APPROPRIATE TOOLS THAT ALLOW FOR BETTER DECISION MAKING TO PREVENT OVERDOSE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $125,838
Program Service Revenue $52,753
Investment Income $59
Other Revenue $0
TOTAL REVENUE $178,650

Expense Breakdown

Grants Paid $125
Salaries & Benefits $67,613
Fundraising Expenses $30,032
Program Expenses $157,013
Other Expenses $190,266
TOTAL EXPENSES $258,004

Year-over-Year Comparison

2023 2022 Change
Revenue $178,650 $296,807 -0.4%
Expenses $258,004 $406,695 -0.4%
Net Income $-79,354 $-109,888 -0.3%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
7
Independent Members
6
Employees
1
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
4
$60,000
Total Directors
7
$60,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JEFF BREILER BOARD MEMBER 1.00
Director
$0 $0 $0
HEATHER SHORT BOARD MEMBER 1.00
Director
$0 $0 $0
MICHAEL SAVAGE BOARD MEMBER 1.00
Director
$0 $0 $0
KIM HATTEN TREASURER 1.00
Officer Director
$0 $0 $0
LISA REDDEN SECRETARY 1.00
Officer Director
$0 $0 $0
REBECCA SAVAGE PRESIDENT 40.00
Officer Director
$60,000 $0 $60,000
BECKY BECKMAN VICE PRESIDENT 1.00
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
2024 $178,650 $258,004 $82,102 $-79,354
2023 $296,807 $406,695 $168,427 $-109,888
2022 $468,472 $348,796 $281,061 $119,676
2021 $152,219 $210,229 $164,242 $-58,010
2020 $194,161 $214,229 $241,473 $-20,068
2019 $220,666 $88,853 $225,038 $131,813
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