WE BLOOM INC (EIN 822859964) - 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

2017

Legal Domicile

Principal Officer

BETH KREITL EDS LHMC R

Phone

2069405234

Tax Period

2023-01-01 to 2023-12-31

WE BLOOM INC, founded in 2017, is a community nonprofit in the Health Care sector that reported $4.2M in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Expenses of $3.9M left a modest 8% surplus.

Mission

WE BLOOM, INC.'S MISSION IS TO EMPOWER COMMUNITIES THROUGH TRAINING, EDUCATION, CONSULTING, COLLABORATION, RESOURCE SHARING AND TECHNOLOGY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $4,128,379

Program Service Revenue $0

Investment Income $11,243

Other Revenue $34,178

TOTAL REVENUE $4,173,800

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,043,077

Fundraising Expenses $87,590

Program Expenses $3,325,649

Other Expenses $2,811,831

TOTAL EXPENSES $3,854,908

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,173,800	$4,930,603	-0.2%
Expenses	$3,854,908	$2,929,350	+0.3%
Net Income	$318,892	$2,001,253	-0.8%

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

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

$82,201

Total Directors

$4,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIEM BUI	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
ADAM DEJUTE	TREASURER	1.00	Officer Director	$0	$0	$0
KEVIN FITZGERALD	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
DEREK KENDRICK	MEMBER-AT-LARGE	1.00	Director	$4,200	$0	$4,200
GARY MILES	PRESIDENT	1.00	Officer Director	$0	$0	$0
DERRIN SLACK	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
MIMI HOANG	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
ONDREA ROBINSON	SECRETARY	1.00	Officer Director	$0	$0	$0
BETH KREITL	EDS, LHMC, RYT	40.00	Officer	$82,201	$0	$82,201

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	No data	No data	No data	No data
2023	$4,173,800	$3,854,908	$3,031,004	$318,892
2022	$4,930,603	$2,929,350	$2,711,001	$2,001,253
2021	$903,995	$965,846	$504,921	$-61,851
2020	$816,291	$570,049	$393,022	$246,242
2019	$232,249	$114,847	$143,843	$117,402

WE BLOOM INC