END WELL FOUNDATION

EIN: 823405496 501(c)(3) Health Care

HEALDSBURG, CA

Total Revenue
$1,899,458
Total Expenses
$943,891
Total Assets
$1,316,705
Net Assets
$1,316,705
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2017
Legal Domicile
CA
Principal Officer
SHOSHANA UNGERLEIDER
Phone
4153490594
Tax Period
2023-01-01 to 2023-12-31

END WELL FOUNDATION, founded in 2017, is a community nonprofit in the Health Care sector that reported $1.9M in total revenue in fiscal year 2023. Revenue surged 192% from the prior year, signaling strong growth momentum. The organization ran a surplus of $956K, a strong 50% operating margin.

Mission

END WELL IS DEDICATED TO THE BELIEF THAT ALL PEOPLE SHOULD EXPERIENCE THE END OF LIFE IN A WAY THAT MATCHES THEIR VALUES AND GOALS. END WELL BRINGS TOGETHER A COMMUNITY WITH THE ULTIMATE GOAL OF CREATING A FUTURE WHERE ENDING WELL BECOMES A MEASURE OF LIVING WELL.

Program Service Accomplishments

Program 1
Expenses: $724,002 Revenue: $161,533

WHEN FACED WITH ISSUES OF MORTALITY, WE OFTEN SUFFER NEEDLESSLY FOR A VARIETY OF REASONS, FROM CULTURAL AND CLINICAL TO MATTERS OF ACCESS. END WELL BRINGS TOGETHER A MULTIDISCIPLINARY COMMUNITY THAT...

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WHEN FACED WITH ISSUES OF MORTALITY, WE OFTEN SUFFER NEEDLESSLY FOR A VARIETY OF REASONS, FROM CULTURAL AND CLINICAL TO MATTERS OF ACCESS. END WELL BRINGS TOGETHER A MULTIDISCIPLINARY COMMUNITY THAT UNITES DESIGN, TECHNOLOGY, HEALTH, POLICY AND ACTIVIST INITIATIVE TO TRANSFORM HOW THE WORLD THINKS ABOUT CAREGIVING, GRIEF, ILLNESS AND THE END OF LIFE EXPERIENCE. 1) HOSTED OUR ANNUAL CONFERENCE FEATURING INFLUENTIAL PEOPLE IN THE END OF LIFE, GRIEF AND SERIOUS ILLNESS SPACE AND OTHER SURPRISE GUESTS WITH 750 IN-PERSON AND 2500+ VIRTUAL ATTENDEES 2) BROUGHT CONVERSATIONS ABOUT END OF LIFE, GRIEF AND CAREGIVING TO SXSW AND OTHER INFLUENTIAL CONFERENCES 3) EXPANDED OUR WEBSITE RESOURCE LIBRARY TO OVER 250 MODULES 4) REACHED OVER 175,000 FOLLOWERS ACROSS ALL SOCIAL MEDIA CHANNELS; 5) CONTINUED A MULTI-YEAR PROJECT WITH USC'S NORMAN LEAR CENTER TO BRING ACCURATE AND COMPELLING STORYLINES ABOUT ALL THINGS END OF LIFE TO NETWORK AND STREAMING TELEVISION.

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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 $1,737,869
Program Service Revenue $161,533
Investment Income $56
Other Revenue $0
TOTAL REVENUE $1,899,458

Expense Breakdown

Grants Paid $0
Salaries & Benefits $248,764
Fundraising Expenses $163,091
Program Expenses $724,002
Other Expenses $695,127
TOTAL EXPENSES $943,891

Year-over-Year Comparison

2023 2022 Change
Revenue $1,899,458 $649,818 +1.9%
Expenses $943,891 $457,223 +1.1%
Net Income $955,567 $192,595 +4.0%
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
3
Independent Members
3
Employees
1
Volunteers
3

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
$225,000
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SHOSHANA UNGERLEIDER PRESIDENT 20.00
Officer Director
$0 $0 $0
EDWARD ATEN SECRETARY 3.00
Officer Director
$0 $0 $0
ARIEL KELLEY TREASURER 1.00
Officer Director
$0 $0 $0
TRACY WHEELER EXECUTIVE DIRECTOR 40.00
Officer
$225,000 $0 $225,000
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
2025 No data No data No data No data
2024 No data No data No data No data
2023 $1,899,458 $943,891 $1,316,705 $955,567
2022 $649,818 $457,223 $351,084 $192,595
2021 $606,546 $521,219 $158,489 $85,327
2020 $808,703 $906,580 $73,162 $-97,877
2019 $872,005 $845,435 $171,039 $26,570
2018 $687,115 $542,746 $144,469 $144,369
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