END WELL FOUNDATION (EIN 823405496) - 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

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

TO TRANSFORM THE END OF LIFE INTO A HUMAN-CENTERED EXPERIENCE.

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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 $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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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

$225,000

Total Directors

Key Employees

Highest Compensated

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

END WELL FOUNDATION