SOCIAL & EMOTIONAL WELLNESS INITIATIVE (EIN 824152443) - 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

SARAH YOUNG-SHEPPARD

Phone

4246252952

Tax Period

2024-07-01 to 2025-06-30

SOCIAL & EMOTIONAL WELLNESS INITIATIVE, founded in 2017, is a small nonprofit in the Human Services sector that reported $540K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year.

Mission

TO ENHANCE THE QUALITY OF LIFE FOR YOUTH AND FAMILIES BY EDUCATION, MOTIVATING AND PROVIDING PREVENTION PROGRAMS THROUGH SOCIAL AND EMOTIONAL WELLNESS SERVICES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $527,651

Program Service Revenue $15,182

Investment Income $5,394

Other Revenue $-7,835

TOTAL REVENUE $540,392

Expense Breakdown

Grants Paid $0

Salaries & Benefits $487,534

Fundraising Expenses $99,702

Program Expenses $398,363

Other Expenses $104,892

TOTAL EXPENSES $592,426

Year-over-Year Comparison

	2024	2023	Change
Revenue	$540,392	$619,838	-0.1%
Expenses	$592,426	$589,757	+0.0%
Net Income	$-52,034	$30,081	-2.7%

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

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

$105,267

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH YOUNG-SHEPPARD	EXECUTIVE OF	40.00	Officer	$105,267	$0	$105,267
CHRISTINA AHUMDA	SECURITY	2.00	Officer Director	$0	$0	$0
PAUL GAULKE	PRESIDENT	3.00	Director	$0	$0	$0
RACHEL GUERRA	SECRETARY	1.00	Officer Director	$0	$0	$0
CRAIG MORDOH	TREASURER	2.00	Officer Director	$0	$0	$0
JOHNSON WANG	DIRECTOR	1.00	Director	$0	$0	$0
SHARRIE WUNDER	VP	1.00	Officer Director	$0	$0	$0
SALLY YOUNG	DIRECTOR	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
2025	$540,392	$592,426	$432,898	$-52,034
2024	$619,838	$589,757	$489,328	$30,081
2023	$515,601	$483,592	$461,979	$32,009
2022	$474,834	$402,153	$436,688	$72,681
2021	$385,858	$324,019	$397,980	$61,839
2020	$367,410	$385,776	$344,286	$-18,366
2019	$439,305	$415,225	$315,436	$24,080
2018	$337,745	$67,121	$270,602	$270,624

SOCIAL & EMOTIONAL WELLNESS INITIATIVE