SOCIAL & EMOTIONAL WELLNESS INITIATIVE

EIN: 824152443 501(c)(3) Human Services

SANTA MONICA, CA

Total Revenue
$540,392
Total Expenses
$592,426
Total Assets
$432,898
Net Assets
$431,893
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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
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.

Program Service Accomplishments

Program 1
Expenses: $259,129

OUR MSW PROGRAM IS THRIVING. WITH THE ADDITION OF A NEW FULL-TIME STAFF MEMBER WHO IS A LICENSED CLINICAL SOCIAL WORKER, WE HAVE EXPANDED OUR REACH AND ENHANCED OUR TRAINING PROGRAM FOR MSW INTERNS...

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OUR MSW PROGRAM IS THRIVING. WITH THE ADDITION OF A NEW FULL-TIME STAFF MEMBER WHO IS A LICENSED CLINICAL SOCIAL WORKER, WE HAVE EXPANDED OUR REACH AND ENHANCED OUR TRAINING PROGRAM FOR MSW INTERNS TO BETTER PREPARE THEM FOR THE UPCOMING SCHOOL YEAR. THE ACQUISITION OF THE CITY OF SANTA MONICAS HUMAN SERVICES GRANT HAS ENABLED THE HIRING OF THIS NEW STAFF MEMBER AND WILL ENSURE THE CONTINUED GROWTH OF OUR WORK WITH THE SCHOOLS OF SANTA MONICA. 705 YOUNG PEOPLE RECEIVED MENTAL HEALTH SERVICES AND SUPPORT THROUGH OUR DIRECT YOUTH SERVICES TRAINING IVE NEVER GOTTEN SO COMFORTABLE WITH A THERAPIST AS I DID WITH (SEWI, MSW INTERN) I FELT AS THOUGH I WAS SUPPORTED AND COULD GET THROUGH MOST OF MY PROBLEMS WHEN I TALKED WITH HER ABOUT THEM. - YOUTH CLIENT

Program 2
Expenses: $79,562 Revenue: $8,675

OUR STAFF TRAINING & DEVELOPMENT PROGRAM CONTINUES TO EXPERIENCE SIGNIFICANT GROWTH AND POSITIVE IMPACT. PARTICIPANTS, INCLUDING YOUTH- SERVING STAFF AND EDUCATORS, HAVE REPORTED IMPROVED SOCIAL AND...

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OUR STAFF TRAINING & DEVELOPMENT PROGRAM CONTINUES TO EXPERIENCE SIGNIFICANT GROWTH AND POSITIVE IMPACT. PARTICIPANTS, INCLUDING YOUTH- SERVING STAFF AND EDUCATORS, HAVE REPORTED IMPROVED SOCIAL AND EMOTIONAL WELLNESS AS WELL AS THE ACQUISITION OF NEW SKILLS TO BETTER SUPPORT THE YOUTH THEY SERVE. 768 YOUTH-SERVING PROFESSIONALS AND EDUCATORS RECEIVED TRAINING AND RESOURCES TO SUPPORT THEIR WORK THE FACILITATORS WERE REALLY AMAZING AND PERSONABLE AND I WOULD LOVE TO HEAR FROM THEM AGAIN. THEY ARE VERY INFORMATIVE - SEWI TRAINING PARTICIPANT. 93% OF OUR TRAINING PARTICIPANTS WOULD RECOMMEND OUR TRAININGS TO OTHERS.

Program 3
Expenses: $59,672 Revenue: $6,507

THIS PAST SPRING, WE PILOTED OUR SOCIAL AND EMOTIONAL LEARNING FOR ADULTS (SELA) CURRICULUM. THE PILOT SESSIONS WERE HIGHLY SUCCESSFUL AND WHEN ASKED TO SHARE WHAT THEY FOUND MOST VALUABLE ABOUT...

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THIS PAST SPRING, WE PILOTED OUR SOCIAL AND EMOTIONAL LEARNING FOR ADULTS (SELA) CURRICULUM. THE PILOT SESSIONS WERE HIGHLY SUCCESSFUL AND WHEN ASKED TO SHARE WHAT THEY FOUND MOST VALUABLE ABOUT THEM, PARTICIPANTS REPORTED: HAVING TIME TO REFLECT AND CREATE PLANS FOR CHANGE IN MY LIFE, ITS HARD TO SET ASIDE TIME OR FEEL LIKE ITS NECESSARY BUT IT WAS SO VALIDATING AND EYE-OPENING., IT GAVE ME THE SPACE TO REFLECT WITH GUIDANCE AND ALSO HOLD ME ACCOUNTABLE IN DOING THOSE REFLECTIONS. I DON'T THINK I WOULD DO THIS ON MY OWN THIS EASILY., I USUALLY DO NOT LIKE THERAPY OR WORKSHOPS, BUT THE FACILITATORS WERE GREAT AND DOWN TO EARTH. THEY PRESENTED AND RAN THE WORKSHOP WONDERFULLY. OUR SELA CURRICULUM WILL BE READY FOR DISTRIBUTION IN THE FALL OF 2024. OUR SOCIAL & EMOTIONAL LEARNING FOR YOUTH (SELFY) CURRICULUMS HAVE BEEN UPDATED TO BETTER ALIGN WITH THE EVOLVING NEEDS OF OUR YOUTH-SERVING PARTNERS. THESE REVISIONS AIM TO ENHANCE THE EFFECTIVENESS AND RELEVANCE OF THE CURRICULUMS IN ADDRESSING THE SOCIAL AND EMOTIONAL NEEDS OF THE YOUTH WE SERVE.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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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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Governance

Voting Members
7
Independent Members
7
Employees
5
Volunteers
12

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
6
$105,267
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
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
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