BE WELL BE HERE INC (EIN 831567120) - 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

2018

Legal Domicile

Principal Officer

LARA JK WILSON

Phone

9782032825

Tax Period

2023-07-01 to 2024-06-30

BE WELL BE HERE INC, founded in 2018, is a micro nonprofit that reported $22K in total revenue in fiscal year 2023. Revenue fell 57% from the prior year — a significant decline worth monitoring. Expenses of $36K exceeded revenue, resulting in a 63% operating deficit.

Mission

TO CREATE INNOVATIVE PERSONALIZED PRACTICES TO ENHANCE WELLBEING, ENCOURAGE CREATIVE ENGAGEMENT AND BUILD CONNECTED COMMUNITY.

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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 $15,810

Program Service Revenue $9,397

Investment Income $-3,125

Other Revenue $0

TOTAL REVENUE $22,082

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,000

Fundraising Expenses $778

Program Expenses $16,325

Other Expenses $30,955

TOTAL EXPENSES $35,955

Year-over-Year Comparison

	2023	2022	Change
Revenue	$22,082	$51,075	-0.6%
Expenses	$35,955	$57,745	-0.4%
Net Income	$-13,873	$-6,670	+1.1%

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

N/A

Volunteers

N/A

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

$5,000

Total Directors

$5,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
USHA PASI	PRESIDENT	2.00	Officer Director	$0	$0	$0
WHITNEY SCHARER	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
KATHERINE BATSON	TREASURER	2.00	Officer Director	$0	$0	$0
PAULA LEDBETTER	CLERK	2.00	Officer Director	$0	$0	$0
DAVID ROANE	DIRECTOR	2.00	Director	$0	$0	$0
LARA JK WILSON	EXECUTIVE DI	40.00	Officer Director	$5,000	$0	$5,000
ALISON AMEND	DIRECTOR	2.00	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
2024	$22,082	$35,955	No data	$-13,873
2023	$51,075	$57,745	$17,757	$-6,670
2022	$31,685	$34,950	$22,977	$-3,265
2021	$31,217	$22,202	$26,702	$9,015
2020	$48,268	$48,883	$16,790	$-615
2019	$64,342	$51,177	$18,958	$13,165

BE WELL BE HERE INC