Mindfulness and Positivity Project (EIN 834089433) - 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

2019

Legal Domicile

Principal Officer

Margaret Fredrick

Phone

7196506131

Tax Period

2024-01-01 to 2024-12-31

Mindfulness and Positivity Project, founded in 2019, is a small nonprofit in the Mental Health sector that reported $314K in total revenue in fiscal year 2024. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $101K, a strong 32% operating margin.

Mission

Offers workshops, retreats and courses for teachers, students, and parents to learn and practice mindfulness, positive psychology, and wellbeing.

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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 $263,996

Program Service Revenue $44,100

Investment Income $6,370

Other Revenue $0

TOTAL REVENUE $314,466

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $11,305

Program Expenses $85,903

Other Expenses $201,756

TOTAL EXPENSES $213,061

Year-over-Year Comparison

	2024	2023	Change
Revenue	$314,466	$200,477	+0.6%
Expenses	$213,061	$206,062	+0.0%
Net Income	$101,405	$-5,585	-19.2%

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

$79,996

Total Directors

$79,996

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Margaret Fredrick	Executive Director	20.00	Officer Director	$79,996	$0	$79,996
Stephanie Hanenberg	Assistant Vice Chancellor	1.00	Director	$0	$0	$0
Carrie Trookman	Member	1.00	Director	$0	$0	$0
Pam Nicholson	Chairman of the Board	1.00	Director	$0	$0	$0
Dylan Craddock	Secretary	1.00	Director	$0	$0	$0
Danny Reeves	Treasurer	1.00	Director	$0	$0	$0
Alana Lipscomb	Executive Director	1.00	Director	$0	$0	$0
David Dill	Member	1.00	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	$314,466	$213,061	$212,443	$101,405
2023	$200,477	$206,062	$111,038	$-5,585
2022	$250,764	$223,624	$116,623	$27,140

Mindfulness and Positivity Project