BeWell in School (EIN 834463338) - 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

Riki Rattner

Tax Period

2023-07-01 to 2024-06-30

BeWell in School, founded in 2019, is a small nonprofit in the Youth Development sector that reported $358K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Expenses of $508K exceeded revenue, resulting in a 42% operating deficit.

Mission

BeWell in School teaches mindfulness and movement as a proactive behavior management system; provide an alternative approach to traditional discipline by teaching self-regulation.

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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 $182,231

Program Service Revenue $176,046

Investment Income $2,151

Other Revenue $-2,358

TOTAL REVENUE $358,070

Expense Breakdown

Grants Paid $200

Salaries & Benefits $296,830

Fundraising Expenses $67,635

Program Expenses $274,237

Other Expenses $210,554

TOTAL EXPENSES $507,584

Year-over-Year Comparison

	2023	2022	Change
Revenue	$358,070	$410,110	-0.1%
Expenses	$507,584	$257,492	+1.0%
Net Income	$-149,514	$152,618	-2.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brian Nock	Vice Board Chair	2.00	Officer	$0	$0	$0
Khrys Baltodano	Board Member	2.00	Officer	$0	$0	$0
Michael Majors	Treasurer	2.00	Officer	$0	$0	$0
Lydia Burris	Board Member	2.00	Officer	$0	$0	$0
Riki Rattner	Officer	40.00	Officer Highest	$0	$0	$0
John Boots	Board Chair	2.00	Officer	$0	$0	$0
Sandra Mormann	Board Member	2.00	Officer	$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	No data	No data	No data	No data
2024	$358,070	$507,584	$53,895	$-149,514
2023	$410,110	$257,492	$204,825	$152,618
2023	$410,110	$257,492	$204,825	$152,618

BeWell in School