LIVING WELL MISSION

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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

2021

Legal Domicile

Principal Officer

Sandra Perl

Phone

3155360838

Tax Period

2023-01-01 to 2023-12-31

LIVING WELL MISSION, founded in 2021, is a small nonprofit in the Human Services sector that reported $312K in total revenue in fiscal year 2023. Expenses of $387K exceeded revenue, resulting in a 24% operating deficit.

Mission

We are called to collaborate with our community to dignity needs that can be met with compassion, dignity and love.

Program Service Accomplishments

Program 1

Expenses: $28,800 Revenue: $40,000

Hattie Hartman

Program 2

Expenses: $30,000 Revenue: $30,000

Daisy Marque Jones funds support Community Development positions.

Program 3

Expenses: $3,000 Revenue: $20,000

Yates Community Endowment funds support Community Advocate position.

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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 $44,886

Program Service Revenue $234,972

Investment Income $0

Other Revenue $32,338

TOTAL REVENUE $312,196

Expense Breakdown

Grants Paid $0

Salaries & Benefits $237,177

Fundraising Expenses $0

Program Expenses $61,800

Other Expenses $149,671

TOTAL EXPENSES $386,848

Year-over-Year Comparison

	2023	2022	Change
Revenue	$312,196	$306,795	+0.0%
Expenses	$386,848	$260,070	+0.5%
Net Income	$-74,652	$46,725	-2.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sandra Perl	Executive Director	35.00	Key Emp	$0	$0	$0
Kim Lyons	Associate Director	35.00		$0	$0	$0
Georgann Farrell	Financial Officer	15.00		$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	No data	No data	No data	No data
2023	$312,196	$386,848	$157,494	$-74,652
2022	$306,795	$260,070	$234,676	$46,725
2021	$207,666	$126,316	$187,962	$81,350