MINDFUL PHILANTHROPY INC

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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

2020

Legal Domicile

Principal Officer

ALYSON NIEMANN

Phone

9012059484

Tax Period

2024-05-01 to 2025-04-30

MINDFUL PHILANTHROPY INC, founded in 2020, is a community nonprofit in the Mental Health sector that reported $2.8M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $2.7M left a modest 5% surplus.

Mission

MINDFUL PHILANTHROPY IS A FIELD CATALYST ORGANIZATION DEDICATED TO ACTIVATING NEW AND IMPACTFUL FUNDING FOR SYSTEMS CHANGES THAT IMPROVE MENTAL HEALTH, ADDICTION, AND WELL-BEING.

Program Service Accomplishments

Program 1

Expenses: $1,620,284 Revenue: $719,335

MINDFUL PHILANTHROPY IS A NONPROFIT ORGANIZATION DEDICATED TO ACTIVATING NEW AND IMPACTFUL FUNDING FOR SYSTEMS CHANGES THAT IMPROVE MENTAL HEALTH, ADDICTION, AND WELL-BEING. AS A FIELD-CATALYST-NOT A FEE-FOR-SERVICE PROVIDER-WE HARNESS PHILANTHROPY FOR OUR EFFORTS. OUR WORK CENTERS ON THREE CORE AREAS: (1) FUNDER ENGAGEMENT AND ACTIVATION: WE GUIDE AND CONNECT MORE THAN 1,000 FUNDERS TO EVIDENCE-BASED OPPORTUNITIES THAT INCREASE IMPACT AND ALIGN RESOURCES AROUND SHARED GOALS, INFLUENCING HUNDREDS OF MILLIONS OF DOLLARS IN PHILANTHROPIC COMMITMENTS. (2) SYSTEMS ALIGNMENT IN PRIORITY AREAS: WE CO-CREATE INVESTMENT ROADMAPS AND PORTFOLIO RECOMMENDATIONS ACROSS MENTAL HEALTH FOCUS AREAS TO DRIVE LONG-TERM SYSTEMS CHANGE. (3) FIELD LEARNING AND KNOWLEDGE DEVELOPMENT: THROUGH RESEARCH AND PUBLICATION, INCLUDING THE MENTAL HEALTH AT THE CENTER SERIES, WE STRENGTHEN THE FIELD'S KNOWLEDGE BASE AND INFORM SMARTER, MORE IMPACTFUL GIVING. ACROSS ALL PROGRAMS, MINDFUL PHILANTHROPY MEASURES SUCCESS BY THE PARTNERS ENGAGED, INSTANCES OF CAPITAL ACTIVATED, AND IMPROVEMENTS ACHIEVED IN MENTAL HEALTH PHILANTHROPY NATIONWIDE.

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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 $2,079,002

Program Service Revenue $706,720

Investment Income $12,615

Other Revenue $800

TOTAL REVENUE $2,799,137

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,533,765

Fundraising Expenses $199,573

Program Expenses $1,974,187

Other Expenses $1,138,427

TOTAL EXPENSES $2,672,192

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,799,137	$2,581,443	+0.1%
Expenses	$2,672,192	$1,438,273	+0.9%
Net Income	$126,945	$1,143,170	-0.9%

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

$334,250

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALYSON NIEMANN	EXECUTIVE DI	40.00	Officer	$197,596	$0	$197,596
ALEX WHITE	COO	40.00	Officer	$136,654	$0	$136,654
PAUL HELLER	BOARD CHAIR	2.00	Director	$0	$0	$0
KRISTEN WARD	DIRECTOR OF	40.00	Highest	$124,711	$0	$124,711
STEPHANIE BELL-ROSE	BOARD MEMBER	0.75	Director	$0	$0	$0
RICK KELLAR	BOARD MEMBER	0.75	Director	$0	$0	$0
TYLER NORRIS	BOARD MEMBER	0.75	Director	$0	$0	$0
JOE PYLE	BOARD MEMBER	0.75	Director	$0	$0	$0
PAMELA HAERING	BOARD MEMBER	0.75	Director	$0	$0	$0
ANDREA COLE	BOARD MEMBER	0.75	Director	$0	$0	$0
JEANNE ESLER	BOARD MEMBER	0.75	Director	$0	$0	$0
MIKE NOLET	BOARD MEMBER	0.75	Director	$0	$0	$0
CYNTHIA AMBRES	BOARD MEMBER	0.75	Director	$0	$0	$0
SHEILA WALKER	BOARD MEMBER	0.75	Director	$0	$0	$0
JANNA BILSKI	VP OF PROGRA	40.00	Highest	$118,821	$0	$118,821

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	$2,799,137	$2,672,192	$2,398,020	$126,945
2024	$2,581,443	$1,438,273	$2,047,244	$1,143,170
2023	$1,328,611	$1,250,546	$892,576	$78,065
2022	$1,269,228	$710,044	$776,947	$559,184