Naveen Inc (EIN 852152786) - 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

2020

Legal Domicile

Principal Officer

Roopam Harshawat

Phone

8122315222

Tax Period

2024-01-01 to 2024-12-31

Naveen Inc, founded in 2020, is a micro nonprofit in the Mental Health sector that reported $1K in total revenue in fiscal year 2024. Revenue fell 91% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $580, a strong 58% operating margin.

Mission

The mission of Naveen is to make mental health services more widely available and accessible, offering individuals a path to recovery through treatment, education, and support.

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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 $1,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $420

Other Expenses $420

TOTAL EXPENSES $420

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,000	$11,407	-0.9%
Expenses	$420	$5,300	-0.9%
Net Income	$580	$6,107	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Roopam Harshawat	Chair	1.00	Officer Director	$0	$0	$0
Holly Near	Sec-Treas	0.00	Officer Director	$0	$0	$0
Brian Kooistra	Director	0.00	Director	$0	$0	$0
Karen Dyer	Director	0.00	Director	$0	$0	$0
Lori Danielson	Director	0.00	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	$1,000	$420	$15,700	$580
2023	$11,407	$5,300	$15,121	$6,107
2022	$10,638	$1,624	$10,065	$9,014

Naveen Inc