DEEP WELL SUSTAINABLE LEADERSHIP (EIN 853099186) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2020

Legal Domicile

Principal Officer

KELLI GOTTHARDT

Phone

6022289726

Tax Period

2022-01-01 to 2022-12-31

DEEP WELL SUSTAINABLE LEADERSHIP, founded in 2020, is a micro nonprofit in the Education sector that reported $67K in total revenue in fiscal year 2022. Revenue fell 74% from the prior year — a significant decline worth monitoring. Expenses of $120K exceeded revenue, resulting in a 80% operating deficit.

Mission

DEEPWELL SUSTAINABLE LEADERSHIP IS A COMMUNITY OF WOMEN EXPLORING LEADERSHIP THAT FLOWS FROM A CENTERED SOUL. WE OFFER COACHING, SMALL GROUP EXPERIENCES AND RETREATS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $66,901

Program Service Revenue $0

Investment Income $15

Other Revenue $0

TOTAL REVENUE $66,916

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,361

Fundraising Expenses $87

Program Expenses $120,267

Other Expenses $58,906

TOTAL EXPENSES $120,354

Year-over-Year Comparison

	2022	2021	Change
Revenue	$66,916	$254,656	-0.7%
Expenses	$120,354	$50,145	+1.4%
Net Income	$-53,438	$204,511	-1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$57,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLI GOTTHARDT	OFFICER	50.00	Officer	$57,000	$0	$57,000
HEIDI BLOMBERG	OFFICER	1.50	Officer	$0	$0	$0
RENEE COMMERFORD	SECRETARY	1.50	Officer	$0	$0	$0
AMY MONTOYA	TREASURER	2.50	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
2022	$66,916	$120,354	$153,584	$-53,438
2021	$254,656	$50,145	$210,532	$204,511

DEEP WELL SUSTAINABLE LEADERSHIP