UNITED WE HEAL TRAINING TRUST (EIN 872251603) - 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

2021

Legal Domicile

Principal Officer

ANDREW FRIEDMAN

Phone

9712717840

Tax Period

2023-07-01 to 2024-06-30

UNITED WE HEAL TRAINING TRUST, founded in 2021, is a community nonprofit in the Human Services sector that reported $1.2M in total revenue in fiscal year 2023. Revenue fell 86% from the prior year — a significant decline worth monitoring. Expenses of $1.7M exceeded revenue, resulting in a 41% operating deficit.

Mission

TO CHAMPION A COMMUNITY MENTAL HEALTH SYSTEM THAT PRIORITIZES HEALING THROUGH THE DESIGN AND IMPLEMENTATION OF BEHAVIORAL HEALTHCARE OCCUPATION TRAINING PATHWAY PROGRAMS.

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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 $1,174,226

Program Service Revenue $0

Investment Income $64,641

Other Revenue $0

TOTAL REVENUE $1,238,867

Expense Breakdown

Grants Paid $84,032

Salaries & Benefits $1,540,736

Fundraising Expenses $0

Program Expenses $1,433,241

Other Expenses $119,219

TOTAL EXPENSES $1,743,987

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,238,867	$8,652,379	-0.9%
Expenses	$1,743,987	$7,588,681	-0.8%
Net Income	$-505,120	$1,063,698	-1.5%

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

$318,909

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW FRIEDMAN	EXECUTIVE DIRECTOR	40.0	Officer	$130,945	$65,460	$196,405
HEATHER BERRY	CONTROLLER	40.0	Officer	$97,291	$25,213	$122,504
JOE BAESSLER	PRESIDENT	1.0	Officer Director	$0	$0	$0
DAVE KOHLER	SECRETARY	1.0	Officer Director	$0	$0	$0
JULI KNAPP	TRUSTEE	1.0	Director	$0	$0	$0
ANNA PENA	TRUSTEE	1.0	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
2025	No data	No data	No data	No data
2024	$1,238,867	$1,743,987	$1,550,188	$-505,120
2023	$8,652,379	$7,588,681	$1,385,687	$1,063,698

UNITED WE HEAL TRAINING TRUST