BEREAVED TOGETHER (EIN 884086437) - 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

2022

Legal Domicile

Principal Officer

Lisa Price

Phone

8782527283

Tax Period

2025-01-01 to 2025-12-31

BEREAVED TOGETHER, founded in 2022, is a small nonprofit in the Human Services sector that reported $200K in total revenue in fiscal year 2025. Revenue surged 249% from the prior year, signaling strong growth momentum. Expenses of $177K left a modest 12% surplus.

Mission

To create a safe, supoortive spaces for Bereaved Mothers and their families to overcome and move forward after the loss of a child whether they took a breath out of their bodies or were taken way to soon. No one should ever greive alone.

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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 (2025)

Revenue Breakdown

Contributions & Grants $192,427

Program Service Revenue $6,782

Investment Income $471

Other Revenue $0

TOTAL REVENUE $199,680

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $3,172

Program Expenses $158,031

Other Expenses $176,666

TOTAL EXPENSES $176,666

Year-over-Year Comparison

	2025	2024	Change
Revenue	$199,680	$57,290	+2.5%
Expenses	$176,666	$63,885	+1.8%
Net Income	$23,014	$-6,595	-4.5%

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

N/A

Volunteers

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
Lisa Price	President and Founder	20	Director	$0	$0	$0
Denise Opansky	Treasurer	10	Officer	$0	$0	$0
Kirstie Schoenecker	Secretary	3	Officer	$0	$0	$0
Angela Harvey	Board Member	6	Key Emp	$0	$0	$0
Sarah Dominguez	Board Member	2	Key Emp	$0	$0	$0
Nicole Agen	Board Member	2	Key Emp	$0	$0	$0
Shelly Cannistra	Secretary	2		$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	$199,680	$176,666	$51,122	$23,014

BEREAVED TOGETHER