Social & Emotional Wellness Initiative

Nonprofit profile at a glance

EIN
824152443
IRS 990 coverage
2017–2024
Forms available
Form 990 2024
Location
Santa Monica, CA, USA
Phone
4246252952
Rating
75
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Family Services

Official website

Reported finances

Revenue
$540,392
Expenses
$592,426
Assets
$432,898
Liabilities
$1,005

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • PAUL GAULKE (PRESIDENT)

Highest reported compensation

  • SARAH YOUNG-SHEPPARD (EXECUTIVE OF): $105,267 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To enhance the quality of life for youth and families by education, motivating and providing prevention programs through social and emotional wellness services.

What it reported doing in 2024

This past spring, we piloted our social and emotional learning for adults (sela) curriculum. The pilot sessions were highly successful and when asked to share what they found most valuable about them, participants reported: having time to reflect and create plans for change in my life, its hard to set aside time or feel like its necessary but it was so validating and eye-opening., it gave me the space to reflect with guidance and also hold me accountable in doing those reflections. I don't think i would do this on my own this easily., i usually do not like therapy or workshops, but the facilitators were great and down to earth. They presented and ran the workshop wonderfully. Our sela curriculum will be ready for distribution in the fall of 2024. Our social & emotional learning for youth (selfy) curriculums have been updated to better align with the evolving needs of our youth-serving partners. These revisions aim to enhance the effectiveness and relevance of the curriculums in addressing the social and emotional needs of the youth we serve.

Operating model

Revenue model
Grant-funded. 90% of the money available for current operations came from government grants.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Some filing-based governance responses are negative or unanswered and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 66
  • Transparency & Controls: 92
  • Accountability: 74
  • Sustainability: 29
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 74.4%; rating input score 74
  • Program expense ratio: 67.2%; rating input score 67
  • Fundraising efficiency: $5.29 raised per $1 spent on fundraising; rating input score 19; 19th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 3 of 8 controls in place; rating input score 38
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -9.6%; rating input score 17; 17th percentile among comparable filings
  • Total-asset coverage ratio: 0.73; rating input score 33; 33rd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 77; 77th percentile among comparable filings
  • Officer compensation ratio: 17.8%; rating input score 18; 18th percentile among comparable filings

Growth

  • Program expense growth: 16.7% per year; rating input score 100; 78th percentile among comparable filings
  • Revenue growth: 7.4% per year; rating input score 100; 56th percentile among comparable filings
  • Asset growth: 7.2% per year; rating input score 100; 49th percentile among comparable filings

Details

  • Where the money goes: 74.4% of revenue deployed · 67.2% of spending went to programs
  • Governance: 7 of 7 board members independent · 3 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $398K in reported program spending
  • Leadership: top reported pay $105K · 8 people listed
  • Consistency: 24 of 24 current checks pass
  • Schedules: 5 filed schedules · includes major donors
  • Filing history: 8 filing years from 2017 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Accountability: Governance controls: 4 of 7 not reported.
  • High — Financial Efficiency: Fundraising efficiency scored 19/100.
  • High — Sustainability: Operating margin scored 17/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 33/100.
  • High — Sustainability: Officer compensation ratio scored 18/100.