Wellbeing Action for Youth Inc

Nonprofit profile at a glance

EIN
452395336
IRS 990 coverage
2015–2024
Forms available
Form 990 2024, Form 990-EZ 2014, Form 990-N 2011
Location
Bellingham, MA, USA
Phone
5082829575
Rating
76
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Educational Services and Schools - Other

Reported finances

Revenue
$292,403
Expenses
$2,227,605
Assets
$213,603
Liabilities
$86,016

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

Leadership & pay

12 people listed

Executive titles in this filing

  • TALLI DOLGE (PRESIDENT & CEO)

Highest reported compensation

  • LISA GRADY (CHEIF STRATEGY OFFICER): $207,233 total reported compensation
  • LAURA BAKOSH (FORMER CO-FOUNDER): $158,212 total reported compensation
  • JANICE HOULIHAN (CO-FOUNDER): $118,717 total reported compensation

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

Overview

Mission

Chronic stress, whether associated with poverty, violence, fractured families, technology overload, peer pressure or bullying, prevents learning and is a root cause of poor academic performance, and ultimately, negative life outcomes. Wellbeing action for youth, inc. A national non-profit organization, is committed to bringing mindfulness practices into every classroom every day to reduce the barriers to learning and teaching, so our young people, families, and communities thrive.

What it reported doing in 2024

Wellbeing action for youth, inc. Brings mindfulness and coping strategies to children and their families. Specifically, the way forward hub, based on the world-renowned mindfulness-based stress reduction (mbsr) protocol, includes multiple strategies from way and its trusted partners for adults and youth to use to help improve their relationships and overall well-being.way is developing a community-driven, intergenerational strategy that recognizes the entire network surrounding a young person as key to their mental wellbeing preventative care and shifts mental wellness from a clinical model to a preventative, community-integrated practice.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
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 - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 87
  • Transparency & Controls: 65
  • Accountability: 82
  • Sustainability: 5
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 88.8%; rating input score 89
  • Fundraising efficiency: $3.63 raised per $1 spent on fundraising; rating input score 16; 16th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 77.8%; rating input score 78; 20th percentile among comparable filings
  • Governance controls: 7 of 8 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -661.8%; rating input score 0; 0th percentile among comparable filings
  • Total-asset coverage ratio: 0.1; rating input score 6; 6th percentile among comparable filings
  • Liabilities to assets ratio: 0.4; rating input score 13; 13th percentile among comparable filings
  • Officer compensation ratio: 21.7%; rating input score 17; 17th percentile among comparable filings

Growth

  • Program expense growth: 17.5% per year; rating input score 100; 82nd percentile among comparable filings
  • Revenue growth: 17.7% per year; rating input score 100; 85th percentile among comparable filings
  • Asset growth: 20.1% per year; rating input score 100; 85th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 88.8% of spending went to programs
  • Governance: 7 of 9 board members independent · 7 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $2M in reported program spending
  • Leadership: top reported pay $207K · 12 people listed · 0 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $1.2M reported
  • Consistency: 24 of 24 current checks pass
  • Schedules: 6 filed schedules · includes major donors and executive pay
  • Filing history: 10 filing years from 2015 to 2024
  • Contacts: How to reach this organization
  • Money network: 6 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • 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.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • High — Financial Efficiency: Fundraising efficiency scored 16/100.
  • High — Sustainability: Operating margin scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 6/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • High — Sustainability: Liabilities to assets ratio scored 13/100.
  • High — Sustainability: Officer compensation ratio scored 17/100.