Civic Intelligence

Mindful Philanthropy Inc.

990 • Fiscal year 2025 • EIN 85-0838359

May 01, 2024 to Apr 30, 2025 • Filed on Feb 13, 2026

120 S 21st Street 503Philadelphia, PA 19103

(901) 205-9484

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.05x

Higher debt load relative to assets than 47% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

41st percentile

0.04x

Higher debt load relative to revenue than 41% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

49th percentile

4.5%

Higher net margin than 49% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

91st percentile

$197,596

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

79th percentile

17%

Faster asset growth than 79% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

55th percentile

8.4%

Faster revenue growth than 55% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$2,398,020

Up $350,776 (+17%) from 2024

Net Assets

Up

$2,275,784

Up $292,121 (+15%) from 2024

Liabilities

Up

$122,236

Up $58,655 (+92%) from 2024

Revenue

Up

$2,799,137

Up $217,694 (+8.4%) from 2024

Expenses

Up

$2,672,192

Up $1,233,919 (+86%) from 2024

Net Income

Down

$126,945

Down $1,016,225 (-89%) from 2024

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2021: $212,990Liabilities 2021: $9,746Net Assets 2021: $203,2442021Assets 2022: $776,947Liabilities 2022: $14,519Net Assets 2022: $762,4282022Assets 2023: $892,576Liabilities 2023: $52,083Net Assets 2023: $840,4932023Assets 2024: $2,047,244Liabilities 2024: $63,581Net Assets 2024: $1,983,6632024Assets 2025: $2,398,020Liabilities 2025: $122,236Net Assets 2025: $2,275,7842025

Highlighted filing

2025

Assets$2,398,020
Liabilities$122,236
Net Assets$2,275,784

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0Revenue 2021: $382,387Expenses 2021: $178,228Net Income 2021: $204,1592021Revenue 2022: $1,269,228Expenses 2022: $710,044Net Income 2022: $559,1842022Revenue 2023: $1,328,611Expenses 2023: $1,250,546Net Income 2023: $78,0652023Revenue 2024: $2,581,443Expenses 2024: $1,438,273Net Income 2024: $1,143,1702024Revenue 2025: $2,799,137Expenses 2025: $2,672,192Net Income 2025: $126,9452025

Highlighted filing

2025

Revenue$2,799,137
Expenses$2,672,192
Net Income$126,945
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Feb 13, 2026
Return Version
2024v5.0
Gross Receipts
$2,889,461
Mission and Program Overview

Mission

Mindful philanthropy is a field catalyst organization dedicated to activating new and impactful funding for systems changes that improve mental health, addiction, and well-being.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$751,585$972,927▲ $221,342
Investments in Publicly Traded Securities-$739,720-
Cash and Non-Interest-Bearing Accounts$1,216,214$667,070▼ $549,144
Prepaid Expenses and Deferred Charges$43,250--
Accounts Receivable$26,113$9,188▼ $16,925
Savings and Temporary Cash Investments$5,000$5,425▲ $425
Land, Buildings, and Equipment, Net$5,082$3,690▼ $1,392
Total Assets$2,047,244$2,398,020▲ $350,776
Liabilities
Accounts Payable and Accrued Expenses$49,181$122,236▲ $73,055
Deferred Revenue$14,400--
Total Liabilities$63,581$122,236▲ $58,655
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,207,078$2,275,784▲ $1,068,706
Net Assets With Donor Restrictions$776,585--
Total Net Assets Fund Balance$1,983,663$2,275,784▲ $292,121
Total Liabilities and Net Assets / Fund Balance$2,047,244$2,398,020▲ $350,776

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,690$3,273$6,963
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Alyson NiemannExecutive DiFT$197,596$197,596
Alyson NiemannExecutive Director & CEO-$197,596$197,596
Alex WhiteCOOFT$136,654$136,654
Kristen WardDirector ofFT$124,711$124,711
Janna BilskiVP of PrograFT$118,821$118,821

Board Members and Trustees

NameTitle
Paul HellerBoard Chair
Andrea ColeBoard Member
Cynthia AmbresBoard Member
Jeanne EslerBoard Member
Joe PyleBoard Member
Mike NoletBoard Member
Pamela HaeringBoard Member
Rick KellarBoard Member
Sheila WalkerBoard Member
Stephanie Bell-roseBoard Member
Tyler NorrisBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$2,079,002
Program Service Revenue
$706,720
Investment Income
$12,615
Other Revenue
$800
All Other Contributions
$2,079,002
Change in Net Assets
$126,945

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table1$60,917
Total Noncash Contributions1$60,917

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,799,137
Revenue Not Reported on Form 990
$165,176
Total Revenue per Audited Statements
$2,964,313
Total Revenue per Form 990
$2,799,137
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,533,765
Other Expenses$1,138,427
Total Fundraising Expense$199,573
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$607,022$257,903$126,103$991,028
Current Officers, Directors, Trustees, and Key Employees$204,735$86,981$42,530$334,246
Advertising$155,005--$155,005
Payroll Taxes$71,000$29,889$14,569$115,458
Other Employee Benefits$57,210$24,083$11,740$93,033
Travel$80,694$3,930$260$84,884
Fees for Services Other$12,961$55,557$600$69,118
Fees for Services Accounting$22,999$14,402-$37,401
Office Expenses$11,663$12,356-$24,019
Information Technology$20,019--$20,019
Insurance$9,049$7,452-$16,501
Conferences and Meetings$8,367--$8,367
Depreciation Depletion-$1,394-$1,394
Other Expenses$5,337$564$3,771$564
Total Functional Expenses$1,974,187$498,432$199,573$2,672,192

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,672,192
Total Expenses per Audited Statements$2,672,192
Total Expenses per Form 990$2,672,192
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Form 990 is not reviewed by the entire board prior to filing. The executive director, finance committee, and the board chair review the tax return prior to the board chair signing the return.

Form 990, Page 6, Part VI, Line 12C

All employees and members of the board of directors are expected to use good judgement, to adhere to high ethical standards, and to act in such a manner as to avoid any actual or potential conflict of interest. A conflict of interest occurs when the personal, professional, or business interests of an employee or board member conflict with the interests of the organization. Both the fact and the appearance of a conflict of interest should be avoided. Mindful philanthropy maintains a strict conflict of interest policy for all staff, leaders, and board members.

Form 990, Page 6, Part VI, Line 19

Documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Mindful Philanthropy Inc
EIN
85-0838359
Phone
9012059484
Address
120 S 21ST STREET 503, PHILADELPHIA, PA 19103

Signing Officer

Name
Paul Heller
Title
Board Chair
Phone
9012059484
Signed
2026-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alyson Niemann
Formed
2020
Legal Domicile
Pa
Voting Board Members
11
Independent Board Members
11
Employees
13

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
2 CAMPUS BLVD STE 220, NEWTOWN SQUARE, PA 19073
Preparer
Michael a Dehaven
Phone
6103534610
Supplemental Narrative

Additional Explanations

Form 990

Form 990, part ix - mindful philanthropy employs a relationship-based fundraising model focused on trusted partnerships with aligned funders. The organization does not engage in public solicitation campaigns or use professional fundraising firms. Revenue is driven through philanthropic partnerships that share our mission. Mindful philanthropy maintains a healthy level of operating reserves to ensure financial stability and strategic flexibility. As a field catalyst, reserves allow the organization to manage timing differences in philanthropic commitments, sustain multi- year initiatives, and respond quickly to catalytic opportunities. Maintaining adequate liquidity supports long-term sustainability in service of our mission.

Form 990, Page 2, Part III, Line 4A

Mindful philanthropy is a nonprofit organization dedicated to activating new and impactful funding for systems changes that improve mental health, addiction, and well-being. As a field-catalyst-not a fee-for-service provider-we harness philanthropy for our efforts. Our work centers on three core areas: (1) funder engagement and activation: we guide and connect more than 1,000 funders to evidence-based opportunities that increase impact and align resources around shared goals, influencing hundreds of millions of dollars in philanthropic commitments. (2) systems alignment in priority areas: we co-create investment roadmaps and portfolio recommendations across mental health focus areas to drive long-term systems change. (3) field learning and knowledge development: through research and publication, including the mental health at the center series, we strengthen the field's knowledge base and inform smarter, more impactful giving. Across all programs, mindful philanthropy measures success by the partners engaged, instances of capital activated, and improvements achieved in mental health philanthropy nationwide.

Form 990, Page 2, Part III, Line 4D

Program portion of expenses for salaries of highly compensated employees.

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