WELL FOR THE JOURNEY INC (EIN 020625930) - 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

2002

Legal Domicile

Principal Officer

GREG COCHRAN

Phone

4102969355

Tax Period

2024-07-01 to 2025-06-30

WELL FOR THE JOURNEY INC, founded in 2002, is a small nonprofit in the Education sector that reported $400K in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $75K, a strong 19% operating margin.

Mission

TO ENCOURAGE AND SUPPORT SPIRITUAL WELLNESS IN DAILY LIFE THROUGH INNOVATIVE PROGRAMS AND RESOURCES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $244,073

Program Service Revenue $146,461

Investment Income $9,866

Other Revenue $0

TOTAL REVENUE $400,400

Expense Breakdown

Grants Paid $0

Salaries & Benefits $219,613

Fundraising Expenses $100,444

Program Expenses $191,671

Other Expenses $105,317

TOTAL EXPENSES $324,930

Year-over-Year Comparison

	2024	2023	Change
Revenue	$400,400	$310,084	+0.3%
Expenses	$324,930	$324,782	+0.0%
Net Income	$75,470	$-14,698	-6.1%

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

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

$86,211

Total Directors

$86,211

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG COCHRAN	EXECUTIVE DI	40.00	Officer Director	$86,211	$0	$86,211
CECILIA AMARAL	DIRECTOR	15.00	Director	$0	$0	$0
MICHELE DAPELO	SECRETARY	15.00	Officer Director	$0	$0	$0
NANCY GETTER	DIRECTOR	15.00	Director	$0	$0	$0
BEV GORMAN	DIRECTOR	15.00	Director	$0	$0	$0
PAMELA MCGINNIS	TREASURER	15.00	Officer Director	$0	$0	$0
FR JOE MUTH	DIRECTOR	15.00	Director	$0	$0	$0
KATHY SHAW	CHAIR	15.00	Officer Director	$0	$0	$0
JUDY WRIGHT	DIRECTOR	15.00	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	$400,400	$324,930	$227,000	$75,470
2024	$407,169	$325,443	$160,936	$81,726
2024	$310,084	$324,782	$152,943	$-14,698
2023	$250,553	$270,661	$168,688	$-20,108
2022	$290,439	$243,627	$155,375	$46,812
2021	$254,500	$210,293	$129,059	$44,207

WELL FOR THE JOURNEY INC