C3WELLBEING (EIN 050413182) - 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

1984

Legal Domicile

Principal Officer

BERNARD DILULLO

Phone

4017329444

Tax Period

2024-07-01 to 2025-06-30

C3WELLBEING, founded in 1984, is a mid-sized nonprofit that reported $10.7M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $10.3M left a modest 5% surplus.

Mission

THE ORGANIZATION PROVIDES COMPREHENSIVE ASSESSMENT, REFERRAL AND EDUCATIONAL SERVICES FOR SUBSTANCE ABUSE, MENTAL HEALTH, OR OTHER PERSONAL PROBLEMS TO RHODE ISLAND SCHOOLS AND COMMUNITIES AND THE NATIONWIDE WORK FORCE.

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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 $18,820

Program Service Revenue $10,705,295

Investment Income $9,617

Other Revenue $8,963

TOTAL REVENUE $10,742,695

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,700,750

Fundraising Expenses $0

Program Expenses $9,790,585

Other Expenses $2,558,220

TOTAL EXPENSES $10,258,970

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,742,695	$9,660,631	+0.1%
Expenses	$10,258,970	$9,907,602	+0.0%
Net Income	$483,725	$-246,971	-3.0%

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

148

Volunteers

N/A

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

$358,805

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEITH R LEDUC CPA	CHAIRMAN	0.50	Officer Director	$0	$0	$0
GREGORY DIAS ESQ	SECRETARY (THRU 2/25)	0.50	Officer Director	$0	$0	$0
JOHN ABBRUZZESE JD PHD	BOARD MEMBER	0.50	Director	$0	$0	$0
SHANNON BROADBENT PHP CBP	BOARD MEMBER	0.50	Director	$0	$0	$0
SUZANNE CURREY	BOARD MEMBER	0.50	Director	$0	$0	$0
CLARK GREENE	BOARD MEMBER	0.50	Director	$0	$0	$0
ROBERT LITTLEFIELD MED	BOARD MEMBER	0.50	Director	$0	$0	$0
LISA MANSO MS SPHR SHRM-SCP	BOARD MEMBER	0.50	Director	$0	$0	$0
TIMOTHY ZABBO	BOARD MEMBER	0.50	Director	$0	$0	$0
OANH BUI TORRES	DIRECTOR OF FINANCE	40.00	Officer	$0	$0	$0
KELLY WISHART	CHIEF EXECUTIVE OFFICER	40.00	Officer	$126,425	$16,158	$142,583
CAROL SCHWARTZ	DIRECTOR OF FINANCE AND ADMIN	40.00	Officer	$108,565	$13,841	$122,406
MELISSA EMIDY	CHIEF PROGRAM OFFICER	40.00	Officer	$88,290	$5,526	$93,816

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	$10,742,695	$10,258,970	$5,645,752	$483,725
2024	$9,660,631	$9,907,602	$5,585,608	$-246,971
2023	$9,202,056	$9,387,718	$5,829,114	$-185,662
2022	$7,895,803	$7,663,376	$3,517,614	$232,427
2021	$7,171,545	$6,618,264	$3,383,414	$553,281
2020	$6,748,692	$6,573,234	$2,671,640	$175,458
2019	$5,819,813	$5,713,870	$2,381,896	$105,943
2018	$5,197,114	$4,998,076	$2,271,071	$199,038

C3WELLBEING