LIVING WELL INC (EIN 200154032) - 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

2003

Legal Domicile

Principal Officer

Edwin Edwards

Phone

4058215877

Tax Period

2024-10-01 to 2025-09-30

LIVING WELL INC, founded in 2003, is a small nonprofit in the Human Services sector that reported $290K in total revenue in fiscal year 2024. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $152K, a strong 52% operating margin.

Mission

Encouraging personal and spiritual health through personal guidance and trainings in the U.S. and East Africa. Also support a school in Zambia.

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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 $289,602

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $289,602

Expense Breakdown

Grants Paid $0

Salaries & Benefits $47,341

Fundraising Expenses $0

Program Expenses $137,765

Other Expenses $90,424

TOTAL EXPENSES $137,765

Year-over-Year Comparison

	2024	2023	Change
Revenue	$289,602	$193,732	+0.5%
Expenses	$137,765	$134,648	+0.0%
Net Income	$151,837	$59,084	+1.6%

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

N/A

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

$36,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Donna Edwards	Executive Director	20	Officer	$24,000	$0	$24,000
Edwin Edwards	President	20	Officer	$12,000	$0	$12,000
John Cromling	Director	0	Director	$0	$0	$0
June Cromling	Director	0	Director	$0	$0	$0
Travis Lake	Director	0	Director	$0	$0	$0
Mandy Lake	Director	0	Director	$0	$0	$0
Dannie Clarida	Director	0	Director	$0	$0	$0
Millicent Gillogly	Director	0	Director	$0	$0	$0
Diane Clarida	Director	0	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	$289,602	$137,765	$411,282	$151,837
2024	$193,732	$134,648	$259,445	$59,084
2023	$166,447	$149,998	$200,361	$16,449
2022	$180,079	$154,729	$183,912	$25,350
2021	$167,553	$140,865	$158,562	$26,688
2020	$249,670	$208,632	$131,874	$41,038

LIVING WELL INC