LIFELINE WELLNESS INSTITUTE INC

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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

2013

Legal Domicile

Principal Officer

RAMON IRIZARRY

Phone

8456618465

Tax Period

2020-01-01 to 2020-12-31

LIFELINE WELLNESS INSTITUTE INC, founded in 2013, is a small nonprofit that reported $427K in total revenue in fiscal year 2020. The organization ran a surplus of $82K, a strong 19% operating margin.

Mission

THE LIFELINE WELLNESS INSTITUTE'S MISSION IS TO PROVIDE EDUCATIONAL AND INSTRUCTIONAL SERVICES BY ASSISTING INDIVIDUALS TO LIVE A HEALTHER LIFESTYLE WHILE REALIZING AN EXISTENCE FREE OF CHRONIC DISEASES AND NEEDLESS PAIN THROUGH COUNSELING, EMPOWERING LIFE PRINCIPLES, TALKS AND LIFE-ENHANCHING THERAPIES.

Program Service Accomplishments

Program 1

LIFELINE WELLNESS INSTITUTE, INC. CAN ONLY REACH A SMALL NUMBER OF INDIVIDUALS TO ENHANCE THE HEALTHY LIVING EXPERIENCES OF PEOPLE AROUND THE US. LIFELINE WELLNESS INSTITUTE, INC. ACHIEVES REACHING OUT TO MORE PEOPLE BY HAVING INDIVIDUALS COME FOR 2-WEEK TRAINING SESSIONS WHERE NOT ONLY THEIR LIVES ARE ENHANCED BY THE LIFESTYLE CHANGES AND COUNSELING THEY GET WHILE PARTICIPATING AT OUR FACILITIES, BUT BY THE EDUCATION THEY RECEIVE THAT IS EASILY SHAREABLE WITH THOSE AROUND THEM IN NEED OF HEALTH. WE PROVIDE THE BEST POSSIBLE MEALS AND TEACHING TOOLS FOR THIS PURPOSE. THIS YEAR WE WERE TO DIRECTLY TRANSFORM THE LIVES OF 500 INDIVIDUALS THAT VISITED OUR FACILITIES.

Program 2

THIS YEAR LIFELINE WELLNESS INSTITUTE, INC., MADE THE DECISION TO UPGRADE THE FACILITIES FOR THE VOLUNTEERS AND OUR GUESTS, WE HAD TO REBUILD THE ROOF OF ONE OF THE SECTIONS OF OUR BUILDING, IN ORDER...

Program 3

LIFELINE WELLNESS INSTITUTE, INC., STRIVES TO GIVE OUR GUESTS THE BEST EXPERIENCE WHEN THEY VISIT OUR FACILITIES. WE HAVE ADDED NEW TECHNOLOGY AND DEVICES TO CHECK OUR GUEST HEALTH CONDITIONS...

LIFELINE WELLNESS INSTITUTE, INC., STRIVES TO GIVE OUR GUESTS THE BEST EXPERIENCE WHEN THEY VISIT OUR FACILITIES. WE HAVE ADDED NEW TECHNOLOGY AND DEVICES TO CHECK OUR GUEST HEALTH CONDITIONS THROUGHOUT THEIR VIST WITH US.

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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 (2020)

Revenue Breakdown

Contributions & Grants $10,991

Program Service Revenue $414,032

Investment Income $0

Other Revenue $1,625

TOTAL REVENUE $426,648

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,804

Fundraising Expenses $0

Program Expenses $245,919

Other Expenses $330,382

TOTAL EXPENSES $344,186

Year-over-Year Comparison

	2020	2019	Change
Revenue	$426,648	$402,192	+0.1%
Expenses	$344,186	$286,980	+0.2%
Net Income	$82,462	$115,212	-0.3%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MESKEL ARAGUE	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
SERGIO BELLINO	DIRECTOR	N/A	Director	$0	$0	$0
PETER CARSTENS	PRESIDENT	N/A	Officer Director	$0	$0	$0
RAMON IRIZARRY	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
ROLANDO VERGARA	SECRETARY	N/A	Officer 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
2020	$426,648	$344,186	$610,284	$82,462