LIVINGWELL INSTITUTE (EIN 202210604) - 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

2005

Legal Domicile

Principal Officer

STEPHANIE EISENBISE

Phone

7175330881

Tax Period

2024-07-01 to 2025-06-30

LIVINGWELL INSTITUTE, founded in 2005, is a small nonprofit in the Education sector that reported $712K in total revenue in fiscal year 2024.

Mission

TO EDUCATE, ENGAGE, AND EMPOWER PEOPLE TO TAKE RESPONSIBILITY FOR THEIR HEALTH AND TO BE WELL IN MIND, BODY, AND SPIRIT.

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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 $4,500

Program Service Revenue $707,210

Investment Income $0

Other Revenue $550

TOTAL REVENUE $712,260

Expense Breakdown

Grants Paid $0

Salaries & Benefits $420,965

Fundraising Expenses $0

Program Expenses $761,790

Other Expenses $359,512

TOTAL EXPENSES $780,477

Year-over-Year Comparison

	2024	2023	Change
Revenue	$712,260	$747,369	0.0%
Expenses	$780,477	$813,462	0.0%
Net Income	$-68,217	$-66,093	+0.0%

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

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

$55,000

Total Directors

$66,492

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHY CERULLO-FRICK	PRESIDENT	4.00	Officer Director	$0	$0	$0
KAREN GISH	PAST PRESIDE	4.00	Officer Director	$0	$0	$0
SAMANTHA WOOD	VICE PRESIDE	4.00	Officer Director	$0	$0	$0
KASEY HESS	TREASURER	4.00	Officer Director	$0	$0	$0
VICKI SMITH	SECRETARY	4.00	Officer Director	$0	$0	$0
TRACY CREER	BOARD MEMBER	4.00	Director	$0	$0	$0
GARRY GILLIAM	BOARD MEMBER	4.00	Director	$0	$0	$0
VALENTINA GRBAVAC	BOARD MEMBER	4.00	Director	$0	$0	$0
PENNY KOVAL	BOARD MEMBER	4.00	Director	$66,492	$0	$66,492
STEPHANIE EISENBISE	EXECUTIVE DI	40.00	Officer	$55,000	$0	$55,000

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	$712,260	$780,477	$145,620	$-68,217
2024	$747,369	$813,462	$213,837	$-66,093
2023	$1,296,386	$1,088,276	$279,930	$208,110
2022	$265,136	$318,149	$72,871	$-53,013
2021	$573,545	$624,175	$128,457	$-50,630
2020	$528,266	$422,965	$175,354	$105,301
2019	$353,746	$291,268	$70,667	$62,478

LIVINGWELL INSTITUTE