Wellness Foundation (EIN 203265442) - 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

Michele Sacconaghi

Phone

6313292590

Tax Period

2020-07-01 to 2021-06-30

Wellness Foundation, founded in 2005, is a small nonprofit that reported $684K in total revenue in fiscal year 2020. Revenue surged 73% from the prior year, signaling strong growth momentum. The organization ran a surplus of $225K, a strong 33% operating margin.

Mission

Wellness Foundation empowers children and adults to live their healthiest lives and prevent and reverse chronic disease through programs that teach four pillars of wellness: whole food plant-based nutrition, physical activity, stress management, and social connection.

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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 $639,457

Program Service Revenue $43,697

Investment Income $0

Other Revenue $803

TOTAL REVENUE $683,957

Expense Breakdown

Grants Paid $0

Salaries & Benefits $343,711

Fundraising Expenses $71,903

Program Expenses $241,282

Other Expenses $115,355

TOTAL EXPENSES $459,066

Year-over-Year Comparison

	2020	2019	Change
Revenue	$683,957	$394,556	+0.7%
Expenses	$459,066	$531,351	-0.1%
Net Income	$224,891	$-136,795	-2.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jennifer Taylor	VP / Executive Director	40.00		$119,423	$14,393	$133,816
Michele Sacconaghi	President & CEO	30.00	Officer Director	$0	$0	$0
joe cross	Chairman	2.50	Director	$0	$0	$0
Robert Murphy	Trustee	1.00	Director	$0	$0	$0
Judiann Carmack Fayyaz	Trustee	1.00	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
2021	$683,957	$459,066	$630,517	$224,891
2020	$394,556	$531,351	$422,461	$-136,795
2019	$1,384,915	$976,637	$466,370	$408,278

Wellness Foundation