SUN VALLEY WELLNESS INSTITUTE (EIN 203872636) - 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

Principal Officer

NICK MARICICH

Phone

2086961107

Tax Period

2022-08-01 to 2023-07-31

SUN VALLEY WELLNESS INSTITUTE is a micro nonprofit in the Education sector that reported $8K in total revenue in fiscal year 2022. Revenue fell 96% from the prior year — a significant decline worth monitoring. Expenses of $79K exceeded revenue, resulting in a 859% operating deficit.

Mission

THE SUN VALLEY WELLNESS INSTITUTE IS A 501(C)(3) CORPORATION FOUNDED IN 2005 TO PROVIDE EDUCATION ON HEALTH AND WELLNESS THROUGH PROGRAMS AND EVENTS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $8,245

Program Service Revenue $0

Investment Income $6

Other Revenue $0

TOTAL REVENUE $8,251

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $784

Program Expenses $75,516

Other Expenses $79,155

TOTAL EXPENSES $79,155

Year-over-Year Comparison

	2022	2021	Change
Revenue	$8,251	$226,628	-1.0%
Expenses	$79,155	$311,110	-0.7%
Net Income	$-70,904	$-84,482	-0.2%

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
BLAIR LAUREN BROWN	MEMBER	N/A	Director	$0	$0	$0
MARYA HECHT	MEMBER	N/A	Director	$0	$0	$0
BRENDA POWELL	MEMBER	N/A	Director	$0	$0	$0
GENEAL THOMPSON	MEMBER	N/A	Director	$0	$0	$0
NICK MARICICH	CHAIRMAN	N/A	Officer	$0	$0	$0
ALLISON Q	PRESIDENT	N/A	Officer	$0	$0	$0
DR AARON STERN	VICE PRESIDE	N/A	Officer	$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
2023	$8,251	$79,155	$25,557	$-70,904
2022	$226,628	$311,110	$96,461	$-84,482
2021	$298,599	$311,034	$192,542	$-12,435
2020	$234,729	$197,308	$231,383	$37,421

SUN VALLEY WELLNESS INSTITUTE