WELLNESS IN ACTION (EIN 204166176) - 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

Phone

4069936803

Tax Period

2025-01-01 to 2025-12-31

WELLNESS IN ACTION, founded in 2005, is a small nonprofit in the Human Services sector that reported $702K in total revenue in fiscal year 2025. Revenue fell 27% from the prior year — a significant decline worth monitoring.

Mission

The mission of Wellness In Action is to improve community wellbeing by providing a network of mental and behavioral health resources to people who live or work in Big Sky.

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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 (2025)

Revenue Breakdown

Contributions & Grants $633,383

Program Service Revenue $11,877

Investment Income $0

Other Revenue $57,156

TOTAL REVENUE $702,416

Expense Breakdown

Grants Paid $0

Salaries & Benefits $329,664

Fundraising Expenses $55,003

Program Expenses $472,020

Other Expenses $372,469

TOTAL EXPENSES $702,133

Year-over-Year Comparison

	2025	2024	Change
Revenue	$702,416	$965,221	-0.3%
Expenses	$702,133	$734,006	0.0%
Net Income	$283	$231,215	-1.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Allison Bradac	Executive Director	40.00		$110,006	$0	$110,006
DANA WIKAN	President	0.00	Officer Director	$0	$0	$0
CARA LINDEMAN	Director	0.00	Director	$0	$0	$0
ELISE GREENBERG	Director	0.00	Director	$0	$0	$0
MICHELLE KENDZIORSKI	Vice President	0.00	Officer Director	$0	$0	$0
KATIE GRICE	Treasurer	0.00	Officer Director	$0	$0	$0
MAREN DUNN	Director	0.00	Director	$0	$0	$0
BECKY BROCKIE	Secretary	0.00	Officer Director	$0	$0	$0
MARILYN FLINT	Director	0.00	Director	$0	$0	$0
JAHNEL KNIPPLING	Director	0.00	Director	$0	$0	$0
LEISHA FOLLEY	Director	0.00	Director	$0	$0	$0
SARA SIPE	Director	0.00	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
2025	$702,416	$702,133	$954,559	$283
2024	$965,221	$734,006	$959,856	$231,215
2023	$971,504	$636,552	$729,508	$334,952
2022	$516,341	$363,875	$389,947	$152,466
2021	$199,397	$160,084	$234,288	$39,313
2018	$186,709	$127,488	$208,308	$59,221

WELLNESS IN ACTION