TRANSFORMATION WELLNESS CENTER (EIN 208049182) - 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

2004

Legal Domicile

Phone

5418845244

Tax Period

2025-01-01 to 2025-12-31

TRANSFORMATION WELLNESS CENTER, founded in 2004, is a community nonprofit in the Mental Health sector that reported $7.6M in total revenue in fiscal year 2025. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $4.1M, a strong 54% operating margin.

Mission

TO PROVIDE TREATMENT AND COUNSELING FOR INDIVIDUALS STRUGGLING WITH ALCOHOL AND OR SUBSTANCE ABUSE OR ADDICTION

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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 $4,615,675

Program Service Revenue $2,572,309

Investment Income $330,065

Other Revenue $68,712

TOTAL REVENUE $7,586,761

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $2,231,199

Fundraising Expenses $0

Program Expenses $3,140,225

Other Expenses $1,243,658

TOTAL EXPENSES $3,476,857

Year-over-Year Comparison

	2025	2024	Change
Revenue	$7,586,761	$6,801,263	+0.1%
Expenses	$3,476,857	$3,246,640	+0.1%
Net Income	$4,109,904	$3,554,623	+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

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
BARBARA HEATH	CEO	40.00	Key Emp	$0	$0	$0
RON WIOTA	PRESIDENT	0.50	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
2025	$7,586,761	$3,476,857	$17,372,468	$4,109,904
2024	$6,801,263	$3,246,640	$9,260,968	$3,554,623
2023	$4,005,507	$2,592,422	$5,707,383	$1,413,085
2022	$3,896,245	$2,125,449	$4,424,833	$1,770,796
2021	$2,864,845	$1,757,960	$2,859,842	$1,106,885
2020	$1,820,091	$1,623,212	$1,768,462	$196,879
2019	$1,502,332	$1,316,173	$1,439,874	$186,159
2018	$1,379,009	$1,188,308	$1,286,377	$190,701

TRANSFORMATION WELLNESS CENTER