TRUENORTH WELLNESS SERVICES (EIN 232007907) - 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

1974

Legal Domicile

Principal Officer

STEVEN SCHEDLER

Phone

7176324900

Tax Period

2024-07-01 to 2025-06-30

TRUENORTH WELLNESS SERVICES, founded in 1974, is a mid-sized nonprofit in the Mental Health sector that reported $17.9M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $19.8M exceeded revenue, resulting in a 11% operating deficit.

Mission

STRIVING FOR EXCELLENCE IN BEHAVIORAL HEALTH AND WELLNESS.

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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 $519,977

Program Service Revenue $17,097,694

Investment Income $311,294

Other Revenue $0

TOTAL REVENUE $17,928,965

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,552,099

Fundraising Expenses $139,710

Program Expenses $17,259,473

Other Expenses $5,284,368

TOTAL EXPENSES $19,836,467

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,928,965	$20,359,783	-0.1%
Expenses	$19,836,467	$20,241,439	0.0%
Net Income	$-1,907,502	$118,344	-17.1%

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

447

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

$722,801

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JORDAN CONNER	DIRECTOR	1.00	Director	$0	$0	$0
KELLY REBERT	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA DOLGES	DIRECTOR	1.00	Director	$0	$0	$0
LAURA ECKER	DIRECTOR	1.00	Director	$0	$0	$0
ERIC AUMEN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
AMY KRONENBERG	DIRECTOR	1.00	Director	$0	$0	$0
DR TARA SLAGLE	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA SAUNDERS	TREASURER	1.00	Officer Director	$0	$0	$0
CARRIE NACE	PRESIDENT	1.00	Officer Director	$0	$0	$0
KATELYN ROHRBAUGH	DIRECTOR	1.00	Director	$0	$0	$0
JIM MIELE	DIRECTOR	1.00	Director	$0	$0	$0
DONNIE SANDERS	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES EVANS	MEMBER AT LA	1.00	Director	$0	$0	$0
ROBIN FITZPATRICK	SECRETARY	1.00	Officer Director	$0	$0	$0
ELSPETH WILLIAMS	COO	37.50	Officer	$130,556	$16,336	$146,892
CHERYL JONES	CFO	37.50	Officer	$178,382	$17,699	$196,081
GARRETT TROUT	CEO	37.50	Officer	$189,707	$3,969	$193,676
LISA GRETH	CAO	37.50	Officer	$168,744	$17,408	$186,152
NIKITA EIKE	MED DIR/PSYC	37.50	Highest	$275,857	$5,306	$281,163

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	$17,928,965	$19,836,467	$16,899,799	$-1,907,502
2024	$20,359,783	$20,241,439	$18,545,881	$118,344
2023	$19,330,152	$21,487,077	$19,774,628	$-2,156,925
2022	$22,592,679	$20,448,363	$22,294,880	$2,144,316
2021	$21,671,828	$20,597,220	$21,299,259	$1,074,608
2020	$21,636,010	$20,394,560	$18,300,922	$1,241,450
2019	$21,737,140	$21,246,250	$17,652,882	$490,890
2018	$20,598,774	$20,279,951	$16,685,949	$318,823

TRUENORTH WELLNESS SERVICES