Healwell

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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

2009

Legal Domicile

Principal Officer

CAL CATES

Phone

7036621603

Tax Period

2024-01-01 to 2024-12-31

Healwell, founded in 2009, is a small nonprofit in the Health Care sector that reported $769K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

Touch. Teach. Advocate. We touch people affected by illness. We teach massage therapists how to provide care safely and effectively,. We advocate for access to that care and for a broader role for massage therapists in healthcare. Our organization partners with clinical

Program Service Accomplishments

Program 1

Expenses: $514,465 Revenue: $599,788

SERVICE SEE SCHEDULE

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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 $163,722

Program Service Revenue $599,788

Investment Income $5,173

Other Revenue $0

TOTAL REVENUE $768,683

Expense Breakdown

Grants Paid $0

Salaries & Benefits $569,016

Fundraising Expenses $31,662

Program Expenses $514,465

Other Expenses $181,550

TOTAL EXPENSES $757,103

Year-over-Year Comparison

	2024	2023	Change
Revenue	$768,683	$679,229	+0.1%
Expenses	$757,103	$604,172	+0.3%
Net Income	$11,580	$75,057	-0.8%

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
Caroline Hamric	Chairman	001.00	Officer Director	$0	$0	$0
Angela Wrubleski	Treasurer	001.00	Officer Director	$0	$0	$0
Rory Farrand	Secretary	001.00	Officer Director	$0	$0	$0
Kelly Mack	Director	001.00	Director	$0	$0	$0
Tara Coles	Director	001.00	Director	$0	$0	$0
Gabriela Deanda	Director	001.00	Director	$0	$0	$0
Jeff Kost	Director	001.00	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
2024	No data	No data	No data	No data
2024	$768,683	$757,103	$193,531	$11,580
2023	$679,229	$604,172	$185,710	$75,057
2022	$502,860	$510,071	$98,458	$-7,211
2021	$515,765	$399,923	$105,849	$115,842
2020	$208,032	$309,321	$53,121	$-101,289
2019	$300,944	$296,120	$91,531	$4,824