FAMILY WELLNESS LLC

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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

2010

Legal Domicile

Principal Officer

CORY HERRMANN

Phone

7012342400

Tax Period

2024-01-01 to 2024-12-31

FAMILY WELLNESS LLC, founded in 2010, is a community nonprofit in the Human Services sector that reported $5.0M in total revenue in fiscal year 2024. The organization ran a surplus of $802K, a strong 16% operating margin.

Mission

THE MISSION OF FAMILY WELLNESS IS TO INSPIRE HEALTHY LIFESTYLES BY CONNECTING PEOPLE IN A FUN ENVIRONMENT.

Program Service Accomplishments

Program 1

Expenses: $3,456,455 Revenue: $4,494,951

PHYSICAL FITNESS AND WELLNESS CENTER PROGRAMS: PROVIDED MEMBER AND COMMUNITY PROGRAMS AND SERVICES TO OVER 25,000 INDIVIDUALS AND THEIR FAMILIES. THIS INCLUDED MEMBERSHIP SERVICES, 90-100 GROUP...

PHYSICAL FITNESS AND WELLNESS CENTER PROGRAMS: PROVIDED MEMBER AND COMMUNITY PROGRAMS AND SERVICES TO OVER 25,000 INDIVIDUALS AND THEIR FAMILIES. THIS INCLUDED MEMBERSHIP SERVICES, 90-100 GROUP FITNESS CLASSES PER WEEK WITH A TOTAL OF OVER 56,382 INDIVIDUAL VISITS. THESE ARE DESIGNED FOR ALL LEVELS OF FITNESS AND MANY AGE GROUPS FROM TODDLER FITNESS TO SENIOR FITNESS. CHILDREN AND YOUTH FITNESS PROGRAMS CONTINUE TO BE OFFERED IN ORDER TO ESTABLISH A HEALTHY LIFESTYLE IN THE EARLIEST POINT POSSIBLE IN A CHILD'S LIFE. MEDICAL FITNESS PROGRAMS CONTINUE TO BE OFFERED IN VARIOUS AREAS. - YOUTH ACTIVITIES PROGRAMS SERVED OVER 3,500 HCIC AND YOUTH. - INCOME BASED SCHOLARSHIPS FOR FAMILY WELLNESS MEMBERSHIPS ARE OFFERED AND SERVED OVER 324 INDIVIDUALS. A TOTAL VALUE OF OVER $45,000 WAS GIVEN IN MEMBERSHIP SCHOLARSHIPS IN 2024.

Program 2

Expenses: $75,140 Revenue: $103,060

FAMILY WELLNESS PROVIDED AN ACTIVITY-BASED CHILDCARE AREA DESIGNED TO ENHANCE THE HEALTHY LIFESTYLE OF CHILDREN AGES 2 WEEKS THROUGH 8 YEARS OF AGE. OVER 23,794 CHILD VISITS TO THIS CENTER OCCURRED THIS YEAR. CHILDREN WERE INTRODUCED TO AN ACTIVE LIFESTYLE THROUGH EXERCISE, YOGA, GAMES AND FUN TIME. THIS SCREEN FREE ZONE HELPS CHILDREN TO UNDERSTAND THAT THEY DON'T NEED TO BE ENTERTAINED BY ELECTRONICS AT ALL TIMES OF THE DAY.

Program 3

Expenses: $150,281 Revenue: $176,748

OUR AQUATICS PROGRAM ENROLLED AS MANY AS 2,434 CHILDREN IN THE SWIM SCHOOL WITH 17 SESSIONS OFFERED. THIS PROGRAM NOT ONLY TEACHES CHILDREN HOW TO SWIM, BUT ALSO HOW TO STAY SAFE IN AN AQUATICS...

OUR AQUATICS PROGRAM ENROLLED AS MANY AS 2,434 CHILDREN IN THE SWIM SCHOOL WITH 17 SESSIONS OFFERED. THIS PROGRAM NOT ONLY TEACHES CHILDREN HOW TO SWIM, BUT ALSO HOW TO STAY SAFE IN AN AQUATICS ENVIRONMENT. THE 1:4 TEACHER TO STUDENT RATIO ENHANCES THE ATTENTION EACH CHILD GETS AND PROMOTES FASTER SKILL GROWTH. OUR LIFEGUARDS PROVIDE A SAFE AND FUN ENVIRONMENT ALSO FOR OPEN SWIMMING AND OUR EXERCISE INSTRUCTORS HELP ADULTS TO BE FIT IN THE WATER.

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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 $67,233

Program Service Revenue $4,898,454

Investment Income $29,708

Other Revenue $7,008

TOTAL REVENUE $5,002,403

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,608,977

Fundraising Expenses $41,744

Program Expenses $3,757,016

Other Expenses $1,591,575

TOTAL EXPENSES $4,200,552

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,002,403	$5,035,153	0.0%
Expenses	$4,200,552	$4,102,404	+0.0%
Net Income	$801,851	$932,749	-0.1%

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

283

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

$128,222

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE BLEHM	PRESIDENT	2.00	Officer Director	$0	$0	$0
DARLA DOBBERSTEIN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
STEVE SMITH	SECRETARY	2.00	Officer Director	$0	$0	$0
TIFFANY LAWRENCE	FORMER TREASURER	2.00	Officer Director	$0	$0	$0
SUSAN JARVIS	TREASURER	2.00	Officer Director	$0	$0	$0
CORY HERRMANN	EXECUTIVE DIRECTOR	40.00	Officer	$114,940	$13,282	$128,222

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	$5,002,403	$4,200,552	$11,694,142	$801,851
2023	$5,035,153	$4,102,404	$11,699,713	$932,749
2022	$4,499,178	$3,898,132	$11,764,542	$601,046
2021	$3,522,723	$3,044,527	$11,933,001	$478,196
2020	$3,530,542	$3,242,115	$12,174,180	$288,427
2020	$3,530,542	$3,012,410	$12,403,885	$518,132
2019	$4,794,012	$4,045,797	$12,948,801	$748,215
2018	$4,840,081	$4,050,745	$13,163,847	$789,336