FAMILY WELLNESS LLC (EIN 272862697) - 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

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.

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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

FAMILY WELLNESS LLC