Well Being Development (EIN 272987032) - 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

Elizabeth Chapman

Phone

2182359539

Tax Period

2025-01-01 to 2025-12-31

Well Being Development, founded in 2010, is a small nonprofit in the Diseases & Disorders sector that reported $351K in total revenue in fiscal year 2025.

Mission

Well Being Development is a community-based nonprofit organization that provides behaviorial health education and resources to area community members working on recovery of chronic mental illness and addiction. WBD seeks to act as a hub of behaviorial resources.

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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 $164,606

Program Service Revenue $165,495

Investment Income $2,290

Other Revenue $18,350

TOTAL REVENUE $350,741

Expense Breakdown

Grants Paid $0

Salaries & Benefits $225,301

Fundraising Expenses $8,571

Program Expenses $276,831

Other Expenses $129,525

TOTAL EXPENSES $354,826

Year-over-Year Comparison

	2025	2024	Change
Revenue	$350,741	$345,334	+0.0%
Expenses	$354,826	$257,754	+0.4%
Net Income	$-4,085	$87,580	-1.0%

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

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

$33,125

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Danyelle Fenner	Board member	1.00	Director	$0	$0	$0
Paul McDonald	Board member	1.00	Director	$0	$0	$0
Suellen Sacks	Board member	1.00	Director	$0	$0	$0
Elizabeth Chapman	Chair	1.00	Officer Director	$0	$0	$0
Nels Pierson	Board member	1.00	Director	$0	$0	$0
Kathy Udovich	Board member	1.00	Director	$0	$0	$0
Hailey Brondum	Board member	1.00	Director	$0	$0	$0
Katherine Wilkes	Executive Director (through Oct 3)	20.00	Director	$25,011	$0	$25,011
Amy Saxton	Executive Director (starting Sept 9)	20.00	Director	$8,114	$0	$8,114

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	$350,741	$354,826	$440,780	$-4,085
2024	No data	No data	No data	No data
2023	$353,901	$379,360	$68,055	$-25,459
2022	$343,088	$361,889	$93,261	$-18,801
2021	$377,086	$347,410	$114,018	$29,676
2020	$361,698	$358,370	$101,689	$3,328
2019	$490,108	$433,808	$92,258	$56,300
2018	$296,439	$370,882	$45,634	$-74,443

Well Being Development