Wellness Forum Foundation Inc (EIN 311724655) - 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

2020

Legal Domicile

Principal Officer

Pam Popper

Phone

6148417700

Tax Period

2023-01-01 to 2023-12-31

Wellness Forum Foundation Inc, founded in 2020, is a small nonprofit in the Health Care sector that reported $355K in total revenue in fiscal year 2023. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $442K exceeded revenue, resulting in a 25% operating deficit.

Mission

The Wellness Forum Foundation empowers youth and families through outreach, research, advocacy and education to enjoy stronger health through better nutrition.

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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 (2023)

Revenue Breakdown

Contributions & Grants $354,906

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $354,906

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $6,605

Program Expenses $392,811

Other Expenses $442,098

TOTAL EXPENSES $442,098

Year-over-Year Comparison

	2023	2022	Change
Revenue	$354,906	$590,886	-0.4%
Expenses	$442,098	$609,713	-0.3%
Net Income	$-87,192	$-18,827	+3.6%

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

N/A

Independent Members

N/A

Employees

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Pamela Popper	Director	25.00	Officer 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
2023	$354,906	$442,098	$152,413	$-87,192
2022	$590,886	$609,713	$188,500	$-18,827
2021	$278,350	$71,023	$207,327	$207,327

Wellness Forum Foundation Inc