NEW VITAE WELLNESS FOUNDATION (EIN 320470695) - 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

2015

Legal Domicile

Principal Officer

ADAM DEVLIN

Phone

6109673798

Tax Period

2024-07-01 to 2025-06-30

NEW VITAE WELLNESS FOUNDATION, founded in 2015, is a community nonprofit in the Mental Health sector that reported $2.2M in total revenue in fiscal year 2024. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $2.5M exceeded revenue, resulting in a 12% operating deficit.

Mission

THE FOUNDATION WAS FORMED FOR THE PURPOSE OF OFFERING AND PROVIDING (CONTINUED ON SCHEDULE O) COMMUNITY SERVICES, SUPPORT AND EDUCATION RELATING TO BEHAVIORAL AND MENTAL HEALTH ISSUES

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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 $2,201,442

Program Service Revenue $0

Investment Income $16,567

Other Revenue $0

TOTAL REVENUE $2,218,009

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,472,160

Other Expenses $2,474,367

TOTAL EXPENSES $2,474,367

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,218,009	$3,570,597	-0.4%
Expenses	$2,474,367	$2,634,679	-0.1%
Net Income	$-256,358	$935,918	-1.3%

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

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

$435,729

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM DEVLIN	DIRECTOR/PRESIDENT	1.00	Director	$0	$30,612	$203,387
JUDITH YANACEK	DIRECTOR/SEC. AND TREAS.	1.00	Director	$0	$39,183	$232,342
TJ ROONEY	DIRECTOR	1.00	Director	$0	$0	$0
FATHER RIEGLER	DIRECTOR	1.00	Director	$0	$0	$0
FREDERICK P ROONEY	DIRECTOR	1.00	Director	$0	$0	$0
URIEL LEWIS	DIRECTOR	1.00	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
2025	$2,218,009	$2,474,367	$1,303,701	$-256,358
2024	No data	No data	No data	No data
2023	$2,307,507	$2,580,862	$624,141	$-273,355
2022	$3,318,200	$2,854,742	$897,496	$463,458
2021	$2,585,522	$2,919,477	$434,038	$-333,955
2020	$2,451,830	$1,522,485	$767,993	$929,345
2018	$1,312,652	$228,401	$1,178,617	$1,084,251

NEW VITAE WELLNESS FOUNDATION