WELLNESS ALLIANCE INC

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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

1986

Legal Domicile

Principal Officer

TERENCE S DAVIDSON

Phone

2627866700

Tax Period

2024-01-01 to 2024-12-31

WELLNESS ALLIANCE INC, founded in 1986, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $2.1M exceeded revenue, resulting in a 27% operating deficit.

Mission

PREDICATED ON THE BELIEF THAT A HEALTHY WORKFORCE IS ESSENTIAL TO AMERICA'S GROWTH AND PROSPERITY, THE WELLNESS ALLIANCE IS DEDICATED TO IMPROVING THE HEALTH STATUS OF THE NATION'S WORKFORCE BY PROMOTING RESULTS-ORIENTED WELLNESS POROGRAMS IN SMALL, MEDIUM, AND LARGE-SIZED COMPANIES.

Program Service Accomplishments

Program 1

Expenses: $764,486 Revenue: $608,112

THE ANNUAL WELLNESS SUMMIT: THE FOUR-DAY, IN-PERSON CONFERENCE OFFERS OVER 30 EDUCATIONAL PRESENTATIONS TO PROVIDE STRATEGIES, CONNECTIONS, AND RESOURCES NEEDED TO ADVANCE WELLNESS FOR ATTENDEES AND THE WORKPLACES, COMMUNITIES, AND INDIVIDUALS THEY SERVE. THE SUMMIT FOCUSES ON BRINGING THE INDUSTRY'S LATEST TRENDS AND BEST PRACTICES TO THE FOREFRONT THROUGH KEYNOTE SESSIONS WITH RESPECTED SUBJECT MATTER EXPERTS AND BREAKOUT SESSIONS WITH TANGIBLE TAKEAWAYS.

Program 2

Expenses: $311,091 Revenue: $630,636

MEMBERSHIP WITH THE WELLNESS ALLIANCE PROVIDES INDIVIDUALS AND ORGANIZATIONS WITH ACCESS TO LIVE AND ON-DEMAND WEBINARS; DISCOUNTS ON COURSES, CONFERENCES AND CWP EXAMS; ACCESS TO MODELS, FRAMEWORKS, CHECKLISTS, ASSESSMENTS, AND OTHER TOOLS TO SUPPORT WELLNESS INITIATIVES; ANNUAL CALENDARS AND A SUITE OF READY-MADE COMMUNICATION MATERIALS; ACCESS TO COMMUNITY-BUILDING FORUMS AND A CAREER CENTER DESIGNED FOR WELLNESS PROFESSIONS.

Program 3

Expenses: $141,808 Revenue: $267,969

THE WELLNESS ALLIANCE PROVIDES CONTINUING EDUCATION OPPORTUNITIES THROUGH LIVE AND ON-DEMAND WEBINARS, AS WELL AS A FULL RANGE OF PROFESSIONAL CERTIFICATE COURSES GEARED TOWARD PROFESSIONAL...

THE WELLNESS ALLIANCE PROVIDES CONTINUING EDUCATION OPPORTUNITIES THROUGH LIVE AND ON-DEMAND WEBINARS, AS WELL AS A FULL RANGE OF PROFESSIONAL CERTIFICATE COURSES GEARED TOWARD PROFESSIONAL DEVELOPMENT IN THE HEALTH AND WELLNESS INDUSTRY. THE WELLNESS ALLIANCE ALSO OFFERS WELL WORKPLACE FRAMEWORK AND AWARDS AND THE CERTIFIED WELLNESS PRACTITIONER (CWP) CERTIFICATION.

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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 $0

Program Service Revenue $1,550,261

Investment Income $125,300

Other Revenue $0

TOTAL REVENUE $1,675,561

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,273,579

Other Expenses $2,125,765

TOTAL EXPENSES $2,125,765

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,675,561	$1,311,500	+0.3%
Expenses	$2,125,765	$2,020,361	+0.1%
Net Income	$-450,204	$-708,861	-0.4%

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

$935,869

Total Directors

$44,669

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD OLLIS	CHAIR	1.00	Officer Director	$0	$0	$0
MARIA DEE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MARK CAMPBELL	SECRETARY	1.00	Officer Director	$0	$0	$0
DON CROSATTO	DIRECTOR	1.00	Director	$0	$0	$10,500
TODD HELFRICH	DIRECTOR	1.00	Director	$0	$0	$0
KRISTINA GUASTAFERRI	DIRECTOR	1.00	Director	$0	$0	$0
JOHN SLATERY	DIRECTOR	1.00	Director	$0	$0	$11,368
SEAN MADIX	DIRECTOR	1.00	Director	$0	$0	$5,500
KEVIN TIGHE	DIRECTOR	1.00	Director	$0	$0	$6,245
KIRBY WATSON	DIRECTOR	1.00	Director	$0	$0	$0
JILL MONGELLUZZO	DIRECTOR	1.00	Director	$0	$0	$0
RUBEN NAVARRO	DIRECTOR	1.00	Director	$0	$0	$11,056
RYAN PICARELLA	EXECUTIVE DIRECTOR	40.00	Officer	$0	$64,504	$257,371
TERENCE S DAVIDSON	CHIEF EXECUTIVE OFFICER	2.00	Officer	$0	$141,614	$678,498

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	$1,675,561	$2,125,765	$1,392,249	$-450,204
2023	$1,311,500	$2,020,361	$1,355,456	$-708,861
2022	$1,760,364	$2,429,057	$2,148,779	$-668,693
2021	$1,644,514	$1,696,784	$3,264,680	$-52,270
2020	$1,633,005	$2,112,761	$3,227,780	$-479,756
2019	$1,824,209	$2,040,627	$3,674,210	$-216,418
2018	$1,865,362	$2,080,471	$3,733,549	$-215,109