Wellness House

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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

1990

Legal Domicile

Principal Officer

Lisa Kolavennu

Phone

6303235150

Tax Period

2024-07-01 to 2025-06-30

Wellness House, founded in 1990, is a community nonprofit in the Diseases & Disorders sector that reported $4.6M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $4.4M left a modest 5% surplus.

Mission

WELLNESS HOUSE ENVISIONS A COMMUNITY WHERE ALL PEOPLE AFFECTED BY CANCER THRIVE. OFFERED AT NO COST, AND AS A COMPLEMENT TO MEDICAL TREATMENT, OUR PROGRAMS EDUCATE, SUPPORT AND EMPOWER PARTICIPANTS SO THEY WILL IMPROVE THEIR PHYSICAL AND EMOTIONAL WELL-BEING.

Program Service Accomplishments

Program 1

Expenses: $1,049,874

Exercise and Nutrition - Wellness House provides an exercise program that offers a wide range of physical activity options for cancer patients at all stages of survival and specializes in addressing the ever changing and individualized needs of participants. The nutrition program at Wellness House provides valuable information through classes and individual consultations which include nutritional education and provide suggestions regarding cancer - fighting foods that can be added to one's diet as well as foods to remove from one's diet. Individuals have made 24965 visits to our exercise and nutrition programs during the year. Programs are provided in-person and online.

Program 2

Expenses: $730,654

Support Groups and Counseling - social support leads to decreased depression and improved health outcomes to people affected by cancer. Monthly and weekly groups at Wellness House provide...

Support Groups and Counseling - social support leads to decreased depression and improved health outcomes to people affected by cancer. Monthly and weekly groups at Wellness House provide opportunities to connect with other people who are also living life with cancer. All groups are professionally facilitated by trained experts in psychosocial oncology. Individuals have made 8666 visits to support and networking programs during the year. Programs are provided in-person and online.

Program 3

Expenses: $677,538

Information and Education - access to education and cancer specific information promotes self-care and decreases treatment symptoms, allowing patients to better comply with their treatment. Wellness House facilitates educational workshops, led by experts in the field, to teach participants new information for coping with cancer. Individuals have made 8654 visits to our educational programs during the year. Programs are provided in-person and online.

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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 $4,232,797

Program Service Revenue $0

Investment Income $90,381

Other Revenue $287,927

TOTAL REVENUE $4,611,105

Expense Breakdown

Grants Paid $99,817

Salaries & Benefits $2,662,583

Fundraising Expenses $936,120

Program Expenses $2,990,866

Other Expenses $1,621,774

TOTAL EXPENSES $4,384,174

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,611,105	$4,219,080	+0.1%
Expenses	$4,384,174	$3,937,132	+0.1%
Net Income	$226,931	$281,948	-0.2%

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

120

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

$615,952

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA KOLAVENNU	CHIEF EXECUTIVE OFFICER	30.0	Officer	$185,941	$17,044	$202,985
GAYE E PRESTON	Director Finance and Operation	36.0	Officer	$129,822	$20,856	$150,678
KATE FRIDHOLM	DIRECTOR OF DEVELOPMENT	36.0	Officer	$124,422	$15,761	$140,183
TRACY LESTER	Sr Director of Programs	40.0	Officer	$116,875	$5,231	$122,106
GINA ANGELETTI PONGETTI	DIRECTOR	2.0	Director	$0	$0	$0
DARLENE BINGHAM	DIRECTOR	2.0	Director	$0	$0	$0
BRIANA BRANDT MURRAY	DIRECTOR	2.0	Director	$0	$0	$0
ANDREW BRICKMAN	Former Secretary	2.0	Director	$0	$0	$0
THOMAS CRANMER	DIRECTOR	2.0	Officer Director	$0	$0	$0
VINEET DSOUZA	DIRECTOR	2.0	Director	$0	$0	$0
TOM GRUSECKI	DIRECTOR	2.0	Director	$0	$0	$0
MOLLY HAUNTY	Vice Chair	2.0	Director	$0	$0	$0
MONTE HENIGE	CHAIR	2.0	Director	$0	$0	$0
CHRISTY HERNANDEZ	Treasurer	2.0	Director	$0	$0	$0
MAHRUKH HUSSAIN	DIRECTOR	2.0	Officer Director	$0	$0	$0
LATOYA MCGHEE	DIRECTOR	2.0	Director	$0	$0	$0
CURTIS REED JR	DIRECTOR	2.0	Director	$0	$0	$0
ADAM SCHAEFFER	DIRECTOR	2.0	Director	$0	$0	$0
ELIZABETH SHARP	DIRECTOR	2.0	Director	$0	$0	$0
KEVIN THILBORGER	DIRECTOR	2.0	Director	$0	$0	$0
STEVE SMITH	Board Chair	2.0	Director	$0	$0	$0
ARPI THUKRAL	DIRECTOR	2.0	Director	$0	$0	$0
SHAWAUNA WARD	DIRECTOR	2.0	Director	$0	$0	$0
MARY JO DANIEL	Director	2.0	Director	$0	$0	$0
MELANIE HELLENGA	Director	2.0	Officer Director	$0	$0	$0
BETH SCOTT	DIRECTOR	2.0	Director	$0	$0	$0
JULIE THICK	DIRECTOR	2.0	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	$4,611,105	$4,384,174	$5,089,873	$226,931
2024	$4,219,080	$3,937,132	$5,071,365	$281,948
2023	$3,591,869	$3,455,640	$4,343,497	$136,229
2022	$3,474,611	$3,337,011	$4,130,428	$137,600
2021	$3,174,231	$2,960,675	$4,018,549	$213,556
2020	$3,516,013	$3,248,954	$3,803,730	$267,059
2019	$3,278,806	$3,137,924	$3,533,571	$140,882