NATIONAL WELLNESS INSTITUTE INC

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1977

Legal Domicile

Principal Officer

LANA SAAL

Phone

7153422969

Tax Period

2023-01-01 to 2023-12-31

NATIONAL WELLNESS INSTITUTE INC, founded in 1977, is a small nonprofit in the Health Care sector that reported $826K in total revenue in fiscal year 2023. Expenses of $922K exceeded revenue, resulting in a 12% operating deficit.

Mission

TO PROVIDE SERVICES AND MATERIALS DESIGNED TO SERVE A WORLDWIDE NETWORK OF WELLNESS AND HEALTH PROMOTION PROFESSIONALS AND ORGANIZATIONS AND ASSIST THEIR CLIENTS OR PATIENTS TO ACHIEVE OPTIMAL WELL BEING. THIS MISSION IS ACCOMPLISHED THROUGH PROFESSIONAL EDUCATION, INFORMATION DISSEMINATION, THE DEVELOPMENT AND DISTRIBUTION OF WELLNESS-RELATED PRODUCTS AND SERVICES, RESEARCH, AND NATIONAL AND INTERNATIONAL LEADERSHIP.

Program Service Accomplishments

Program 1

Expenses: $217,934 Revenue: $205,275

NATIONAL WELLNESS CONFERENCE: NATIONAL WELLNESS CONFERENCE OFFERS MORE THAN 70 EDUCATIONAL PRESENTATIONS OVER A 3 DAY PERIOD FOR HEALTH EDUCATION PROFESSIONALS. PROVIDES PROFESSIONAL ACADEMIC...

NATIONAL WELLNESS CONFERENCE: NATIONAL WELLNESS CONFERENCE OFFERS MORE THAN 70 EDUCATIONAL PRESENTATIONS OVER A 3 DAY PERIOD FOR HEALTH EDUCATION PROFESSIONALS. PROVIDES PROFESSIONAL ACADEMIC DEVELOPMENT AND CONTINUING EDUCATION FOR HEALTH CARE PROVIDERS AND EDUCATORS.

Program 2

Expenses: $290,576 Revenue: $280,979

CERTIFICATIONS: EDUCATIONAL COURSES: LIVE WEBINARS, ON-DEMAND WEBINARS, E-COURSES, VIRTUAL WORKSHOPS: PROVIDING MONTHLY WEBINARS AND EDUCATIONAL PROGRAMMING TO GAIN PRACTICAL INFORMATION TO ENHANCE BOTH CAREER AND PERSONAL WELLNESS. CERTIFIED WELLNESS PRACTITIONER: THE CWP CREDENTIAL SIGNIFIES THAT INDIVIDUALS HAVE COMPETENCE AS A WELLNESS PROFESSIONAL, THROUGH STRONG ACADEMIC PREPARATION AND A COMMITMENT TO CONTINUING EDUCATION AND PROFESSIONAL DEVELOPMENT. CERTIFICATE COURSES: INCLUDES COURSES IN WORKSITE, WELLNESS IN CLINICAL PRACTICE, MCC, FINANCIAL, COACHING, AND RESILIENCE TO GAIN KNOWLEDGE, SKILLS, AND TOOLS FOR ACADEMIC DEVELOPMENT AND CONTINUING EDUCATION.

Program 3

Expenses: $227,165 Revenue: $189,184

NATIONAL WELLNESS INSTITUTE MEMBERSHIP: NATIONAL WELLNESS INSTITUTE MEMBERSHIP PROVIDES MONTHLY NEWSLETTERS, INFORMATION SERVICES, EDUCATIONAL RESOURCES, A HEALTH EDUCATION NETWORK AND JOB BULLETIN...

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,635

Program Service Revenue $675,438

Investment Income $-2,011

Other Revenue $150,790

TOTAL REVENUE $825,852

Expense Breakdown

Grants Paid $0

Salaries & Benefits $513,917

Fundraising Expenses $0

Program Expenses $735,675

Other Expenses $407,943

TOTAL EXPENSES $921,860

Year-over-Year Comparison

	2023	2022	Change
Revenue	$825,852	$812,465	+0.0%
Expenses	$921,860	$1,190,390	-0.2%
Net Income	$-96,008	$-377,925	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$89,912

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LANA SAAL EDD	PRESIDENT	1.00	Officer Director	$0	$0	$0
ILLHIANA ROJAS SALDANA CPC CDVC	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
STACEY KRAWCZYK MS RD	SECRETARY	1.00	Officer Director	$0	$0	$0
BRIDGETTE STEWART MED CWP	TREASURER	1.00	Officer Director	$0	$0	$0
TYLER AMELL PHD MSC BSC	DIRECTOR	0.50	Director	$0	$0	$0
ROBERTA WACHTELHAUSEN	DIRECTOR	0.50	Director	$0	$0	$0
BARBARA ZABAWA JD MPH	DIRECTOR	0.50	Director	$0	$0	$0
NICOLE STEC MBA CPH CWP	DIRECTOR	0.50	Director	$0	$0	$0
SYLVIA GONSAHN-BOLLIE MD DABOM F	DIRECTOR	0.50	Director	$0	$0	$0
MARK CAMPBELL PHD MS CWP	DIRECTOR	0.50	Director	$0	$0	$0
MELANIE FULLER	DIRECTOR	0.50	Director	$0	$0	$0
ANITA MWALUI PHD MPH CWP	DIRECTOR	0.05	Director	$0	$0	$0
CHARLES GILLESPIE	EXECUTIVE DIRECTOR - PART YEAR	40.00	Officer	$85,908	$4,004	$89,912

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
2023	$825,852	$921,860	$28,165	$-96,008
2022	$812,465	$1,190,390	$271,792	$-377,925
2021	$947,316	$875,162	$621,227	$72,154
2020	$668,313	$745,890	$536,487	$-77,577
2019	$1,198,754	$929,178	$455,745	$269,576
2018	$976,961	$1,033,329	$212,194	$-56,368