Center for Wellness and Achievement (EIN 392060766) - 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

2007

Legal Domicile

Principal Officer

Jeff Rice

Phone

4158293552

Tax Period

2023-07-01 to 2024-06-30

Center for Wellness and Achievement, founded in 2007, is a small nonprofit in the Education sector that reported $614K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. Expenses of $594K left a modest 3% surplus.

Mission

The mission of CWAE is to promote human development and reduce societal problems by strengthening the underlying neurophysiology of learning and behavior.

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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 $49,314

Program Service Revenue $546,809

Investment Income $18,146

Other Revenue $0

TOTAL REVENUE $614,269

Expense Breakdown

Grants Paid $0

Salaries & Benefits $155,773

Fundraising Expenses $13,434

Program Expenses $501,334

Other Expenses $438,432

TOTAL EXPENSES $594,205

Year-over-Year Comparison

	2023	2022	Change
Revenue	$614,269	$692,818	-0.1%
Expenses	$594,205	$672,778	-0.1%
Net Income	$20,064	$20,040	+0.0%

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

N/A

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
Laurent Valosek	Executive Dir.	15.00	Officer Director	$0	$0	$0
Frank Staggers Jr	Chairman	1.50	Officer Director	$0	$0	$0
Linda Kang Chong	Director	1.50	Director	$0	$0	$0
Chris Busch	Director	0.50	Director	$0	$0	$0
Jeff Rice	COO	40.00	Officer	$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	No data	No data	No data	No data
2024	$614,269	$594,205	$841,757	$20,064
2023	$692,818	$672,778	$772,587	$20,040
2022	$697,945	$396,647	$773,201	$301,298
2021	$474,854	$576,976	$34,037	$-102,122
2020	$542,671	$696,855	$151,136	$-154,184
2019	$1,178,033	$1,281,138	$161,209	$-103,105

Center for Wellness and Achievement