WELLNESS WITHIN CORPORATION (EIN 450929096) - 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

2011

Legal Domicile

Principal Officer

SHANKARI ARCOT

Phone

9167880333

Tax Period

2024-01-01 to 2024-12-31

WELLNESS WITHIN CORPORATION, founded in 2011, is a small nonprofit in the Health Care sector that reported $303K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum.

Mission

PROVIDE WELLNESS SERVICES TO CANCER PATIENTS AND FAMILIES.

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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 $277,620

Program Service Revenue $3,862

Investment Income $1,859

Other Revenue $19,406

TOTAL REVENUE $302,747

Expense Breakdown

Grants Paid $0

Salaries & Benefits $209,197

Fundraising Expenses $0

Program Expenses $292,168

Other Expenses $97,754

TOTAL EXPENSES $306,951

Year-over-Year Comparison

	2024	2023	Change
Revenue	$302,747	$237,590	+0.3%
Expenses	$306,951	$291,734	+0.1%
Net Income	$-4,204	$-54,144	-0.9%

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

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

$81,917

Total Directors

$81,917

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH KLEIN	FORMER EXEC	40.00	Officer Director	$81,917	$0	$81,917
BRIDGET HALVORSON	PRESIDENT/CH	N/A	Officer Director	$0	$0	$0
BILL WALTERS	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
DEENA M SPANN	TREASURER	N/A	Officer Director	$0	$0	$0
SHELENA LAWS	SECRETARY	N/A	Officer Director	$0	$0	$0
VANESSA MARCONI	MEMBER	N/A	Director	$0	$0	$0
LAURA CARAVELLO	MEMBER	N/A	Director	$0	$0	$0
PATTI BROWN	MEMBER	N/A	Director	$0	$0	$0
SHANKARI ARCOT	EXECUTIVE DI	N/A	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
2024	$302,747	$306,951	$137,418	$-4,204
2023	$237,590	$291,734	$139,645	$-54,144
2022	$207,881	$273,136	$198,196	$-65,255
2021	$307,426	$293,605	$305,579	$13,821
2020	$274,662	$223,859	$273,492	$50,803
2019	$285,104	$236,208	$222,049	$48,896
2018	$253,552	$252,384	$171,906	$1,168

WELLNESS WITHIN CORPORATION