WELLNESS WORKS 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

2012

Legal Domicile

Principal Officer

CINDY CARL

Phone

9072445400

Tax Period

2024-01-01 to 2024-12-31

WELLNESS WORKS INC, founded in 2012, is a micro nonprofit in the Human Services sector that reported $65K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $15K, a strong 24% operating margin.

Mission

WELLNESS WORKS PROVIDES FINANCIAL ASSISTANCE FOR PERSONS SEE king EMPLOYMENT & EMERGENCY PAYMENTS FOR HOUSING, UTILITIES, RANSPORATION,TRAVEL, MEDS & OTHER EMERGENCIES. WE PRIMARILY ERVE VETERANS,ELDERLY, FAMILIES

Program Service Accomplishments

Program 1

FISCAL SPONSORSHIPS: WELLNESS WORKS' MISSION STATEMENT IS BROAD ENOUGH TO SPONSOR AND/OR INCUBATE PROJECTS OR PROGRAMS THAT ALIGN WITH OUR OWN MISSION. WE BELIEVE IN GIVING A HAND UP, NOT A HANDOUT, AND WE FEEL RESPONSIBLE FOR HELPING OTHERS GET A START WITH THEIR OWN PROJECTS OR PROGRAMS THAT HAVE PURPOSES OR CAUSES OUR BOARD OF DIRECTORS DEEMS WORTHY TO SPONSOR AND/OR MENTOR. SOME PROJECTS COME TO US NEEDING A FISCAL SPONSOR BECAUSE THEY ALREADY HAVE A GRANT AWARD PENDING THAT THEY WOULD OTHERWISE BE INELIGIBLE TO RECEIVE BECAUSE THEY DO NOT HAVE 501(C)(3) STATUS. MOST GRANTORS REQUIRE THAT THE ORGANIZATION RECEIVING THEIR GRANT BE A 501(C)(3) TAX-EXEMPT NONPROFIT ORGANIZATION. WE HAVE MINIMAL EXPENSES FOR THE PROJECTS THAT COME TO US AS A MODEL C, OR ON A 1099

Program 2

LIMITED INDIVIDUAL ASSISTANCE WITH JOB & EMERGENCY RELATED EXPENSES: WELLNESS WORKS PROVIDED ASSISTANCE TO INDIVIDUALS AND FAMILIES ON A CASE-BY-CASE BASIS, MOSTLY IN EMERGENCY SITUATIONS. WE PAID...

LIMITED INDIVIDUAL ASSISTANCE WITH JOB & EMERGENCY RELATED EXPENSES: WELLNESS WORKS PROVIDED ASSISTANCE TO INDIVIDUALS AND FAMILIES ON A CASE-BY-CASE BASIS, MOSTLY IN EMERGENCY SITUATIONS. WE PAID FOR TRAVEL, SUPPLIES, AND JOB CERTIFICATION EXPENSES FOR INDIVIDUALS NEEDING JOB ASSISTANCE SO THAT THEY COULD FIND EMPLOYMENT AND/OR CONTINUE TO WORK. WWI PAID UTILITIES ON AN EMERGENCY BASIS SO HEAT AND/OR ELECTRIC WOULDN'T BE SHUT OFF IN THE WINTERTIME, MAKING THE DWELLINGS UNINHABITABLE AND RISKING EXCESSIVE DAMAGE TO CLIENTS HOUSING IN THE FORM OF FROZEN AND BROKEN PLUMBING PIPES AND/OR WATER DAMAGE. WE HELPED ONE SENIOR CITIZEN PAY FOR A NEW FURNACE SO THAT THEY COULD CONTINUE TO HEAT THEIR HOME WHILE IN FINANCIAL DISTRESS. WE ALSO PROVIDED THE COST OF MEDICINE FOR SEVERAL PEOPLE WITH CHRONIC CONDITIONS WHO COULD NOT

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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 $12,660

Program Service Revenue $0

Investment Income $0

Other Revenue $52,568

TOTAL REVENUE $65,228

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $49,810

TOTAL EXPENSES $49,810

Year-over-Year Comparison

	2024	2023	Change
Revenue	$65,228	$56,714	+0.2%
Expenses	$49,810	$79,232	-0.4%
Net Income	$15,418	$-22,518	-1.7%

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

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

$7,364

Total Directors