WELLNESS WORKS INC (EIN 454763274) - 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

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

We provide emergency financial assistance related to jobs, education, medi utilities, and housing to low-income & disadvantaged people.

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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

$7,364

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CINDY CARL	PRESIDENT	040.00	Officer Director	$7,364	$0	$7,364
REX CARL	VICE CHAIR	000.00	Officer Director	$0	$0	$0
CECIL BYERK	CHAIR	000.00	Officer Director	$0	$0	$0
RICHARD CARL	DIRECTOR	000.00	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
2024	$65,228	$49,810	$8,355	$15,418
2023	$56,714	$79,232	No data	$-22,518
2022	$46,581	$107,426	$16,167	$-60,845
2022	$18,789	$20,420	$14,664	$-1,631
2021	$73,376	$27,253	$65,463	$46,123
2020	$72,644	$83,264	$16,415	$-10,620
2019	$89,231	$117,611	$4,332	$-28,380
2018	$55,775	$35,366	$23,631	$20,409

WELLNESS WORKS INC