WELLNESS FOR GROWTH FOUNDATION

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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

EIRASMIN LOKPEZ

Phone

7134520377

Tax Period

2025-01-01 to 2025-12-31

WELLNESS FOR GROWTH FOUNDATION, founded in 2012, is a micro nonprofit in the International Affairs sector that reported $34K in total revenue in fiscal year 2025. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $24K, a strong 70% operating margin.

Mission

THE ENTITY IS ESTABLISHED AS A PERMANENT ORGANIZATION IN TEXAS DEDICATED TO EMPOWERING UNDERSERVED MINORITIES THROUGH INTEGRAL WELLNESS EDUCATION AND SKILLS FOR ECONOMIC GROWTH TO IMPROVE THEIR AND THEIR COMMUNITIES' WELLBEING

Program Service Accomplishments

Program 1

Expenses: $9,066

EDUCATION PROGRAMS: TWO-MONTH-LONG PROGRAMS GROUNDED ON OUR PRACTICAL AND COMPREHENSIVE EDUCATIONAL PLATFORM TAUGHT AT LOW-INCOME BILINGUAL SCHOOLS. THROUGHOUT OUR PROGRAMS, PARTICIPANTS LEARN HOW TO PRACTICE HEALTHY AND BALANCED LIFESTYLES WITH THEIR FAMILIES, DEVELOP THE NECESSARY SKILLS FOR PERSONAL AND ECONOMIC GROWTH, PARTICIPATE IN INCOME-GENERATING ACTIVITIES, AND GET BASIC EDUCATION AND SUPPORT TO JUMP-START THEIR ENTREPRENEURIAL ENDEAVORS. THE CLASSES ARE: ENGLISH, PERSONAL FINANCES, COMPUTER AND MOBILE SKILLS, ENTREPRENEURSHIP AND JOB SEEKING PREPARATION, NUTRITION, PRACTICAL RECIPES, & CHRONIC DISEASE PREVENTION, SELF-ESTEEM, RESILIENCE & LEADERSHIP AND ARTISTIC EXPRESSION.

Program 2

COMMUNITY WORKSHOPS: CUSTOMIZABLE ONSITE WORKSHOPS COVERING INTEGRAL WELLNESS AND SKILLS FOR GROWTH TOPICS, TAUGHT AT SCHOOLS, COMMUNITY CENTERS, AND/OR IN PARTNERSHIP WITH OTHER ORGANIZATIONS.

Program 3

ONLINE TALKS: SERIES OF 1-HOUR-LONG ONLINE TALKS, LIVE AND ON DEMAND, OPEN TO THE COMMUNITY. THE TALKS ARE BASED ON OUR FOUR KEY ASPECTS OF WELLNESS: EMOTIONAL, PHYSICAL, OCCUPATIONAL, AND FINANCIAL. THESE SESSIONS ARE SET FOR EACH SPRING SEMESTER, RUNNING OVER TWO MONTHS WITH UP TO FOUR TALKS OF EACH OF OUR WELLNESS PILLARS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $34,427

Program Service Revenue $0

Investment Income $2

Other Revenue $0

TOTAL REVENUE $34,429

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,066

Other Expenses $10,256

TOTAL EXPENSES $10,256

Year-over-Year Comparison

	2025	2024	Change
Revenue	$34,429	$28,589	+0.2%
Expenses	$10,256	$12,645	-0.2%
Net Income	$24,173	$15,944	+0.5%

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

$2,160

Total Directors

$1,340

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATIAS RIOS	DIRECTOR	0.00	Director	$0	$0	$0
LILIANA RAMIREZ	DIRECTOR	0.00	Director	$0	$0	$0
JUINDA MEDINA-TAPIA	TREASURER	0.00	Director	$0	$0	$0
EIRASMIN LOKPEZ	PRESIDENT	0.00	Officer Director	$0	$0	$0
PATRICIA SOCORRO	EDUCATION DIRECTOR	1.00	Director	$1,340	$0	$1,340
PATRICIA GHERSI	CHIEF OPERATING OFFICER	1.00	Officer	$2,160	$0	$2,160

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	$34,429	$10,256	$58,582	$24,173
2024	No data	No data	No data	No data
2023	$3,048	$8,971	$18,465	$-5,923
2022	$10,942	$8,856	$24,388	$2,086
2021	$7,975	$3,727	$22,302	$4,248
2020	$11,217	$9,629	$18,054	$1,588
2019	$26,985	$24,284	$16,466	$2,701
2018	$21,329	$23,832	$13,514	$-2,503