Cultivating Balance 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

Elizabeth Strawbridge

Phone

4846394621

Tax Period

2023-01-01 to 2023-12-31

Cultivating Balance Inc, founded in 2012, is a micro nonprofit in the Human Services sector that reported $84K in total revenue in fiscal year 2023. Revenue fell 76% from the prior year — a significant decline worth monitoring. Expenses of $207K exceeded revenue, resulting in a 146% operating deficit.

Mission

None

Program Service Accomplishments

Program 1

Sponsor indvidual and group healing experiences. Partner with organziations regularly over several months to provide educational and experiential healing opportunities including yoga, mediation...

Sponsor indvidual and group healing experiences. Partner with organziations regularly over several months to provide educational and experiential healing opportunities including yoga, mediation, acupuncture, bodywork, sauna, nutrition education and health food, posture and ergonomic training.

Program 2

Space maintenance and sliding scale rental fee subsidies for partners.

Program 3

Direct primary care is a movement in medicine that allows direct access to your doctor by cutting out the many middle men and overhead of a large practice. The personal, patient-centered nature of...

Direct primary care is a movement in medicine that allows direct access to your doctor by cutting out the many middle men and overhead of a large practice. The personal, patient-centered nature of direct primary care is empowering for patients and allows them more agency on their health journey.

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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 $11,074

Program Service Revenue $20,593

Investment Income $54

Other Revenue $52,584

TOTAL REVENUE $84,305

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $77,177

Other Expenses $207,381

TOTAL EXPENSES $207,381

Year-over-Year Comparison

	2023	2022	Change
Revenue	$84,305	$344,393	-0.8%
Expenses	$207,381	$251,728	-0.2%
Net Income	$-123,076	$92,665	-2.3%

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

N/A

Independent Members

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Elizabeth Strawbridge	President	30.00	Officer	$0	$0	$0
Stewart Strawbridge	Director	30.00	Officer	$0	$0	$0
Donna Jung	Director	6.00	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
2024	No data	No data	No data	No data
2023	$84,305	$207,381	$33,373	$-123,076
2022	$344,393	$251,728	$165,387	$92,665
2021	$238,853	$189,263	$64,198	$49,590