WELL SPIRITUALITY CENTER (EIN 462539368) - 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

2013

Legal Domicile

Principal Officer

LUKE SULLIVAN

Phone

7083549200

Tax Period

2024-07-01 to 2025-06-30

WELL SPIRITUALITY CENTER, founded in 2013, is a small nonprofit that reported $458K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year.

Mission

TO PROVIDE SPIRITUAL PROGRAMS, CLASSES AND RETREATS.

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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 $161,972

Program Service Revenue $214,811

Investment Income $29,772

Other Revenue $50,959

TOTAL REVENUE $457,514

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $34,771

Program Expenses $306,810

Other Expenses $452,952

TOTAL EXPENSES $452,952

Year-over-Year Comparison

	2024	2023	Change
Revenue	$457,514	$523,288	-0.1%
Expenses	$452,952	$353,736	+0.3%
Net Income	$4,562	$169,552	-1.0%

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

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

$99,780

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GUY VACCARO	PRESIDENT	2.00	Officer Director	$0	$0	$0
WILLIAM STAUFFER	TREASURER	2.00	Officer Director	$0	$0	$0
ELLEN JANIEC	MEMBER	2.00	Director	$0	$0	$0
PAT EICHENOLD	MEMBER	2.00	Director	$0	$0	$0
JACKIE SCHMITZ	SECRETARY	2.00	Officer Director	$0	$0	$0
JEAN DOWNS	MEMBER	2.00	Director	$0	$0	$0
JANE BRODT	MEMBER	2.00	Director	$0	$0	$0
DEBBIE SOLDATO	MEMBER	2.00	Director	$0	$0	$0
NANCY OKAL	MEMBER	2.00	Director	$0	$0	$0
BRIDGET SPERDUTO	FORMER EXECUTIVE DIRECTOR	40.00	Officer	$0	$17,365	$72,489
LUKE SULLIVAN	EXECUTIVE DIRECTOR	40.00	Officer	$0	$2,256	$27,291

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	$457,514	$452,952	$954,917	$4,562
2024	$523,288	$353,736	$1,062,392	$169,552
2023	$669,619	$444,219	$762,065	$225,400
2022	$461,816	$335,876	$546,243	$125,940
2021	$321,979	$293,616	$446,456	$28,363
2020	$291,388	$320,001	$425,639	$-28,613
2019	$317,341	$271,704	$412,320	$45,637

WELL SPIRITUALITY CENTER