Wellness in the Woods Inc (EIN 462785877) - 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

2016

Legal Domicile

Principal Officer

Jode Freyholtz

Phone

3204934075

Tax Period

2024-01-01 to 2024-12-31

Wellness in the Woods Inc, founded in 2016, is a community nonprofit in the Mental Health sector that reported $1.4M in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $1.3M left a modest 4% surplus.

Mission

Promote Mental Health

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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 $1,271,230

Program Service Revenue $126,253

Investment Income $608

Other Revenue $0

TOTAL REVENUE $1,398,091

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,042,112

Fundraising Expenses $0

Program Expenses $1,344,037

Other Expenses $301,925

TOTAL EXPENSES $1,344,037

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,398,091	$1,090,489	+0.3%
Expenses	$1,344,037	$1,026,336	+0.3%
Net Income	$54,054	$64,153	-0.2%

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

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

$88,442

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Steven Pratt	Chair	2.00	Officer	$0	$0	$0
Verna Toenyan	Treasure	2.00	Officer	$0	$0	$0
Michele Berger	Secretry	2.00	Officer	$0	$0	$0
Micah Meline	Vice Chair	2.00	Officer	$0	$0	$0
Jeff Powell	Member at Large	2.00	Officer	$0	$0	$0
Joshua Schultz	Member at Large	2.00	Officer	$0	$0	$0
Verna Toeynan	Member at Large	2.00	Officer	$0	$0	$0
Jode Freyholtz-London	Director	40.00	Key Emp	$88,442	$0	$88,442

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	$1,398,091	$1,344,037	$341,965	$54,054
2023	$1,090,489	$1,026,336	$287,911	$64,153
2022	$923,086	$800,573	$223,758	$122,513
2021	$779,686	$746,341	$101,245	$33,345
2019	$299,358	$321,913	$74,507	$-22,555
2018	$346,073	$244,196	$96,712	$101,877

Wellness in the Woods Inc