WELL INCORPORATED (EIN 464796993) - 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

2014

Legal Domicile

Principal Officer

Jonathan Dengler

Phone

8134510988

Tax Period

2023-01-01 to 2023-12-31

WELL INCORPORATED, founded in 2014, is a small nonprofit in the Religion sector that reported $901K in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum.

Mission

We exist to meet needs, build bridges, and see our city made Whole.

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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 $676,214

Program Service Revenue $153,724

Investment Income $6

Other Revenue $70,999

TOTAL REVENUE $900,943

Expense Breakdown

Grants Paid $0

Salaries & Benefits $372,944

Fundraising Expenses $17,643

Program Expenses $840,547

Other Expenses $540,156

TOTAL EXPENSES $913,100

Year-over-Year Comparison

	2023	2022	Change
Revenue	$900,943	$643,776	+0.4%
Expenses	$913,100	$549,626	+0.7%
Net Income	$-12,157	$94,150	-1.1%

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

200

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

$46,003

Total Directors

$46,003

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jon Dengler	Executive Director	60	Officer Director	$46,003	$0	$46,003
Rose Winn	President	5	Officer	$0	$0	$0
Ben Robbins	Vice President	10	Officer	$0	$0	$0
Tajhah Kittling	Treasurer	2	Officer	$0	$0	$0
Tony Winn	Secretary	2	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	$900,943	$913,100	$297,246	$-12,157
2022	$643,776	$549,626	$246,897	$94,150
2021	$404,713	$408,791	$143,683	$-4,078
2020	$221,966	$181,883	$147,266	$40,083

WELL INCORPORATED