THE WELLBEING PARTNERS (EIN 470642708) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

AJA ANDERSON

Phone

4029345795

Tax Period

2023-01-01 to 2023-12-31

THE WELLBEING PARTNERS, founded in 1982, is a small nonprofit that reported $907K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

OUR MISSION IS TO BUILD WELLBEING INTO THE WAY OUR COMMUNITIES AND BUSINESSES GROW THROUGH ADVOCACY, COLLABORATION, AND EDUCATION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $761,753

Program Service Revenue $128,753

Investment Income $878

Other Revenue $15,298

TOTAL REVENUE $906,682

Expense Breakdown

Grants Paid $0

Salaries & Benefits $578,776

Fundraising Expenses $69,931

Program Expenses $587,490

Other Expenses $391,606

TOTAL EXPENSES $970,382

Year-over-Year Comparison

	2023	2022	Change
Revenue	$906,682	$813,256	+0.1%
Expenses	$970,382	$1,048,208	-0.1%
Net Income	$-63,700	$-234,952	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

500

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

$133,067

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AJA ANDERSON	CEO	40.00	Officer	$121,401	$11,666	$133,067
BRANDON GRIMM	CHAIR	0.10	Officer Director	$0	$0	$0
POLLY HARRIS	VICE CHAIR	0.10	Officer Director	$0	$0	$0
KEN BUNNELL	SECRETARY	0.10	Officer Director	$0	$0	$0
BOB GOEMAN	TREASURER	0.10	Officer Director	$0	$0	$0
ADRIANA CISNEROS BASULTO	PAST CHAIR	0.10	Officer Director	$0	$0	$0
FRANK VENUTO	DIRECTOR	0.10	Director	$0	$0	$0
BARBARA BARDOS	DIRECTOR	0.10	Director	$0	$0	$0
MICHELLE DENNIS	DIRECTOR	0.10	Director	$0	$0	$0
KELLEE GRIMES	DIRECTOR	0.10	Director	$0	$0	$0
DAVE HAHN	DIRECTOR	0.10	Director	$0	$0	$0
LINDSAY HUSE	DIRECTOR	0.10	Director	$0	$0	$0
KATHY NELLOR	DIRECTOR	0.10	Director	$0	$0	$0
JENNIFER PAISLEY	DIRECTOR	0.10	Director	$0	$0	$0
MCKELL PURNELL	DIRECTOR THRU 5/2023	0.10	Director	$0	$0	$0
CHRISTOPHER RODGERS	DIRECTOR	0.10	Director	$0	$0	$0
SARAH SCHRAM	DIRECTOR	0.10	Director	$0	$0	$0
LINDSAY SNIPES	DIRECTOR	0.10	Director	$0	$0	$0
BRADY SUTFIN	DIRECTOR	0.10	Director	$0	$0	$0
MATT WYANT	DIRECTOR	0.10	Director	$0	$0	$0
ARIANNA GOLDSTEIN	DIRECTOR	0.10	Director	$0	$0	$0
KATHY BOSSMAN	DIRECTOR	0.10	Director	$0	$0	$0
PAULA PITTMAN	DIRECTOR	0.10	Director	$0	$0	$0
TIM PLANTE	DIRECTOR	0.10	Director	$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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$906,682	$970,382	$344,299	$-63,700
2022	$813,256	$1,048,208	$402,573	$-234,952
2021	$1,822,823	$1,529,416	$665,559	$293,407
2020	$1,412,158	$1,359,836	$438,287	$52,322
2019	$317,703	$349,910	$305,097	$-32,207
2018	$390,138	$410,155	$433,900	$-20,017

THE WELLBEING PARTNERS