WELLFIT GIRLS PROGRAM SOUTHWEST FLORIDA INC (EIN 472821242) - 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

2015

Legal Domicile

Principal Officer

ASHLYNN E REEDER

Phone

2394381079

Tax Period

2024-07-01 to 2025-06-30

WELLFIT GIRLS PROGRAM SOUTHWEST FLORIDA INC, founded in 2015, is a small nonprofit in the Youth Development sector that reported $268K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year.

Mission

TO INSPIRE, CHALLENGE, AND EMPOWER TEEN GIRLS TO CLIMB HIGH IN ALL AREAS OF LIFE THROUGH TRANSFORMATIONAL LEADERSHIP PROGRAMS.

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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 $247,598

Program Service Revenue $31,431

Investment Income $0

Other Revenue $-11,517

TOTAL REVENUE $267,512

Expense Breakdown

Grants Paid $0

Salaries & Benefits $181,342

Fundraising Expenses $45,175

Program Expenses $147,458

Other Expenses $103,079

TOTAL EXPENSES $284,421

Year-over-Year Comparison

	2024	2023	Change
Revenue	$267,512	$287,269	-0.1%
Expenses	$284,421	$250,270	+0.1%
Net Income	$-16,909	$36,999	-1.5%

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

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

$111,944

Total Directors

$60,255

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COLBY ROBERTSON	SECRETARY	1.00	Officer Director	$0	$0	$0
JILL WHEELER	FOUNDER, DIRECTOR	1.00	Director	$0	$0	$0
HEATHER BORDER	DIRECTOR	1.00	Director	$0	$0	$0
SARAH HOLTON	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
MELISSA NEUBEK	DIRECTOR	1.00	Director	$0	$0	$0
JOE CHARLES	TREASURER	1.00	Officer Director	$0	$0	$0
JESSICA TOLIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
LILY RAMIREZ	DIRECTOR	1.00	Director	$0	$0	$0
BROOKE SPENCER	EXECUTIVE DIRECTOR (THRU JUNE 2025)	40.00	Officer Director	$60,255	$0	$60,255
LAURA WU	DIRECTOR	1.00	Director	$0	$0	$0
ASHLYNN REEDER	DIRECTOR	1.00	Director	$0	$0	$0
MARTIN DE ST PIERRE	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH NEZI	DIRECTOR	1.00	Director	$0	$0	$0
CATHERINE ELKINS	DIRECTOR	1.00	Director	$0	$0	$0
NATALIE BRADLEY	PROGRAM DIRECTOR	40.00	Officer	$46,785	$0	$46,785
ALIVIA CROWL	PROGRAM DIRECTOR	40.00	Officer	$4,904	$0	$4,904

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	$267,512	$284,421	$94,048	$-16,909
2024	$287,269	$250,270	$110,957	$36,999
2023	$189,513	$251,538	$74,674	$-62,025
2022	$305,605	$207,162	$137,970	$98,443
2021	$208,241	$217,294	$59,202	$-9,053
2020	$240,811	$211,773	$67,886	$29,038
2019	$191,712	$198,428	$19,060	$-6,716
2018	$208,265	$212,267	$25,944	$-4,002

WELLFIT GIRLS PROGRAM SOUTHWEST FLORIDA INC