BY THE WELL FOUNDATION (EIN 473161138) - 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

2017

Legal Domicile

Principal Officer

KIM KELLY

Phone

5093254343

Tax Period

2023-01-01 to 2023-12-31

BY THE WELL FOUNDATION, founded in 2017, is a community nonprofit in the Religion sector that reported $2.1M in total revenue in fiscal year 2023. Revenue surged 110% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 52% operating margin.

Mission

Helping low income women learn the love of Christ and achieve emotional and mental stability.

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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 $1,841,239

Program Service Revenue $263,611

Investment Income $23,130

Other Revenue $0

TOTAL REVENUE $2,127,980

Expense Breakdown

Grants Paid $0

Salaries & Benefits $596,277

Fundraising Expenses $83,496

Program Expenses $714,572

Other Expenses $429,885

TOTAL EXPENSES $1,026,162

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,127,980	$1,014,741	+1.1%
Expenses	$1,026,162	$981,255	+0.0%
Net Income	$1,101,818	$33,486	+31.9%

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

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LUANNE CONLEY	Secretary	2.00	Director	$0	$0	$0
RICHARD LEWIS	BOARD MEMBER	2.00	Director	$0	$0	$0
FRED FLEMING	Chairman	2.00	Director	$0	$0	$0
MICHAEL CEPARANO	Treasurer	2.00	Director	$0	$0	$0
ALEX SZAMBELAN	BOARD MEMBER	2.00	Director	$0	$0	$0
SEAN GRUBB	Vice Chairman	2.00	Director	$0	$0	$0
KIM KELLY	CEO	40.00	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	$2,127,980	$1,026,162	$2,048,456	$1,101,818
2022	$1,014,741	$981,255	$921,242	$33,486
2021	$844,267	$754,625	$876,187	$89,642
2020	$782,679	$671,926	$807,006	$110,753
2019	$700,200	$593,598	$683,627	$106,602

BY THE WELL FOUNDATION