CTZNWELL Institute Inc (EIN 473286184) - 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

2015

Phone

4159716383

Tax Period

2023-01-01 to 2023-12-31

CTZNWELL Institute Inc, founded in 2015, is a small nonprofit in the Health Care sector that reported $203K in total revenue in fiscal year 2023. Revenue fell 26% from the prior year — a significant decline worth monitoring.

Mission

Through personal practice, community building, and collective action we transform ourselves and restructure our world to support the conditions of wellbeing for all.

🔒

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 $202,639

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $202,639

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,014

Program Expenses $192,078

Other Expenses $199,714

TOTAL EXPENSES $199,714

Year-over-Year Comparison

	2023	2022	Change
Revenue	$202,639	$274,861	-0.3%
Expenses	$199,714	$241,227	-0.2%
Net Income	$2,925	$33,634	-0.9%

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

N/A

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
Kerri Kelly	President	20.00	Officer Director	$0	$0	$0
Heidi Sieck	Secretary	4.00	Officer Director	$0	$0	$0
Donnie Fowler	Director	2.00	Director	$0	$0	$0
Robin Bourd	Treasurer	4.00	Officer Director	$0	$0	$0
Rebecca Parekh	Director	2.00	Director	$0	$0	$0
Anasa Troutman	Director	2.00	Director	$0	$0	$0
Kristin Rothballer	Director	2.00	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
2024	No data	No data	No data	No data
2023	$202,639	$199,714	$59,458	$2,925
2022	$274,861	$241,227	$56,533	$33,634

CTZNWELL Institute Inc