SANAR WELLNESS INSTITUTE INC (EIN 473612405) - 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

SARAH LOTT

Phone

9736245424

Tax Period

2025-01-01 to 2025-12-31

SANAR WELLNESS INSTITUTE INC, founded in 2015, is a community nonprofit in the Health Care sector that reported $1.3M in total revenue in fiscal year 2025. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $1.1M left a modest 12% surplus.

Mission

THE SANAR WELLNESS INSTITUTE PROVIDES TRAUMA SPECIFIC SERVICES AND SUPPORT TO INDIVIDUALS AND COMMUNITIES IMPACTED BY INTERPERSONAL VIOLENCE AND COMPLEX TRAUMA.

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,114,278

Program Service Revenue $153,439

Investment Income $7,928

Other Revenue $0

TOTAL REVENUE $1,275,645

Expense Breakdown

Grants Paid $0

Salaries & Benefits $900,768

Fundraising Expenses $0

Program Expenses $1,095,393

Other Expenses $225,644

TOTAL EXPENSES $1,126,412

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,275,645	$1,127,926	+0.1%
Expenses	$1,126,412	$1,054,626	+0.1%
Net Income	$149,233	$73,300	+1.0%

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

$224,629

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATE E KEISEL-STAGNONE	CO-CEO	40.00	Officer	$116,629	$0	$116,629
SARAH LOTT	CO-CEO	40.00	Officer	$108,000	$0	$108,000
LAURA REVERCOMB	President	2.00	Director	$0	$0	$0
SEAMUS MAZIARZ	Treasurer	1.00	Director	$0	$0	$0
NANCY YOUNG	Trustee	2.00	Director	$0	$0	$0
CATRINA LUCA	Trustee	2.00	Director	$0	$0	$0
LUCIA FOXX	Vice President	3.00	Officer	$0	$0	$0
MICHAEL GREENE	Trustee	2.00	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
2025	$1,275,645	$1,126,412	$678,628	$149,233
2024	No data	No data	No data	No data
2023	$973,599	$1,019,590	$298,655	$-45,991
2022	$771,448	$766,039	$382,554	$5,409
2021	$954,698	$761,486	$413,742	$193,212
2020	$643,523	$578,137	$241,988	$65,386
2019	$440,308	$442,963	$145,487	$-2,655
2018	$345,785	$318,691	$69,870	$27,094

SANAR WELLNESS INSTITUTE INC