Family Wellness Bismarck-Mandan LLC (EIN 474210742) - 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

2014

Legal Domicile

Principal Officer

Lisa Kudelka

Phone

7012551525

Tax Period

2024-08-01 to 2025-07-31

Family Wellness Bismarck-Mandan LLC, founded in 2014, is a community nonprofit in the Human Services sector that reported $1.7M in total revenue in fiscal year 2024. Net assets of $9.7M represent 69 months of operating reserves.

Mission

Promote the health and welfare of citizens of the community.

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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 $13,982

Program Service Revenue $1,514,211

Investment Income $73,663

Other Revenue $89,432

TOTAL REVENUE $1,691,288

Expense Breakdown

Grants Paid $47,125

Salaries & Benefits $814,551

Fundraising Expenses $0

Program Expenses $1,319,905

Other Expenses $818,461

TOTAL EXPENSES $1,680,137

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,691,288	$1,625,097	+0.0%
Expenses	$1,680,137	$1,603,874	+0.0%
Net Income	$11,151	$21,223	-0.5%

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

103

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

$88,209

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa Kudelka	President	0.50	Officer Director	$0	$0	$0
Eric Aldinger	Secretary	0.50	Officer Director	$0	$0	$0
Kayla Wagner	Treasurer	0.50	Officer Director	$0	$0	$0
Tim Olson	Board Member	0.50	Director	$0	$0	$0
Angie Sersha	Board Member	0.50	Director	$0	$0	$0
Mike Salwei	Board Member	0.50	Director	$0	$0	$0
Taija Bohn	Executive Director	40.00	Officer	$78,519	$9,690	$88,209

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	$1,691,288	$1,680,137	$9,854,017	$11,151
2024	$1,625,097	$1,603,874	$9,887,389	$21,223
2023	$1,417,098	$1,692,016	$9,768,084	$-274,918
2022	$1,653,651	$1,570,822	$10,034,962	$82,829
2021	$1,257,308	$1,489,932	$10,093,285	$-232,624
2020	$1,088,724	$1,543,066	$10,188,804	$-454,342
2019	$1,126,602	$1,545,044	$10,494,106	$-418,442

Family Wellness Bismarck-Mandan LLC