WELLBEING INITIATIVE INC (EIN 474853482) - 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

SADIE THOMPSON

Phone

5312545451

Tax Period

2024-07-01 to 2025-06-30

WELLBEING INITIATIVE INC, founded in 2015, is a community nonprofit in the Human Services sector that reported $2.7M in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum.

Mission

WELLBEING INITIATIVE, INC. IS DEDICATED TO IMPACTING THE LIVES OF THOSE LIVING WITH MENTAL HEALTH CHALLENGES BY PROVIDING A COMMUNITY THAT EMPOWERS MEMBERS TO REACH THEIR FULLEST POTENTIAL.

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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 $1,886,527

Program Service Revenue $738,733

Investment Income $0

Other Revenue $34,008

TOTAL REVENUE $2,659,268

Expense Breakdown

Grants Paid $318,035

Salaries & Benefits $1,708,083

Fundraising Expenses $0

Program Expenses $2,371,534

Other Expenses $582,561

TOTAL EXPENSES $2,608,679

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,659,268	$2,056,443	+0.3%
Expenses	$2,608,679	$2,134,049	+0.2%
Net Income	$50,589	$-77,606	-1.7%

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

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
MIRANDA ROGERS	PRESIDENT	1.00	Officer Director	$0	$0	$0
MATTHEW BRASE	TREASURER	1.00	Officer Director	$0	$0	$0
STACEY SEUFERER	DIRECTOR	1.00	Director	$0	$0	$0
DEB TURNER	DIRECTOR	1.00	Director	$0	$0	$0
REGINA SULLIVAN	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA RIPLEY	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY MEREDITH	DIRECTOR	1.00	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
2025	$2,659,268	$2,608,679	$733,155	$50,589
2024	$2,056,443	$2,134,049	$691,360	$-77,606
2023	$1,298,388	$1,376,100	$704,441	$-77,712
2022	$822,887	$698,970	$280,953	$123,917
2021	$374,290	$252,561	$163,862	$121,729

WELLBEING INITIATIVE INC