WORSLEY INSTITUTE OF CLASSICAL FIVE-ELEMENT ACUPUNCTURE (EIN 541945858) - 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

1999

Legal Domicile

Phone

8005493531

Tax Period

2025-01-01 to 2025-12-31

WORSLEY INSTITUTE OF CLASSICAL FIVE-ELEMENT ACUPUNCTURE, founded in 1999, is a small nonprofit in the Medical Research sector that reported $287K in total revenue in fiscal year 2025. Revenue surged 74% from the prior year, signaling strong growth momentum. Expenses of $255K left a modest 11% surplus.

Mission

Educational (See Article 1 of attached By-Laws.)

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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 $14,082

Program Service Revenue $271,987

Investment Income $9

Other Revenue $495

TOTAL REVENUE $286,573

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,451

Fundraising Expenses $0

Program Expenses $232,801

Other Expenses $243,642

TOTAL EXPENSES $255,093

Year-over-Year Comparison

	2025	2024	Change
Revenue	$286,573	$165,027	+0.7%
Expenses	$255,093	$161,448	+0.6%
Net Income	$31,480	$3,579	+7.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNETTE SESSIONS	President	5.00	Director	$0	$0	$0
DAVID BERKSHIRE	Secretary	18.00	Director	$0	$0	$0
JOSH LUPER	WISE DIRECTOR	2.00	Director	$0	$0	$0
JANET DARBY	WIT DIRECTOR	7.00	Director	$0	$0	$0
ERIC HARTMAN	Vice President	10.00	Director	$0	$0	$0
TARA RADSLIFF	BD. OF TRS.	0.25	Director	$0	$0	$0
DRAZEN DRURIC	BD. OF TRS.	0.25	Director	$0	$0	$0
STELLA JIANG	SM DIR.	5.00	Director	$0	$0	$0
MARIA HICKS	Treasurer	1.00	Director	$0	$0	$0
MATTHEW MATTEUCCI	BD. OF TRS.	0.25	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	$286,573	$255,093	$122,601	$31,480

WORSLEY INSTITUTE OF CLASSICAL FIVE-ELEMENT ACUPUNCTURE