WORKLIFE MINISTRY INC (EIN 760312087) - 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

1988

Legal Domicile

Principal Officer

DIANA DALE

Phone

7132662456

Tax Period

2023-01-01 to 2023-12-31

WORKLIFE MINISTRY INC, founded in 1988, is a small nonprofit in the Religion sector that reported $292K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year.

Mission

PROVIDING RESOURCES AND TOOLS FOR EMPLOYEES AND THEIR FAMILIES, WORKPLACES AND COMMUNITIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $284,426

Program Service Revenue $1,730

Investment Income $1

Other Revenue $5,547

TOTAL REVENUE $291,704

Expense Breakdown

Grants Paid $0

Salaries & Benefits $167,721

Fundraising Expenses $0

Program Expenses $264,624

Other Expenses $131,412

TOTAL EXPENSES $299,133

Year-over-Year Comparison

	2023	2022	Change
Revenue	$291,704	$324,612	-0.1%
Expenses	$299,133	$305,427	0.0%
Net Income	$-7,429	$19,185	-1.4%

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

$161,309

Total Directors

$161,309

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH F BURLEIGH JD	CHIEF FINANCIAL OFFICER	50.00	Officer Director	$60,000	$5,889	$65,889
DIANA C DALE DMIN PHD	PRESIDENT & CEO	60.00	Officer Director	$90,000	$5,420	$95,420
JEFFREY R NEWPORT JD	CHAIR OF THE BOARD	1.00	Director	$0	$0	$0
ELIZABETH SMITH PHD	EMERITUS MEMBER	1.00	Director	$0	$0	$0
RICK GABEHART	EMERITUS MEMBER	1.00	Director	$0	$0	$0
DENA FISK	BOARD SECRETARY	1.00	Director	$0	$0	$0
CYNTHIA L ARIZPE GARCIA	LEAD YOUTH DEVELOPMENT	1.00	Director	$0	$0	$0
DREW BIVONA JD	BOARD MEMBER	1.00	Director	$0	$0	$0
LUIS R PAULINO LCSW	BOARD MEMBER	1.00	Director	$0	$0	$0
ALAN R ROBLEDO BS	BOARD MEMBER	1.00	Director	$0	$0	$0
JONA SARGENT	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID L SMITH BBM	BOARD MEMBER	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
2024	No data	No data	No data	No data
2023	$291,704	$299,133	$304,398	$-7,429
2022	$324,612	$305,427	$403,681	$19,185
2021	$262,350	$305,650	$486,229	$-43,300
2020	$229,741	$314,255	$113,189	$-84,514
2019	$317,878	$338,937	$63,353	$-21,059
2018	$352,291	$350,280	$95,515	$2,011

WORKLIFE MINISTRY INC