WELLNESS TRAINING SPECIALISTS (EIN 811252443) - 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

2016

Legal Domicile

Principal Officer

TERRY A JONES

Phone

7204407256

Tax Period

2021-01-01 to 2021-12-31

WELLNESS TRAINING SPECIALISTS, founded in 2016, is a micro nonprofit in the Education sector that reported $58K in total revenue in fiscal year 2021. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $109K exceeded revenue, resulting in a 90% operating deficit.

Mission

PROVIDE HIGH QUALITY PROFESSIONAL DEVELOPMENT AND TECHNICAL ASSISTANCE FOR PHYSICAL EDUCATION TEACHERS, CLASSROOM TEACHERS AND SCHOOL STAFF.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $57,650

Investment Income $3

Other Revenue $0

TOTAL REVENUE $57,653

Expense Breakdown

Grants Paid $0

Salaries & Benefits $62,126

Fundraising Expenses $0

Program Expenses $82,372

Other Expenses $47,231

TOTAL EXPENSES $109,357

Year-over-Year Comparison

	2021	2020	Change
Revenue	$57,653	$105,362	-0.5%
Expenses	$109,357	$221,273	-0.5%
Net Income	$-51,704	$-115,911	-0.6%

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

$57,765

Total Directors

$57,765

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRY A JONES	PRESIDENT/CEO	40.00	Officer Director	$57,000	$765	$57,765
CRYSTAL JONES	SECRETARY	2.00	Officer Director	$0	$0	$0
BILLIEJO DEAN	BOARD MEMBER	2.00	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
2021	$57,653	$109,357	$47,888	$-51,704
2020	$105,362	$221,273	$99,397	$-115,911
2019	$331,104	$302,880	$226,240	$28,224
2018	$318,545	$402,559	$191,814	$-84,014

WELLNESS TRAINING SPECIALISTS