WELLNESS TOGETHER

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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

MARLON MORGAN

Phone

9162090151

Tax Period

2023-07-01 to 2024-06-30

WELLNESS TOGETHER, founded in 2016, is a mid-sized nonprofit in the Mental Health sector that reported $11.6M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $10.8M left a modest 7% surplus.

Mission

OUR PRIMARY MISSION IS TO PROVIDE INNOVATIVE MENTAL HEALTH SOLUTIONS TO PROMOTE MENTAL HEALTH AWARENESS, ADVOCACY, AND ACCESS.

Program Service Accomplishments

Program 1

Expenses: $7,017,515 Revenue: $8,739,046

SCHOOL BASED THERAPY - PROVIDED INCREASED MENTAL HEALTH ACCESS AND SERVICES TO OVER 163,000 K-12 STUDENTS, 18,000 COLLEGE STUDENTS, AND 22,000 EDUCATORS WITHIN CALIFORNIA SCHOOL DISTRICTS.

Program 2

Expenses: $607,542 Revenue: $339,364

HEAR YOU - PROVIDED OVER 2,000 TELEHEALTH COUNSELING SESSIONS TO EDUCATORS AND INDIVIDUALS LIVING IN CALIFORNIA AND NEW YORK.

Program 3

Expenses: $1,291,122 Revenue: $783,002

EVENTS - HOSTED ANNUAL STUDENT MENTAL WELLNESS CONFERENCE FOR OVER 1,400 EDUCATORS, SCHOOL ADMINISTRATORS, POLICY-MAKERS, AND SCHOOL MENTAL HEALTH PROFESSIONALS FROM ACROSS THE COUNTRY FOR A...

EVENTS - HOSTED ANNUAL STUDENT MENTAL WELLNESS CONFERENCE FOR OVER 1,400 EDUCATORS, SCHOOL ADMINISTRATORS, POLICY-MAKERS, AND SCHOOL MENTAL HEALTH PROFESSIONALS FROM ACROSS THE COUNTRY FOR A THREE-DAY EXPERIENCE TO GAIN KNOWLEDGE OF EVIDENCE-BASED INTERVENTIONS AND TOOLS TO INCREASE STUDENT MENTAL WELLNESS. WE ALSO HOSTED OUR MIND OUT LOUD VIRTUAL EVENT FOR 3,800 STUDENTS IN FOUR DIFFERENT COUNTRIES TO INCREASE MENTAL HEALTH AWARENESS AND ADVOCATE FOR MENTAL HEALTH IN THEIR OWN COMMUNITIES. WE PROVIDED ADDITIONAL IN PERSON AND ONLINE OPPORTUNITIES FOR PERSONAL AND PROFESSIONAL GROWTH.

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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 $1,575,061

Program Service Revenue $9,943,054

Investment Income $34,595

Other Revenue $710

TOTAL REVENUE $11,553,420

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,057,112

Fundraising Expenses $789,749

Program Expenses $8,916,179

Other Expenses $2,713,534

TOTAL EXPENSES $10,770,646

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,553,420	$10,621,436	+0.1%
Expenses	$10,770,646	$8,943,665	+0.2%
Net Income	$782,774	$1,677,771	-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

318

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

$295,374

Total Directors

$297,474

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARLON MORGAN	PRESIDENT AND CEO	40.00	Officer Director	$266,287	$29,087	$295,374
JENNA HUDSON	SECRETARY	1.00	Officer Director	$0	$0	$0
ROBERT TAKEMOTO	CFO	1.00	Officer Director	$0	$0	$0
MEGHAN JOSEPH	DIRECTOR	1.00	Director	$0	$0	$0
JOANNE MCHUGH	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA ZIMMERMAN	DIRECTOR	1.00	Director	$2,100	$0	$2,100
JEREMIAH AJA	ASSISTANT EXECUTIVE DIRECT	40.00	Highest	$107,509	$19,743	$127,252
ROBERT GARCIA	DIRECTOR OF PEOPLE OPERATI	40.00	Highest	$142,132	$31,495	$173,627
CHANTELLE IRVIN	PROGRAM DIRECTOR OF SCHOOL	40.00	Highest	$105,400	$9,860	$115,260
AMY LLOYD	DIRECTOR OF PROGRAMS	40.00	Highest	$125,954	$21,020	$146,974
BRITTNEY STONE	CLINICAL & OUTREACH PROGRAMS DIRECTOR	40.00	Highest	$105,476	$3,185	$108,661

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	No data	No data	No data	No data
2024	$11,553,420	$10,770,646	$6,123,379	$782,774
2023	$10,621,436	$8,943,665	$4,782,232	$1,677,771
2022	$5,855,889	$7,064,201	$3,014,904	$-1,208,312
2021	$4,936,044	$3,628,778	$3,740,017	$1,307,266
2020	$1,150,914	$2,427,688	$2,043,417	$-1,276,774
2020	$2,620,914	$2,420,379	$538,113	$200,535
2019	$1,069,585	$1,004,506	$140,942	$65,079