MOUNTAIN WELLNESS ASSOCIATES (EIN 812987402) - 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

NATHAN MANLOVE

Phone

6032830195

Tax Period

2023-01-01 to 2023-12-31

MOUNTAIN WELLNESS ASSOCIATES, founded in 2016, is a small nonprofit in the Mental Health sector that reported $195K in total revenue in fiscal year 2023.

Mission

PROVIDING PSYCHOLOGICAL SERVICES, CONSULTATION AND COLLABORATION, CLIENT ADVOCACY, AND PSYCHOEDUCATION TO THOSE PURSUING RESOLUTION OF THEIR PSYCHOLOGICAL ISSUES AND EFFECTIVE MANAGEMENT OF RELATIONSHIPS AND LIFE STRESSORS.

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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 $0

Program Service Revenue $182,489

Investment Income $952

Other Revenue $11,865

TOTAL REVENUE $195,306

Expense Breakdown

Grants Paid $250

Salaries & Benefits $147,481

Fundraising Expenses $0

Program Expenses $194,364

Other Expenses $46,633

TOTAL EXPENSES $194,364

Year-over-Year Comparison

	2023	2022	Change
Revenue	$195,306	$189,703	+0.0%
Expenses	$194,364	$190,950	+0.0%
Net Income	$942	$-1,247	-1.8%

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

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

$137,000

Total Directors

$137,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MEGHAN ESTEY	CEO & PRESIDENT	40.00	Officer Director	$72,000	$0	$72,000
NATHAN MANLOVE	CFO & SECRETARY	40.00	Officer Director	$65,000	$0	$65,000
DOUG IOSUE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DEBRA BERGERON	DIRECTOR	1.00	Director	$0	$0	$0
NATHAN ALEXANDER	TREASURER	1.00	Officer Director	$0	$0	$0
ALEX TROMBLY	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$195,306	$194,364	$85,732	$942
2022	$189,703	$190,950	$84,790	$-1,247
2021	$226,954	$182,798	$86,037	$44,156

MOUNTAIN WELLNESS ASSOCIATES