OPEN SOURCE WELLNESS (EIN 813440555) - 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

BENJAMIN EMMERT-ARONSON

Phone

3308075754

Tax Period

2024-01-01 to 2024-12-31

OPEN SOURCE WELLNESS, founded in 2016, is a community nonprofit in the Human Services sector that reported $1.6M in total revenue in fiscal year 2024. Revenue surged 50% from the prior year, signaling strong growth momentum. The organization ran a surplus of $488K, a strong 30% operating margin.

Mission

Open Source Wellness (Agency) is a California public benefit corporation incorporated May 2016. The Agency will facilitate the basic practices of wellness, including, but not limited to, physical exercise, healthy food, stress reduction, and social connection. The mission is to make these practices accessible, enjoyable, and sustainable in clinical, community, and housing based settings. The Agency seeks to facilitate the adoption of healthy behavior patterns which will be sustained in lifestyle changes leading to improved health outcomes and the prevention of lifestyle related disease. While the Agency may operate in several different settings with different operating and financial models, the core offerings of physical movement, healthy meals, stress reduction, and social support remain consistent across contexts.

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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 (2024)

Revenue Breakdown

Contributions & Grants $789,255

Program Service Revenue $836,141

Investment Income $528

Other Revenue $1,465

TOTAL REVENUE $1,627,389

Expense Breakdown

Grants Paid $0

Salaries & Benefits $959,675

Fundraising Expenses $45,787

Program Expenses $916,399

Other Expenses $180,187

TOTAL EXPENSES $1,139,862

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,627,389	$1,087,191	+0.5%
Expenses	$1,139,862	$1,101,040	+0.0%
Net Income	$487,527	$-13,849	-36.2%

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

$162,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BENJAMIN EMMERT-ARONSON	DIRECTOR OF OPERATIONS	40.0	Officer	$90,000	$0	$90,000
ELIZABETH MARKLE	EXECUTIVE DIRECTOR	40.0	Officer	$72,000	$0	$72,000
VIVIAN SIEGEL	BOARD CHAIR	2.0	Officer Director	$0	$0	$0
ROBERT ROWEN	BOARD TREASURER	2.0	Officer Director	$0	$0	$0
SHYAAM SUBRAMANIAN	BOARD SECRETARY	2.0	Officer Director	$0	$0	$0
JAMES KOWALSKI	DIRECTOR	2.0	Director	$0	$0	$0
DENNIS ORWIG	DIRECTOR	2.0	Director	$0	$0	$0
SONIA RAFEH	DIRECTOR	2.0	Director	$0	$0	$0
BITHIKA MISHA SCHMID	DIRECTOR	2.0	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
2024	$1,627,389	$1,139,862	$1,100,655	$487,527
2023	$1,087,191	$1,101,040	$457,257	$-13,849
2022	$1,018,789	$765,337	$463,000	$253,452
2021	$685,084	$529,546	$179,651	$155,538
2020	$384,638	$406,135	$56,806	$-21,497

OPEN SOURCE WELLNESS