WELLITY EDUCATION (EIN 814719354) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

BRENDAN MISLIN

Phone

6143271930

Tax Period

2023-07-01 to 2024-06-30

WELLITY EDUCATION, founded in 2016, is a small nonprofit in the Arts, Culture & Humanities sector that reported $198K in total revenue in fiscal year 2023. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $325K exceeded revenue, resulting in a 64% operating deficit.

Mission

WELLITY EDUCATION STANDS FOR WELL-BEING + EQUITY. WE EQUIP K-12 EDUCATORS WITH TOOLS TO SUPPORT THE MENTAL HEALTH OF STUDENTS THROUGH MINDFULNESS, MOVEMENT, AND MINDSET TRAINING AND CURRICULUM.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $87,482

Program Service Revenue $107,702

Investment Income $2,904

Other Revenue $0

TOTAL REVENUE $198,088

Expense Breakdown

Grants Paid $0

Salaries & Benefits $259,940

Fundraising Expenses $27,604

Program Expenses $242,764

Other Expenses $61,531

TOTAL EXPENSES $324,621

Year-over-Year Comparison

	2023	2022	Change
Revenue	$198,088	$319,611	-0.4%
Expenses	$324,621	$300,308	+0.1%
Net Income	$-126,533	$19,303	-7.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIRSTEN FRASER	BOARD PRESID	3.00	Officer Director	$0	$0	$0
TERESA EIGEL	BOARD SECRET	3.00	Officer Director	$0	$0	$0
BRENDAN MISLIN	BOARD TREASU	3.00	Officer Director	$0	$0	$0
RODNEY HARRELSON	BOARD MEMBER	1.00	Director	$0	$0	$0
DIANNE RADIGAN	BOARD MEMBER	1.00	Director	$0	$0	$0
SHANNON TAYLOR	BOARD MEMBER	1.00	Director	$0	$0	$0
KATE YOUNG	BOARD MEMBER	1.00	Director	$0	$0	$0
OMOWALE CROWDER	BOARD MEMBER	1.00	Director	$0	$0	$0
SARAH GAVER	BOARD MEMBER	1.00	Director	$0	$0	$0
RYAN FREDERICK	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
2025	No data	No data	No data	No data
2024	$198,088	$324,621	$160,379	$-126,533
2023	$319,611	$300,308	$287,695	$19,303
2022	$285,873	$230,651	$268,685	$55,222
2021	$223,273	$191,638	$211,071	$31,635
2020	$195,143	$136,661	$203,196	$58,482
2019	$103,461	$85,683	$122,144	$17,778

WELLITY EDUCATION