NATIONAL BOARD FOR HEALTH & WELLNE… - Form 990 Financial Data

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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

2017

Legal Domicile

Principal Officer

MOAIN ABU DABRH

Phone

4046801787

Tax Period

2025-01-01 to 2025-12-31

NATIONAL BOARD FOR HEALTH & WELLNESS COACHING INC, founded in 2017, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2025. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $1.2M left a modest 15% surplus.

Mission

TO CHAMPION THE ADVANCEMENT OF HEALTH AND WELLNESS COACHING THROUGH EVIDENCE-INFORMED STANDARDS OF EDUCATION, TRAINING, CREDENTIALING AND RESEARCH.

Program Service Accomplishments

Program 1

THE ORGANIZATION'S MISSION IS PURSUED THROUGH THE FOLLOWING FOUR-PRONGED APPROACH:1) ADVANCE THE HEALTH AND WELLNESS COACHING PROFESSION BY ESTABLISHING AND MAINTAINING STANDARDS OF EQUITABLE...

THE ORGANIZATION'S MISSION IS PURSUED THROUGH THE FOLLOWING FOUR-PRONGED APPROACH:1) ADVANCE THE HEALTH AND WELLNESS COACHING PROFESSION BY ESTABLISHING AND MAINTAINING STANDARDS OF EQUITABLE, EVIDENCE-INFORMED EDUCATION, TRAINING, CERTIFICATION, AND MAINTENANCE OF CERTIFICATION THAT RESULT IN QUALITY PROFESSIONAL PRACTICE.2) FACILITATE THE INTEGRATION OF HEALTH AND WELLNESS COACHES INTO THE HEALTHCARE TEAM TO FOSTER A WHOLE-PERSON APPROACH TO CARE.(CONTINUED ON SCHEDULE O)3) SUPPORT RESEARCH INITIATIVES TO ELEVATE THE FIELD OF HEALTH AND WELLNESS COACHING.4) PROMOTE ACCESS FOR INDIVIDUALS ACROSS DIVERSE COMMUNITIES TO WORK WITH NATIONAL BOARD CERTIFIED HEALTH AND WELLNESS COACHES (NBC-HWC) AS WELL AS FOR PROFESSIONALS TO COMPLETE QUALITY COACH TRAINING, CERTIFICATION AND CONTINUING EDUCATION.

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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 (2025)

Revenue Breakdown

Contributions & Grants $30,160

Program Service Revenue $1,319,609

Investment Income $153

Other Revenue $2,130

TOTAL REVENUE $1,352,052

Expense Breakdown

Grants Paid $0

Salaries & Benefits $591,854

Fundraising Expenses $0

Other Expenses $558,336

TOTAL EXPENSES $1,150,190

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,352,052	$1,753,733	-0.2%
Expenses	$1,150,190	$1,421,395	-0.2%
Net Income	$201,862	$332,338	-0.4%

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

$85,615

Total Directors

$4,283

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSICA MATTHEWS CHAIR	INTERIM EXEC. DIR. (UNTIL 01/2025)	15.00	Officer Director	$4,283	$0	$4,283
MOAIN ABU DABRH	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
BETTINA M BEECH	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
JEFF BRIZZOLARA	TREASURER	1.00	Officer Director	$0	$0	$0
AHN KREMER	SECRETARY (FROM 11/2025)	1.00	Officer Director	$0	$0	$0
KRISTI ARTZ	BOARD MEMBER	1.00	Director	$0	$0	$0
ANTOINETTE CROCKRELL	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLY HOWARD	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN HINKE	BOARD MEMBER	1.00	Director	$0	$0	$0
ELISA MOLL	BOARD MEMBER	1.00	Director	$0	$0	$0
RIKKI GILMORE-BYRD	BOARD MEMBER	1.00	Director	$0	$0	$0
BORIS VILIC	BOARD MEMBER	1.00	Director	$0	$0	$0
SARA GRIMSGAARD NOYES	BOARD MEMBER	1.00	Director	$0	$0	$0
DEANNA FOURNIER	EXECUTIVE DIRECTOR (FROM 05/2025)	40.00	Officer	$81,332	$0	$81,332
NICOLE POPE	DIRECTOR OF CERTIFICATION	40.00	Highest	$128,722	$5,328	$134,050

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	$1,352,052	$1,150,190	$1,549,420	$201,862
2024	$1,753,733	$1,421,395	$1,346,772	$332,338
2023	$1,444,986	$1,377,214	$1,014,168	$67,772
2022	$1,532,742	$1,031,046	$947,824	$501,696
2021	$1,064,289	$683,038	$644,910	$381,251
2020	$646,512	$697,261	$263,659	$-50,749
2018	$564,056	$428,867	$132,180	$135,189

NATIONAL BOARD FOR HEALTH & WELLNESS COACHING INC