NATIONAL BOARD FOR HEALTH & WELLNESS COACHING INC

EIN: 815064011

SAN DIEGO, CA

Total Revenue
$1,753,733
Total Expenses
$1,421,395
Total Assets
$1,346,772
Net Assets
$1,346,772
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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
DE
Principal Officer
MOAIN ABU DABRH
Phone
4046801787
Tax Period
2024-01-01 to 2024-12-31

NATIONAL BOARD FOR HEALTH & WELLNESS COACHING INC, founded in 2017, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $332K, a strong 19% operating margin.

Mission

SEE PART III, LINE 1.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $214,690
Program Service Revenue $1,533,832
Investment Income $5,086
Other Revenue $125
TOTAL REVENUE $1,753,733

Expense Breakdown

Grants Paid $0
Salaries & Benefits $568,948
Fundraising Expenses $0
Other Expenses $852,447
TOTAL EXPENSES $1,421,395

Year-over-Year Comparison

2024 2023 Change
Revenue $1,753,733 $1,444,986 +0.2%
Expenses $1,421,395 $1,377,214 +0.0%
Net Income $332,338 $67,772 +3.9%
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

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Governance

Voting Members
9
Independent Members
7
Employees
7
Volunteers
60

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
5
$137,854
Total Directors
10
$29,983
Key Employees
1
$152,343
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JESSICA MATTHEWS CHAIR INTERIM EXEC. DIR (FROM 7/1/2024) 15.00
Officer Director
$29,983 $0 $29,983
BETTINA BEECH VICE CHAIR 1.00
Officer Director
$0 $0 $0
MOAIN ABU DABRH TREASURER 1.00
Officer Director
$0 $0 $0
JOCELYN WEISS SECRETARY 1.00
Officer Director
$0 $0 $0
RUTH Q WOLEVER BOARD MEMBER (UNTIL 11/1/2024) 1.00
Director
$0 $0 $0
CINDY SCHULTZ BOARD MEMBER 1.00
Director
$0 $0 $0
KAREN LAWSON BOARD MEMBER 1.00
Director
$0 $0 $0
ELISA MOLL BOARD MEMBER 1.00
Director
$0 $0 $0
ANTOINETTE CROCKRELL BOARD MEMBER 1.00
Director
$0 $0 $0
BORRIS VILIC BOARD MEMBER 1.00
Director
$0 $0 $0
LEIGH-ANN WEBSTER SEE SCH O EXECUTIVE DIRECTOR (UNTIL 6/1/2024) 40.00
Officer
$104,781 $3,090 $107,871
NICOLE POPE SEE SCH O DIRECTOR OF OPERATIONS 40.00
Key Emp
$151,267 $1,076 $152,343
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 $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
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