SAGE HOLISTIC HEALTH & WELLNESS CENTER (EIN 822549962) - 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

2017

Legal Domicile

Principal Officer

EMILY CELIS

Phone

7143913853

Tax Period

2024-01-01 to 2024-12-31

SAGE HOLISTIC HEALTH & WELLNESS CENTER, founded in 2017, is a small nonprofit in the Mental Health sector that reported $353K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $338K left a modest 4% surplus.

Mission

OUR MISSION IS TO BUILD COMMUNITY THROUGH EDUCATION AND COUNSELING PROGRAMS AND SERVICES FOR PHYSICAL, MENTAL AND SPIRITUAL HOLISTIC HEALTH AND WELLNESS.

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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 $0

Program Service Revenue $315,266

Investment Income $5,171

Other Revenue $32,980

TOTAL REVENUE $353,417

Expense Breakdown

Grants Paid $0

Salaries & Benefits $232,917

Fundraising Expenses $0

Program Expenses $278,383

Other Expenses $104,643

TOTAL EXPENSES $337,560

Year-over-Year Comparison

	2024	2023	Change
Revenue	$353,417	$290,447	+0.2%
Expenses	$337,560	$283,723	+0.2%
Net Income	$15,857	$6,724	+1.4%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CYNTHIS BERG-SMITH	DIRECTOR	N/A	Director	$0	$0	$0
BECKY FLORA-DOPPMANN	DIRECTOR	N/A	Director	$0	$0	$0
MARISSA BASTIDA	DIRECTOR	N/A	Officer	$0	$0	$0
EMILY CELIS	PRESIDENT	N/A	Officer	$0	$0	$0
JOSEPH CELIS	VICE PRESIDE	N/A	Officer	$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	$353,417	$337,560	$40,810	$15,857
2023	$290,447	$283,723	$20,687	$6,724
2022	$310,143	$329,286	$8,274	$-19,143
2021	$251,012	$252,630	No data	$-1,618

SAGE HOLISTIC HEALTH & WELLNESS CENTER