Rebalanced Life Wellness Association Inc (EIN 824133284) - 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

2009

Legal Domicile

Principal Officer

Aaron Perry

Phone

6088432291

Tax Period

2024-01-01 to 2024-12-31

Rebalanced Life Wellness Association Inc, founded in 2009, is a small nonprofit in the Human Services sector that reported $932K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $856K left a modest 8% surplus.

Mission

TO ENSURE THAT UNINSURED BLACK MEN AND BOYS WHO BEAR THE HEAVIEST BURDEN OF DISEASE AND POOR HEALTH STATUS, HAVE DAILY ACCESS TO FREE HEALTHCARE FROM A LOCATION THEY TRUST, RESPECT AND FEEL SAFE.

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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 $931,050

Program Service Revenue $0

Investment Income $458

Other Revenue $0

TOTAL REVENUE $931,508

Expense Breakdown

Grants Paid $0

Salaries & Benefits $297,173

Fundraising Expenses $27,945

Program Expenses $856,100

Other Expenses $558,927

TOTAL EXPENSES $856,100

Year-over-Year Comparison

	2024	2023	Change
Revenue	$931,508	$795,620	+0.2%
Expenses	$856,100	$764,697	+0.1%
Net Income	$75,408	$30,923	+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

N/A

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

$272,646

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Aaron Perry	Executive Dir.	62.00	Officer	$219,230	$0	$219,230
Joseph Roy	Director	28.00	Officer	$36,600	$0	$36,600
Dwain Sykes	Director	16.00	Officer	$16,816	$0	$16,816
Anthony Curtis	Treasurer	0.00	Officer	$0	$0	$0
Fred Conley	Director	0.00	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	$931,508	$856,100	$296,528	$75,408
2023	$795,620	$764,697	$223,345	$30,923
2022	$435,428	$568,446	$155,052	$-133,018
2021	$530,184	$397,061	$286,324	$133,123
2020	$269,752	$191,340	$164,193	$78,412

Rebalanced Life Wellness Association Inc