SAINT HELENA - NAPA SOUL - 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

2018

Legal Domicile

Principal Officer

MARK BUTLER

Phone

7072651800

Tax Period

2023-01-01 to 2023-12-31

SAINT HELENA - NAPA SOUL, founded in 2018, is a micro nonprofit in the Health Care sector that reported $36K in total revenue in fiscal year 2023. Expenses of $51K exceeded revenue, resulting in a 41% operating deficit.

Mission

SAINT HELENA-NAPA SOUL'S MISSION IS TO EDUCATE THE LOCAL COMMUNITY REGARDING HEALTH AND WELLNESS ACTIVITIES AND PRACTICES.

Program Service Accomplishments

Program 1

Expenses: $48,133

THE ORGANIZATION PROMOTES HEALTH AND WELLNESS IN OUR COMMUNITY. WE OFFER DAILY SPIN CLASSES,YOGA, TAI CHI, QI GONG, AND MEDITATION CLASSES. INDIVIDUALS PAY FOR THE CLASSES THEY WOULD LIKETO TAKE WITH NO MEMBERSHIP FEES REQUIRED. ALL PROFITS ARE RE-INVESTED INTO THE COMMUNITY IN THEFORM OF FREE CLASSES AND WORKSHOPS, SEMINARS, AND DONATIONS TO OTHER LOCAL GROUPS IN NEED.

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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 (2023)

Revenue Breakdown

Contributions & Grants $15,349

Program Service Revenue $0

Investment Income $0

Other Revenue $20,761

TOTAL REVENUE $36,110

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $48,133

Other Expenses $50,922

TOTAL EXPENSES $50,922

Year-over-Year Comparison

	2023	2022	Change
Revenue	$36,110	$-24,227	-2.5%
Expenses	$50,922	$69,427	-0.3%
Net Income	$-14,812	$-93,654	-0.8%

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

N/A

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
MARK BUTLER	PRESIDENT	2.60	Officer Director	$0	$0	$0
TERESA VELLA	TREASURER	2.60	Officer Director	$0	$0	$0
ROSE BURILLO	SECRETARY	2.60	Officer 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
2024	No data	No data	No data	No data
2023	$36,110	$50,922	$131,247	$-14,812
2022	$-24,227	$69,427	$165,483	$-93,654
2021	$38,860	$62,418	$398,974	$-23,558
2020	$34,080	$63,561	$431,666	$-29,481
2019	$443,997	$83,362	$453,705	$360,635
2018	$92,437	$17,361	$77,535	$75,076

SAINT HELENA - NAPA SOUL