Wellness Energy Institute Inc (EIN 830774420) - 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

2018

Legal Domicile

Principal Officer

Lenka Schulze

Phone

2398606977

Tax Period

2022-01-01 to 2022-12-31

Wellness Energy Institute Inc, founded in 2018, is a small nonprofit that reported $260K in total revenue in fiscal year 2022. Expenses of $304K exceeded revenue, resulting in a 17% operating deficit.

Mission

The purpose of the corporation is to provide energy medicine healing and coaching as well as other alternative medicine therapies, all of which are designed to promote and maintain optimal well-being and physical, mental, emotional, and spiritual health.

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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 (2022)

Revenue Breakdown

Contributions & Grants $250,011

Program Service Revenue $9,738

Investment Income $122

Other Revenue $0

TOTAL REVENUE $259,871

Expense Breakdown

Grants Paid $5,500

Salaries & Benefits $99,231

Fundraising Expenses $0

Program Expenses $264,401

Other Expenses $199,366

TOTAL EXPENSES $304,097

Year-over-Year Comparison

	2022	2021	Change
Revenue	$259,871	N/A	N/A
Expenses	$304,097	N/A	N/A
Net Income	$-44,226	N/A	N/A

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

$91,903

Total Directors

$91,903

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lenka Schulze	President & CEO	40.00	Officer Director	$91,903	$0	$91,903
Desiree Rozen	Director	2.00	Director	$0	$0	$0
Frank Ragonese	Director	2.00	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
2022	$259,871	$304,097	$211,770	$-44,226
2020	$291,501	$67,840	$439,178	$223,661
2020	$266,501	$67,840	$439,178	$198,661
2019	$216,531	$4,810	$225,546	$211,721

Wellness Energy Institute Inc