ORENDA HEALTH AND WELLNESS INC (EIN 832708768) - 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

JOSHUA DREW

Phone

9412541552

Tax Period

2024-07-01 to 2025-06-30

ORENDA HEALTH AND WELLNESS INC, founded in 2018, is a community nonprofit in the Health Care sector that reported $2.5M in total revenue in fiscal year 2024. Revenue surged 48% from the prior year, signaling strong growth momentum.

Mission

TO FOSTER BETTER HEALTH OUTCOMES BY BREAKING DOWN BARRIERS TO CULTURALLY SENSITIVE SERVICES, CREATING A STRONG SUPPORT NETWORK FOR UNDERSERVED COMMUNITIES AND ENHANCING CLIENT RESILIENCE.

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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 $67

Program Service Revenue $0

Investment Income $3,115

Other Revenue $2,495,605

TOTAL REVENUE $2,498,787

Expense Breakdown

Grants Paid $11,420

Salaries & Benefits $835,847

Fundraising Expenses $5,420

Program Expenses $2,567,129

Other Expenses $1,761,838

TOTAL EXPENSES $2,609,105

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,498,787	$1,692,458	+0.5%
Expenses	$2,609,105	$1,629,509	+0.6%
Net Income	$-110,318	$62,949	-2.8%

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

Volunteers

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

$125,275

Total Directors

$125,275

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEATHER DOLAN	PRESIDENT/DI	40.00	Officer Director	$125,275	$0	$125,275
JOSHUA DREW	TREASURER/DI	1.00	Officer Director	$0	$0	$0
CHRISTINA KUHN	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER LOCKWOOD	DIRECTOR	1.00	Director	$0	$0	$0
TRACIE MAKIN	DIRECTOR	1.00	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
2025	$2,498,787	$2,609,105	$1,194,773	$-110,318
2024	$1,692,458	$1,629,509	$530,108	$62,949
2023	$2,122,631	$1,705,427	$475,394	$417,204

ORENDA HEALTH AND WELLNESS INC