WELLSPIRE LLC (EIN 833724025) - 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

2019

Legal Domicile

Principal Officer

KRISTY VANDERWIEL

Phone

5159782777

Tax Period

2024-01-01 to 2024-12-31

WELLSPIRE LLC, founded in 2019, is a mid-sized nonprofit that reported $31.6M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

GUIDED BY CHRISTIAN COMPASSION, WELLSPIRE SUPPORTS THE INDEPENDENCE, HEALTH, AND WELL-BEING OF OLDER ADULTS WHEREVER THEY CALL HOME.

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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 $82,938

Program Service Revenue $30,220,158

Investment Income $1,163,521

Other Revenue $106,767

TOTAL REVENUE $31,573,384

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,746,026

Fundraising Expenses $0

Program Expenses $27,146,721

Other Expenses $15,701,881

TOTAL EXPENSES $32,447,907

Year-over-Year Comparison

	2024	2023	Change
Revenue	$31,573,384	$28,097,645	+0.1%
Expenses	$32,447,907	$32,630,122	0.0%
Net Income	$-874,523	$-4,532,477	-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

665

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

$629,172

Total Directors

$1,589,706

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTY VANDERWIEL	CHAIR	5.00	Officer Director	$0	$18,269	$255,109
CRAIG FLANAGAN	VICE CHAIR	6.00	Officer Director	$0	$30,002	$374,063
JOSEPH MALAS	TREASURER	1.00	Officer Director	$0	$0	$0
JORDAN VOIGT	DIRECTOR	1.00	Director	$0	$0	$0
ROB KRETZINGER	DIRECTOR	6.00	Director	$0	$61,972	$960,534
CHELSEY KILLEAN - FIELDSTONE	EXECUTIVE DIRECTOR	40.00	Highest	$130,078	$34,798	$164,876
JENNIFER DUNK - ILLINI RESTORATIVE	EXECUTIVE DIRECTOR	40.00	Highest	$104,384	$29,993	$134,377

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	$31,573,384	$32,447,907	$81,508,255	$-874,523
2023	$28,097,645	$32,630,122	$88,803,061	$-4,532,477
2023	$28,582,073	$32,630,122	$88,803,061	$-4,048,049
2022	$21,274,414	$25,596,980	$93,044,438	$-4,322,566

WELLSPIRE LLC