Wellness Advocacy Fund (EIN 843757375) - 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

Mary C Acker

Phone

2402951612

Tax Period

2024-01-01 to 2024-12-31

Wellness Advocacy Fund, founded in 2019, is a community nonprofit in the Mutual Benefit sector that reported $8.9M in total revenue in fiscal year 2024. Revenue surged 108% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.5M, a strong 39% operating margin.

Mission

Promotion of social welfare to other 501(c)(3) and (c)(4) organizations

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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 $0

Program Service Revenue $0

Investment Income $8,841,261

Other Revenue $19,558

TOTAL REVENUE $8,860,819

Expense Breakdown

Grants Paid $5,250,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,394,717

Other Expenses $158,109

TOTAL EXPENSES $5,408,109

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,860,819	$4,267,063	+1.1%
Expenses	$5,408,109	$3,182,108	+0.7%
Net Income	$3,452,710	$1,084,955	+2.2%

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

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
Mary C Acker	Treasurer/Secretary	2.00	Officer	$0	$0	$0
David J Korotkin	Asst Secretary	0.25	Officer	$0	$0	$0
Barbara Bainum	President and Director	1.00	Officer Director	$0	$0	$0
Wilfried Busse	Director	1.00	Director	$0	$0	$0
Scott Renschler	Director	1.00	Director	$0	$0	$0
Todd Renschler	Director	1.00	Director	$0	$0	$0
Katherine Renschler	Director	1.00	Director	$0	$0	$0
Amanda Renschler	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
2024	$8,860,819	$5,408,109	$28,841,102	$3,452,710
2023	$4,267,063	$3,182,108	$28,063,004	$1,084,955
2022	$2,281,869	$4,645,508	$26,819,804	$-2,363,639
2021	$3,562,740	$2,032,483	$42,284,192	$1,530,257
2020	$31,497,496	$2,028,517	$31,242,262	$29,468,979

Wellness Advocacy Fund