DIMENSIONS OF WELLNESS INC (EIN 844234174) - 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

2020

Legal Domicile

Principal Officer

STEPHANIE FRANTZ

Phone

3139208771

Tax Period

2024-10-01 to 2025-09-30

DIMENSIONS OF WELLNESS INC, founded in 2020, is a small nonprofit in the Mental Health sector that reported $639K in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $587K left a modest 8% surplus.

Mission

PROVIDE COMPREHENSIVE MENTAL HEALTH AND SUBSTANCE USE COUNSELING, MEDICATION EVALUATION AND REVIEW, AND PSYCHOLOGICAL TESTING

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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 $700

Program Service Revenue $0

Investment Income $0

Other Revenue $638,378

TOTAL REVENUE $639,078

Expense Breakdown

Grants Paid $0

Salaries & Benefits $32,539

Fundraising Expenses $0

Other Expenses $554,282

TOTAL EXPENSES $586,821

Year-over-Year Comparison

	2024	2023	Change
Revenue	$639,078	$531,794	+0.2%
Expenses	$586,821	$496,647	+0.2%
Net Income	$52,257	$35,147	+0.5%

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

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

$210,197

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CRYSTAL STRICKLAND	DIRECTOR	010.00	Director	$126,592	$0	$126,592
SUSAN REVELS	DIRECTOR	008.00	Director	$37,651	$0	$37,651
TRACY GOMEZ	DIRECTOR	015.00	Director	$28,082	$0	$28,082
MAYELLEN FRANTZ	DIRECTOR	025.00	Director	$17,872	$0	$17,872
PAMELA BILBREY	SECRETARY	000.50	Officer Director	$0	$0	$0
JUDITH BONINI	VICE PRESIDENT	000.50	Officer Director	$0	$0	$0
STEPHANIE FRANTZ	PRESIDENT	004.00	Officer Director	$0	$0	$0
BETH GISH	TREASURER	000.25	Officer Director	$0	$0	$0
JUDITH DEANGELIS	DIRECTOR	000.20	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	$639,078	$586,821	$122,443	$52,257
2024	$531,794	$496,647	$72,966	$35,147
2023	$386,752	$397,781	$37,819	$-11,029
2022	$326,346	$286,947	$48,846	$39,399
2021	$127,945	$114,142	$15,448	$13,803

DIMENSIONS OF WELLNESS INC