WELLO INC

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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

JENNIFER SCHNELL

Phone

9203092202

Tax Period

2024-10-01 to 2025-09-30

WELLO INC, founded in 2020, is a community nonprofit in the Health Care sector that reported $1.5M in total revenue in fiscal year 2024. Revenue surged 95% from the prior year, signaling strong growth momentum. The organization ran a surplus of $428K, a strong 28% operating margin.

Mission

WELLO'S PURPOSE IS TO CO-CREATE COMMUNITY CONDITIONS THAT ARE FAIR AND JUST TO DRIVE HIGH LEVELS OF HEALTH AND WELL-BEING FOR ALL.WE BELIEVE THAT EVERYONE SHOULD HAVE THE OPPORTUNITY TO BE THEIR BEST SELF AND LIVE THEIR BEST LIVES. TOGETHER, WE ARE BUILDING A LEGACY OF WELL-BEING.

Program Service Accomplishments

Program 1

Expenses: $590,317

FARM TO SCHOOL - BROWN COUNTY FARM TO SCHOOL PROGRAM SERVICING NINE SCHOOL DISTRICTS. MAJOR ACCOMPLISHMENTS INCLUDE INCREASING THE AMOUNT OF LOCAL FOOD PROCURED TO BE SERVED IN SCHOOL MEALS, UPDATING FARM TO SCHOOL LESSONS TO INCLUDE EQUITY COMPONENTS, WORKING THROUGH SUPPLY CHAIN LOGISTICS TO GET FOOD TO SCHOOLS, FARMER BIOGRAPHIES TO CONNECT LOCAL FARMS TO STUDENTS, AND CONVENING OF THE FARM TO SCHOOL TASKFORCE. SERVES 46,000 BROWN COUNTY STUDENTS.

Program 2

Expenses: $230,123

DOUBLE YOUR BUCKS AND PRODUCE BOXES - PROVIDES ACCESS TO FRESH FRUITS AND VEGETABLES TO COMMUNITY MEMBERS WHO UTILIZE FOODSHARE OR EBT. ENSURE THE INFRASTRUCTURE NECESSARY TO PROCESS FOODSHARE...

DOUBLE YOUR BUCKS AND PRODUCE BOXES - PROVIDES ACCESS TO FRESH FRUITS AND VEGETABLES TO COMMUNITY MEMBERS WHO UTILIZE FOODSHARE OR EBT. ENSURE THE INFRASTRUCTURE NECESSARY TO PROCESS FOODSHARE BENEFITS AT THE MARKETS, WORK WITH LOCAL FARMERS TO ACCEPT BENEFITS, SECURE FUNDS TO PROVIDE THE DOUBLE YOUR BUCKS COMPONENT WHICH ALLOWS PEOPLE TO GET AN ADDITIONAL $10 TO SPEND ON FRESH FRUITS AND/OR VEGETABLES. AVAILABLE AT FOUR FARMERS MARKETS IN THE REGION.

Program 3

Expenses: $180,096

COUNTYWIDE MEASUREMENT - BI-ANNUAL MEASURE OF HEALTH AND WELL-BEING ACROSS BROWN COUNTY THROUGH A SURVEY. ASSESS THE NEEDS OF THE COMMUNITY AND FOCUS ON ENSURING A DEMOGRAPHICALLY REPRESENTATIVE...

COUNTYWIDE MEASUREMENT - BI-ANNUAL MEASURE OF HEALTH AND WELL-BEING ACROSS BROWN COUNTY THROUGH A SURVEY. ASSESS THE NEEDS OF THE COMMUNITY AND FOCUS ON ENSURING A DEMOGRAPHICALLY REPRESENTATIVE SAMPLE. WORK WITH RESEARCHERS FROM UW-GREEN BAY AND ST. NORBERT COLLEGE ALONG WITH PROJECT PARTNERS FROM BROWN COUNTY UNITED WAY AND BROWN COUNTY PUBLIC 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 (2024)

Revenue Breakdown

Contributions & Grants $1,547,314

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,547,314

Expense Breakdown

Grants Paid $0

Salaries & Benefits $486,523

Fundraising Expenses $20,956

Program Expenses $1,000,536

Other Expenses $632,388

TOTAL EXPENSES $1,118,911

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,547,314	$791,528	+1.0%
Expenses	$1,118,911	$802,989	+0.4%
Net Income	$428,403	$-11,461	-38.4%

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

$99,972

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RACHAEL COCHART	PAST PRESIDENT	1.00	Director	$0	$0	$0
JACOB BAUMAN	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER SCHNELL	TREASURER	1.00	Officer Director	$0	$0	$0
SHOUA LEE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DR KRISTIN LYERLY	DIRECTOR	1.00	Director	$0	$0	$0
JOE FAULDS	DIRECTOR	1.00	Director	$0	$0	$0
TIFFANY CHRISTENSEN	DIRECTOR	1.00	Director	$0	$0	$0
SARAH INMAN	DIRECTOR	1.00	Director	$0	$0	$0
KELLY MCBRIDE-MOORE	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE SLAVIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
ALLIE BARTHEN	DIRECTOR	1.00	Director	$0	$0	$0
SRI KANTANMENI	DIRECTOR	1.00	Director	$0	$0	$0
MELINDA DANFORTH	DIRECTOR	1.00	Director	$0	$0	$0
MATT UPSTONE	DIRECTOR	1.00	Director	$0	$0	$0
NATALIE BOMBSTAD	EXECUTIVE DIRECTOR	40.00	Officer	$99,972	$0	$99,972

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	$1,547,314	$1,118,911	$1,068,199	$428,403
2024	$791,528	$802,989	$591,878	$-11,461
2023	$489,298	$471,994	$247,652	$17,304
2022	$359,603	$413,558	$218,597	$-53,955
2021	$415,065	$153,586	$264,309	$261,479