The Well Collective

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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

2021

Legal Domicile

Tax Period

2025-01-01 to 2025-12-31

The Well Collective, founded in 2021, is a small nonprofit in the Human Services sector that reported $495K in total revenue in fiscal year 2025. Revenue surged 52% from the prior year, signaling strong growth momentum. Expenses of $464K left a modest 6% surplus.

Mission

Provide Health and Wellness to those less fortunate

Program Service Accomplishments

Program 1

Expenses: $178,184 Revenue: $30,240

To provide health and wellness for those less fortunate or who cannot otherwise do such

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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 (2025)

Revenue Breakdown

Contributions & Grants $402,742

Program Service Revenue $91,825

Investment Income $0

Other Revenue $121

TOTAL REVENUE $494,688

Expense Breakdown

Grants Paid $0

Salaries & Benefits $202,151

Fundraising Expenses $131,625

Program Expenses $178,184

Other Expenses $250,538

TOTAL EXPENSES $463,691

Year-over-Year Comparison

	2025	2024	Change
Revenue	$494,688	$324,908	+0.5%
Expenses	$463,691	$321,375	+0.4%
Net Income	$30,997	$3,533	+7.8%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ashley Williams	Executive Director	0.00	Officer	$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	$494,688	$463,691	$66,025	$30,997
2024	$324,908	$321,375	$19,758	$3,533
2023	$64,201	$45,575	$18,626	$18,626