RIVERSTONE WELLNESS

EIN: 871395666 501(c)(3) Health Care

WOFFORD HEIGHTS, CA

Total Revenue
$81,150
Total Expenses
$78,876
Total Assets
$11,775
Net Assets
$11,775
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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
CA
Principal Officer
HEATHER BERRY
Phone
7604172392
Tax Period
2024-01-01 to 2024-12-31

RIVERSTONE WELLNESS, founded in 2021, is a micro nonprofit in the Health Care sector that reported $81K in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum.

Mission

COMMUNITY CONNECTION FOSTER PERSONAL CONNECTIONS TO BRING THE COMMUNITY TOGETHER

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $782
Program Service Revenue $80,368
Investment Income $0
Other Revenue $0
TOTAL REVENUE $81,150

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $48,756
Other Expenses $78,876
TOTAL EXPENSES $78,876

Year-over-Year Comparison

2024 2023 Change
Revenue $81,150 $63,444 +0.3%
Expenses $78,876 $63,091 +0.3%
Net Income $2,274 $353 +5.4%
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

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Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
8

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
4
$21,720
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
HEATHER BERRY FOUNDER 5
Officer
$21,720 $0 $21,720
ROBERTA GORDON BOARD CHAIR 5
Officer
$0 $0 $0
CINDY HOOD SECRETARY 5
Officer
$0 $0 $0
VANESSA HERRER TREASURER 5
Officer
$0 $0 $0
ANN BERMAN BOARD MEMBER 5
Director
$0 $0 $0
DEBBIE SANTIAG BOARD MEMBER 5
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 $81,150 $78,876 $11,775 $2,274
2023 $63,444 $63,091 $15,267 $353
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