RIVERSTONE WELLNESS

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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

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

RIVERSTONE WELLNESS WAS DEVELOPED TO BE A PLACE OF HEALING FOR THE COMMUNITY. OFFERINGS GROUNDED IN SCIENCE PROVIDE OPPORTUNITIES FOR COMMUNITY CONNECTION USING MULTIPLE METHODOLOGIES.

Program Service Accomplishments

Program 1

Expenses: $23,433 Revenue: $28,180

NEIGHBOR TO NEIGHBOR PROGRAM DESIGNED TO FOSTER CONNECTION USING WHOLE

Program 2

Expenses: $5,000 Revenue: $5,000

PRENATAL YOGA AND BIRTHING CLASSES, MOMMY AND BABY YOGA POST NATAL

Program 3

Expenses: $16,777 Revenue: $47,188

UNRESTRICTED INCLUSIVE PROGRAMS. CLASSES FOR MIND AND BODY WELLNESS,

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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 $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

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

$21,720

Total Directors

Key Employees

Highest Compensated

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