Lassen Wellness Inc (EIN 873593897) - 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

2021

Legal Domicile

Phone

5303109423

Tax Period

2023-01-01 to 2023-12-31

Lassen Wellness Inc, founded in 2021, is a small nonprofit in the Mental Health sector that reported $245K in total revenue in fiscal year 2023. Revenue surged 41% from the prior year, signaling strong growth momentum. Expenses of $300K exceeded revenue, resulting in a 23% operating deficit.

Mission

To facilitate classes for addiction recovery, domestic violence prevention, and juvenile/parent support.

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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 (2023)

Revenue Breakdown

Contributions & Grants $534

Program Service Revenue $244,142

Investment Income $0

Other Revenue $0

TOTAL REVENUE $244,676

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $300,086

Other Expenses $300,086

TOTAL EXPENSES $300,086

Year-over-Year Comparison

	2023	2022	Change
Revenue	$244,676	$173,515	+0.4%
Expenses	$300,086	$95,853	+2.1%
Net Income	$-55,410	$77,662	-1.7%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brent Petersen	Treasurer	15.00	Director	$0	$0	$0
Jennifer Petersen	President	40.00	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
2023	$244,676	$300,086	$22,253	$-55,410

Lassen Wellness Inc