All That Matters Yoga & Wellness (EIN 874107219) - 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

Principal Officer

Michele Maker

Tax Period

2023-01-01 to 2023-12-31

All That Matters Yoga & Wellness is a small nonprofit in the Health Care sector that reported $838K in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $171K, a strong 20% operating margin.

Mission

To educate, inspire, and support the community to continually grow toward, and maintain, optimal health and well being.

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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 $64,212

Program Service Revenue $749,056

Investment Income $6,031

Other Revenue $18,440

TOTAL REVENUE $837,739

Expense Breakdown

Grants Paid $11,660

Salaries & Benefits $158,915

Fundraising Expenses $0

Program Expenses $493,656

Other Expenses $496,379

TOTAL EXPENSES $666,954

Year-over-Year Comparison

	2023	2022	Change
Revenue	$837,739	$695,455	+0.2%
Expenses	$666,954	$567,267	+0.2%
Net Income	$170,785	$128,188	+0.3%

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

$135,655

Total Directors

$135,655

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tara Beaulieu	Executive Director	40.00	Officer Director	$75,067	$0	$75,067
Laurie McCoy	Secretary	2.00	Director	$0	$0	$0
Michele Maker	Executive Director	40.00	Officer Director	$60,588	$0	$60,588
Lisa Fiore	Director	2.00	Director	$0	$0	$0
Chris Curtis	President	2.00	Director	$0	$0	$0
Diane Bottone	Treasurer	1.00	Director	$0	$0	$0
Elizabeth Ison	Vice President	22.00	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	No data	No data	No data	No data
2023	$837,739	$666,954	$301,618	$170,785
2022	$695,455	$567,267	$159,551	$128,188

All That Matters Yoga & Wellness