ALMA WELLNESS INC

EIN: 883513969 501(c)(3) Human Services

MORGAN HILL, CA

Total Revenue
$125,514
Total Expenses
$125,514
Total Assets
N/A
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2022
Legal Domicile
CA
Principal Officer
TREY KERR
Phone
9255485684
Tax Period
2024-01-01 to 2024-12-31

ALMA WELLNESS INC, founded in 2022, is a small nonprofit in the Human Services sector that reported $126K in total revenue in fiscal year 2024. Revenue fell 62% from the prior year — a significant decline worth monitoring.

Mission

Alma Wellness is a sacred sanctuary and non-profit incubator, dedicated to offering holistic education and spiritual growth within a stunning 42-acre landscape divided into seven chakra-aligned zones, fostering transformative retreats, innovative startups, and interfaith collaborations that unite humanity in purposeful realignment with the rhythms of the universe.

Program Service Accomplishments

Program 1
Expenses: $114,521 Revenue: $0

LAND THE RANCH IS LOCATED ON OLD WORLD NATIVE OHLONE LANDS WHERE ARROWHEADS AND GRINDING ROCKS CAN BE FOUND IN THE ANCIENT OAK AND MANZANITA TREES.THE LAND WAS ALSO USES TO MINE FOR GOLD AND CRYSTALS...

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LAND THE RANCH IS LOCATED ON OLD WORLD NATIVE OHLONE LANDS WHERE ARROWHEADS AND GRINDING ROCKS CAN BE FOUND IN THE ANCIENT OAK AND MANZANITA TREES.THE LAND WAS ALSO USES TO MINE FOR GOLD AND CRYSTALS AND QUARTZ CAN STILL BE FOUND ALL THROUGHOUT, FROM THE TOP OF THE HILL OVER LOOKING THE SANTA CRUZ MOUNTAINS DOWN TO THE PROPERTYS PRIVATE LAKE. EVERY SQUARE INCH OF THIS PROPERTY IS ABSOLUTELY STUNNING AND IT IS THE IDEAL LOCATION FOR HOSTING RETREATS,WEDDINGS,FUNERALS AND WORKSHOPS.

Program 2
Expenses: $0 Revenue: $0

PROGRAM: NURTURING HOLISTIC WELL-BEING THE PROGRAM SEEKS TO COVER THE PROBLEM OF LACK OF ACCESSIBLE, HUMAN-CENTERED WELLNESS MODALITIES ADDRESSING INTERCONNECTED ISSUES OF HEALTHY LIVING AND...

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PROGRAM: NURTURING HOLISTIC WELL-BEING THE PROGRAM SEEKS TO COVER THE PROBLEM OF LACK OF ACCESSIBLE, HUMAN-CENTERED WELLNESS MODALITIES ADDRESSING INTERCONNECTED ISSUES OF HEALTHY LIVING AND FINANCIAL STABILITY. SHARING AS A SOLUTION COMPREHENSIVE PROGRAM EMPOWERING INDIVIDUALS THROUGH HOLISTIC HEALING, FINANCIAL LITERACY AND COMMUNITY SUPPORT. OUR MISSION WITH THE PROGRAM IS TO CREATE A SUPPORTIVE ENVIRONMENT WHERE INDIVIDUALS THRIVE, ACHIEVE POTENTIAL, AND POSITIVELY IMPACT COMMUNITIES.

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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 $125,514
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $125,514

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $114,521
Other Expenses $125,514
TOTAL EXPENSES $125,514

Year-over-Year Comparison

2024 2023 Change
Revenue $125,514 $333,333 -0.6%
Expenses $125,514 $333,333 -0.6%
Net Income $0 $0 N/A
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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Governance

Voting Members
3
Independent Members
3
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
2
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RICHARD MATTENSON N/A
$0 $0 $0
VANESSA HENRY N/A
Officer
$0 $0 $0
TREY KERR N/A
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
2024 $125,514 $125,514 No data No data
2024 $566,890 $566,890 No data No data
2023 $333,333 $333,333 No data No data
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