Wellness Place

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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

1998

Legal Domicile

Principal Officer

Linette Gahringer

Phone

5098889933

Tax Period

2023-01-01 to 2023-12-31

Wellness Place, founded in 1998, is a small nonprofit in the Health Care sector that reported $221K in total revenue in fiscal year 2023. Revenue fell 64% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $51K, a strong 23% operating margin.

Mission

To develop and support programs that enhance the health of residents in the Wenatchee, Washington region.

Program Service Accomplishments

Program 1

Expenses: $21,484 Revenue: $17,000

Provide information and support to cancer patients and their families.

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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 $210,747

Program Service Revenue $0

Investment Income $9,891

Other Revenue $0

TOTAL REVENUE $220,638

Expense Breakdown

Grants Paid $0

Salaries & Benefits $23,130

Fundraising Expenses $80,131

Program Expenses $21,484

Other Expenses $145,922

TOTAL EXPENSES $169,552

Year-over-Year Comparison

	2023	2022	Change
Revenue	$220,638	$608,682	-0.6%
Expenses	$169,552	$261,638	-0.4%
Net Income	$51,086	$347,044	-0.9%

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

110

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

$10,200

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Casey Vogt	President	1.00	Officer	$0	$0	$0
Mike Lundstrom	Vice President	1.00	Officer	$0	$0	$0
Stephen Lewis	Treasurer	1.00	Officer	$0	$0	$0
Kendra Wilson DPT	Secretary	1.00	Officer	$0	$0	$0
Dr Chandra Villano	Director	1.00	Director	$0	$0	$0
Anne Brooks	Director	1.00	Director	$0	$0	$0
Dr Lexie Graham	Director	1.00	Director	$0	$0	$0
Sharon Jurgens	Director	1.00	Director	$0	$0	$0
Pam Brulotte	Director	1.00	Director	$0	$0	$0
Mary Hart	Interim Executive Director	20.00	Highest	$0	$0	$11,531
Karen Keebler	Support Assistant	10.00	Key Emp	$0	$0	$1,218
Julie Lindholm	Executive Director	40.00	Key Emp	$0	$0	$8,854
Alesha Perrin	Interim Support Assistant	5.00	Key Emp	$0	$0	$128

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	$220,638	$169,552	$729,683	$51,086
2022	$608,682	$261,638	$670,427	$347,044
2021	$153,800	$151,529	$525,254	$2,271
2020	$127,278	$117,753	$538,718	$9,525
2019	$235,352	$165,505	$534,081	$69,847
2018	$136,064	$138,540	$476,324	$-2,476