Institute for Educational Therapy Bauman Wellness (EIN 942944848) - 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

1984

Legal Domicile

Principal Officer

Ed Bauman

Phone

7077866282

Tax Period

2023-01-01 to 2023-12-31

Institute for Educational Therapy Bauman Wellness, founded in 1984, is a small nonprofit that reported $214K in total revenue in fiscal year 2023.

Mission

Bauman Nutrition aims to create a sustainable culture of wellness in individuals, in the community, and in our health care delivery systems by promoting a comprehensive and integrative approach to holistic nutrition and the culinary arts.

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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 $211,751

Program Service Revenue $2,064

Investment Income $0

Other Revenue $0

TOTAL REVENUE $213,815

Expense Breakdown

Grants Paid $0

Salaries & Benefits $31,305

Fundraising Expenses $0

Program Expenses $143,476

Other Expenses $181,787

TOTAL EXPENSES $213,092

Year-over-Year Comparison

	2023	2022	Change
Revenue	$213,815	$-36,959	-6.8%
Expenses	$213,092	$373,779	-0.4%
Net Income	$723	$-410,738	-1.0%

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

$800

Total Directors

$800

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ed Bauman	Chairman	40.00	Officer Director	$800	$0	$800
Anne Dannelly	Director	2.00	Director	$0	$0	$0
Sylvia Doss	Treasurer	2.00	Director	$0	$0	$0
Nick Sholley	Secretary	2.00	Director	$0	$0	$0
Kory Ward-Cook	Director	2.00	Director	$0	$0	$0
Lauren Bryson	Director	2.00	Director	$0	$0	$0
Irema Sivcevic	President	2.00	Director	$0	$0	$0
Meghan Langhan	Director	0.00	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
2023	$213,815	$213,092	$408,175	$723
2022	$-36,959	$373,779	$608,754	$-410,738
2021	$809,945	$500,178	$989,167	$309,767
2020	$895,990	$873,192	$790,026	$22,798
2019	$1,868,765	$1,977,873	$889,258	$-109,108
2018	$2,384,757	$2,434,012	$1,708,801	$-49,255

Institute for Educational Therapy Bauman Wellness