Wellnest Emotional Health & Wellness (EIN 951690974) - 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

1924

Legal Domicile

Principal Officer

Charlene Dimas-Peinado

Phone

3233732400

Tax Period

2024-07-01 to 2025-06-30

Wellnest Emotional Health & Wellness, founded in 1924, is a mid-sized nonprofit in the Human Services sector that reported $41.7M in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9.8M, a strong 23% operating margin.

Mission

Through a holistic approach to emotional well-being, Wellnest offers hope, healing, and opportunity to the children, young adults, families, and communities we serve. Our commitment remains steadfast as we enter our second century of service.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,450,061

Program Service Revenue $37,544,589

Investment Income $437,491

Other Revenue $1,285,068

TOTAL REVENUE $41,717,209

Expense Breakdown

Grants Paid $0

Salaries & Benefits $24,633,542

Fundraising Expenses $569,014

Program Expenses $27,104,081

Other Expenses $7,324,553

TOTAL EXPENSES $31,958,095

Year-over-Year Comparison

	2024	2023	Change
Revenue	$41,717,209	$32,267,155	+0.3%
Expenses	$31,958,095	$30,229,993	+0.1%
Net Income	$9,759,114	$2,037,162	+3.8%

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

298

Volunteers

230

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

$406,086

Total Directors

$406,086

Key Employees

$224,397

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Carrie Hidding	Chairperson	1.00	Officer Director	$0	$0	$0
Alicia Jacobs	Chairperson-Elect	1.00	Officer Director	$0	$0	$0
Margo Kaatz	Treasurer	1.00	Officer Director	$0	$0	$0
James Gallagher	Secretary	1.00	Officer Director	$0	$0	$0
Monica Alfaro Welling	Board Member	1.00	Director	$0	$0	$0
Dajuan Bennett	Board Member	1.00	Director	$0	$0	$0
Jarrett Dube	Board Member	1.00	Director	$0	$0	$0
David L Hirsch	Board Member	1.00	Director	$0	$0	$0
David Hirsch IV	Board Member	1.00	Director	$0	$0	$0
Gail Kennard	Board Member	1.00	Director	$0	$0	$0
Dae Levine	Board Member	1.00	Director	$0	$0	$0
Jennifer Loucheim	Board Member	1.00	Director	$0	$0	$0
Michael Okada	Board Member	1.00	Director	$0	$0	$0
Levente Orosz	Board Member	1.00	Director	$0	$0	$0
Ronit Stone	Board Member	1.00	Director	$0	$0	$0
William Vasquez	Board Member	1.00	Director	$0	$0	$0
Charlene Dimas-Peinado	CEO/President	40.00	Officer Director	$376,520	$29,566	$406,086
Ortiz Orville	CFO (start 2/25)	40.00	Officer	$0	$0	$0
Paco Francisco Retana	V.P. of Clinical Programs	40.00	Key Emp	$206,316	$18,081	$224,397
Andrea Salazar-Garcia	V.P. of Advancement (end 12/24)	40.00	Highest	$183,171	$5,595	$188,766
Laura Alvarez	VP of HR (end 6/25)	40.00	Highest	$199,725	$18,634	$218,359
James Joshua Bella	COO	40.00	Highest	$213,108	$9,698	$222,806
Ritha Ramos Jimenez	Psychiatric Nurse Practitioner	40.00	Highest	$158,466	$7,402	$165,868
Rebecca Love Haussling	VP Communications & Public Affairs	40.00	Highest	$158,233	$2,627	$160,860

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
2025	$41,717,209	$31,958,095	$72,208,657	$9,759,114
2024	No data	No data	No data	No data
2023	$32,124,432	$35,523,468	$61,953,950	$-3,399,036
2022	$30,197,316	$28,750,459	$58,246,068	$1,446,857
2021	$27,158,700	$27,345,854	$54,720,757	$-187,154
2020	$25,936,457	$25,153,966	$42,827,983	$782,491
2018	$21,071,540	$22,516,501	$32,255,185	$-1,444,961

Wellnest Emotional Health & Wellness