WELLNESSWORKS

EIN: 954554824 501(c)(3) Health Care

GLENDALE, CA

Total Revenue
$251,574
Total Expenses
$251,986
Total Assets
$69,914
Net Assets
$68,312
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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
1996
Legal Domicile
CA
Phone
8182472062
Tax Period
2019-01-01 to 2019-12-31

WELLNESSWORKS, founded in 1996, is a small nonprofit in the Health Care sector that reported $252K in total revenue in fiscal year 2019. Revenue decreased 12% compared to the prior year.

Mission

Wellness Works engages the community in restoring hope and a sense of wholeness of body and soul to veterans and their families by providing holistic, alternative and emerging healing modalities to treat post-traumatic stress, traumatic brain injury, chronic pain and military sexual trauma in a military culturally competent setting.

Program Service Accomplishments

Program 1
Expenses: $188,455 Revenue: $11,508

Wellness Works is engaged in the community to restore hope and a sense of wholeness to veterans and their families and provided over 1,000 service units in holistic therapies during the year.

Program 2
Expenses: $8,326 Revenue: $21,197

Wellness Works brings awareness to the community of the high rate of suicide through its annual multi-day vigil. The not on our watch campaign drives our larger ongoing mission. This event is used to...

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Wellness Works brings awareness to the community of the high rate of suicide through its annual multi-day vigil. The not on our watch campaign drives our larger ongoing mission. This event is used to focus on our services 365 days a year, to promote a comprehensive continuum of care of alternative and emerging healing modalities and psycho-educational therapy, while working with peer and community resources.

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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 (2019)

Revenue Breakdown

Contributions & Grants $237,481
Program Service Revenue $11,508
Investment Income $0
Other Revenue $2,585
TOTAL REVENUE $251,574

Expense Breakdown

Grants Paid $0
Salaries & Benefits $135,648
Fundraising Expenses $13,204
Program Expenses $196,781
Other Expenses $116,338
TOTAL EXPENSES $251,986

Year-over-Year Comparison

2019 2018 Change
Revenue $251,574 $286,302 -0.1%
Expenses $251,986 $223,810 +0.1%
Net Income $-412 $62,492 -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

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Governance

Voting Members
6
Independent Members
6
Employees
4
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
4
$67,300
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KATHY LYNCH CLINIC DIRECTOR 35.00
Officer
$44,500 $0 $44,500
Lisa Raggio Executive Dir. 20.00
Officer
$22,800 $0 $22,800
Kelly Buck Treasurer 2.00
Officer Director
$0 $0 $0
Cliff Ishigaki President 2.00
Director
$0 $0 $0
PHIL AMBROSE Director 2.00
Director
$0 $0 $0
Camille Levee Secretary 2.00
Officer 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
2019 $251,574 $251,986 $69,914 $-412
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