Parkinsons Wellness Foundation

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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

2024

Legal Domicile

Principal Officer

Bonnie Bandeen

Phone

9704014458

Tax Period

2025-01-01 to 2025-12-31

Parkinsons Wellness Foundation, founded in 2024, is a small nonprofit in the Diseases & Disorders sector that reported $856K in total revenue in fiscal year 2025. Revenue fell 78% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $529K, a strong 62% operating margin.

Mission

Empowering people with Parkison's Disease to live their fullest lives by actively cultivating cultivating connections and community for those living with Parkison's Disease and their care partners through dedicated, mindful, physical, and evidenced based programming and education.

Program Service Accomplishments

Program 1

Expenses: $84,904 Revenue: $167

The organization provides fitness classes and educational content to individuals affected by Parkinsons Disease. The orgnazation officially opened its center at the end of year.

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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 (2025)

Revenue Breakdown

Contributions & Grants $810,053

Program Service Revenue $167

Investment Income $45,681

Other Revenue $0

TOTAL REVENUE $855,901

Expense Breakdown

Grants Paid $0

Salaries & Benefits $151,303

Fundraising Expenses $37,943

Program Expenses $84,904

Other Expenses $175,544

TOTAL EXPENSES $326,847

Year-over-Year Comparison

	2025	2024	Change
Revenue	$855,901	$3,928,075	-0.8%
Expenses	$326,847	$72,792	+3.5%
Net Income	$529,054	$3,855,283	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BONNIE BANDEEN	CoFounder	1.00	Officer	$0	$0	$0
CATHERINE ROCCO GOODWIN	Executive Director	1.00	Officer	$0	$0	$0
KEVIN NEZNEK	Board Member	1.00	Officer	$0	$0	$0
DAVID STEINBERGER	Board Member	1.00	Officer	$0	$0	$0
DEBORAH L COHEN	Secretary	1.00	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
2025	$855,901	$326,847	$4,245,624	$529,054
2024	No data	No data	No data	No data