Wellness Stream Foundation (EIN 993146112) - 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

2024

Legal Domicile

Phone

3378523794

Tax Period

2024-01-01 to 2024-12-31

Wellness Stream Foundation, founded in 2024, is a micro nonprofit in the Mental Health sector that reported $2K in total revenue in fiscal year 2024.

Mission

The Corporation is organized exclusively for educational and charitable purposes including for such purposes: to provide therapeutic modalities counseling services including but not limited to mental health counseling social work occupational therapy recreational therapy etc. and psychoeducational services to children adolescents adults families and couples and consulting mentoring and support services to peers.

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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 $1,715

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,715

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $1,715

TOTAL EXPENSES $1,715

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,715	$1,715	N/A
Expenses	$1,715	$1,715	N/A
Net Income	$0	$0	N/A

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

N/A

Independent Members

N/A

Employees

N/A

Volunteers

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
Lillian Wiser	President	0.00	Officer Director	$0	$0	$0
Trent Istre	Vice President	1.00	Officer Director	$0	$0	$0
Bart Hidalgo	Treasurer	0.00	Officer Director	$0	$0	$0
Troy Brashear	Director	0.00	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
2024	$1,715	$1,715	No data	No data

Wellness Stream Foundation