Naco Wellness Initiative

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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

2004

Legal Domicile

Principal Officer

Tom Carlson

Phone

5205087561

Tax Period

2022-01-01 to 2022-12-31

Naco Wellness Initiative, founded in 2004, is a small nonprofit in the Health Care sector that reported $170K in total revenue in fiscal year 2022. Revenue surged 61% from the prior year, signaling strong growth momentum. Expenses of $146K left a modest 14% surplus.

Mission

Disease management and prevention, physical and behavioral wellness through a systemic combination of medical resources, participative organic gardening, and educational services. At its core are the fundamental, underlying principles of respecfulness, inclusiveness, consensus building and trust.

Program Service Accomplishments

Program 1

Expenses: $98,924

The program was initiated to bring regular medical practitioners, supplies and equipment to families in the border towns of Naco, AZ and Sonora. When the border wall went up in 2007, blocking easy...

The program was initiated to bring regular medical practitioners, supplies and equipment to families in the border towns of Naco, AZ and Sonora. When the border wall went up in 2007, blocking easy access to medical services, NWI answered by building two health/wellness clinics in Naco, Sonora, to provide triage services physical therapy medical equipment screenings for diabetes and tuberculosis, prenatal care and regular blood pressure monitoring, plus childrens dental and eye exams. To further improve community health and wellness, NWIs Change Your Life program provides cooking, exercise, nutrition and early childhood development classes. NWI provides a broad range of clinic services and programs blood pressure checks, blood sugar glucose level tests, first aid, individual and family diabetes management workshops, early child development classes, prenatal and postpartum seminars, chronic disease management, Zumba exercise workouts, CPR training, and physical therapy. Medical equipment loans are available wheelchairs, walkers, crutches, oxygen concentrators, etc.

Program 2

Expenses: $38,100

NWI operates a 1.5 acre production farm in the poorest community in Naco, Sonora, where the need for food is extremely great. A large variety and quantity of nutrient-dense vegetables are harvested throughout the year and distributed free, with priority given to those in greatest need. Gardening classes, soil development and maintenance support are also provided for more than 140 families and three community schools.

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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 (2022)

Revenue Breakdown

Contributions & Grants $169,970

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $169,970

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $250

Program Expenses $137,024

Other Expenses $146,039

TOTAL EXPENSES $146,289

Year-over-Year Comparison

	2022	2021	Change
Revenue	$169,970	$105,320	+0.6%
Expenses	$146,289	$108,025	+0.4%
Net Income	$23,681	$-2,705	-9.8%

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

N/A

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
Tom Carlson	President	060.00	Officer Director	$0	$0	$0
Guadalupe Sanchez	Secretary	060.00	Officer Director	$0	$0	$0
Theodore Schriever	Treasurer	015.00	Officer Director	$0	$0	$0
Douglas Dunn	Board Member	010.00	Director	$0	$0	$0
Victor Vicente Borquez	Board Member	010.00	Director	$0	$0	$0
Paul Tompkins	Board Member	030.00	Director	$0	$0	$0
Mary Cavalier	Board Member	020.00	Director	$0	$0	$0
Asenat Perez	Board Member	020.00	Director	$0	$0	$0
Dora Martan	Board Member	020.00	Director	$0	$0	$0
Rev Carlos Montano	Board Member	010.00	Director	$0	$0	$0
Margot Walker	Board Member	020.00	Director	$0	$0	$0
Dr Suzanne Daly	Board Member	010.00	Director	$0	$0	$0
Fr John Caleb Collins	Board Member	010.00	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
2022	$169,970	$146,289	$122,953	$23,681
2021	$105,320	$108,025	$56,141	$-2,705
2020	$43,001	$42,309	$58,846	$692
2019	$38,241	$43,787	$58,153	$-5,546
2018	$48,840	$45,544	$63,699	$3,296