BELOVED COMMUNITY FAMILY WELLNESS CENTER (EIN 043828358) - 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

2005

Legal Domicile

Principal Officer

MARGIE JOHNSON

Phone

7736513629

Tax Period

2024-09-01 to 2025-08-31

BELOVED COMMUNITY FAMILY WELLNESS CENTER, founded in 2005, is a community nonprofit in the Health Care sector that reported $9.4M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $8.4M left a modest 10% surplus.

Mission

TO PROVIDE THE MEDICALLY UNDERSERVED POPULATION WITH HOLISTIC, COMPREHENSIVE, ACCESSIBLE AND QUALITY PRIMARY HEALTHCARE, BEHAVIORIAL/SOCIAL SERVICE, NUTRITIONAL SERVICE AND DENTAL SERVICE PROGRAMS FOR INDIVIDUALS AND THE COMMUNITY.

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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 $5,510,632

Program Service Revenue $3,816,747

Investment Income $4,761

Other Revenue $24,717

TOTAL REVENUE $9,356,857

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,228,713

Fundraising Expenses $0

Program Expenses $5,209,606

Other Expenses $3,177,760

TOTAL EXPENSES $8,406,473

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,356,857	$8,578,370	+0.1%
Expenses	$8,406,473	$8,093,720	+0.0%
Net Income	$950,384	$484,650	+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

Governance

Voting Members

Independent Members

Employees

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

$951,178

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL WILLIAMS	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
LOUANNER PETERS	VICE CHAIR	2.00	Officer Director	$0	$0	$0
CAROLYN STEWART	SECRETARY	2.00	Officer Director	$0	$0	$0
VALORIE TATUM	TREASURER	2.00	Officer Director	$0	$0	$0
KATHERINE CALDWELL	DIRECTOR	2.00	Director	$0	$0	$0
GAY CHISUM	DIRECTOR	2.00	Director	$0	$0	$0
JULIE COLLIER	DIRECTOR	2.00	Director	$0	$0	$0
CRYSTAL MCDONALD-FIELDS	DIRECTOR	2.00	Director	$0	$0	$0
KACY RUSH	DIRECTOR	2.00	Director	$0	$0	$0
DR LAURA J LUCERO	CHIEF MEDICAL OFFICER	40.00	Officer	$369,801	$48,195	$417,996
MARGIE N JOHNSON	CHIEF EXECUTIVE OFFICER	40.00	Officer	$249,139	$31,978	$281,117
IQBAL M HUSSAIN	CHIEF FINANCIAL OFFICER	40.00	Officer	$207,523	$44,542	$252,065
HEATHER HARRISON	FAMILY PRACTITIONER	32.00	Highest	$179,464	$9,688	$189,152
LEE PATTERSON	PEDIATRIC	32.00	Highest	$138,108	$21,109	$159,217
PIYA SINGH	DENTIST	40.00	Highest	$135,136	$13,546	$148,682
TYRA B FRANKLIN	ADVANCED FAMILY NURSE PRACTITONER	40.00	Highest	$122,650	$2,690	$125,340
BENJAMIN CALAYAG	FAMILY PRACTITIONER	30.00	Highest	$123,958	$6,468	$130,426

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	$9,356,857	$8,406,473	$9,695,941	$950,384
2024	$8,578,370	$8,093,720	$8,019,707	$484,650
2023	$7,164,646	$7,557,305	$6,816,631	$-392,659
2022	$7,521,944	$7,368,568	$6,203,386	$153,376
2021	$7,748,482	$7,286,446	$6,198,737	$462,036
2020	$6,427,770	$5,907,624	$5,836,295	$520,146
2019	$5,300,311	$5,417,899	$4,931,866	$-117,588
2018	$5,260,472	$5,056,182	$5,043,880	$204,290

BELOVED COMMUNITY FAMILY WELLNESS CENTER