THE COMMUNITY WELLNESS PROJECT (EIN 205410649) - 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

2006

Legal Domicile

Principal Officer

KATHRYN LAMKA

Phone

2069310227

Tax Period

2024-01-01 to 2024-12-31

THE COMMUNITY WELLNESS PROJECT, founded in 2006, is a micro nonprofit in the Health Care sector that reported $63K in total revenue in fiscal year 2024. Revenue fell 47% from the prior year — a significant decline worth monitoring. Expenses of $140K exceeded revenue, resulting in a 121% operating deficit.

Mission

WE CULTIVATE THE HEALTH, RESILIENCY AND WELL-BEING OF STUDENTS & FAMILIES IN JEFFERSON COUNTY, WASHINGTON.

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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 $53,335

Program Service Revenue $0

Investment Income $9,878

Other Revenue $0

TOTAL REVENUE $63,213

Expense Breakdown

Grants Paid $8,700

Salaries & Benefits $87,474

Fundraising Expenses $1,324

Program Expenses $131,801

Other Expenses $43,380

TOTAL EXPENSES $139,554

Year-over-Year Comparison

	2024	2023	Change
Revenue	$63,213	$119,176	-0.5%
Expenses	$139,554	$170,151	-0.2%
Net Income	$-76,341	$-50,975	+0.5%

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

Total Directors

$18,222

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHRYN LAMKA	SECRETARY/TREASURER	10.00	Officer Director	$0	$0	$0
RACHAEL VAN LAANEN	BOARD PRESIDENT	1.00	Officer Director	$0	$0	$0
CRYSTIE KISLER	BOARD MEMBER	1.00	Director	$2,328	$0	$2,328
SHELBY SMITH	BOARD MEMBER	4.00	Director	$15,894	$0	$15,894

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	$63,213	$139,554	$168,118	$-76,341
2023	$119,176	$170,151	$244,337	$-50,975
2022	$99,670	$139,586	$295,312	$-39,916
2021	$261,342	$189,908	$335,228	$71,434
2020	$144,056	$105,201	$263,794	$38,855
2019	$257,917	$48,573	$224,939	$209,344

THE COMMUNITY WELLNESS PROJECT