LIVING WELL FOUNDATION (EIN 205705242) - 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

JIM ALLBRITTON

Phone

3183965066

Tax Period

2024-01-01 to 2024-12-31

LIVING WELL FOUNDATION, founded in 2006, is a community nonprofit in the Health Care sector that reported $1.9M in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $556K, a strong 30% operating margin.

Mission

THE FOUNDATION ADMINISTERED ACTIVITIES RELATED TO RENDERING CARE TO THE SICK AND INJURED OR IN THE PROMOTION OF HEALTH, COOPERATED WITH OTHER PUBLIC AND PRIVATE INSTITUTIONS AND AGENCIES ENGAGED IN PROVIDING HOSPITAL AND OTHER HEALTH CARE SERVICES TO RESIDENTS OF THE DISTRICT, AND PARTICIPATED IN ACTIVITIES DESIGNED AND CONDUCTED TO PROMOTE THE GENERAL HEALTH OF THE COMMUNITY. THE FOUNDATION'S AREA OF SERVICE INCLUDED THE FOLLOWING EIGHT NORTHEASTERN LOUISIANA PARISHES: CALDWELL, FRANKLIN, JACKSON, LINCOLN, MOREHOUSE, OUACHITA, RICHLAND AND UNION.

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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 $25

Program Service Revenue $45,227

Investment Income $1,797,164

Other Revenue $27,600

TOTAL REVENUE $1,870,016

Expense Breakdown

Grants Paid $982,662

Salaries & Benefits $144,874

Fundraising Expenses $0

Program Expenses $982,662

Other Expenses $186,489

TOTAL EXPENSES $1,314,025

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,870,016	$1,315,373	+0.4%
Expenses	$1,314,025	$839,318	+0.6%
Net Income	$555,991	$476,055	+0.2%

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

$123,179

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALICE M PROPHIT	PRESIDENT &	40.00	Officer	$103,721	$0	$103,721
MONICA TURNER	EXEC ASST/SE	20.00	Officer	$19,458	$0	$19,458
TODD BURGESS	VICE CHAIR	N/A	Director	$0	$0	$0
JIM ALLBRITTON	BOARD CHAIR	N/A	Officer Director	$0	$0	$0
P MICHELLE GETRET-FORD	DIRECTOR	N/A	Director	$0	$0	$0
ALBERTA GREEN	DIRECTOR	N/A	Officer Director	$0	$0	$0
G ROBERT HUFFSTUTTER	VICE CHAIR	N/A	Officer	$0	$0	$0
KENCHEN PHILLIPS	VICE CHAIR	N/A	Officer	$0	$0	$0
CHRIS PITTARD	DIRECTOR	N/A	Director	$0	$0	$0
MELANIE MASSEY-GROVES	DIRECTOR	N/A	Director	$0	$0	$0
DOUG SEEGERS	DIRECTOR	N/A	Director	$0	$0	$0
SHELBY SANCHEZ CORRAL	DIRECTOR	N/A	Director	$0	$0	$0
BRANDON WELCH	DIRECTOR	N/A	Director	$0	$0	$0
CHRISTINE WONG RAMBO	DIRECTOR	N/A	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	$1,870,016	$1,314,025	$49,003,229	$555,991
2023	$1,315,373	$839,318	$48,109,698	$476,055
2022	$556,882	$619,292	$46,548,668	$-62,410
2021	$448,002	$615,078	$48,176,621	$-167,076
2020	$630,749	$792,758	$48,706,721	$-162,009
2019	$1,074,853	$927,912	$48,729,354	$146,941
2018	$881,680	$687,916	$47,621,224	$193,764

LIVING WELL FOUNDATION