ADVENTIST WHOLEHEALTH NETWORK INC (EIN 231575244) - 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

1960

Legal Domicile

Principal Officer

CARI HAUS

Phone

6106859900

Tax Period

2023-01-01 to 2023-12-31

ADVENTIST WHOLEHEALTH NETWORK INC, founded in 1960, is a small nonprofit in the Health Care sector that reported $624K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. Expenses of $562K left a modest 10% surplus.

Mission

TO SERVE OUR COMMUNITY THROUGH HEALTH AND WELLNESS SERVICES BY FOLLOWING CHRIST'S EXAMPLE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $277

Program Service Revenue $-10,975

Investment Income $634,592

Other Revenue $0

TOTAL REVENUE $623,894

Expense Breakdown

Grants Paid $0

Salaries & Benefits $390,792

Fundraising Expenses $95,639

Program Expenses $299,846

Other Expenses $171,644

TOTAL EXPENSES $562,436

Year-over-Year Comparison

	2023	2022	Change
Revenue	$623,894	$755,732	-0.2%
Expenses	$562,436	$520,628	+0.1%
Net Income	$61,458	$235,104	-0.7%

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

$477,826

Total Directors

$617,985

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN COSTELLO	VICE CHAIRMAN / SECRETARY	1.00	Officer Director	$0	$0	$91,252
GARY GIBBS	CHAIRMAN	1.00	Officer Director	$0	$0	$100,598
LILLIAN TORRES	TRUSTEE	0.00	Director	$0	$0	$74,640
JOHN KENT	TRUSTEE	0.00	Director	$0	$0	$73,411
ERWIN HEIN	SECRETARY/ EXECUTIVE DIRECTOR (BEGINNING FEB 2023)	1.00	Officer Director	$0	$0	$45,621
ROXANA ACEVEDO	TRUSTEE	0.00	Director	$0	$0	$0
LEIF CHRISTIANSEN	TRUSTEE	0.00	Director	$0	$0	$0
THORSEN HAUGEN	TRUSTEE	1.00	Director	$0	$0	$0
YVES MONNIER	TRUSTEE	0.00	Director	$0	$0	$81,432
JASON SHIVES	TRUSTEE	0.00	Director	$0	$0	$0
KERMIT NETTEBURG	TRUSTEE	0.00	Director	$0	$0	$0
BARBARA RUTT	TRUSTEE	0.00	Officer Director	$0	$0	$0
RAMONA GREEK	TRUSTEE	0.00	Director	$0	$0	$0
FRANCISCO EDUARDO RAMIREZ	SECRETARY/ EXECUTIVE DIRECTOR (ENDING FEB 2023)	40.00	Officer Director	$132,332	$18,699	$151,031
CARYL HAUS	CORPORATE TREASURER	40.00	Officer	$72,916	$16,408	$89,324

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	No data	No data	No data	No data
2023	$623,894	$562,436	$11,889,123	$61,458
2022	$755,732	$520,628	$11,322,384	$235,104
2021	$637,339	$488,545	$13,207,311	$148,794
2020	$1,311,506	$453,840	$13,027,132	$857,666
2019	$1,471,891	$502,297	$11,959,746	$969,594
2018	$916,985	$554,085	$10,250,591	$362,900

ADVENTIST WHOLEHEALTH NETWORK INC