AUNT MARTHA'S HEALTH AND WELLNESS INC (EIN 237188150) - 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

1972

Legal Domicile

Principal Officer

MARY MARTIN

Phone

7087477100

Tax Period

2023-07-01 to 2024-06-30

AUNT MARTHA'S HEALTH AND WELLNESS INC, founded in 1972, is a mid-sized nonprofit in the Human Services sector that reported $98.3M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $87.0M left a modest 12% surplus.

Mission

DRIVEN BY INNOVATION, INTEGRATION, AND CARE COORDINATION, AUNT MARTHAS HEALTH AND WELLNESS IS COMMITTED TO PROVIDING AN EXCEPTIONAL, UNIQUE, AND COMPREHENSIVE PATIENT EXPERIENCE.

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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 $89,364,626

Program Service Revenue $7,862,634

Investment Income $968,598

Other Revenue $137,857

TOTAL REVENUE $98,333,715

Expense Breakdown

Grants Paid $0

Salaries & Benefits $52,652,320

Fundraising Expenses $251,428

Program Expenses $74,429,091

Other Expenses $34,323,902

TOTAL EXPENSES $86,976,222

Year-over-Year Comparison

	2023	2022	Change
Revenue	$98,333,715	$84,182,881	+0.2%
Expenses	$86,976,222	$79,357,596	+0.1%
Net Income	$11,357,493	$4,825,285	+1.4%

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

1034

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

$2,771,064

Total Directors

$1,337,668

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD SUNDSTROM	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
MALCOLM WHITE	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
MICHELLE RESSELL	VICE CHAIR	2.00	Officer Director	$0	$0	$0
VERGIA TURNER	SECRETARY	2.00	Officer Director	$0	$0	$0
SUSAN PLATT BAYER	DIRECTOR	2.00	Director	$0	$0	$0
GUADALUPE MONTOYA	DIRECTOR	2.00	Director	$0	$0	$0
BEJOR WEATHERSBY GROVE	DIRECTOR	2.00	Director	$0	$0	$0
ALICIA WILLIAMS	DIRECTOR	2.00	Director	$0	$0	$0
JAYNE BART-PLANGE	DIRECTOR	2.00	Director	$0	$0	$0
TAKEYIA CLARK	DIRECTOR	2.00	Director	$0	$0	$0
RAUL GARZA	CHIEF EXECUTIVE OFFICER	40.00	Officer	$838,382	$0	$838,382
CHARLES K BARRON	CHIEF MEDICAL OFFICER	40.00	Officer	$583,830	$0	$583,830
JESSICA L CUMMINGS	CHIEF LEGAL AND COMPLIANCE OFFICER	40.00	Officer	$287,213	$0	$287,213
FORREST MOORE	CHIEF STRATEGY AND INNOVATION OFFICER	40.00	Officer	$124,292	$0	$124,292
MARY MARTIN	CHIEF FINANCIAL OFFICER	40.00	Officer	$365,195	$0	$365,195
AUDREY ANEWISHKI PENNINGTON	CHIEF OPERATING OFFICER	40.00	Officer	$450,394	$0	$450,394
KEITH TYRKA	CHIEF INFORMATION OFFICER	40.00	Officer	$121,758	$0	$121,758
SAISHA GUPTA	DIRECTOR	2.00	Director	$258,369	$0	$258,369
SHERRIE GODBOLT	DIRECTOR	2.00	Director	$255,753	$0	$255,753
TANMOY CHANDRA	DIRECTOR	2.00	Director	$262,619	$0	$262,619
TAMARA LIM	DIRECTOR	2.00	Director	$279,998	$0	$279,998
VERONICA LATORY MURPHY	DIRECTOR	2.00	Director	$280,929	$0	$280,929

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2024	$98,333,715	$86,976,222	$82,048,532	$11,357,493
2023	$84,182,881	$79,357,596	$69,005,171	$4,825,285
2022	$78,091,001	$73,676,798	$57,875,969	$4,414,203
2021	$76,869,739	$73,026,788	$54,790,181	$3,842,951
2020	$72,094,807	$69,560,431	$51,324,574	$2,534,376
2019	$65,153,889	$62,611,130	$49,362,889	$2,542,759
2018	$62,069,895	$59,171,753	$46,733,821	$2,898,142

AUNT MARTHA'S HEALTH AND WELLNESS INC