WELLNESS TREE COMMUNITY CLINIC (EIN 261249939) - 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

2007

Legal Domicile

Principal Officer

DONALD PICA MD

Phone

2087342610

Tax Period

2024-07-01 to 2025-06-30

WELLNESS TREE COMMUNITY CLINIC, founded in 2007, is a small nonprofit in the Health Care sector that reported $229K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year.

Mission

THE WELLNESS TREE CLINIC IS A GROUP OF DEDICATED VOLUNTEER PROVIDERS AND DONORS WHO INSPIRE A HEALTHY COMMUNITY BY PROVIDING FREE, QUALITY HEALTHCARE, EDUCATION, AND RESOURCES TO THE UNDERSERVED.

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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 $157,468

Program Service Revenue $0

Investment Income $13,978

Other Revenue $57,986

TOTAL REVENUE $229,432

Expense Breakdown

Grants Paid $0

Salaries & Benefits $136,006

Fundraising Expenses $0

Program Expenses $174,888

Other Expenses $97,174

TOTAL EXPENSES $233,180

Year-over-Year Comparison

	2024	2023	Change
Revenue	$229,432	$255,690	-0.1%
Expenses	$233,180	$270,201	-0.1%
Net Income	$-3,748	$-14,511	-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

Total Directors

$82,987

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TAMARA HARMON	Executive Dir.	40.00	Director	$82,987	$0	$82,987
ARLEN BLAYLOCK	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JAMIE VOLLMER	Director	2.00	Director	$0	$0	$0
TAMARA JANAK	Director	2.00	Director	$0	$0	$0
DR ROBERT GRILL	Treasurer	2.00	Officer Director	$0	$0	$0
CYNTHIA HARDING	Secretary	2.00	Officer Director	$0	$0	$0
JESSICA ASAY	Director	2.00	Director	$0	$0	$0
CHRISTIE LOW	Director	2.00	Director	$0	$0	$0
DONALD PICA MD	Chairman	2.00	Officer 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
2025	$229,432	$233,180	$144,862	$-3,748
2024	$255,690	$270,201	$148,396	$-14,511
2023	$212,250	$238,341	$166,572	$-26,091
2022	$280,859	$219,507	$191,719	$61,352
2021	$265,572	$233,265	$153,745	$32,307
2019	$222,073	$218,995	$156,614	$3,078

WELLNESS TREE COMMUNITY CLINIC