HEALTH AND WELLNESS FOUNDATION INC

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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

2000

Legal Domicile

Principal Officer

Joann Emge

Phone

6184432177

Tax Period

2024-07-01 to 2025-06-30

HEALTH AND WELLNESS FOUNDATION INC, founded in 2000, is a micro nonprofit in the Health Care sector that reported $34K in total revenue in fiscal year 2024. Revenue fell 93% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $31K, a strong 91% operating margin.

Mission

Support of Sparta community Hospital District

Program Service Accomplishments

Program 1

Expenses: $1,000 Revenue: $0

Organization exists to support the Mission and Values of Sparta Community Hospital District. Funded Nursing Scholarship for current employee to further their nursing career.

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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 $9,836

Program Service Revenue $0

Investment Income $24,291

Other Revenue $0

TOTAL REVENUE $34,127

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,000

Other Expenses $1,903

TOTAL EXPENSES $2,903

Year-over-Year Comparison

	2024	2023	Change
Revenue	$34,127	$459,654	-0.9%
Expenses	$2,903	$2,835	+0.0%
Net Income	$31,224	$456,819	-0.9%

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

N/A

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

$18,200

Total Directors

$385,095

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joann Emge	Director of the Board	0.25	Director	$0	$30,500	$366,895
Don D Jones	Executive Director	0.25	Officer Director	$0	$0	$18,200
Karen Jacobus	Director of the Board	0.25	Director	$0	$0	$0
Rita Rudloff	Director of the Board	0.25	Director	$0	$0	$0
Alene Holloway	Director of the Board	0.25	Director	$0	$0	$0
Eris McBride	Director of the Board	0.25	Director	$0	$0	$0
Carol Mulholland	President of the Board	0.25	Officer	$0	$0	$0
Jesica Schlimme	Secretary of the Board	0.25	Officer	$0	$0	$0
Robert Graham	Treasurer of the Board	0.25	Officer	$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	$34,127	$2,903	$511,966	$31,224
2024	$459,654	$2,835	$477,051	$456,819
2024	$459,654	$2,835	$480,742	$456,819