MONTGOMERY AREA COMMUNITY WELLNESS… - Form 990 Financial Data

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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

2002

Legal Domicile

Principal Officer

GHANDI DANIELS

Phone

3342936504

Tax Period

2024-10-01 to 2025-09-30

MONTGOMERY AREA COMMUNITY WELLNESS COALITION, founded in 2002, is a community nonprofit in the Health Care sector that reported $1.2M in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring.

Mission

TO IMPROVE HEALTH CARE ACCESS FOR ALL

Program Service Accomplishments

Program 1

Expenses: $1,145,084 Revenue: $25,828

PLANS, COORDINATES AND PROVIDES COMMUNITY HEALTH SERVICES TARGETING INDIVIDUALS IN THE RIVER REGION THROUGH FOUR PRIMARY FOCUS AREAS: (1) THE BOARD MEETS ON A REGULAR BASIS AND MEMBERS WORK TOGETHER TO PLAN AND COORDINATE SERVICES TO THE TARGET POPULATION PROVIDED THROUGH THE "SAFETY NET" PROVIDERS AND TO HELP REDUCE THE COST OF HEALTH CARE TO THE COMMUNITY; (2) AGENCY PROVIDES WELLNESS CASE MANAGEMENT SERVICES TO THE TARGET POPULATION, INCLUDING LINKAGE TO A MEDICAL HOME FOR AFFORDABLE PRIMARY CARE SERVICES, ACCESS TO FREE MEDICATIONS AND OTHER COMMUNITY RESOURCES, AND CHRONIC DISEASE SELF-MANAGEMENT EDUCATION TO ASSIST MEMBERS OF THE TARGET POPULATION TO MANAGE CHRONIC DISEASES SUCH AS DIABETES, HEART DISEASE, ASTHMA, AND OBESITY; (3) PROVIDES COMMUNITY HEALTH INTERVENTIONS TO IMPROVE ACCESS TO HEALTHY FOODS IN CORNER STORES AND COMMUNITY GARDENS AND ACCESS TO CLINICAL AND COMMUNITY LINKAGES FOR LOW-INCOME MINORITY POPULATIONS IN THE COMMUNITY AND (4) PROVIDES CONTINUING EDUCATION OPPORTUNITIES FOR HEALTH CARE PROFESSIONALS.

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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 $1,168,371

Program Service Revenue $22,008

Investment Income $22,154

Other Revenue $3,820

TOTAL REVENUE $1,216,353

Expense Breakdown

Grants Paid $82,961

Salaries & Benefits $754,254

Fundraising Expenses $0

Program Expenses $1,145,084

Other Expenses $436,555

TOTAL EXPENSES $1,273,770

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,216,353	$1,552,562	-0.2%
Expenses	$1,273,770	$1,463,808	-0.1%
Net Income	$-57,417	$88,754	-1.6%

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

$88,313

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GHANDI DANIELS	EXECUTIVE DIRECTOR	40.00	Officer	$87,983	$330	$88,313
DONNA LESLIE	CHAIRPERSON - ELECT	1.00	Officer Director	$0	$0	$0
MELANIE BOGGAN	SECRETARY	1.00	Officer Director	$0	$0	$0
DONNA COOPER	TREASURER	1.00	Officer Director	$0	$0	$0
GILBERT DARRINGTON	CHAIRPERSON-IMMEDIATE PAST	1.00	Officer Director	$0	$0	$0
BRANDON DEAN	BOARD MEMBER	1.00	Director	$0	$0	$0
CHESSIE MANN	BOARD MEMBER	1.00	Director	$0	$0	$0
COMMISSIONER ISAIAH SANKEY	BOARD MEMBER	1.00	Director	$0	$0	$0
DEMETRA PEOPLES	BOARD MEMBER	1.00	Director	$0	$0	$0
DR TOM ELLISON	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNE RHINEHART	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSICA HUDSON	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHERINE WEBB	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY WEIDLER	BOARD MEMBER	1.00	Director	$0	$0	$0
MOLLY STONE	BOARD MEMBER	1.00	Director	$0	$0	$0
TOMMY MCKINNON	CHAIRPERSON	1.00	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	$1,216,353	$1,273,770	$890,626	$-57,417
2024	$1,552,562	$1,463,808	$1,049,558	$88,754
2023	$2,375,516	$2,326,151	$1,264,542	$49,365
2022	$2,409,219	$2,341,361	$1,075,920	$67,858
2021	$1,913,622	$1,586,167	$987,032	$327,455
2020	$897,771	$960,092	$540,882	$-62,321
2019	$1,062,279	$1,121,707	$497,925	$-59,428
2018	$1,062,781	$1,058,713	$517,593	$4,068

MONTGOMERY AREA COMMUNITY WELLNESS COALITION