WELL-BEING FOUNDATION OF PICKAWAY COUNTY (EIN 331031454) - 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

Legal Domicile

Principal Officer

NELSON EMBREY II

Phone

7404208209

Tax Period

2023-01-01 to 2023-12-31

WELL-BEING FOUNDATION OF PICKAWAY COUNTY is a small nonprofit in the Religion sector that reported $154K in total revenue in fiscal year 2023. Revenue surged 106% from the prior year, signaling strong growth momentum. Expenses of $149K left a modest 4% surplus.

Mission

THE WELL-BEING FUND'S PURPOSE IS TO ADVANCE THE OVERALL WELL-BEING OF THE PICKAWAY COUNTY COMMUNITY, INCLUDING THE AREAS OF PHYSICAL WELL-BEING, MENTAL WELL-BEING, SOCIAL WELFARE, SAFETY AND COMMUNITY DEVELOPMENT FOCUSED ON THE GREATER SOCIAL GOOD. THIS IS ACCOMPLISHED THROUGH DISBURSING GRANTS TO DESERVING NONPROFIT ORGANIZATIONS AND BY CARRYING OUT THE PURPOSE OF THE RESTRICTED FUNDS UNDER ITS CONTROL.

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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 $104,539

Program Service Revenue $0

Investment Income $21,664

Other Revenue $28,252

TOTAL REVENUE $154,455

Expense Breakdown

Grants Paid $127,520

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $127,520

Other Expenses $21,095

TOTAL EXPENSES $148,615

Year-over-Year Comparison

	2023	2022	Change
Revenue	$154,455	$75,114	+1.1%
Expenses	$148,615	$181,960	-0.2%
Net Income	$5,840	$-106,846	-1.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RANDY BEACH	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
TIM COLBURN	DIRECTOR	1.00	Director	$0	$0	$0
RODNEY HEMMING	TREASURER	1.00	Officer Director	$0	$0	$0
PAM HILL	DIRECTOR	1.00	Director	$0	$0	$0
JOHN HOFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
NELSON EMBREY II	PRESIDENT	1.00	Officer Director	$0	$0	$0
KARA MARQUARDT	TRUSTEE	1.00	Director	$0	$0	$0
STAN SUMMERS	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$154,455	$148,615	$5,411,556	$5,840
2022	$75,114	$181,960	$5,168,054	$-106,846
2021	$119,883	$131,930	$5,637,410	$-12,047
2020	$114,747	$33,658	$5,575,297	$81,089
2018	$703,302	$1,488,106	$2,931,813	$-784,804

WELL-BEING FOUNDATION OF PICKAWAY COUNTY