THE HELEN WHEELER CENTER FOR COMMUNITY MENTAL HEALTH (EIN 362521946) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1963

Legal Domicile

Principal Officer

JACKIE HAAS

Phone

8159393543

Tax Period

2022-07-01 to 2023-06-30

THE HELEN WHEELER CENTER FOR COMMUNITY MENTAL HEALTH, founded in 1963, is a small nonprofit in the Mental Health sector that reported $519K in total revenue in fiscal year 2022. Expenses of $680K exceeded revenue, resulting in a 31% operating deficit.

Mission

COMPREHENSIVE OUTPATIENT-COUNSELING AGENCY

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $219,552

Program Service Revenue $297,021

Investment Income $282

Other Revenue $2,545

TOTAL REVENUE $519,400

Expense Breakdown

Grants Paid $0

Salaries & Benefits $445,685

Fundraising Expenses $0

Program Expenses $638,430

Other Expenses $234,548

TOTAL EXPENSES $680,233

Year-over-Year Comparison

	2022	2021	Change
Revenue	$519,400	$539,890	0.0%
Expenses	$680,233	$933,304	-0.3%
Net Income	$-160,833	$-393,414	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

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

$152,723

Total Directors

$152,723

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACKIE HAAS	PRESIDENT/CEO	37.50	Officer Director	$90,915	$61,808	$152,723
DAVID JAFFE	CHAIRMAN	0.30	Officer Director	$0	$0	$0
KARI NUGENT	VICE CHAIRMAN	0.30	Officer Director	$0	$0	$0
FRED JAFFE	SECRETARY	0.30	Officer Director	$0	$0	$0
JIMMIE JOINES	TREASURER	0.30	Officer Director	$0	$0	$0
DEE PINSKI	DIRECTOR	0.30	Director	$0	$0	$0
DOUGLAS JONES	DIRECTOR	0.30	Director	$0	$0	$0
WILLIAM BELL	DIRECTOR	0.30	Director	$0	$0	$0
PHIL ANGELO	DIRECTOR	0.30	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	$519,400	$680,233	$224,820	$-160,833
2022	$539,890	$933,304	$358,961	$-393,414
2021	$1,181,894	$1,071,525	$390,552	$110,369
2020	$1,122,189	$935,785	$333,804	$186,404
2019	$786,125	$1,099,765	$70,750	$-313,640
2018	$972,899	$1,134,373	$329,793	$-161,474

THE HELEN WHEELER CENTER FOR COMMUNITY MENTAL HEALTH