THE WELLNESS PLAN MEDICAL CENTERS

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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

1975

Legal Domicile

Principal Officer

ANTHONY KING

Phone

3132028785

Tax Period

2023-01-01 to 2023-12-31

THE WELLNESS PLAN MEDICAL CENTERS, founded in 1975, is a mid-sized nonprofit in the Health Care sector that reported $16.9M in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $16.1M left a modest 4% surplus.

Mission

THE WELLNESS PLAN MEDICAL CENTERS DELIVER AFFORDABLE AND ACCESSIBLE QUALITY MEDICAL SERVICES TO OUR COMMUNITY. WE DO THIS BY:-DELIVERING UNBIASED AND CULTURALLY COMPETENT SERVICES TO ALL PATIENTS; -OFFERING COMPASSIONATE, INNOVATIVE, AND USER-FRIENDLY MEDICAL SOLUTIONS; -FORMING COLLABORATIONS AND PARTNERSHIPS WITH OTHER HEALTHCARE PROVIDERS AND STAKEHOLDERS; -PROVIDING OPTIMAL CUSTOMER SERVICE AT ALL TIMES; -ENDEAVORING TO TREAT ALL PATIENTS WITH DIGNITY AND RESPECT REGARDLESS OF ABILITY TO PAY

Program Service Accomplishments

Program 1

Expenses: $9,773,280 Revenue: $14,302,585

TO PROVIDE PRIMARY HEALTH CARE SERVICES TO THE INDIGENT POPULATION. IN 2023, OUR ORGANIZATION SAW 17,245 PATIENTS AND HAD 56,692 VISITS. 77% OF THESE PATIENTS WERE BELOW 200% OF INCOME AS A PERCENT...

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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 $2,437,717

Program Service Revenue $13,718,799

Investment Income $113,846

Other Revenue $588,045

TOTAL REVENUE $16,858,407

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,475,177

Fundraising Expenses $0

Program Expenses $9,773,280

Other Expenses $4,657,589

TOTAL EXPENSES $16,132,766

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,858,407	$20,076,306	-0.2%
Expenses	$16,132,766	$19,898,314	-0.2%
Net Income	$725,641	$177,992	+3.1%

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

203

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

$1,038,252

Total Directors

Key Employees

$1,260,767

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MAHASIN PIERCE	SECRETARY	1.00	Officer Director	$0	$0	$0
STEPHON JOHNSON	TREASURER	1.00	Officer Director	$0	$0	$0
DANIELL JONES	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
MALIKAH MUHAMMAD	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
ADRIAN LEWIS	TRUSTEE	1.00	Director	$0	$0	$0
INGRID THOMPSON	TRUSTEE	1.00	Director	$0	$0	$0
LARRY WARREN	TRUSTEE	1.00	Director	$0	$0	$0
MARGARET LOUISE BETTS MD	TRUSTEE	1.00	Director	$0	$0	$0
CASSANDRA WILLIS-ABNER	TRUSTEE	1.00	Director	$0	$0	$0
VAREE TOWNERS-GRANDBERRY	TRUSTEE	1.00	Director	$0	$0	$0
ANITA MONCREASE MD	TRUSTEE	1.00	Director	$0	$0	$0
TERRY JACKSON	TRUSTEE	1.00	Director	$0	$0	$0
ANITA JONES	TRUSTEE	1.00	Director	$0	$0	$0
JOANN POLK	TRUSTEE	1.00	Director	$0	$0	$0
ANTHONY KING	CEO & EXECUTIVE DIRECTOR	40.00	Officer	$342,673	$79,738	$422,411
TIFFANY SANFORD MD	CHIEF MEDICAL OFFICER	40.00	Officer	$241,933	$22,240	$264,173
ANDREA ROBERSON	CHIEF OPERATING OFFICER	40.00	Officer	$153,213	$22,240	$175,453
CHARLES BERRY	CHIEF FINANCIAL OFFICER	40.00	Officer	$158,080	$18,135	$176,215
LAMEITRE C LOCKHART-WALKER	PHYSICIAN	40.00	Key Emp	$263,094	$18,135	$281,229
SHARON G MILLER	PHYSICIAN	40.00	Key Emp	$265,306	$18,135	$283,441
EBONI T MARTIN	PHYSICIAN	40.00	Key Emp	$231,822	$18,676	$250,498
TAMMY L WEST	PHYSICIAN	40.00	Key Emp	$220,533	$22,240	$242,773
RHONA A FINGAL	PHYSICIAN	40.00	Key Emp	$180,813	$22,013	$202,826

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	$16,858,407	$16,132,766	$25,186,630	$725,641
2022	$20,076,306	$19,898,314	$22,730,814	$177,992
2021	$22,308,644	$17,502,136	$20,565,679	$4,806,508
2020	$15,583,284	$15,434,847	$18,722,764	$148,437
2019	$16,726,510	$17,187,080	$16,901,779	$-460,570
2018	$17,078,835	$16,603,063	$15,579,857	$475,772