THE WELLNESS PLAN MEDICAL CENTERS

EIN: 382008890 501(c)(3) Health Care

DETROIT, MI

Total Revenue
$16,858,407
Total Expenses
$16,132,766
Total Assets
$25,186,630
Net Assets
$10,545,072
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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
MI
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

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 OF POVERTY LEVEL.

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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%)

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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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Governance

Voting Members
14
Independent Members
14
Employees
203
Volunteers
14

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
8
$1,038,252
Total Directors
14
$0
Key Employees
5
$1,260,767
Highest Compensated
0
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
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