KELSEY COMMUNITY WELLNESS CENTER FOUNDATION (EIN 383453261) - 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

Formation Year

1999

Legal Domicile

Principal Officer

LUANN W KOESTER

Phone

5179275263

Tax Period

2025-01-01 to 2025-12-31

KELSEY COMMUNITY WELLNESS CENTER FOUNDATION, founded in 1999, is a small nonprofit in the Recreation & Sports sector that reported $144K in total revenue in fiscal year 2025. Revenue grew 15% year-over-year, indicating healthy expansion. Net assets of $532K represent 44 months of operating reserves.

Mission

TO PROVIDE HEALTH AND WELLNESS TO ALL SECTIONS OF THE POPULATION WITHIN OUR SERVICE AREA.

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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 (2025)

Revenue Breakdown

Contributions & Grants $35,276

Program Service Revenue $102,785

Investment Income $14

Other Revenue $6,152

TOTAL REVENUE $144,227

Expense Breakdown

Grants Paid $0

Salaries & Benefits $63,503

Fundraising Expenses $0

Program Expenses $148,100

Other Expenses $85,990

TOTAL EXPENSES $149,493

Year-over-Year Comparison

	2025	2024	Change
Revenue	$144,227	$125,426	+0.1%
Expenses	$149,493	$121,244	+0.2%
Net Income	$-5,266	$4,182	-2.3%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDWIN WINTER	CHAIRMAN	001.00	Officer Director	$0	$0	$0
LUANN KOESTER	SECRETARY	002.30	Officer Director	$0	$0	$0
KEN RADER	TRUSTEE	000.50	Director	$0	$0	$0
ROGER BACHMAN	TRUSTEE	001.80	Director	$0	$0	$0
TAMMI SHAW	TRUSTEE	000.50	Director	$0	$0	$0
MARTIN SIMESCU	TREASURER	000.50	Officer 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	$144,227	$149,493	$538,211	$-5,266
2024	$125,426	$121,244	$555,488	$4,182
2023	$176,493	$124,482	$559,779	$52,011
2022	$178,395	$157,923	$529,755	$20,472
2021	$159,265	$121,166	$531,036	$38,099
2020	$115,509	$122,129	$520,743	$-6,620

KELSEY COMMUNITY WELLNESS CENTER FOUNDATION