MENTAL HEALTH AMERICA WABASH VALLEY REGION INC (EIN 383653969) - 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

2002

Legal Domicile

Principal Officer

MATT WOLLIN

Phone

7657421800

Tax Period

2023-01-01 to 2023-12-31

MENTAL HEALTH AMERICA WABASH VALLEY REGION INC, founded in 2002, is a community nonprofit in the Mental Health sector that reported $3.3M in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $910K, a strong 28% operating margin.

Mission

PROMOTE BETTER MENTAL HEALTH IN BENTON, CARROLL, FOUNTAIN, TIPPECANOE, WARREN, AND WHITE COUNTIES.

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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 $3,225,553

Program Service Revenue $37,216

Investment Income $4,710

Other Revenue $26,442

TOTAL REVENUE $3,293,921

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,744,414

Fundraising Expenses $50,123

Program Expenses $2,116,018

Other Expenses $639,569

TOTAL EXPENSES $2,383,983

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,293,921	$3,758,042	-0.1%
Expenses	$2,383,983	$1,282,820	+0.9%
Net Income	$909,938	$2,475,222	-0.6%

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

160

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

$100,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATT WOLLIN	PRESIDENT	10.00	Officer Director	$0	$0	$0
JOSHUA HINES	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
DAGNY ZUPIN	SECRETARY	2.00	Officer Director	$0	$0	$0
PETER MARKS	TREASURER	2.00	Officer	$0	$0	$0
DAN ARENS	TRUSTEE	1.00	Director	$0	$0	$0
SANA BOOKER	TRUSTEE	1.00	Director	$0	$0	$0
DR CARRIE CADWELL	TRUSTEE	1.00	Director	$0	$0	$0
CATHY CAVANAUGH	TRUSTEE	1.00	Director	$0	$0	$0
DAVID GUNDERMAN	TRUSTEE	1.00	Director	$0	$0	$0
JUDGE WILLIAM MENGES	TRUSTEE	1.00	Director	$0	$0	$0
RENEA SMITH	TRUSTEE	1.00	Director	$0	$0	$0
BRANDI CHRISTIANSEN	CEO	40.00	Officer	$100,500	$0	$100,500

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	$3,293,921	$2,383,983	$6,119,549	$909,938
2022	$3,758,042	$1,282,820	$5,179,827	$2,475,222
2021	$1,032,747	$750,152	$2,728,911	$282,595
2020	$799,947	$757,756	$2,425,510	$42,191
2019	$888,030	$748,846	$2,367,366	$139,184

MENTAL HEALTH AMERICA WABASH VALLEY REGION INC