WAVERLY HEALTH CENTER FOUNDATION (EIN 421301352) - 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

1987

Legal Domicile

Principal Officer

JOHN JOHNSTON

Phone

3193524120

Tax Period

2024-07-01 to 2025-06-30

WAVERLY HEALTH CENTER FOUNDATION, founded in 1987, is a small nonprofit in the Health Care sector that reported $285K in total revenue in fiscal year 2024. Net assets of $3.3M represent 138 months of operating reserves.

Mission

TO FURTHER THE OBJECTIVES OF WAVERLY HEALTH CENTER AND FINANCIALLY SUPPORT THE PROGRAMS AND ACTIVITIES AS SPONSORED, DIRECTED OR SUPPORTED BY WAVERLY HEALTH CENTER.

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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 (2024)

Revenue Breakdown

Contributions & Grants $57,011

Program Service Revenue $0

Investment Income $228,301

Other Revenue $0

TOTAL REVENUE $285,312

Expense Breakdown

Grants Paid $228,099

Salaries & Benefits $34,883

Fundraising Expenses $0

Program Expenses $228,099

Other Expenses $20,016

TOTAL EXPENSES $282,998

Year-over-Year Comparison

	2024	2023	Change
Revenue	$285,312	$286,139	0.0%
Expenses	$282,998	$283,869	0.0%
Net Income	$2,314	$2,270	+0.0%

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

N/A

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

$403,325

Total Directors

$403,325

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN JOHNSTON	PRESIDENT	1.00	Officer Director	$0	$0	$0
GLENN MCMICHAEL	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JODI GEERTS	TREASURER	1.00	Officer Director	$0	$40,794	$403,325
CAROL YOUNG	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID HUSER	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID MATTHIAS	BOARD MEMBER	1.00	Director	$0	$0	$0
PHIL JONES	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURIE EVERHARDT	BOARD MEMBER	1.00	Director	$0	$0	$0
MATT DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
RAJ PATEL	BOARD MEMBER	1.00	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	$285,312	$282,998	$3,284,504	$2,314
2024	No data	No data	No data	No data
2023	$139,330	$489,440	$3,055,135	$-350,110
2022	$518,061	$1,774,203	$3,212,206	$-1,256,142
2021	$1,377,136	$215,457	$4,969,324	$1,161,679
2020	$810,447	$214,032	$3,537,553	$596,415
2019	$476,833	$174,127	$2,833,557	$302,706
2018	$272,089	$304,690	$2,581,681	$-32,601

WAVERLY HEALTH CENTER FOUNDATION