HEALTHY WALTHAM INC (EIN 461174988) - 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

2012

Legal Domicile

Principal Officer

CHUKWUEMEKA OSUAGWU

Phone

7813415647

Tax Period

2023-07-01 to 2024-06-30

HEALTHY WALTHAM INC, founded in 2012, is a community nonprofit in the Health Care sector that reported $2.7M in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year.

Mission

HEALTHY WALTHAM'S PURPOSE IS TO IMPROVE THE HEALTH OF PEOPLE WHO LIVE, WORK, AND LEARN IN WALTHAM BY PROMOTING HEALTHY EATING AND ACTIVE LIVING WITH THE GOAL OF DECREASING RATES OF OBESITY AND RELATED CHRONIC DISEASES. WE IMPLEMENT THIS BY INITIATING AND SUSTAINING COMMUNITY COLLABORATIONS, AND BY PROVIDING EDUCATIONAL PROGRAMS, RESOURCES AND MATERIALS.

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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 $2,682,359

Program Service Revenue $0

Investment Income $12,170

Other Revenue $-13,825

TOTAL REVENUE $2,680,704

Expense Breakdown

Grants Paid $1,932,158

Salaries & Benefits $228,128

Fundraising Expenses $106,584

Program Expenses $2,433,165

Other Expenses $478,547

TOTAL EXPENSES $2,638,833

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,680,704	$3,273,684	-0.2%
Expenses	$2,638,833	$3,436,044	-0.2%
Net Income	$41,871	$-162,360	-1.3%

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

350

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

$80,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NADENE STEIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
AMY ESPOSITO	TREASURER	4.00	Officer Director	$0	$0	$0
PAUL NEDEHOED	DIRECTOR/CLE	1.00	Officer Director	$0	$0	$0
DEBORAH MOORE	CLERK	1.00	Officer Director	$0	$0	$0
NAVEEM PAWAR	DIRECTOR	1.00	Director	$0	$0	$0
MYRIAM ALEXIS	EXEC DIR. TH	30.00	Officer	$80,000	$0	$80,000
CHUKWUEMEKA OSUAGWU	EXEC DIR. AS	35.00	Officer	$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	No data	No data	No data	No data
2024	$2,680,704	$2,638,833	$1,403,409	$41,871
2023	$3,273,684	$3,436,044	$1,370,749	$-162,360
2022	$3,770,157	$3,325,587	$1,013,549	$444,570
2021	$2,116,044	$1,875,536	$594,404	$240,508
2021	$626,582	$409,059	$594,404	$217,523
2020	$439,663	$155,911	$341,282	$283,752

HEALTHY WALTHAM INC