VETERANS HEALTH AND WELLNESS FOUNDATION INC (EIN 463099370) - 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

2014

Legal Domicile

Principal Officer

DR EVELYN LEWIS

Phone

4109912662

Tax Period

2024-01-01 to 2024-12-31

VETERANS HEALTH AND WELLNESS FOUNDATION INC, founded in 2014, is a micro nonprofit in the Public & Societal Benefit sector that reported $94K in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum.

Mission

THE VETERANS HEALTH AND WELLNESS FOUNDATION, INC. PROVIDES EDUCATION AND CONNECTS VETERANS WITH CERTIFIED VETERAN FRIENDLY HEALTHCARE SERVICES.

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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 $70,889

Program Service Revenue $20,000

Investment Income $3,367

Other Revenue $0

TOTAL REVENUE $94,256

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $37,019

Program Expenses $47,558

Other Expenses $91,739

TOTAL EXPENSES $91,739

Year-over-Year Comparison

	2024	2023	Change
Revenue	$94,256	$73,898	+0.3%
Expenses	$91,739	$28,384	+2.2%
Net Income	$2,517	$45,514	-0.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR EVELYN LEWIS	PRESIDENT/CH	30.00	Officer Director	$0	$0	$0
EGWU OKOGERI	TREASURER	5.00	Officer Director	$0	$0	$0
ALEX PENROD	SECRETARY	5.00	Officer Director	$0	$0	$0
ELOISA G TAMEZ	VICE	5.00	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
2024	$94,256	$91,739	$130,987	$2,517
2024	$94,256	$91,739	$130,987	$2,517
2023	$73,898	$28,384	$129,217	$45,514
2022	$50,080	$25,790	$84,901	$24,290
2021	$39,636	$21,870	$59,664	$17,766
2020	$12,781	$16,691	$42,900	$-3,910
2019	$3,610	$49,182	$45,145	$-45,572
2018	$176,768	$264,294	$98,329	$-87,526

VETERANS HEALTH AND WELLNESS FOUNDATION INC