BLUEWELL ADVOCATES INC (EIN 463275711) - 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

2013

Legal Domicile

Principal Officer

UKO IMA NATHANIEL

Phone

7188871257

Tax Period

2019-07-01 to 2020-06-30

BLUEWELL ADVOCATES INC, founded in 2013, is a micro nonprofit that reported $30K in total revenue in fiscal year 2019. Revenue fell 86% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $19K, a strong 65% operating margin.

Mission

MEDICAID SERVICE COORDINATION ASSISTS PEOPLE WITH DEVELOPMENTAL DISABILITIES IN GAINING ACCESS TO NECESSARY SERVICES AND SUPPORTS TO LEAD SUCCESSUFL LIVES IN THE COMMUNITY

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $29,550

Investment Income $0

Other Revenue $0

TOTAL REVENUE $29,550

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,992

Fundraising Expenses $0

Program Expenses $5,592

Other Expenses $4,461

TOTAL EXPENSES $10,453

Year-over-Year Comparison

	2019	2018	Change
Revenue	$29,550	$215,252	-0.9%
Expenses	$10,453	$202,459	-0.9%
Net Income	$19,097	$12,793	+0.5%

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

N/A

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
UKO IMA NATHANIEL	EXECUTIVE DIRECTOR	060.00	Officer Director	$0	$0	$0
KATHY EWA	SECRETARY	001.00	Director	$0	$0	$0
ELENA MANCINI	MEMBER	001.00	Director	$0	$0	$0
GLAD UKO-IMA	MEMBER	001.00	Director	$0	$0	$0
GERALDINE MORGAN	MEMBER	001.00	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
2020	$29,550	$10,453	$11,422	$19,097
2019	$215,252	$202,459	$13,800	$12,793

BLUEWELL ADVOCATES INC