WELL-ONE HEALTH INC (EIN 473356072) - 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

TRACY DAWES

Phone

6108587145

Tax Period

2023-01-01 to 2023-12-31

WELL-ONE HEALTH INC, founded in 2014, is a small nonprofit in the Health Care sector that reported $115K in total revenue in fiscal year 2023. Revenue fell 91% from the prior year — a significant decline worth monitoring. Net assets of $380K represent 40 months of operating reserves.

Mission

We are a volunteer-driven, non-profit health promotion organization that exists to provide comprehensive, timely, and cost-effective care to the uninsured and underinsured in order to empower communities to improve their health and well-being through community-based partnerships. ?We believe this is a ministry firmly grounded in the belief that health is the result of multifactorial processes which encompasses the physical, mental, spiritual, and social aspects of our being. We address these elements by providing direct care or linkages to partners who help us fulfill our mission. We advocate for primary prevention practices and firmly assert that prevention is necessary to both individual and population health improvements.

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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 $115,037

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $115,037

Expense Breakdown

Grants Paid $0

Salaries & Benefits $52,516

Fundraising Expenses $0

Program Expenses $79,771

Other Expenses $72,751

TOTAL EXPENSES $125,267

Year-over-Year Comparison

	2023	2022	Change
Revenue	$115,037	$1,215,540	-0.9%
Expenses	$125,267	$912,674	-0.9%
Net Income	$-10,230	$302,866	-1.0%

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

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

$17,317

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
KEYLA WARDLOW	Secretary	Officer	$11,637	$0	$11,637
TRACY DAWES	CEO	Officer	$5,680	$0	$5,680
EDWARD MCFIELD	CFO	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
2024	No data	No data	No data	No data
2023	$115,037	$125,267	$381,004	$-10,230
2022	$1,215,540	$912,674	$391,234	$302,866
2021	$813,230	$743,391	$90,467	$69,839

WELL-ONE HEALTH INC