Medicine Wheel Recovery Services (EIN 473727282) - 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

2015

Legal Domicile

Phone

5033965322

Tax Period

2024-01-01 to 2024-12-31

Medicine Wheel Recovery Services, founded in 2015, is a community nonprofit in the Mental Health sector that reported $8.2M in total revenue in fiscal year 2024. Revenue surged 53% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.6M, a strong 20% operating margin.

Mission

Our Mission: Medicine Wheel Recovery Services focuses on sustainable recovery from addictions and unaddressed mental health issues by empowering individuals to rise and thrive. We provide services that are evidenced based, culturally competent and client centered.

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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 $1,342,989

Program Service Revenue $6,842,421

Investment Income $0

Other Revenue $3,774

TOTAL REVENUE $8,189,184

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,968,587

Fundraising Expenses $0

Program Expenses $5,444,393

Other Expenses $3,589,884

TOTAL EXPENSES $6,558,471

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,189,184	$5,365,405	+0.5%
Expenses	$6,558,471	$5,224,900	+0.3%
Net Income	$1,630,713	$140,505	+10.6%

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

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

$474,367

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Pamela Councell	Executive Dir.	40.00	Officer	$231,018	$0	$231,018
Tana Howtopat	Secretary	40.00	Officer	$230,349	$0	$230,349
Trevor Church	Director	10.00	Officer	$13,000	$0	$13,000
Tony Fleming	President	1.00	Officer	$0	$0	$0
Andres Hernandez	Vice President	1.00	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
2024	$8,189,184	$6,558,471	$2,341,508	$1,630,713
2022	$3,052,991	$3,141,554	$608,575	$-88,563
2021	$2,339,341	$2,220,895	$519,875	$118,446
2020	$1,808,973	$1,653,538	$604,263	$155,435
2019	$1,160,724	$412,271	$827,480	$748,453
2019	$1,160,724	$423,587	$367,448	$737,137
2018	$774,106	$768,969	$117,097	$5,137

Medicine Wheel Recovery Services