MILITARY WELLNESS INITIATIVE (EIN 474001293) - 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

Principal Officer

PATRICK MCCARTHY

Phone

9146459383

Tax Period

2019-01-01 to 2019-12-31

MILITARY WELLNESS INITIATIVE, founded in 2015, is a small nonprofit in the Public & Societal Benefit sector that reported $600K in total revenue in fiscal year 2019. Revenue fell 32% from the prior year — a significant decline worth monitoring.

Mission

THE MILITARY WELLNESS INITIATIVE ("MWI") SEEKS THE FINEST PERSONALIZED SOLUTIONS FOR MILITARY COMMUNITY WELLNESS. MWI IS AN EFFORT TO MOVE UPSTREAM, TOWARDS PREVENTION AND PREVENTATIVE CARE, DEMONSTRATING THAT AN ENTIRELY NEW APPROACH TO MILITARY HEALTH CARE IS POSSIBLE.

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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 $600,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $600,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $571,560

Other Expenses $652,702

TOTAL EXPENSES $652,702

Year-over-Year Comparison

	2019	2018	Change
Revenue	$600,000	$882,909	-0.3%
Expenses	$652,702	$839,078	-0.2%
Net Income	$-52,702	$43,831	-2.2%

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
THOMAS ELLISON	PRESIDENT/VI	5.00	Officer	$0	$0	$0
PATRICK MCCARTHY	TREASURER/SE	40.00	Officer	$0	$0	$0
JOHN SHELTON	CHAIRMAN OF	5.00	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
2019	$600,000	$652,702	$60,034	$-52,702
2018	$882,909	$839,078	$112,736	$43,831

MILITARY WELLNESS INITIATIVE