Neighborhood Wellness Foundation (EIN 474874487) - 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

Marilyn Woods

Phone

9168498940

Tax Period

2024-01-01 to 2024-12-31

Neighborhood Wellness Foundation, founded in 2015, is a community nonprofit in the Community Improvement sector that reported $1.6M in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Expenses of $1.6M left a modest 4% surplus.

Mission

Disrupting intergenerational trauma and poverty in Del Paso Heights and surrounging areas.

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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 $1,639,351

Program Service Revenue $0

Investment Income $5,281

Other Revenue $0

TOTAL REVENUE $1,644,632

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,090,167

Fundraising Expenses $0

Program Expenses $1,542,570

Other Expenses $481,434

TOTAL EXPENSES $1,571,601

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,644,632	$2,017,896	-0.2%
Expenses	$1,571,601	$1,911,836	-0.2%
Net Income	$73,031	$106,060	-0.3%

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

$199,979

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Gina Warren	CEO	40.00	Officer	$105,608	$0	$105,608
Marilyn Woods	CFO	40.00	Officer	$94,371	$0	$94,371
Beth McClure	Secretary	10.00	Director	$0	$0	$0
Eric Fernandez Y Garcia	Trustee	10.00	Director	$0	$0	$0
Jacie Ragland	Trustee	10.00	Director	$0	$0	$0
LaJuan Garror	Trustee	10.00	Director	$0	$0	$0
Mikah Owen	Trustee	10.00	Director	$0	$0	$0
Alan Rowe	Trustee	10.00	Director	$0	$0	$0
Faith Whitmore	Trustee	10.00	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
2025	No data	No data	No data	No data
2024	$1,644,632	$1,571,601	$934,349	$73,031
2023	$2,017,896	$1,911,836	$1,212,635	$106,060
2022	$1,663,703	$1,143,921	$1,108,851	$519,782
2021	$499,843	$342,838	$213,073	$157,005
2020	$201,484	$199,169	$20,264	$2,315

Neighborhood Wellness Foundation