VALLEY WELLNESS CENTER (EIN 521309257) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1990

Legal Domicile

Principal Officer

DOUGLAS MOYER

Phone

7574557020

Tax Period

2023-01-01 to 2023-12-31

VALLEY WELLNESS CENTER, founded in 1990, is a community nonprofit that reported $2.7M in total revenue in fiscal year 2018.

Mission

TO PROVIDE PREVENTIVE HEALTH CARE AND REHABILITATION SERVICES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,430,341

Investment Income $0

Other Revenue $9,571

TOTAL REVENUE $2,439,912

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,417,031

Fundraising Expenses $0

Program Expenses $1,957,787

Other Expenses $974,250

TOTAL EXPENSES $2,391,281

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,439,912	$2,085,274	+0.2%
Expenses	$2,391,281	$2,200,651	+0.1%
Net Income	$48,631	$-115,377	-1.4%

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

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

$1,288,800

Total Directors

$2,466,801

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUGLAS J MOYER	DIRECTOR/PRESIDENT/EX-OFFICIO	1.00	Officer Director	$0	$109,540	$816,131
JOSEPH K FUNKHOUSER II	CHAIR/DIRECTOR	0.40	Officer Director	$0	$0	$41,151
MEGAN W YEAGER	DIRECTOR/SEC/TREAS	1.00	Officer Director	$0	$70,826	$431,518
A JERRY BENSON PHD	DIRECTOR	0.40	Director	$0	$0	$0
C WAYNE GATES MD	DIRECTOR	0.40	Director	$0	$0	$0
DEVON ANDERS	DIRECTOR	0.40	Director	$0	$0	$0
MORRIS FENDLEY MD	DIRECTOR	0.40	Director	$0	$45,447	$613,515
RITA A BUNCH	DIRECTOR	0.40	Director	$0	$58,711	$564,486
GEORGE REID	DIRECTOR, WELLNESS CTR	40.00	Highest	$106,291	$45,489	$151,780
MICHAEL V GENTRY	FORMER OFFICER	0.00		$0	$78,055	$2,220,921
HOWARD P KERN	FORMER OFFICER/DIRECTOR	0.00		$0	$42,542	$5,747,995

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	$2,439,912	$2,391,281	$5,400,036	$48,631
2022	$2,085,274	$2,200,651	$4,958,174	$-115,377
2021	$1,719,124	$2,547,376	$4,634,033	$-828,252
2020	$1,532,587	$2,058,695	$4,682,331	$-526,108
2019	$2,783,766	$2,759,367	$4,598,122	$24,399
2018	$2,676,573	$2,901,496	$4,335,428	$-224,923

VALLEY WELLNESS CENTER