CULPEPER WELLNESS FOUNDATION INC

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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

1985

Legal Domicile

Principal Officer

SHARI J LANDRY

Phone

5404312397

Tax Period

2024-01-01 to 2024-12-31

CULPEPER WELLNESS FOUNDATION INC, founded in 1985, is a community nonprofit in the Health Care sector that reported $5.8M in total revenue in fiscal year 2024. The organization ran a surplus of $1.0M, a strong 17% operating margin.

Mission

THE MISSION OF CULPEPER WELLNESS FOUNDATION IS TO IMPROVE HEALTH AND PROMOTE WELLNESS IN CULPEPER, MADISON AND ORANGE COUNTIES.

Program Service Accomplishments

Program 1

Expenses: $2,427,660 Revenue: $2,043,307

THE POWELL WELLNESS CENTER HELPS INDIVIDUALS ACHIEVE PHYSICAL AND EMOTIONAL WELL-BEING THROUGH EXERCISE, PHYSICAL ACTIVITY, AND MEDICALLY INTEGRATED SERVICES. PATH RECREATION AND FITNESS (PRFC) HELPS INDIVIDUALS - WITH AN EMPHASIS ON YOUTH - IMPROVE THEIR HEALTH AND WELLNESS THROUGH PARTICIPATION IN FITNESS PROGRAMS AND ACTIVITIES.

Program 2

Expenses: $1,144,611

THE FREE CLINIC OF CULPEPER DELIVERS HIGH-QUALITY MEDICAL CARE TO UNINSURED ADULTS IN CULPEPER COUNTY.

Program 3

Expenses: $375,806

THE FOUNDATION SEEKS TO IMPROVE HEATH AND PROMOTE WELLNESS THROUGH LOCAL COLLABORATIONS AND HEALTH-RELATED INITIATIVES AS WELL AS THROUGH GRANTS TO LOCAL NONPROFITS WORKING IN SUPPORT OF ITS MISSION.

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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 $1,279,598

Program Service Revenue $2,043,308

Investment Income $1,876,094

Other Revenue $599,568

TOTAL REVENUE $5,798,568

Expense Breakdown

Grants Paid $375,806

Salaries & Benefits $1,688,315

Fundraising Expenses $3,166

Program Expenses $3,948,077

Other Expenses $2,720,324

TOTAL EXPENSES $4,784,445

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,798,568	$5,382,962	+0.1%
Expenses	$4,784,445	$4,887,396	0.0%
Net Income	$1,014,123	$495,566	+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

Employees

115

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ED SCOTT	CHAIR	2.00	Officer Director	$0	$0	$0
KELSEY CARLSON SETTLE	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MOLLIE VISOSKY	TREASURER	2.00	Officer Director	$0	$0	$0
CYNDY GRANO	SECRETARY	2.00	Officer Director	$0	$0	$0
DEBBIE BENNETT	DIRECTOR	2.00	Director	$0	$0	$0
DAN CARLTON	DIRECTOR	2.00	Director	$0	$0	$0
ROQUE CASTRO	DIRECTOR	2.00	Director	$0	$0	$0
CATHY DALRYMPLE	DIRECTOR	2.00	Director	$0	$0	$0
ED DALRYMPLE	DIRECTOR	2.00	Director	$0	$0	$0
KACI DANIEL	DIRECTOR	2.00	Director	$0	$0	$0
GILLETTE HARRIS	DIRECTOR	2.00	Director	$0	$0	$0
RAY KNOTT	DIRECTOR	2.00	Director	$0	$0	$0
SANFORD REAVES	DIRECTOR	2.00	Director	$0	$0	$0
LAURA ROGERS	DIRECTOR	2.00	Director	$0	$0	$0
BETSY SPENCER	DIRECTOR	2.00	Director	$0	$0	$0
DONNA STATON	DIRECTOR	2.00	Director	$0	$0	$0
HUGH STEVENS	DIRECTOR	2.00	Director	$0	$0	$0
KELLY THORNTON	DIRECTOR	2.00	Director	$0	$0	$0
OCTAVIA YATES	DIRECTOR	2.00	Director	$0	$0	$0
SHARI J LANDRY	PRESIDENT	40.00	Highest	$187,305	$20,914	$208,219
ERIC D GOOD	VICE PRESIDENT FACILITIES & PROPERTY MANAGEMENT	40.00	Highest	$121,254	$11,871	$133,125

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	$5,798,568	$4,784,445	$47,624,722	$1,014,123
2023	$5,382,962	$4,887,396	$46,350,730	$495,566
2022	$5,157,404	$4,799,674	$42,411,205	$357,730
2021	$7,469,590	$4,559,726	$44,746,109	$2,909,864
2020	$5,250,800	$4,406,899	$37,337,163	$843,901
2019	$5,723,240	$5,586,936	$36,868,842	$136,304
2018	$4,517,311	$4,697,792	$33,541,124	$-180,481