Positive Wellness Alliance (EIN 561885607) - 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

1994

Legal Domicile

Principal Officer

Elizabeth Mattfeld

Phone

3362484646

Tax Period

2023-01-01 to 2023-12-31

Positive Wellness Alliance, founded in 1994, is a community nonprofit in the Health Care sector that reported $2.1M in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. Expenses of $2.5M exceeded revenue, resulting in a 21% operating deficit.

Mission

To provide services and support to people infected with and affected by HIV/AIDs through medical case management, housing, outreach, and preventative education.

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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 (2023)

Revenue Breakdown

Contributions & Grants $817,221

Program Service Revenue $1,222,948

Investment Income $5,787

Other Revenue $18,026

TOTAL REVENUE $2,063,982

Expense Breakdown

Grants Paid $0

Salaries & Benefits $529,078

Fundraising Expenses $72,128

Program Expenses $2,274,629

Other Expenses $1,967,030

TOTAL EXPENSES $2,496,108

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,063,982	$2,392,254	-0.1%
Expenses	$2,496,108	$578,601	+3.3%
Net Income	$-432,126	$1,813,653	-1.2%

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

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

$70,867

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sophia Russell	Executive Director through September 2023	040.00	Officer	$66,539	$4,328	$70,867
Kenneth Pettigrew	Chair	001.00	Officer Director	$0	$0	$0
Courtney Jones	Treasurer	001.00	Officer Director	$0	$0	$0
Robert Conn	Secretary	001.00	Officer Director	$0	$0	$0
Dexter Glover	Member	001.00	Director	$0	$0	$0
Rosario Cortez Herrara	Member	001.00	Director	$0	$0	$0
Flex Jonez	Member effective July 2023	001.00	Director	$0	$0	$0
Merideth Reid	Member	001.00	Director	$0	$0	$0
Dr Malika Roman-Isler	Member	001.00	Director	$0	$0	$0
Raven Scales	Member effective July 2023	001.00	Director	$0	$0	$0
Elizabeth Laughter	Member	001.00	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
2024	No data	No data	No data	No data
2023	$2,063,982	$2,496,108	$554,393	$-432,126
2022	$2,392,254	$2,445,823	$797,512	$-53,569
2021	$2,128,282	$2,208,224	$880,884	$-79,942
2020	$2,300,755	$2,361,930	$947,296	$-61,175
2019	$2,219,301	$1,711,629	$1,030,398	$507,672
2018	$1,983,112	$1,651,126	$529,802	$331,986

Positive Wellness Alliance