WELVISTA (EIN 562034627) - 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

1997

Principal Officer

JUANITA WRIGHT

Phone

8039339183

Tax Period

2024-07-01 to 2025-06-30

WELVISTA, founded in 1997, is a mid-sized nonprofit in the Health Care sector that reported $96.0M in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year.

Mission

PROVIDE ACCESS TO DONATED AND PURCHASED PRESCRIPTION MEDICATION TO THE UNINSURED AND ORAL HEALTH CARE TO LOW-INCOME CHILDREN.

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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 $92,412,651

Program Service Revenue $2,338,734

Investment Income $1,276,888

Other Revenue $-74,923

TOTAL REVENUE $95,953,350

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,297,013

Fundraising Expenses $500,383

Program Expenses $95,010,611

Other Expenses $91,246,912

TOTAL EXPENSES $97,543,925

Year-over-Year Comparison

	2024	2023	Change
Revenue	$95,953,350	$101,229,239	-0.1%
Expenses	$97,543,925	$102,629,309	0.0%
Net Income	$-1,590,575	$-1,400,070	+0.1%

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

101

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

$430,417

Total Directors

Key Employees

$217,935

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LATHRAN WOODARD	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
DR KEN SANTIAGO	VICE CHAIRPE	1.00	Officer Director	$0	$0	$0
RYAN FOSTER	TREASURER	1.00	Officer Director	$0	$0	$0
DR ANNA SHALKHAM	SECRETARY	1.00	Officer Director	$0	$0	$0
JEFF BERGER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL CUNNINGHAM	DIRECTOR	1.00	Director	$0	$0	$0
TARA GRINNA	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY GROOME	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL TIGHE	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
ANNE WILSON	DIRECTOR	1.00	Director	$0	$0	$0
JUANITA WRIGHT	CEO	40.00	Officer	$270,538	$23,767	$294,305
DEBORAH KINDER	COO	40.00	Key Emp	$198,493	$19,442	$217,935
WENDY H FRYE	CFO	40.00	Officer	$121,329	$14,783	$136,112
DAVID OUELLET	DIRECTOR OF	40.00	Highest	$145,663	$8,198	$153,861
GEORGIA B FAMULINER	COO - SMILES	40.00	Highest	$136,108	$16,279	$152,387
STEPHANIE M LIVINGSTON	PHARMACIST	40.00	Highest	$128,818	$15,675	$144,493
HEATHER M KANDRAVI	PHARMACIST	40.00	Highest	$120,200	$7,576	$127,776
PATRICIA B CORN	PHARMACY MAN	40.00	Highest	$113,895	$7,241	$121,136

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	$95,953,350	$97,543,925	$48,716,705	$-1,590,575
2024	No data	No data	No data	No data
2023	$120,819,549	$122,707,392	$46,927,461	$-1,887,843
2023	$120,819,549	$122,707,392	$46,927,461	$-1,887,843
2022	$133,019,472	$122,992,967	$48,614,342	$10,026,505
2021	$131,518,234	$127,418,217	$42,368,448	$4,100,017
2019	$140,523,348	$137,732,451	$36,089,993	$2,790,897
2018	$128,803,015	$156,743,731	$30,994,383	$-27,940,716

WELVISTA