Whittier Health and Wellness Foundation Inc

EIN: 562567401 501(c)(3) Health Care

Roxbury, MA

Total Revenue
$8,028
Total Expenses
$26,674
Total Assets
$1,196,312
Net Assets
$1,196,312
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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
2006
Legal Domicile
MA
Principal Officer
Frederica M Williams
Phone
6174271000
Tax Period
2024-07-01 to 2025-06-30

Whittier Health and Wellness Foundation Inc, founded in 2006, is a micro nonprofit in the Health Care sector that reported $8K in total revenue in fiscal year 2024. Revenue surged 15338% from the prior year, signaling strong growth momentum. Expenses of $27K exceeded revenue, resulting in a 232% operating deficit.

Mission

To support the fundraising efforts of Whittier Street Health Center Committee, Inc.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $8,028
Other Revenue $0
TOTAL REVENUE $8,028

Expense Breakdown

Grants Paid $0
Salaries & Benefits $26,544
Fundraising Expenses $26,674
Other Expenses $130
TOTAL EXPENSES $26,674

Year-over-Year Comparison

2024 2023 Change
Revenue $8,028 $52 +153.4%
Expenses $26,674 $62,422 -0.6%
Net Income $-18,646 $-62,370 -0.7%
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

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Governance

Voting Members
9
Independent Members
9
Employees
1
Volunteers
9

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
5
$797,779
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Alicia Wedderburn Board Chair 1.00
Officer Director
$0 $0 $0
Apefa Ashiagbor Secretary 1.00
Officer Director
$0 $0 $0
Peter O Maathey Treasurer 1.00
Officer Director
$0 $0 $0
Pastor Vicente Castro Board Member 1.00
Director
$0 $0 $0
Ashveena Gajeelee Board Member 1.00
Director
$0 $0 $0
Monica Johnson Board Member 1.00
Director
$0 $0 $0
Dr Everest Onuoha Board Member 1.00
Director
$0 $0 $0
Angel Simpson Board Member 1.00
Director
$0 $0 $0
Cindy Walker Board Member 1.00
Director
$0 $0 $0
Frederica M Williams President/CEO 1.00
Officer
$37,761 $37,652 $505,996
James Lee SVP Finance/CFO 1.00
Officer
$0 $34,993 $291,783
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 $8,028 $26,674 $1,196,312 $-18,646
2024 No data No data No data No data
2023 $15 $133,884 $1,277,328 $-133,869
2022 $9 $130,781 $1,411,197 $-130,772
2021 $121 $39,050 $1,541,969 $-38,929
2020 $3,465 $37,392 $1,580,898 $-33,927
2019 No data $21,229 $1,732,716 No data
2018 $3,853 $39,294 $2,119,434 $-35,441
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