John H Wellons Foundation Inc (EIN 566061476) - 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

1970

Legal Domicile

Principal Officer

PRESIDENT

Phone

9108920436

Tax Period

2023-01-01 to 2023-12-31

John H Wellons Foundation Inc, founded in 1970, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2023. The organization ran a surplus of $695K, a strong 38% operating margin.

Mission

CHARITABLE GIVING, STUDENT LOANS, ELDERLY HOUSING

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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 $0

Program Service Revenue $1,301,549

Investment Income $205,882

Other Revenue $317,381

TOTAL REVENUE $1,824,812

Expense Breakdown

Grants Paid $0

Salaries & Benefits $686,273

Fundraising Expenses $0

Program Expenses $1,013,280

Other Expenses $443,813

TOTAL EXPENSES $1,130,086

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,824,812	$1,699,013	+0.1%
Expenses	$1,130,086	$1,051,185	+0.1%
Net Income	$694,726	$647,828	+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

Volunteers

N/A

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	Role	Reportable Comp	Other Comp	Total
Sylvia W Craft	Pres./Director	Director	$0	$0	$0
Gene T Jernigan	V. Pres./Director	Director	$0	$0	$0
Leigh Anna W Thompson	Secr./Tr./Director	Director	$0	$0	$0
Andrea C Howard	Director	Director	$0	$0	$0
Lauren W White	Asst. Sec/Treas/Director	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	$1,824,812	$1,130,086	$22,778,853	$694,726
2022	$1,699,013	$1,051,185	$21,542,491	$647,828
2021	$3,828,400	$1,112,870	$22,578,351	$2,715,530
2020	$2,106,906	$974,230	$20,266,130	$1,132,676
2019	$2,946,962	$1,013,293	$18,754,673	$1,933,669
2018	$1,304,386	$1,055,598	$16,818,650	$248,788

John H Wellons Foundation Inc