WELCOMEHEALTH (EIN 581691790) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

BRIAN GROVES

Phone

4794447548

Tax Period

2024-01-01 to 2024-12-31

WELCOMEHEALTH, founded in 1986, is a small nonprofit that reported $657K in total revenue in fiscal year 2018. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $899K exceeded revenue, resulting in a 37% operating deficit.

Mission

PROVIDE MEDICAL/DENTAL SERVICES TO LOW INCOME FAMILIES

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $694,959

Program Service Revenue $21,393

Investment Income $19,636

Other Revenue $13,161

TOTAL REVENUE $749,149

Expense Breakdown

Grants Paid $0

Salaries & Benefits $447,567

Fundraising Expenses $150,940

Program Expenses $522,481

Other Expenses $341,259

TOTAL EXPENSES $788,826

Year-over-Year Comparison

	2024	2023	Change
Revenue	$749,149	$885,895	-0.2%
Expenses	$788,826	$709,096	+0.1%
Net Income	$-39,677	$176,799	-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

$95,559

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MONIKA FISCHER-MASSIE MBA PHD	EXECUTIVE DI	40.00	Officer	$95,559	$0	$95,559
DAN ECKELS	TREASURER	1.00	Director	$0	$0	$0
COBY DAVIS EDD	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN GROVES	PRESIDENT	1.00	Director	$0	$0	$0
HOLLY BRAIN JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
JAMES NORYS MD	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MOORES	DIRECTOR	1.00	Director	$0	$0	$0
JACK PARDO	DIRECTOR	1.00	Director	$0	$0	$0
KAREN MCINTOSH MSN RN	SECRETARY	1.00	Director	$0	$0	$0
ZACH TRAIL	DIRECTOR	1.00	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	$749,149	$788,826	$1,745,830	$-39,677
2023	$885,895	$709,096	$1,714,160	$176,799
2022	$677,807	$608,360	$1,532,539	$69,447
2021	$853,530	$614,587	$1,467,629	$238,943
2020	$762,357	$644,468	$1,319,419	$117,889
2019	$702,183	$884,600	$1,126,785	$-182,417
2018	$657,001	$899,109	$1,312,104	$-242,108

WELCOMEHEALTH