Wellmont Wexford House (EIN 581859039) - 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

1989

Legal Domicile

Principal Officer

Joshua McFall

Phone

4233023467

Tax Period

2024-07-01 to 2025-06-30

Wellmont Wexford House, founded in 1989, is a community nonprofit in the Human Services sector that reported $6.4M in total revenue in fiscal year 2024. Revenue fell 36% from the prior year — a significant decline worth monitoring. Expenses of $11.1M exceeded revenue, resulting in a 74% operating deficit.

Mission

Honor those we serve by delivering the best possible care.

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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 $44,458

Program Service Revenue $7,441,019

Investment Income $-1,101,912

Other Revenue $1,889

TOTAL REVENUE $6,385,454

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,627,181

Fundraising Expenses $0

Program Expenses $10,103,272

Other Expenses $5,465,573

TOTAL EXPENSES $11,092,754

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,385,454	$10,016,272	-0.4%
Expenses	$11,092,754	$14,149,777	-0.2%
Net Income	$-4,707,300	$-4,133,505	+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

N/A

Employees

126

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

$10,120,673

Total Directors

$8,598,349

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Eric Deaton BH EVPCOO	Director	1.00	Officer Director	$0	$137,400	$1,885,098
Alan Levine BH PresCEO	Director, Chair	1.00	Officer Director	$0	$286,146	$4,135,022
Marvin Eichorn BH EVPCAO	Director	1.00	Officer Director	$0	$53,543	$1,499,254
Julie Bennett CLOGovnc Offcr	Director, Secretary	1.00	Officer Director	$0	$102,286	$1,078,975
Mark Chappell CFO Behav Hlth	WH CFO	0.10	Officer	$0	$40,345	$227,738
Shane Hilton	BH EVP/CFO	1.00	Officer	$0	$113,059	$1,101,222
Michele Rusek	Sr Dir L/T Care	35.00	Officer	$158,995	$34,369	$193,364
Rhandi Harris	RN Supervisor, L/T Care	40.00	Highest	$123,911	$22,915	$146,826
Sharon Tillman	Manager, L/T Care MDS	40.00	Highest	$112,956	$32,051	$145,007
Pamela Poff	LPN, Long Term Care	40.00	Highest	$109,387	$16,024	$125,411
Kristina Mullins	LPN, Long Term Care	40.00	Highest	$104,046	$0	$104,046
Catawba King	Asst Director, Nurse Services LTC	40.00	Highest	$101,984	$10,978	$112,962
Andrew Wampler BH Gen Cnsl	Former Officer	0.00		$0	$77,887	$541,944
Tim Belisle	Former Officer	0.00		$0	$0	$448,129
Lynn Krutak	Former Officer	1.00		$0	$76,184	$1,177,446
Linda White	Former Officer	0.00		$0	$0	$370,961

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	$6,385,454	$11,092,754	$2,224,987	$-4,707,300
2024	$10,016,272	$14,149,777	$11,048,130	$-4,133,505
2023	$9,150,384	$13,142,889	$12,017,543	$-3,992,505
2022	$11,612,147	$16,079,729	$11,769,586	$-4,467,582
2021	$14,470,286	$15,734,330	$13,358,806	$-1,264,044
2020	$16,017,345	$15,108,806	$13,462,829	$908,539
2019	$14,910,543	$15,249,509	$14,769,048	$-338,966
2018	$14,802,628	$13,898,700	$14,094,241	$903,928

Wellmont Wexford House