Wellmont Madison House (EIN 621308216) - 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 Madison House, founded in 1989, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2024. Revenue surged 86% from the prior year, signaling strong growth momentum. The organization ran a surplus of $645K, a strong 39% operating margin.

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 $224

Program Service Revenue $589,288

Investment Income $1,074,894

Other Revenue $9,666

TOTAL REVENUE $1,674,072

Expense Breakdown

Grants Paid $0

Salaries & Benefits $645,089

Fundraising Expenses $0

Program Expenses $1,014,132

Other Expenses $384,449

TOTAL EXPENSES $1,029,538

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,674,072	$902,160	+0.9%
Expenses	$1,029,538	$1,507,234	-0.3%
Net Income	$644,534	$-605,074	-2.1%

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

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
Michele Rusek	Sr Dir L/T Care	5.00	Officer	$0	$34,369	$193,364
Mark Chappell CFO Behav Hlth	MH CFO	0.10	Officer	$0	$40,345	$227,738
Shane Hilton	BH EVP/CFO	1.00	Officer	$0	$113,059	$1,101,222
Andrew Wampler BH Gen Gnsl	Former Officer	0.00		$0	$77,887	$541,944
Lynn Krutak	Former Officer	1.00		$0	$76,183	$1,177,445
Tim Belisle	Former Officer	0.00		$0	$0	$448,129
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	$1,674,072	$1,029,538	$497,903	$644,534
2024	$902,160	$1,507,234	$595,043	$-605,074
2023	$897,212	$1,543,514	$569,717	$-646,302
2022	$808,200	$1,448,600	$591,023	$-640,400
2021	$699,579	$1,214,093	$601,108	$-514,514
2020	$1,121,168	$1,281,302	$680,757	$-160,134
2019	$935,012	$1,152,729	$1,680,358	$-217,717
2018	$999,552	$1,073,515	$680,205	$-73,963

Wellmont Madison House