WELLSTONE INC (EIN 630579328) - 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

1968

Legal Domicile

Principal Officer

JEREMY BLAIR

Phone

2565331970

Tax Period

2020-10-01 to 2021-09-30

WELLSTONE INC, founded in 1968, is a mid-sized nonprofit in the Mental Health sector that reported $19.3M in total revenue in fiscal year 2018. Expenses of $18.6M left a modest 4% surplus.

Mission

Mental Health Services

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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 (2020)

Revenue Breakdown

Contributions & Grants $15,459,687

Program Service Revenue $9,103,099

Investment Income $18,347

Other Revenue $1,359,406

TOTAL REVENUE $25,940,539

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,231,539

Fundraising Expenses $0

Program Expenses $17,384,940

Other Expenses $5,759,830

TOTAL EXPENSES $20,991,369

Year-over-Year Comparison

	2020	2019	Change
Revenue	$25,940,539	$19,747,751	+0.3%
Expenses	$20,991,369	$19,737,874	+0.1%
Net Income	$4,949,170	$9,877	+500.1%

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

529

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

$706,627

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BYROM GOODWIN	MEMBER	1.00	Director	$0	$0	$0
EDITH FOSTER	MEMBER	1.00	Director	$0	$0	$0
SID WHITE	TREASURER	2.00	Officer Director	$0	$0	$0
DAVID FREEMAN	MEMBER	1.00	Director	$0	$0	$0
ELIZABETH SPRINGFIELD	MEMBER	1.00	Director	$0	$0	$0
STUART MAPLES	MEMBER	1.00	Director	$0	$0	$0
LESLIE ECHOLS	MEMBER	1.00	Director	$0	$0	$0
F LEE COOK	MEMBER	1.00	Director	$0	$0	$0
ELIZABETH SMITH	MEMBER	1.00	Director	$0	$0	$0
EDDIE SHERROD	MEMBER	1.00	Director	$0	$0	$0
ANNA WATTS	MEMBER	1.00	Director	$0	$0	$0
BECKY VANSANT	CHAIR	2.00	Officer Director	$0	$0	$0
W TEMPLE RICHIE JR	MEMBER	1.00	Director	$0	$0	$0
JOSH O'NEAL	MEMBER	1.00	Director	$0	$0	$0
SHIRLEY ARNETT	VICE CHAIR	2.00	Officer Director	$0	$0	$0
TODD FLOYD	MEMBER	1.00	Director	$0	$0	$0
JIRI DANCZIK MD	PSYCHIATRIST	40.00	Highest	$117,512	$0	$117,512
DOUGLAS ADAMS	PSYCHIATRIST	40.00	Key Emp	$170,540	$0	$170,540
AJMAL KHAN	PSYCHIATRIST	40.00	Key Emp	$331,137	$0	$331,137
JEREMY BLAIR	CEO	40.00	Key Emp	$204,950	$0	$204,950
CHRISTOPHER VAN DYKE	COO	40.00	Highest	$119,387	$0	$119,387
JOSAYLON HENRY	CHIEF CLINICAL OFFICER	40.00	Highest	$101,191	$0	$101,191
SHARON WRIGHT	CERTIFIED REG NURSE PRAC	40.00	Highest	$107,518	$0	$107,518

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
2021	$25,940,539	$20,991,369	$27,230,089	$4,949,170
2020	$19,747,751	$19,737,874	$21,091,290	$9,877
2019	$19,268,258	$18,564,424	$18,859,301	$703,834

WELLSTONE INC