THE COMMUNITY WELLNESS PROJECT (EIN 651201448) - 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

2003

Legal Domicile

Principal Officer

DANA WILLIAMS

Phone

3144219600

Tax Period

2023-01-01 to 2023-12-31

THE COMMUNITY WELLNESS PROJECT, founded in 2003, is a community nonprofit in the Health Care sector that reported $2.1M in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum. Expenses of $1.9M left a modest 10% surplus.

Mission

PROMOTES COMMUNITY WELLNESS THROUGH EDUCATION, PREVENTION, AND RESOURCES, WITH PARTICULAR REGARD FOR DIVRSE CULTURAL AND RACIAL MINORITIES WHO ARE UNDERSERVED AND UNDER REPRESENTED.

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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 $1,490,040

Program Service Revenue $478,997

Investment Income $0

Other Revenue $121,854

TOTAL REVENUE $2,090,891

Expense Breakdown

Grants Paid $0

Salaries & Benefits $918,184

Fundraising Expenses $0

Program Expenses $1,421,520

Other Expenses $966,592

TOTAL EXPENSES $1,884,776

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,090,891	$1,490,826	+0.4%
Expenses	$1,884,776	$1,467,749	+0.3%
Net Income	$206,115	$23,077	+7.9%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
LYELL CHAMPAGNE	BOARD PRESIDENT/CHAIR	002.00	Officer Director	$0	$0	$0
DR RAYMOND SCOTT	VICE PRESIDENT	002.00	Officer Director	$0	$0	$0
THURMAN BROOKS CPA	TRESURER AT LARGE	002.00	Officer Director	$0	$0	$0
DONALD CROSS	SECRETARY	002.00	Officer Director	$0	$0	$0
DANA WILLIAMS	EXECUTIVE DIRECTOR	040.00	Officer Key Emp Highest	$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	$2,090,891	$1,884,776	$982,429	$206,115
2022	$1,490,826	$1,467,749	$283,581	$23,077
2021	$974,399	$982,376	$207,646	$-7,977
2020	$792,861	$680,500	$150,063	$112,361
2019	$416,576	$451,247	$62,734	$-34,671
2018	$474,459	$464,639	$90,893	$9,820

THE COMMUNITY WELLNESS PROJECT