WELLNESS COUNCIL OF ARIZONA INC (EIN 742385019) - 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

DANIEL A JOHNSON

Phone

5202933369

Tax Period

2023-01-01 to 2023-12-31

WELLNESS COUNCIL OF ARIZONA INC, founded in 2003, is a community nonprofit in the Health Care sector that reported $1.6M in total revenue in fiscal year 2023.

Mission

TO PROMOTE WORKSITE HEALTH AND COLLABORATE WITH HEALTH CARE PROVIDERS, COMMUNITY LEADERS, BUSINESSES AND INSTITUTIONS TO IMPROVE THE HEALTH OF EMPLOYEES AND THEIR FAMILIES.

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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 $83,880

Program Service Revenue $1,474,229

Investment Income $515

Other Revenue $0

TOTAL REVENUE $1,558,624

Expense Breakdown

Grants Paid $0

Salaries & Benefits $993,552

Fundraising Expenses $0

Program Expenses $1,526,828

Other Expenses $625,803

TOTAL EXPENSES $1,619,355

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,558,624	$1,465,020	+0.1%
Expenses	$1,619,355	$1,536,380	+0.1%
Net Income	$-60,731	$-71,360	-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

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

$163,376

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NORM LAND	TREASURER	1.00	Officer Director	$0	$0	$0
JENNIFER BILLA	SECRETARY	1.00	Officer Director	$0	$0	$0
DR KRIS WALLACE	BOARD MEMBER	1.00	Director	$0	$0	$0
CATHERINE MIDGETTE	BOARD MEMBER	1.00	Director	$0	$0	$0
BROOKE SHEARER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KAREN MATULL	CHAIR	1.00	Officer Director	$0	$0	$0
DEB SPURGIN	BOARD MEMBER	1.00	Director	$0	$0	$0
RON CORBIN	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMIE ROMERO	BOARD MEMBER	1.00	Director	$0	$0	$0
MEGAN BELFORE	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER HUPPENTHAL	BOARD MEMBER	1.00	Director	$0	$0	$0
PRISCILLA NGUYEN	BOARD MEMBER	1.00	Director	$0	$0	$0
RODMON NIKRAVAN	BOARD MEMBER	1.00	Director	$0	$0	$0
DANIEL A JOHNSON	PRESIDENT & CEO	40.00	Officer	$163,376	$0	$163,376

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	$1,558,624	$1,619,355	$466,058	$-60,731
2022	$1,465,020	$1,536,380	$503,596	$-71,360
2021	$1,755,797	$1,572,389	$565,494	$183,408
2020	$1,504,618	$1,502,797	$538,670	$1,821
2019	$1,638,202	$1,662,523	$409,309	$-24,321
2018	$1,777,488	$1,697,718	$376,411	$79,770

WELLNESS COUNCIL OF ARIZONA INC