WELL COMMUNITY (EIN 743071281) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

Alice Zaccarello

Phone

2143935878

Tax Period

2024-01-01 to 2024-12-31

WELL COMMUNITY, founded in 2002, is a small nonprofit in the Religion sector that reported $494K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year.

Mission

The Well Community is a community of people bringing hope and stability to adults in Dallas with severe and persistent mental illness by building community, meeting vital needs, and empowering lives. The Well focuses on core issues related to mental illness (despair, isolation, poverty) by offering a restorative environment, healthy relationships and case management.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $445,476

Program Service Revenue $51,946

Investment Income $4,180

Other Revenue $-7,556

TOTAL REVENUE $494,046

Expense Breakdown

Grants Paid $306

Salaries & Benefits $276,788

Fundraising Expenses $58,252

Program Expenses $419,104

Other Expenses $248,752

TOTAL EXPENSES $540,246

Year-over-Year Comparison

	2024	2023	Change
Revenue	$494,046	$528,596	-0.1%
Expenses	$540,246	$522,652	+0.0%
Net Income	$-46,200	$5,944	-8.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

223

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

$92,899

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Alice Zaccarello	Executive Director	40	Officer	$87,641	$5,258	$92,899
Brooks Igo	President	1	Officer Director	$0	$0	$0
Alan Wright	Secretary	0.5	Officer Director	$0	$0	$0
Wanda Gass	Treasurer	1	Officer Director	$0	$0	$0
Lisa Clayton	Director	0.5	Director	$0	$0	$0
Jeff Lane	Director	0.5	Director	$0	$0	$0
Lindsey Miller	Director	0.5	Director	$0	$0	$0
Tiesha White	Director	0.5	Director	$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	$494,046	$540,246	$289,574	$-46,200
2023	$528,596	$522,652	$336,066	$5,944
2022	$473,521	$440,380	$329,995	$33,141
2021	$542,756	$462,148	$296,846	$80,608
2020	$493,469	$389,740	$215,797	$103,729
2019	$355,515	$367,422	$112,103	$-11,907
2018	$362,726	$325,191	$123,286	$37,535

WELL COMMUNITY