Maurice Barnett Geriatric Wellness Center Inc

EIN: 751839305 501(c)(3)

Plano, TX

Total Revenue
$1,101,232
Total Expenses
$777,983
Total Assets
$714,381
Net Assets
$711,475
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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
1979
Legal Domicile
TX
Principal Officer
Joy Hinkelman
Phone
9729537669
Tax Period
2023-01-01 to 2023-12-31

Maurice Barnett Geriatric Wellness Center Inc, founded in 1979, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $323K, a strong 29% operating margin.

Mission

To provide elderly wellness 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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,056,291
Program Service Revenue $39,580
Investment Income $5,361
Other Revenue $0
TOTAL REVENUE $1,101,232

Expense Breakdown

Grants Paid $0
Salaries & Benefits $388,563
Fundraising Expenses $17,460
Program Expenses $712,164
Other Expenses $389,420
TOTAL EXPENSES $777,983

Year-over-Year Comparison

2023 2022 Change
Revenue $1,101,232 $1,017,033 +0.1%
Expenses $777,983 $799,795 0.0%
Net Income $323,249 $217,238 +0.5%
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

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Governance

Voting Members
13
Independent Members
13
Employees
5
Volunteers
50

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
0
$0
Total Directors
13
$0
Key Employees
1
$88,438
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Debbie Tull Board Member, Chair 3.00
Director
$0 $0 $0
Christene Krupa Downs Board Member, Vice Chair 3.00
Director
$0 $0 $0
Melinda Marks Board Member, Treasurer 3.00
Director
$0 $0 $0
Shannah Hayley Board Member, Secretary 3.00
Director
$0 $0 $0
Lorie Blessing MD Board Member 3.00
Director
$0 $0 $0
Gayla Denniston Board Member 3.00
Director
$0 $0 $0
Breon Dennis Board Member 3.00
Director
$0 $0 $0
Ellen Fan MD Board Member 3.00
Director
$0 $0 $0
Hennie Garza Board Member 3.00
Director
$0 $0 $0
Nick Hinojosa Board Member 3.00
Director
$0 $0 $0
Lori Leu Board Member 3.00
Director
$0 $0 $0
Julie Thornton Wilson Board Member 3.00
Director
$0 $0 $0
Aqua Umoren Board Member 3.00
Director
$0 $0 $0
Joy Hinkelman Executive Director 40.00
Key Emp Highest
$0 $0 $88,438
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 $1,101,232 $777,983 $714,381 $323,249
2022 $1,017,033 $799,795 $389,905 $217,238
2021 $512,623 $548,510 $180,382 $-35,887
2020 $721,981 $675,281 $208,783 $46,700
2018 $315,658 $313,892 $159,994 $1,766
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