LONGVIEW WELLNESS CENTER INC DBA WELLNESS POINTE (EIN 752723993) - 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

1997

Legal Domicile

Principal Officer

TIMOTHY CHAD JONES

Phone

9037582610

Tax Period

2024-01-01 to 2024-12-31

LONGVIEW WELLNESS CENTER INC DBA WELLNESS POINTE, founded in 1997, is a mid-sized nonprofit in the Health Care sector that reported $37.8M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE ACCESS TO HIGH QUALITY MEDICAL, DENTAL AND SOCIAL SERVICES TO PATIENTS IN THE SERVICE AREA WITHOUT REGARD TO INSURANCE STATUS OR PATIENT'S ABILITY TO PAY.

🔒

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 $14,025,903

Program Service Revenue $23,411,617

Investment Income $335,794

Other Revenue $0

TOTAL REVENUE $37,773,314

Expense Breakdown

Grants Paid $0

Salaries & Benefits $21,623,085

Fundraising Expenses $0

Program Expenses $36,163,658

Other Expenses $16,426,637

TOTAL EXPENSES $38,049,722

Year-over-Year Comparison

	2024	2023	Change
Revenue	$37,773,314	$34,428,143	+0.1%
Expenses	$38,049,722	$34,392,674	+0.1%
Net Income	$-276,408	$35,469	-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

347

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

$1,320,389

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIMOTHY CHAD JONES	CEO	40.00	Officer	$550,713	$35,823	$586,536
CHRISTOPHER MASON	PHYSICIAN	40.00		$543,175	$31,266	$574,441
MELISSA SLOVAK-TUCKER	PHYSICIAN	40.00		$515,304	$23,431	$538,735
JOHN SHUM	PHYSICIAN	40.00		$427,984	$27,821	$455,805
VANESSA NEIMAN	PHYSICIAN	40.00		$410,790	$14,049	$424,839
ROY MCCLINTOCK	PHYSICIAN	40.00		$389,085	$22,480	$411,565
ANNETTE OKPEKI	CMO	40.00	Officer	$297,361	$15,178	$312,539
ROBERT CARSON	CIO	40.00	Officer	$143,251	$20,462	$163,713
SUSAN WARFORD	CFO	40.00	Officer	$139,196	$6,147	$145,343
DREW WOMACK	COO	40.00	Officer	$112,245	$13	$112,258
MATT TOOKER	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
ALLEN LIZZA	Director	1.00	Director	$0	$0	$0
VALERIE BAXTER	SECRETARY	1.00	Officer Director	$0	$0	$0
BRAD OSBURG	TREASURER	1.00	Officer Director	$0	$0	$0
BRENEDA MATHIS	DIRECTOR	1.00	Director	$0	$0	$0
MARY ANN HAGENBUCHER	Vice Chair	1.00	Officer Director	$0	$0	$0
INGRID SELF	DIRECTOR	1.00	Director	$0	$0	$0
FRANCISCO ROJAS	DIRECTOR	1.00	Director	$0	$0	$0
DONNA BLALOCK	DIRECTOR	1.00	Director	$0	$0	$0
KENT PHILLIPS	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY BROOKS	DIRECTOR	1.00	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	$37,773,314	$38,049,722	$18,575,791	$-276,408
2023	$34,428,143	$34,392,674	$19,388,651	$35,469
2022	$32,332,389	$28,967,568	$18,453,381	$3,364,821
2021	$30,857,483	$28,272,239	$12,424,119	$2,585,244
2020	$24,395,799	$22,504,521	$9,934,512	$1,891,278
2019	$19,657,660	$18,984,198	$6,874,887	$673,462
2018	$19,590,588	$18,779,788	$6,274,431	$810,800

LONGVIEW WELLNESS CENTER INC DBA WELLNESS POINTE