TRINITY WELLNESS FOUNDATION

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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

2016

Legal Domicile

Principal Officer

DIANE HALL

Phone

8434238292

Tax Period

2024-07-01 to 2025-06-30

TRINITY WELLNESS FOUNDATION, founded in 2016, is a community nonprofit in the Mental Health sector that reported $5.1M in total revenue in fiscal year 2024. Revenue surged 56383% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.9M, a strong 96% operating margin.

Mission

THE TRINITY WELLNESS FOUNDATION IS ORGANIZED AND OPERATED TO SUPPORT THE ACTIVITIES OF TRINITY BEHAVIORAL CARE. WE WILL PARTNER WITH TRINITY BEHAVIORAL CARE TO HELP PEOPLE IN OUR COMMUNITIES, REGARDLESS OF STATUS OR INCOME, TO EXPAND PREVENTION EFFORTS AND IMPROVE ACCESS TO QUALITY SUBSTANCE ABUSE DISORDER TREATMENTS AND OTHER COUNSELING SERVICES. THIS WILL BE ACHIEVED BY GRANT AWARDS AND CHARITABLE GIFTS TO ADVANCE SUBSTANCE ABUSE TREATMENT AND PREVENTION PROGRAMS, BROADEN COMMUNITY EDUCATION, AND ENHANCE COLLABORATIVE PARTICIPATION.

Program Service Accomplishments

Program 1

Expenses: $180,944 Revenue: $20,178

TRINITY WELLNESS FOUNDATION ACCUMULATED FUNDS TO BUY LAND AND BUILD BUILDINGS TO HOUSE TRINITY BEHAVIORAL CARE THREE OFFICES. THIS REVENUE REPRESENTS THE RENT BEING PAID BY TRINITY BEHAVIORAL CARE...

TRINITY WELLNESS FOUNDATION ACCUMULATED FUNDS TO BUY LAND AND BUILD BUILDINGS TO HOUSE TRINITY BEHAVIORAL CARE THREE OFFICES. THIS REVENUE REPRESENTS THE RENT BEING PAID BY TRINITY BEHAVIORAL CARE FOR THEIR USE OF THE MARION, DILLON, AND MARLBORO OFFICES. THE DEPRECIATION EXPENSE BEGAN AS THESE BUILDINGS WERE COMPLETED.

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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 (2024)

Revenue Breakdown

Contributions & Grants $5,104,547

Program Service Revenue $20,178

Investment Income $1,115

Other Revenue $0

TOTAL REVENUE $5,125,840

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $180,944

Other Expenses $181,844

TOTAL EXPENSES $181,844

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,125,840	$9,075	+563.8%
Expenses	$181,844	$118,029	+0.5%
Net Income	$4,943,996	$-108,954	-46.4%

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

N/A

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
VICTORIA BELIN	PRESIDENT	0.50	Officer Director	$0	$0	$0
JAMES MCRAE	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
ART RAMSEY	SECRETARY/TREASURER	0.50	Officer Director	$0	$0	$0
CARMEN BETHEA	BOARD MEMBER	0.50	Director	$0	$0	$0
DIANE HALL	CHIEF EXECUTIVE OFFICER	5.00	Officer	$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
2025	$5,125,840	$181,844	$9,377,684	$4,943,996
2024	$9,075	$118,029	$4,433,688	$-108,954
2023	$11,435	$118,004	$4,542,642	$-106,569
2022	$2,934,330	$116,979	$4,649,211	$2,817,351
2021	$452	$44,713	$1,831,860	$-44,261
2020	$349,984	$25,310	$1,876,121	$324,674
2019	$501,000	No data	$1,658,026	No data