IAM HEALTH AND WELLNESS INC (EIN 832742086) - 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

2018

Legal Domicile

Principal Officer

HEATHER L BEITZ

Phone

4045371281

Tax Period

2024-01-01 to 2024-12-31

IAM HEALTH AND WELLNESS INC, founded in 2018, is a small nonprofit in the Human Services sector that reported $704K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $620K left a modest 12% surplus.

Mission

THE ORGANIZATION ADVOCATES HEALTH AND WELLNESS INITIATIVES BY PROVIDING GRANTS AND SCHOLARSHIPS TO PATIENTS IN THE COMMUNITY; DEVELOPMENT OF INDIVIDUALIZED HEALTH WELLNESS PLANS IN ALLIANCE WITH HEALTH PROVIDERS IN GEORGIA.

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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 $703,507

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $703,507

Expense Breakdown

Grants Paid $143,644

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $619,652

Other Expenses $476,008

TOTAL EXPENSES $619,652

Year-over-Year Comparison

	2024	2023	Change
Revenue	$703,507	$617,016	+0.1%
Expenses	$619,652	$627,272	0.0%
Net Income	$83,855	$-10,256	-9.2%

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
HEATHER L BEITZ	CFO, SECRETA	N/A	Officer	$0	$0	$0
SARA CASTLE	CEO	N/A	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
2024	$703,507	$619,652	$92,789	$83,855
2023	$617,016	$627,272	$8,934	$-10,256
2022	$351,987	$352,074	$19,190	$-87
2021	$294,914	$280,772	$19,277	$14,142
2020	$210,687	$213,640	$10,135	$-2,953

IAM HEALTH AND WELLNESS INC