Imperial Valley Wellness Foundation

EIN: 834329327 501(c)(3) Health Care

El Centro, CA

Total Revenue
$314,537
Total Expenses
$498,325
Total Assets
$497,860
Net Assets
$497,860
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2019
Legal Domicile
CA
Principal Officer
Roque Barros
Phone
6193225299
Tax Period
2024-07-01 to 2025-06-30

Imperial Valley Wellness Foundation, founded in 2019, is a small nonprofit in the Health Care sector that reported $315K in total revenue in fiscal year 2024. Revenue fell 53% from the prior year — a significant decline worth monitoring. Expenses of $498K exceeded revenue, resulting in a 58% operating deficit.

Mission

IVWF partners with local non-profit organizations to address pressing health issues for Imperial County's most vulnerable populations. IVWF provides funding for efforts addressing healthy eating, active living: community prevention linked with high quality healthcare; healthy and safe communities and living environments.

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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 (2024)

Revenue Breakdown

Contributions & Grants $314,444
Program Service Revenue $0
Investment Income $93
Other Revenue $0
TOTAL REVENUE $314,537

Expense Breakdown

Grants Paid $0
Salaries & Benefits $134,494
Fundraising Expenses $14,475
Program Expenses $432,954
Other Expenses $363,831
TOTAL EXPENSES $498,325

Year-over-Year Comparison

2024 2023 Change
Revenue $314,537 $667,751 -0.5%
Expenses $498,325 $352,696 +0.4%
Net Income $-183,788 $315,055 -1.6%
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
8
Independent Members
N/A
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
4
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Roque Barros Executive Director 40.00
$124,000 $4,140 $128,140
Antonio Romayor Jr Chairman 2.00
Officer Director
$0 $0 $0
Stephen Jaime Vice Chairman 2.00
Officer Director
$0 $0 $0
Timothy E Kelley Treasurer 3.00
Officer Director
$0 $0 $0
Elvira Anaya Secretary 2.00
Officer Director
$0 $0 $0
Sachin Narvekar Trustee 1.00
Director
$0 $0 $0
James Garcia Trustee 1.00
Director
$0 $0 $0
Jose Landeros Trustee 1.00
Director
$0 $0 $0
Cynthia Mancha Trustee 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
2025 $314,537 $498,325 $497,860 $-183,788
2024 $667,751 $352,696 $685,307 $315,055
2023 $356,460 $395,382 $370,288 $-38,922
2022 $375,945 $377,208 $409,311 $-1,263
2021 $854,160 $550,053 $408,875 $304,107
2020 $711,947 $609,376 $132,671 $102,571
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