COMMUNITY WELLNESS COUNCIL

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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

2010

Legal Domicile

Principal Officer

Ginny Adame

Phone

2144250129

Tax Period

2023-07-01 to 2024-06-30

COMMUNITY WELLNESS COUNCIL, founded in 2010, is a small nonprofit in the Community Improvement sector that reported $204K in total revenue in fiscal year 2023. The organization ran a surplus of $94K, a strong 46% operating margin.

Mission

To promote community collaboration through a framework of coordination, assessment and solutions. Community Coalition

Program Service Accomplishments

Program 1

Expenses: $5,500 Revenue: $75,000

These funds were awarded to The Community Wellness Council (Health Council for Valencia County), and fiscally monitored and overseen by DOH, in support of the CWC, the state-recognized public health council for Valencia County. This health council is key in conducting community assessments and program coordination, serving Valencia County for over 25 years. Efforts of the CWC included (1) Expansion of Outreach to the Community, (2) Identify and address systems-level health disparities, (3) Gather and evaluate date, and (4) Support residents in accessing services. the CWC is working in collaboration with New Mexico state University's anna Age eight Institute and have implemented the 100% Community organization framework aimed at ending the impacts of childhood trauma in our county.

Program 2

Expenses: $9,946 Revenue: $60,250

Anna Age Eight Institute 100% Communities Initiative. The CWC has 10 Task Forces in place to address the 5 Survival and 5 Thriving Services within our Community. These efforts will impact thousands of our community members yearly. The task forces consist of Youth Mentoring, Early Childhood, Medical and Dental, Jobs, Behavioral Health, Community Schools, Housing, Food, Parenting Support and Transportation. These efforts have again reached over 500 people per month.

Program 3

Expenses: $17,270 Revenue: $53,788

CDC Vaccine Equity and Community rebuilding (CHI) - the CWC has adopted the 100% Communities for our Format. The recognition of 5 Survival Services and 5 Thriving Services within our Community and...

CDC Vaccine Equity and Community rebuilding (CHI) - the CWC has adopted the 100% Communities for our Format. The recognition of 5 Survival Services and 5 Thriving Services within our Community and has 10 Task Forces to address those needs. These efforts will impact thousands of our community members yearly. Attended and participated in Community Health Improvement Meetings taking information and applying it within our council and shared throughout our community. Organized several (Collaborative Run-Down on Community Health) CRUNCH events reaching over 200 service providers per year. Followed up on our CHIP priorities identified the prior year in efforts of the state of NM SHIP plan formulation. These efforts will impact thousands of people within our community

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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 (2023)

Revenue Breakdown

Contributions & Grants $204,474

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $204,474

Expense Breakdown

Grants Paid $19,421

Salaries & Benefits $75,977

Fundraising Expenses $0

Program Expenses $32,716

Other Expenses $15,164

TOTAL EXPENSES $110,562

Year-over-Year Comparison

	2023	2022	Change
Revenue	$204,474	N/A	N/A
Expenses	$110,562	N/A	N/A
Net Income	$93,912	$0	N/A

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
Margaret Gutjahr	Treasurer	3.00	Officer	$0	$0	$0
Ginny Adame	President	5.00	Officer	$0	$0	$0
Karyn Sullivan	Secretary	20.00	Officer	$0	$0	$0
Carol Claus	Co-Treasurer	3.00	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
2024	$204,474	$110,562	$193,905	$93,912