COMMUNITY WELLNESS COUNCIL (EIN 850431072) - 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

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 the framework of coordination, assessments and solutions.

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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

COMMUNITY WELLNESS COUNCIL