NELSON COMMUNITY WELLNESS ALLIANCE INC (EIN 851231946) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2020

Legal Domicile

Principal Officer

KRISTI MCCLAIN

Phone

4343261218

Tax Period

2023-01-01 to 2023-12-31

NELSON COMMUNITY WELLNESS ALLIANCE INC, founded in 2020, is a small nonprofit that reported $215K in total revenue in fiscal year 2023. Expenses of $206K left a modest 4% surplus.

Mission

MISSION: TO PROMOTE WELLNESS IN THE NELSON COMMUNITY BY DEVELOPING AND IMPLEMENTING STRATEGIES TO REDUCE SUBSTANCE USE AMONG YOUTH AND THEIR FAMILIES. VISION: TO CREATE A COMMUNITY THAT IS TRAUMA INFORMED, ENGAGED, AND ACTIVELY WORKING TO REDUCE THE STIGMA ASSOCIATED WITH ADDICTION, TRAUMA, SUBSTANCE ABUSE, AND BEHAVIORAL HEALTH CONDITIONS BY PROVIDING EDUCATION RELATED TO PREVENTION, TREATMENT, AND RECOVERY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $215,297

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $215,297

Expense Breakdown

Grants Paid $0

Salaries & Benefits $164,547

Fundraising Expenses $51

Program Expenses $188,058

Other Expenses $41,928

TOTAL EXPENSES $206,475

Year-over-Year Comparison

	2023	2022	Change
Revenue	$215,297	N/A	N/A
Expenses	$206,475	N/A	N/A
Net Income	$8,822	N/A	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

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

$107,871

Total Directors

$34,801

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRACY HENKE	CO EXEC DIR	40.00	Officer	$32,124	$1,654	$33,778
RYAN LIGHTNER	CO EXEC DIR	40.00	Officer	$29,936	$9,356	$39,292
STEPHANIE MARTIN	SEC, DIR EQU	20.00	Officer Director	$28,343	$6,458	$34,801
KRISTI MCCLAIN	PRESIDENT	5.00	Officer Director	$0	$0	$0
ALEX WEATHERSBY	TREASURER	2.00	Officer Director	$0	$0	$0
BRAD BURDETTE	DIRECTOR	1.00	Director	$0	$0	$0
VALERIE BUTLER	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA ROSE	DIRECTOR	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
2023	$215,297	$206,475	$27,268	$8,822
2023	$215,297	$206,475	$27,268	$8,822

NELSON COMMUNITY WELLNESS ALLIANCE INC