SOUTHEAST REGIONAL WELLNESS AND HEALING INC (EIN 852339973) - 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

MADELINE HARRIS

Phone

2059965054

Tax Period

2024-01-01 to 2024-12-31

SOUTHEAST REGIONAL WELLNESS AND HEALING INC, founded in 2020, is a small nonprofit in the Health Care sector that reported $720K in total revenue in fiscal year 2023. The organization ran a surplus of $609K, a strong 84% operating margin.

Mission

OUR MISSION IS TO PROVIDE COMPREHENSIVE SUPPORT TO INDIVIDUALS IMPACTED BY SERIOUS ILLNESS, THEIR LOVED ONES AND HEALTHCARE PROFESSIONALS WITH PROGRAMS, TOOLS, AND SERVICES TO BECOME SKILLED IN PERSONALIZED WELLNESS AND ADVOCATE FOR THEMSELVES AND OTHERS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $305,602

Program Service Revenue $0

Investment Income $19,033

Other Revenue $0

TOTAL REVENUE $324,635

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $94,649

Other Expenses $187,599

TOTAL EXPENSES $187,599

Year-over-Year Comparison

	2024	2023	Change
Revenue	$324,635	$720,479	-0.5%
Expenses	$187,599	$111,891	+0.7%
Net Income	$137,036	$608,588	-0.8%

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

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
MADELINE HARRIS	PRESIDENT	4.00	Officer Director	$0	$0	$0
RODNEY TUCKER	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
ASHLEY CONDON	SECRETARY	2.00	Officer Director	$0	$0	$0
JINIDA HOLT	DIRECTOR	2.00	Director	$0	$0	$0
STEVE COX	TREASURER	2.00	Officer Director	$0	$0	$0
LAUREN WHITE	DIRECTOR	2.00	Director	$0	$0	$0
KIMBERLY KIRKLIN	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH DOLL	DIRECTOR	2.00	Director	$0	$0	$0
PAUL EZELLE	DIRECTOR	2.00	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
2024	$324,635	$187,599	$891,852	$137,036
2023	$720,479	$111,891	$733,617	$608,588

SOUTHEAST REGIONAL WELLNESS AND HEALING INC