HERITAGE WELLNESS COLLECTIVE

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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

2021

Legal Domicile

Tax Period

2022-01-01 to 2022-12-31

HERITAGE WELLNESS COLLECTIVE, founded in 2021, is a small nonprofit in the Public & Societal Benefit sector that reported $411K in total revenue in fiscal year 2022. The organization ran a surplus of $95K, a strong 23% operating margin.

Mission

Our focus is to foster healthy communities through awareness, education, and advocacy for public health. We use our farmers markets to provide local entrepreneurs a space for financial and communal enterprise through both seasonal and year-round markets.

Program Service Accomplishments

Program 1

Expenses: $315,865 Revenue: $411,009

In 2022, we established MOUs with Heritage Farmers Market, LLC to manage our farmers market community programs. In addition, we have partnered with Chaffey Community College District to offer student...

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $411,009

Investment Income $0

Other Revenue $0

TOTAL REVENUE $411,009

Expense Breakdown

Grants Paid $0

Salaries & Benefits $829

Fundraising Expenses $0

Program Expenses $315,865

Other Expenses $315,036

TOTAL EXPENSES $315,865

Year-over-Year Comparison

	2022	2021	Change
Revenue	$411,009	N/A	N/A
Expenses	$315,865	N/A	N/A
Net Income	$95,144	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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Shaundra Brown	Board Member	1.00	Director	$0	$0	$0
Scott Gladney	Board Member	1.00	Director	$0	$0	$0
Robert Croom	Board Member	1.00	Director	$0	$0	$0
DJuan Wright	Board Member	2.00	Director	$0	$0	$0
Myisha Croom - Turner	President	10.00	Officer	$0	$0	$0
Minta Watkins	Secretary	0.00	Officer	$0	$0	$0
D Bing Turner	Treasurer	10.00	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	No data	No data	No data	No data
2022	$411,009	$315,865	$4,349	$95,144
2022	$411,009	$315,865	$4,349	$95,144
2022	$411,009	$315,865	$4,349	$95,144