COMMUNITY WELLNESS OUTREACH (EIN 863673280) - 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

2021

Legal Domicile

Principal Officer

KENNETH SIMMONS

Phone

8035861752

Tax Period

2024-05-01 to 2025-04-30

COMMUNITY WELLNESS OUTREACH, founded in 2021, is a small nonprofit in the Mental Health sector that reported $300K in total revenue in fiscal year 2024. Revenue surged 100% from the prior year, signaling strong growth momentum. The organization ran a surplus of $110K, a strong 37% operating margin.

Mission

AOD TREATMENT AND COUNSELING, TEENAGE ADDICTION PREVENTION AND HEALTH WELLNESS

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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 (2024)

Revenue Breakdown

Contributions & Grants $300,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $300,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $53,192

Fundraising Expenses $0

Program Expenses $109,164

Other Expenses $137,252

TOTAL EXPENSES $190,444

Year-over-Year Comparison

	2024	2023	Change
Revenue	$300,000	$150,000	+1.0%
Expenses	$190,444	$74,266	+1.6%
Net Income	$109,556	$75,734	+0.4%

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

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
KENNETH SIMMONS	PRESIDENT	030.00	Officer Director	$0	$0	$0
KEN ROACH	CHAIR	020.00	Officer Director	$0	$0	$0
CYNTHIA HOWELL	TREASURER	010.00	Officer Director	$0	$0	$0
AARON ASHFORD	MEMBER	010.00	Director	$0	$0	$0
BOBBY HARTWELL	MEMBER	010.00	Director Key Emp	$0	$0	$0
ROOSVELT BARNWELL	SECRETARY	020.00	Officer 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
2025	$300,000	$190,444	$190,581	$109,556

COMMUNITY WELLNESS OUTREACH