Wellness West Inc (EIN 873607377) - 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

Misty Drake

Phone

7737311300

Tax Period

2024-01-01 to 2024-12-31

Wellness West Inc, founded in 2021, is a mid-sized nonprofit that reported $29.8M in total revenue in fiscal year 2024. Revenue surged 77% from the prior year, signaling strong growth momentum. Expenses of $26.4M left a modest 11% surplus.

Mission

Its purpose is to create an unprecedented and uninterrupted continuity of care among hospitals, out-patient care, the social service network and community residents.

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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 $29,329,966

Program Service Revenue $0

Investment Income $448,139

Other Revenue $0

TOTAL REVENUE $29,778,105

Expense Breakdown

Grants Paid $0

Salaries & Benefits $44,700

Fundraising Expenses $0

Program Expenses $23,794,865

Other Expenses $26,357,411

TOTAL EXPENSES $26,402,111

Year-over-Year Comparison

	2024	2023	Change
Revenue	$29,778,105	$16,818,954	+0.8%
Expenses	$26,402,111	$16,426,889	+0.6%
Net Income	$3,375,994	$392,065	+7.6%

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
Tesa Anewushki	Secretary	1.00	Officer Director	$0	$0	$0
Jose Sanchez	Chairperson	1.00	Officer Director	$0	$0	$0
David Ansell	President	1.00	Officer Director	$0	$0	$0
Donald Dew	Vice Chairperson	1.00	Officer Director	$0	$0	$0
Andrea Gibson	Board Member	1.00	Director	$0	$0	$0
Bessie Alcantara	Board member	1.00	Director	$0	$0	$0
Mahomed Ouedraogo	Treasurer	1.00	Officer Director	$0	$0	$0
Karen Janousek	Board Member	1.00	Director	$0	$0	$0
Esther Corpuz	Board Member	1.00	Director	$0	$0	$0
Brenda Palms	Board Member	1.00	Director	$0	$0	$0
Karen Sheehan	Board Member	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
2024	$29,778,105	$26,402,111	$17,184,322	$3,375,994
2023	$16,818,954	$16,426,889	$18,160,510	$392,065
2022	$16,571,006	$16,571,006	$2,885,943	No data
2022	$16,571,006	$16,571,006	$2,885,943	No data

Wellness West Inc