COLUMBIA WELLNESS

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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

1953

Legal Domicile

Principal Officer

JOSEPH DREW MCDANIEL

Phone

3605770249

Tax Period

2023-07-01 to 2024-06-30

COLUMBIA WELLNESS, founded in 1953, is a mid-sized nonprofit that reported $21.4M in total revenue in fiscal year 2023. Expenses of $20.0M left a modest 6% surplus.

Mission

CARE. COMMITMENT TO IMPROVING QUALITY OF LIFE. ADVOCACY FOR MENTAL HEALTH AND OVERALL WELL-BEING. RESPONSE TO COMMUNITY NEEDS. EFFECTIVE TREATMENT WITH MEASURABLE OUTCOMES.

Program Service Accomplishments

Program 1

Expenses: $10,646,611 Revenue: $11,061,821

COMMUNITY SUPPORT SERVICES - SERVICES PROVIDED TO CLIENTS IN THE OUTPATIENT, GROUP, AND RESIDENTIAL SETTINGS IN COWLITZ AND GRAYS HARBOR COUNTIES. MOST OF THE STAFF HAVE ADVANCED DEGREES AND SPECIAL...

Program 2

Expenses: $5,749,296 Revenue: $5,999,632

CRISIS SERVICES - AN INTEGRATED RESPONSE SYSTEM 24 HOURS-A-DAY, 7 DAYS-A-WEEK, SERVICING PEOPLE OF ALL AGES AND CULTURES WHO ARE EXPERIENCING A CRISIS IN COWLITZ COUNTY.

Program 3

Expenses: $1,609,931 Revenue: $1,687,396

GRAYS HARBOR CRISIS RESPONSE SERVICES - AN INTEGRATED RESPONSE SYSTEM 24 HOURS-A-DAY, 7 DAYS-A-WEEK, SERVICING PEOPLE OF ALL AGES AND CULTURES WHO ARE EXPERIENCING A CRISIS IN GRAYS HARBOR COUNTY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,461,408

Program Service Revenue $18,732,903

Investment Income $103,251

Other Revenue $54,854

TOTAL REVENUE $21,352,416

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,395,467

Fundraising Expenses $0

Program Expenses $18,005,838

Other Expenses $3,581,492

TOTAL EXPENSES $19,976,959

Year-over-Year Comparison

	2023	2022	Change
Revenue	$21,352,416	$21,446,442	0.0%
Expenses	$19,976,959	$20,933,290	0.0%
Net Income	$1,375,457	$513,152	+1.7%

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

253

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

$1,268,616

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUG FIELDS	PRESIDENT	1.00	Officer Director	$0	$0	$0
CINDY BRADO	TREASURER & SECRETARY	1.00	Officer Director	$0	$0	$0
SUSIE BARKER	BOARD MEMBER	1.00	Director	$0	$0	$0
RON MARSHALL	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT NEVES	BOARD MEMBER	1.00	Director	$0	$0	$0
CORIE DOW-KRAMER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MELANEE GREEN EVANS	BOARD MEMBER	1.00	Director	$0	$0	$0
KARA HARRIS	BOARD MEMBER	1.00	Director	$0	$0	$0
MARIN FOX	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLY CRAPE	BOARD MEMBER	1.00	Director	$0	$0	$0
DALE GREEN	BOARD MEMBER	1.00	Director	$0	$0	$0
RICH DILLMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
CESAR RAFANO	CHIEF MEDICAL OFFICER	40.00	Officer	$498,536	$31,555	$530,091
CAMERON CARSON	CFO	40.00	Officer	$169,497	$20,390	$189,887
KATHY RYAN	CHIEF CLINICAL OFFICER	40.00	Officer	$133,090	$9,172	$142,262
JOSEPH DREW MCDANIEL	CEO	40.00	Officer	$204,039	$7,843	$211,882
CHRISTINA SLUNAKER	COO	40.00	Officer	$161,510	$32,984	$194,494
SOPHIE HOPTOWIT	EMPLOYEE	40.00	Highest	$257,073	$25,600	$282,673
DAVID PARIS	EMPLOYEE	40.00	Highest	$200,360	$24,897	$225,257
ERIC PASCUAL	EMPLOYEE	40.00	Highest	$179,977	$3,034	$183,011

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	No data	No data	No data	No data
2024	$21,352,416	$19,976,959	$19,668,842	$1,375,457
2023	$21,446,442	$20,933,290	$18,758,573	$513,152
2022	$17,108,254	$17,335,713	$16,902,168	$-227,459
2021	$20,528,458	$16,443,810	$17,242,936	$4,084,648
2020	$20,127,139	$19,908,359	$17,441,036	$218,780
2019	$21,053,944	$19,995,129	$13,725,330	$1,058,815
2018	$17,966,268	$15,990,690	$12,864,698	$1,975,578