DUNGENESS VALLEY HEALTH & WELLNESS CLINIC (EIN 912140629) - 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

2001

Legal Domicile

Principal Officer

SARA NICHOLLS

Phone

3605820218

Tax Period

2023-01-01 to 2023-12-31

DUNGENESS VALLEY HEALTH & WELLNESS CLINIC, founded in 2001, is a small nonprofit in the Health Care sector that reported $458K in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $141K, a strong 31% operating margin.

Mission

THE MISSION OF DVHWC, AKA THE SEQUIM FREE CLINIC IS TO:* PROVIDE ACCESS TO FREE QUALITY HEALTH CARE TO THOSE WHO ARE MEDICALLY UNDERSERVED* PROVIDE EDUCATION TO PROMOTE WELLNESSTHE CORE VALUES OF THE SEQUIM FREE CLINIC ARE: COMPASSION, RESPECT, INTEGRITY,COMMITMENT.

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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 $422,323

Program Service Revenue $35,910

Investment Income $4

Other Revenue $0

TOTAL REVENUE $458,237

Expense Breakdown

Grants Paid $0

Salaries & Benefits $120,250

Fundraising Expenses $42,802

Program Expenses $229,910

Other Expenses $197,109

TOTAL EXPENSES $317,359

Year-over-Year Comparison

	2023	2022	Change
Revenue	$458,237	$356,715	+0.3%
Expenses	$317,359	$287,457	+0.1%
Net Income	$140,878	$69,258	+1.0%

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

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

$42,854

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC LEWIS	VICE-PRESIDENT	5.00	Officer Director	$0	$0	$0
VIVIAN BROWN	TREASURER	5.00	Officer Director	$0	$0	$0
DENISE BROWN	SECRETARY	5.00	Officer Director	$0	$0	$0
JOHN BEITZEL	PRESIDENT	5.00	Officer Director	$0	$0	$0
LILI DODD	BOARD MEMBER	2.00	Director	$0	$0	$0
LORRAINE WALL	BOARD MEMBER	2.00	Director	$0	$0	$0
JENNIFER BURKHARDT	BOARD MEMBER	2.00	Director	$0	$0	$0
PAM SCOTT	BOARD MEMBER	2.00	Director	$0	$0	$0
SARA NICHOLLS	EXECUTIVE DIRECTOR	30.00	Officer	$42,854	$0	$42,854

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
2023	$458,237	$317,359	$667,992	$140,878
2022	$356,715	$287,457	$677,719	$69,258
2021	$344,477	$290,455	$348,904	$54,022
2020	$273,001	$268,888	$287,476	$4,113
2019	$332,319	$272,970	$281,624	$59,349
2018	$298,294	$287,520	$225,246	$10,774

DUNGENESS VALLEY HEALTH & WELLNESS CLINIC