MCKENZIE VALLEY WELLNESS (EIN 930671963) - 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

1975

Legal Domicile

Principal Officer

ROBIN ROBERTS

Phone

5419142370

Tax Period

2024-07-01 to 2025-06-30

MCKENZIE VALLEY WELLNESS, founded in 1975, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 59% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 97% operating margin.

Mission

MCKENZIE VALLEY WELLNESS CREATES PROGRAMS THAT FOSTER THE HEALTH, EDUCATION, AND WELL-BEING OF THE MCKENZIE VALLEY COMMUNITY.

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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 $1,207,963

Program Service Revenue $0

Investment Income $6,354

Other Revenue $-20,936

TOTAL REVENUE $1,193,381

Expense Breakdown

Grants Paid $3,000

Salaries & Benefits $0

Fundraising Expenses $995

Program Expenses $28,721

Other Expenses $36,021

TOTAL EXPENSES $39,021

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,193,381	$750,558	+0.6%
Expenses	$39,021	$16,047	+1.4%
Net Income	$1,154,360	$734,511	+0.6%

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

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
ROBIN ROBERTS	PRESIDENT	25.00	Officer Director	$0	$0	$0
JANE WILSON	SECRETARY	6.00	Officer Director	$0	$0	$0
VALERIE RAPP	TREASURER	6.00	Officer Director	$0	$0	$0
TIM HOOTON	VICE PRESIDENT	6.00	Officer Director	$0	$0	$0
STEVE SEVERIN	BOARD MEMBER	6.00	Director	$0	$0	$0
JENNIFER ZIRKLE	BOARD MEMBER	6.00	Director	$0	$0	$0
GALEN PHIPPS	BOARD MEMBER	6.00	Director	$0	$0	$0
TIM HOOTON	BOARD MEMBER (PRIOR)	6.00	Director	$0	$0	$0
VALERIE RAPP	PRESIDENT (PRIOR)	6.00	Director	$0	$0	$0
ROBIN ROBERTS	VICE PRESIDENT (PRIOR)	6.00	Director	$0	$0	$0
GALEN PHIPPS	TREASURER (PRIOR)	6.00	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
2025	$1,193,381	$39,021	$1,840,520	$1,154,360
2024	No data	No data	No data	No data
2023	$27,888	$99,037	$1,789,934	$-71,149
2022	$54,702	$153,332	$1,991,990	$-98,630
2021	$82,114	$99,797	$291,965	$-17,683
2020	$189,413	$269,575	$303,322	$-80,162
2018	$209,709	$477,952	$388,722	$-268,243

MCKENZIE VALLEY WELLNESS