THE WALLACE MEDICAL CONCERN (EIN 930853709) - 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

1984

Legal Domicile

Principal Officer

DR STUART CURRIE

Phone

5034891760

Tax Period

2024-07-01 to 2025-06-30

THE WALLACE MEDICAL CONCERN, founded in 1984, is a mid-sized nonprofit that reported $14.9M in total revenue in fiscal year 2024.

Mission

WE PARTNER WITH OUR COMMUNITY TO MAKE GOOD HEALTH POSSIBLE FOR ALL.

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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 $4,401,639

Program Service Revenue $10,192,336

Investment Income $82,101

Other Revenue $266,112

TOTAL REVENUE $14,942,188

Expense Breakdown

Grants Paid $90,267

Salaries & Benefits $10,046,512

Fundraising Expenses $405,354

Program Expenses $11,242,866

Other Expenses $5,028,223

TOTAL EXPENSES $15,165,002

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,942,188	$13,884,980	+0.1%
Expenses	$15,165,002	$12,852,825	+0.2%
Net Income	$-222,814	$1,032,155	-1.2%

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

125

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

$723,237

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHERICE ROTH	PRESIDENT	1.00	Officer Director	$0	$0	$0
LYNN KETCH	DIRECTOR	1.00	Officer Director	$0	$0	$0
EDITH ARRIAGA	SECRETARY	1.00	Officer Director	$0	$0	$0
JAKE OHMAN	TREASURER	1.00	Officer Director	$0	$0	$0
TONYA ROTH	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
HEATHER FLETCHER	DIRECTOR	1.00	Director	$0	$0	$0
ISMAEL BASTIDA	DIRECTOR	1.00	Director	$0	$0	$0
KAREN RASH-GITNER	DIRECTOR	1.00	Director	$0	$0	$0
VALENTINA FLAMES	DIRECTOR	1.00	Director	$0	$0	$0
EMANUEL BARRERA	DIRECTOR	1.00	Director	$0	$0	$0
STUART CURRIE	CMO	40.00	Officer	$345,778	$20,847	$366,625
LISA CLINE	CEO	40.00	Officer	$228,306	$15,113	$243,419
WILLIAM MITBERG	DIRECTOR OF FINANCE	40.00	Officer	$102,814	$10,379	$113,193
BRITTA MARTINEZ	DENTAL DIRECTOR	40.00	Highest	$207,496	$6,088	$213,584
BETHANY STAIRS	MEDICAL DIRECTOR	40.00	Highest	$185,930	$14,754	$200,684
KYLE GEELAN	LEAD DENTIST AND HEAD OF DENTAL INNOVATIONS	40.00	Highest	$173,012	$14,559	$187,571
KATHY TRINH	DENTIST	40.00	Highest	$165,997	$14,360	$180,357
MIKHAIL BONDAREW	STAFF DENTIST & PROVIDER BUILDER	40.00	Highest	$161,884	$13,345	$175,229

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	$14,942,188	$15,165,002	$12,800,225	$-222,814
2024	$13,884,980	$12,852,825	$13,336,894	$1,032,155
2023	$12,717,753	$11,217,400	$12,433,244	$1,500,353
2022	$9,791,449	$10,022,433	$7,319,360	$-230,984
2021	$10,813,899	$8,385,366	$7,288,322	$2,428,533
2020	$7,438,988	$7,352,065	$4,100,357	$86,923
2019	$6,555,205	$6,025,921	$3,116,852	$529,284
2018	$7,023,221	$6,044,139	$2,587,375	$979,082

THE WALLACE MEDICAL CONCERN