A BRIDGE TO WELLNESS FOUNDATION

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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

2009

Legal Domicile

Principal Officer

PEDOZ MARTIN

Phone

5414692072

Tax Period

2018-01-01 to 2018-12-31

A BRIDGE TO WELLNESS FOUNDATION, founded in 2009, is a micro nonprofit that reported $27K in total revenue in fiscal year 2018. Revenue fell 60% from the prior year — a significant decline worth monitoring. Expenses of $50K exceeded revenue, resulting in a 88% operating deficit.

Mission

PROVIDE INFORMATION, EDUCATION, RESOURCES AND LONG-TERM SURVIVOR SUPPORT TO WOMEN AND MEN ADDRESSING ISSUES RELATED TO ALL FORMS OF CANCER, SPECIALIZING IN BREAST CANCER.

Program Service Accomplishments

Program 1

Expenses: $50,181

PROVIDED SERVICES AND PRODUCTS THAT ENHANCE THE OPPORTUNITIES FOR RECOVERY FROM ALL FORMS OF CANCER, SPECIALIZING IN BREAST CANCER

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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 (2018)

Revenue Breakdown

Contributions & Grants $143

Program Service Revenue $0

Investment Income $144

Other Revenue $26,435

TOTAL REVENUE $26,722

Expense Breakdown

Grants Paid $0

Salaries & Benefits $40,900

Fundraising Expenses $0

Program Expenses $50,181

Other Expenses $9,281

TOTAL EXPENSES $50,181

Year-over-Year Comparison

	2018	2017	Change
Revenue	$26,722	$66,347	-0.6%
Expenses	$50,181	$85,800	-0.4%
Net Income	$-23,459	$-19,453	+0.2%

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

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
PEGGY MEDINA	SECRETARY	001.00	Director	$0	$0	$0
PEDOZ MARTIN	DIRECTOR	040.00	Director Key Emp Highest	$0	$0	$0
LYDIA KENNEDY	PRESIDENT	001.00	Officer	$0	$0	$0
CINDY BAILEY - SAXL	TREASURER	001.00	Officer	$0	$0	$0
PEDOZ MARTIN	FOUNDER	001.00	Officer	$0	$0	$0
LOU ANN ROBLES-EPPERSON	OFFICE MANAGER	040.00	Key Emp	$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
2018	$26,722	$50,181	$4,421	$-23,459