FAMILY HEALTH AND WELLNESS FOUNDAT… - Form 990 Financial Data

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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

1974

Legal Domicile

Principal Officer

PETE TOOLSON

Phone

5095865776

Tax Period

2019-01-01 to 2019-12-31

FAMILY HEALTH AND WELLNESS FOUNDATION, founded in 1974, is a small nonprofit that reported $191K in total revenue in fiscal year 2019. Revenue surged 445% from the prior year, signaling strong growth momentum. Expenses of $2.4M exceeded revenue, resulting in a 1149% operating deficit.

Mission

THE MISSION IS TO EMPOWER OUR COMMUNITIES THROUGH HEALTH AND WELLNESS. THE FOUNDATION SUPPORTS HEALTH INITIATIVES FOR FAMILIES AND EDUCATION BY RAISING FUNDS THROUGH MAJOR AND ANNUAL GIVING, SPECIAL EVENTS, ENDOWMENT CONTRIBUTIONS, SPECIAL PROGRAMS, PLANNED GIFTS AND GRANTS.

Program Service Accomplishments

Program 1

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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 (2019)

Revenue Breakdown

Contributions & Grants $861

Program Service Revenue $0

Investment Income $190,532

Other Revenue $0

TOTAL REVENUE $191,393

Expense Breakdown

Grants Paid $2,265,794

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,275,292

Other Expenses $124,462

TOTAL EXPENSES $2,390,256

Year-over-Year Comparison

	2019	2018	Change
Revenue	$191,393	$35,088	+4.5%
Expenses	$2,390,256	$198,503	+11.0%
Net Income	$-2,198,863	$-163,415	+12.5%

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

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
KEN DANIEL	EXECUTIVE DI	N/A	Officer Director	$0	$0	$0
JAN DARRINGTON	SECRETARY	N/A	Officer Director	$0	$0	$0
ERIK MALSON	TREASURER	N/A	Officer Director	$0	$0	$0
PETE TOOLSON	PRESIDENT	N/A	Officer 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
2019	$191,393	$2,390,256	No data	$-2,198,863

FAMILY HEALTH AND WELLNESS FOUNDATION