COACHELLA VALLEY WELLNESS FOUNDATION (EIN 956377019) - 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

1972

Legal Domicile

Phone

7603287200

Tax Period

2023-07-01 to 2024-06-30

COACHELLA VALLEY WELLNESS FOUNDATION, founded in 1972, is a small nonprofit that reported $370K in total revenue in fiscal year 2023. Revenue surged 1722% from the prior year, signaling strong growth momentum. Expenses of $1.1M exceeded revenue, resulting in a 189% operating deficit.

Mission

THE FOUNDATION SUPPORTS AND PROMOTES WELLNESS IN THE COACHELLA VALLEY.

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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 $3,503

Program Service Revenue $0

Investment Income $366,566

Other Revenue $0

TOTAL REVENUE $370,069

Expense Breakdown

Grants Paid $1,054,259

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,061,182

Other Expenses $14,591

TOTAL EXPENSES $1,068,850

Year-over-Year Comparison

	2023	2022	Change
Revenue	$370,069	$20,307	+17.2%
Expenses	$1,068,850	$91,167	+10.7%
Net Income	$-698,781	$-70,860	+8.9%

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
CHRISTOPHER PYLE CPA	Director	1.00	Director	$0	$0	$0
MARTIN SERNA	Director	1.00	Director	$0	$0	$0
THOMAS TOKHEIM	Director	1.00	Director	$0	$0	$0
STEPHEN LIND JD LLM	Treasurer	1.00	Director	$0	$0	$0
PATRICIA NEWMAN	Chairman	1.00	Officer	$0	$0	$0
CHARLES RIACH	Director	1.00	Officer	$0	$0	$0
WALTER CLARK JD	Secretary	1.00	Officer	$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
2024	$370,069	$1,068,850	No data	$-698,781
2023	$20,307	$91,167	$968,666	$-70,860
2022	$90,829	$132,818	$954,527	$-41,989
2021	$151,207	$155,330	$1,166,424	$-4,123
2020	$65,120	$119,765	$1,029,308	$-54,645
2019	$63,464	$113,140	$1,086,702	$-49,676

COACHELLA VALLEY WELLNESS FOUNDATION