Estella Byrd Whitman Wellness and Community Resource Center Inc

Nonprofit profile at a glance

EIN
271348572
IRS 990 coverage
2024–2025
Forms available
Form 990 2025, Form 990-EZ 2022
Location
Ocala, FL, USA
Phone
3524215896
Rating
75
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Ambulatory Health Center, Community Clinic

Reported finances

Revenue
$1,202,057
Expenses
$1,078,483
Assets
$326,175
Liabilities
$34,869

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • Levonda Goodson (CEO)

Highest reported compensation

  • Levonda Goodson (CEO): $142,246 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Build a community where every person has access to compassionate quality healthcare, wellness education, and the resources to live a healthier life.

What it reported doing in 2025

Comprehensive primary health care for the whole family, treating a whole variety of different health conditions, beginning six months and up.

Operating model

Revenue model
Donor-supported. 79% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. Fundraising costs are high for each dollar raised and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 59
  • Transparency & Controls: 92
  • Accountability: 84
  • Sustainability: 39
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 60.3%; rating input score 60
  • Program expense ratio: 67.2%; rating input score 67
  • Fundraising efficiency: $8.52 raised per $1 spent on fundraising; rating input score 30; 30th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 5 of 8 controls in place; rating input score 62
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 10.3%; rating input score 57; 57th percentile among comparable filings
  • Total-asset coverage ratio: 0.3; rating input score 15; 15th percentile among comparable filings
  • Liabilities to assets ratio: 0.11; rating input score 34; 34th percentile among comparable filings
  • Officer compensation ratio: 13.2%; rating input score 29; 29th percentile among comparable filings

Growth

  • Program expense growth: 88.9% per year; rating input score 100; 98th percentile among comparable filings
  • Revenue growth: 36% per year; rating input score 100; 93rd percentile among comparable filings
  • Asset growth: 14.8% per year; rating input score 100; 69th percentile among comparable filings

Details

  • Where the money goes: 60.3% of revenue deployed · 67.2% of spending went to programs
  • Governance: 7 of 7 board members independent · 5 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $725K in reported program spending
  • Leadership: top reported pay $142K · 8 people listed
  • Consistency: 35 of 35 current checks pass
  • Schedules: 4 filed schedules · includes major donors
  • Filing history: 2 filing years from 2024 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Fundraising efficiency scored 30/100.
  • Review — Accountability: Governance controls: 2 of 7 not reported.
  • High — Sustainability: Total-asset coverage ratio scored 15/100.
  • Review — Sustainability: Operating margin scored 57/100.
  • High — Sustainability: Officer compensation ratio scored 29/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 34/100.