Naco Wellness Initiative

Nonprofit profile at a glance

EIN
020718418
IRS 990-EZ coverage
2023–2025
Forms available
Form 990 2022, Form 990-EZ 2025, Form 990-N 2014
Location
Bisbee, AZ, USA
Phone
5205087561
Rating
80
Verdict
STRONG
Rating confidence
Moderate
Sector
Ambulatory Health Center, Community Clinic

Reported finances

Revenue
$127,112
Expenses
$140,076
Assets
$121,631

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

Leadership & pay

9 people listed

Executive titles in this filing

  • Tom Carlson (President)

People named in this filing

  • Tom Carlson (President)
  • Guadalupe Sanchez (Secretary)
  • Theodore Schriever (Treasurer)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

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

Overview

Mission

Provide programs services to the people of Naco, Sonora

What it reported doing in 2025

Operated a production farm in the poorest community in Naco, Sonora, where the need for food is very great. A large variety and quantity of vegetables were harvested during the year and distributed free.

Operating model

Revenue model
Donor-supported. 100% 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.

The verdict

STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Expenses are high relative to revenue and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 71
  • Transparency & Controls: 100
  • Sustainability: 29
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 73.8%; rating input score 74
  • Program expense ratio: 67%; rating input score 67

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: -10.2%; rating input score 13; 13th percentile among comparable filings
  • Total-asset coverage ratio: 0.87; rating input score 54; 54th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: -11.4% per year; rating input score 0; 14th percentile among comparable filings
  • Revenue growth: 10.1% per year; rating input score 100; 64th percentile among comparable filings
  • Asset growth: 12.2% per year; rating input score 100; 64th percentile among comparable filings

Details

  • Where the money goes: 73.8% of revenue deployed · 67% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $94K in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 3 filing years from 2023 to 2025
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • 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.

Key Signals

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

  • High — Sustainability: Operating margin scored 13/100.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 54/100.