Whole School Leadership

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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

Eileen Cooper-Reed

Phone

6308530062

Tax Period

2023-09-01 to 2024-08-31

Whole School Leadership, founded in 2009, is a small nonprofit in the Education sector that reported $247K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year.

Mission

To create peak professional learning and development opportunities that develop transformative leaders in Montessori educational communities worldwide.

Program Service Accomplishments

Program 1

Expenses: $176,018 Revenue: $156,817

Whole School Leadership Modules provide in depth leadership training for school administrators. This six module course is titled Transforming Self, Community & Society, and leads to a Certificate of...

Program 2

Expenses: $31,083 Revenue: $74,155

AMI Administrators Certificate Course provides an internationally recognized certificate for school adiminstrators. Whole School Leadership sponsor this program in the United States, which is...

AMI Administrators Certificate Course provides an internationally recognized certificate for school adiminstrators. Whole School Leadership sponsor this program in the United States, which is presented by certified trainers from the Association Montessori Internationale (AMI).

Program 3

Expenses: $2,225 Revenue: $1,484

Consulting Services offer indivdual support from schools and school administrators for strategic, logistical and organizational development.

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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 $14,729

Program Service Revenue $231,872

Investment Income $30

Other Revenue $0

TOTAL REVENUE $246,631

Expense Breakdown

Grants Paid $0

Salaries & Benefits $120,000

Fundraising Expenses $6,817

Program Expenses $209,326

Other Expenses $133,302

TOTAL EXPENSES $253,302

Year-over-Year Comparison

	2023	2022	Change
Revenue	$246,631	$295,048	-0.2%
Expenses	$253,302	$297,174	-0.1%
Net Income	$-6,671	$-2,126	+2.1%

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

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

$86,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Eileen Cooper-Reed	President	0.50	Officer Director	$0	$0	$0
Matt Simberg	Vice President	0.50	Officer Director	$0	$0	$0
Audrey Perrot	Secretary	0.50	Officer Director	$0	$0	$0
Donald Steward	Treasurer	0.50	Officer Director	$0	$0	$0
Catherine Nehring Massie	Director	0.50	Director	$0	$0	$0
Kerry-Ann Malcolm	Director	0.50	Director	$0	$0	$0
Dave Archambault Sr	Director	0.50	Director	$0	$0	$0
Valaida Wise	Director	0.50	Director	$0	$0	$0
Ten-Chien Yu	Director	0.50	Director	$0	$0	$0
Kathleen Minardi	Executive Director	40.00	Director	$86,000	$0	$86,000

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	$246,631	$253,302	$35,062	$-6,671
2023	$295,048	$297,174	$41,733	$-2,126
2022	$155,192	$237,020	$43,859	$-81,828
2021	$257,463	$181,870	$125,687	$75,593