ENNEAGRAM STUDIES IN THE NARRATIVE TRADITION (EIN 274376250) - 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

2011

Legal Domicile

Phone

8662416162

Tax Period

2023-01-01 to 2023-12-31

ENNEAGRAM STUDIES IN THE NARRATIVE TRADITION, founded in 2011, is a small nonprofit in the Education sector that reported $808K in total revenue in fiscal year 2023. Expenses of $979K exceeded revenue, resulting in a 21% operating deficit.

Mission

OUR MISSION IS TO ADVANCE HUMAN CONSCIOUSNESS THROUGH OUR PIONEERING NARRATIVE CURRICULUM WHICH INTEGRATES PSYCHOLOGY SPIRITUALITY AND SOMATICS.

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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 $264,180

Program Service Revenue $510,969

Investment Income $0

Other Revenue $32,963

TOTAL REVENUE $808,112

Expense Breakdown

Grants Paid $0

Salaries & Benefits $391,412

Fundraising Expenses $42,461

Program Expenses $884,068

Other Expenses $587,911

TOTAL EXPENSES $979,323

Year-over-Year Comparison

	2023	2022	Change
Revenue	$808,112	$794,796	+0.0%
Expenses	$979,323	$996,411	0.0%
Net Income	$-171,211	$-201,615	-0.2%

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

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

$108,384

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERLINA EDWARDS	CO-EXECUTIVE DIRECTOR	25.00	Officer	$59,830	$0	$59,830
ALLISON DEHART	CO-EXECUTIVE DIRECTOR	20.00	Officer	$48,554	$0	$48,554
MARGOT BURNS	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARY JO RUCCIO	TREASURER	1.00	Officer Director	$0	$0	$0
EVAN TURNER	SECRETARY	1.00	Officer Director	$0	$0	$0
MONICA TINOCO	BOARD MEMBER	1.00	Director	$0	$0	$0
KARIN FIELDS	BOARD MEMBER	1.00	Director	$0	$0	$0
KEN ALEXANDER	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIE SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
TOD TAPPERT	BOARD MEMBER	1.00	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
2024	No data	No data	No data	No data
2023	$808,112	$979,323	$565,883	$-171,211
2022	$794,796	$996,411	$718,659	$-201,615
2021	$958,825	$784,424	$931,876	$174,401
2020	$921,956	$753,425	$841,580	$168,531
2018	$736,059	$755,267	$282,275	$-19,208

ENNEAGRAM STUDIES IN THE NARRATIVE TRADITION