Whole Systems Learning (EIN 311470593) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Tax Period

2024-01-01 to 2024-12-31

Whole Systems Learning is a community nonprofit in the Education sector that reported $2.8M in total revenue in fiscal year 2024. Revenue surged 94% from the prior year, signaling strong growth momentum. Expenses of $2.4M left a modest 12% surplus.

Mission

Provides academic coaching and mentoring service to low income, foster and probation youth, develop and implement new educational and learning approaches to address trauma, community development and family support services

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,772,569

Program Service Revenue $0

Investment Income $0

Other Revenue $357

TOTAL REVENUE $2,772,926

Expense Breakdown

Grants Paid $12,868

Salaries & Benefits $1,255,121

Fundraising Expenses $6,273

Program Expenses $2,279,827

Other Expenses $1,177,183

TOTAL EXPENSES $2,445,172

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,772,926	$1,431,725	+0.9%
Expenses	$2,445,172	$1,491,057	+0.6%
Net Income	$327,754	$-59,332	-6.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$139,823

Total Directors

$139,823

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Eba Laye	President	40.00	Officer Director	$139,823	$0	$139,823
Azar AL-Uqdah	Secretary	1.00	Officer Director	$0	$0	$0
Artis Callahan	Foundation Mgr.	1.00	Director	$0	$0	$0
Blanche Cook	Foundation Mgr.	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	$2,772,926	$2,445,172	$1,281,267	$327,754
2023	$1,431,725	$1,491,057	$780,719	$-59,332
2022	$1,289,205	$1,426,535	$724,039	$-137,330
2021	$1,179,730	$992,629	$594,103	$187,101
2020	$855,694	$651,123	$455,930	$204,571
2018	$430,543	$388,968	$107,232	$41,575

Whole Systems Learning