WHOLE COMMUNITY EDUCATION INC

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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

2010

Legal Domicile

Tax Period

2017-07-01 to 2018-06-30

WHOLE COMMUNITY EDUCATION INC, founded in 2010, is a small nonprofit that reported $628K in total revenue in fiscal year 2017. Expenses of $597K left a modest 5% surplus.

Mission

WILD OAK WILL PROVIDE AN ENRICHMENT EDUCATION, INSPIRED BY WHOLE CHILD, HOLISTIC, AND EXPERIENTIAL PHILOSOPHIES, FOR PRESCHOOL THROUGH HIGH-SCHOOL AGED PRIVATELY OR HOME EDUCATED CHILDREN IN THE EAST BAY COMMUNITIES OF ALAMEDA, CONTRA COSTA, AND SOLANO COUNTIES.WILD OAK PROVIDES EXPERIENTIAL AND COLLABORATIVE LEARNING OPPORTUNITIES IN NATURE HONORING THE DIVERSITY AND UNIQUENESS OF EACH CHILD, FAMILY, AND THE COMMUNITY IT SERVES. ITS RICH AND INTERDISCIPLINARY APPROACH FOSTERS COMPASSION AND RESPECT FOR SELF, OTHERS, AND NATURE.

Program Service Accomplishments

Program 1

Expenses: $491,014 Revenue: $523,327

Began with 126 students from the previous year ENROLLED IN THE SCHOOL. Ended THE 2017/2018 FISCAL year with 52 students enrolled IN THE NEW HOMESCHOOL ENRICHMENT PROGRAM KNOWN AS WILD OAK.AT THE END OF THE FISCAL YEAR, WILD OAK PROVIDED EXPERIENTIAL AND COLLABORATIVE LEARNING OPPORTUNITIES IN NATURE HONORING THE DIVERSITY AND UNIQUENESS OF EACH CHILD, FAMILY, AND THE COMMUNITY IT SERVES. THE RICH AND INTERDISCIPLINARY APPROACH FOSTERS COMPASSION AND RESPECT FOR SELF, OTHERS, AND NATURE.

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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 (2017)

Revenue Breakdown

Contributions & Grants $97,708

Program Service Revenue $525,564

Investment Income $-2,530

Other Revenue $6,874

TOTAL REVENUE $627,616

Expense Breakdown

Grants Paid $0

Salaries & Benefits $454,341

Fundraising Expenses $171

Program Expenses $491,014

Other Expenses $142,210

TOTAL EXPENSES $596,551

Year-over-Year Comparison

	2017	2016	Change
Revenue	$627,616	$591,142	+0.1%
Expenses	$596,551	$711,899	-0.2%
Net Income	$31,065	$-120,757	-1.3%

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

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

$70,925

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANA JAIN	Director	1.00	Director	$38,300	$0	$38,300
JOSHUA BREAM	Director	1.00	Director	$0	$0	$0
JAMES DAY	Director	1.00	Director	$0	$0	$0
ALEXANDRA STOCKWELL	Director	1.00	Director	$0	$0	$0
SARAH GREGSON	Director	1.00	Director	$0	$0	$0
MERYN GRUHN DI TULLIO	Director	1.00	Director	$32,625	$0	$32,625
KATHLEEN NEWKIRK	Secretary	1.00	Officer	$0	$0	$0
LAURIE RUGGIERO	Pres Incumbent	1.00	Officer	$0	$0	$0
TIFFANY DAY	President	1.00	Officer	$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
2018	$627,616	$596,551	$38,951	$31,065