The Whole Person Inc (EIN 431157083) - 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

1978

Legal Domicile

Principal Officer

Cheri Medina

Phone

8165610304

Tax Period

2023-10-01 to 2024-09-30

The Whole Person Inc, founded in 1978, is a mid-sized nonprofit that reported $33.3M in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year. Expenses of $30.2M left a modest 9% surplus.

Mission

The Whole Person connects people with disabilities to the resources they need by supporting independent choice and advocating for positive change in the community.

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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 $837,338

Program Service Revenue $32,344,548

Investment Income $39,956

Other Revenue $30,494

TOTAL REVENUE $33,252,336

Expense Breakdown

Grants Paid $0

Salaries & Benefits $27,620,480

Fundraising Expenses $178,842

Program Expenses $27,257,857

Other Expenses $2,555,939

TOTAL EXPENSES $30,176,419

Year-over-Year Comparison

	2023	2022	Change
Revenue	$33,252,336	$35,029,632	-0.1%
Expenses	$30,176,419	$32,541,107	-0.1%
Net Income	$3,075,917	$2,488,525	+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

207

Volunteers

175

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

$490,107

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rick O'Neal	President (Eff. 03/2024)	1.00	Officer Director	$0	$0	$0
Kelly Carter	Vice President (Eff. 03/2024)	1.00	Officer Director	$0	$0	$0
Sheila Wright	Secretary (Eff. 06/2024)	1.00	Officer Director	$0	$0	$0
Richard Scott Glaeser	Treasurer (Eff. 04/2024)	1.00	Officer Director	$0	$0	$0
Hilary Muehlberger	President (Thru 03/2024)	1.00	Officer Director	$0	$0	$0
Jennifer Herth	Secretary (Thru 03/2024)	1.00	Officer Director	$0	$0	$0
Jordan Ward	Treasurer (Thru 03/2024)	1.00	Officer Director	$0	$0	$0
Pearline Higgins	Director (03/2024 Thru 05/2024)	1.00	Director	$0	$0	$0
William Billy Brimblecom Jr	Director (04/2024 Thru 09/2024)	1.00	Director	$0	$0	$0
Aimee Bishop	Director (04/2024 Thru 05/2024)	1.00	Director	$0	$0	$0
Brian Lore	Director (05/2024 Thru 07/2024)	1.00	Director	$0	$0	$0
Michael Soodjinda	CEO/CFO (Thru 04/2024)	50.00	Officer	$317,208	$27,851	$345,059
Deewayne Hord	COO/Interim CEO (04/24 Thru 09/24)	50.00	Officer	$143,048	$2,000	$145,048
Anastasia Adams	Comptroller/CFO (Eff. 09/2024)	50.00	Officer	$0	$0	$0
Kathy Kay	CEO (Eff. 09/2024)	50.00	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
2024	$33,252,336	$30,176,419	$19,368,554	$3,075,917
2023	$35,029,632	$32,541,107	$17,031,390	$2,488,525
2022	$32,998,611	$32,321,972	$14,179,202	$676,639
2021	$33,207,318	$33,498,544	$13,109,410	$-291,226
2020	$33,244,897	$33,226,804	$13,640,913	$18,093
2019	$31,841,412	$31,726,582	$13,270,998	$114,830
2018	$30,986,945	$30,532,992	$9,594,259	$453,953

The Whole Person Inc