The Whole Person Foundation (EIN 462152099) - 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

2013

Legal Domicile

Principal Officer

Carla Oppenheimer

Phone

8165610304

Tax Period

2023-10-01 to 2024-09-30

The Whole Person Foundation, founded in 2013, is a micro nonprofit in the Health Care sector that reported $92K in total revenue in fiscal year 2023. The organization ran a surplus of $76K, a strong 82% operating margin.

Mission

To further the purpose of The Whole Person, Inc.

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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 $0

Program Service Revenue $0

Investment Income $92,427

Other Revenue $0

TOTAL REVENUE $92,427

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $16,769

TOTAL EXPENSES $16,769

Year-over-Year Comparison

	2023	2022	Change
Revenue	$92,427	$95,140	0.0%
Expenses	$16,769	$15,265	+0.1%
Net Income	$75,658	$79,875	-0.1%

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

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

$490,107

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Carla Oppenheimer	President	1.00	Officer Director	$0	$0	$0
H Lon Swearingen	Treasurer	1.00	Officer Director	$0	$0	$0
Tony Waterhouse-Leal	Secretary	1.00	Officer Director	$0	$0	$0
Michael Soodjinda	CEO/CFO (Thru 04/2024)	1.00	Officer	$0	$27,851	$345,059
Deewayne Hord	COO/Interim CEO (04/24 Thru 09/24)	1.00	Officer	$0	$2,000	$145,048
Anastasia Adams	Comptroller/CFO (Eff. 09/2024)	1.00	Officer	$0	$0	$0
Kathy Kay	CEO (Eff. 09/2024)	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
2024	$92,427	$16,769	$3,369,469	$75,658
2023	$95,140	$15,265	$3,145,262	$79,875
2022	$106,999	$16,535	$2,827,660	$90,464
2021	$52,119	$15,544	$3,344,391	$36,575
2020	$82,437	$16,733	$2,745,501	$65,704
2019	$482,390	$10,866	$2,676,263	$471,524
2018	$550,037	$8,157	$2,209,445	$541,880

The Whole Person Foundation