THE NARRATIVE METHOD 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

2014

Legal Domicile

Principal Officer

SHARI FOOS

Phone

3104784148

Tax Period

2018-01-01 to 2018-12-31

THE NARRATIVE METHOD INC, founded in 2014, is a small nonprofit in the Human Services sector that reported $296K in total revenue in fiscal year 2018. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

TO HELP ADULTS AND ADOLESCENTS OF HIGH RISK AND UNDERSERVED POPULATIONS IMPROVE COMMUNICATION, EMPATHY, COOPERATION, AND RELATIONSHIPS BY UNDERSTANDING THE MEANING AND IMPACT OF SPOKEN AND WRITTEN WORDS, BODY LANGUAGE, AND FACIAL EXPRESSIONS THROUGH THE PRINCIPLES OF NARRATIVE MEDICINE

Program Service Accomplishments

Program 1

Expenses: $238,672 Revenue: $6,174

THE NARRATIVE METHOD PROGRAM - INCREASES AWARENESS OF ONE'S SELF AND OTHERS, ABILITY TO DEEPLY AND SELFLESSLY ABSORB OTHERS, EXPRESISON OF ONESLF WITHOUT FEAR OF JUDGEMENT, GAINING NEW PERSPECTIVES, EXPANSION OF ONE'S IMAGINATION, GAINING THE TOOLS TO PROCESS FEELINGS WITH OTHERS, GAINING SKILLS TO CLEARLY AND EMPATHICALLY COMMUNICATE, ABILITY TO BETTER READ AND UNDERSTAND OTHERS, ABILITY TO CREATE MORE MEANINGFUL CONNECTIONS. THE PROGRAM OFFERS A VARIETY OF WORKSHOPS TO DIFFERENT AUDIENCES, SUCH AS VETERANS AND YOUTHS, AS WELL AS HOSTS SALON WORKSHOPS THAT ACT AS AN INTRODUCTION TO THE SERVICES PROVIDED BY THE ORGANIZATION.

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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 (2018)

Revenue Breakdown

Contributions & Grants $290,000

Program Service Revenue $6,174

Investment Income $0

Other Revenue $0

TOTAL REVENUE $296,174

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $238,672

Other Expenses $291,260

TOTAL EXPENSES $291,260

Year-over-Year Comparison

	2018	2017	Change
Revenue	$296,174	$252,500	+0.2%
Expenses	$291,260	$242,854	+0.2%
Net Income	$4,914	$9,646	-0.5%

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

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
SHARI FOOS	PRESIDENT & DIRECTOR	Officer Director	$0	$0	$0
RICHARD FOOS	TREASURER & DIRECTOR	Officer Director	$0	$0	$0
DEBORA BRIGGS	SECRETARY & DIRECTOR	Officer Director	$0	$0	$0
ROBERT SHERMAN	DIRECTOR	Director	$0	$0	$0
BARBARA LEHRNER CANTER	DIRECTOR	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
2018	$296,174	$291,260	$23,284	$4,914