WHOLE LEARNERS INC (EIN 471048623) - 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

2014

Legal Domicile

Principal Officer

TIFFANIE JACOB

Phone

3152443034

Tax Period

2024-07-01 to 2025-06-30

WHOLE LEARNERS INC, founded in 2014, is a micro nonprofit in the Education sector that reported $55K in total revenue in fiscal year 2024. The organization ran a surplus of $20K, a strong 37% operating margin.

Mission

AT DEEP ROOT CENTER (DRC), WE BELIEVE THAT ALL YOUNG PEOPLE DESERVE A SAFE EDUCATIONAL ENVIRONMENT WHERE THEY FEEL LIKE THEY ARE PART OF A COMMUNITY - AND WHERE THEY ARE FREE TO EXPLORE ALL THE POSSIBILITIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $25,243

Program Service Revenue $27,582

Investment Income $42

Other Revenue $1,938

TOTAL REVENUE $54,805

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,418

Fundraising Expenses $0

Program Expenses $33,894

Other Expenses $18,339

TOTAL EXPENSES $34,757

Year-over-Year Comparison

	2024	2023	Change
Revenue	$54,805	$55,769	0.0%
Expenses	$34,757	$59,182	-0.4%
Net Income	$20,048	$-3,413	-6.9%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIA CORSE	EXECUTIVE DI	40.00	Director	$0	$0	$0
SUSAN FOSTER	TREASURER	0.50	Officer Director	$0	$0	$0
TIFFANIE JACOB	PRESIDENT	0.50	Officer Director	$0	$0	$0
LEXI MAROLF	SECRETARY	0.50	Officer Director	$0	$0	$0
JACLYN MARX	BOARD MEMBER	0.50	Officer Director	$0	$0	$0
KRIS ROZELLE	VICE PRESIDE	0.50	Officer 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
2025	$54,805	$34,757	$85,572	$20,048
2024	$55,769	$59,182	$76,163	$-3,413
2023	$47,531	$59,576	$84,468	$-12,045
2022	$53,527	$56,390	$101,795	$-2,863

WHOLE LEARNERS INC