INNERWILL

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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

2015

Legal Domicile

Principal Officer

THOMAS EPPERSON EDD

Phone

8047846300

Tax Period

2023-01-01 to 2023-12-31

INNERWILL, founded in 2015, is a community nonprofit in the Education sector that reported $1.9M in total revenue in fiscal year 2023.

Mission

TO DEVELOP BETTER PEOPLE, BRAVER LEADERS, AND A WISER WORLD THROUGH THE PRACTICE OF VALUES BASED LEADERSHIP.

Program Service Accomplishments

Program 1

Expenses: $1,587,498 Revenue: $1,183,960

INNERWILL PROVIDES PROGRAMS AND SERVICES THAT TEACH INDIVIDUALS, FAMILIES, AND ORGANIZATIONS VALUES BASED LEADERSHIP (VBL). OUR EDUCATION AND OUTREACH EFFORTS INCLUDE PRESENTING KEYNOTE SPEECHES AND CONDUCTING VBL WORKSHOPS FOR PUBLIC AUDIENCES. OUR SERVICES INVOLVE A COMBINATION OF FACILITATED LEARNING EXPERIENCES, ONE-ON-ONE AND GROUP COACHING, AND THE USE OF PROPRIETARY TOOLS AND ASSESSMENTS IN ORDER TO CREATE DEEP IMPACT THAT INCREASES THE CAPACITY OF LEADERS TO OPERATE WITH INTEGRITY AND MAKE SIGNIFICANT POSITIVE CHANGE AT WORK, HOME, AND WITHIN THE LARGER COMMUNITY. INNERWILL ALSO CONDUCTS RESEARCH AND DEVELOPS EVALUATION TOOLS TO MEASURE THE IMPACT OF VALUES BASED LEADERSHIP.

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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 $710,645

Program Service Revenue $1,183,960

Investment Income $23,912

Other Revenue $22

TOTAL REVENUE $1,918,539

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,376,900

Fundraising Expenses $0

Program Expenses $1,587,498

Other Expenses $605,962

TOTAL EXPENSES $1,982,862

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,918,539	$1,817,713	+0.1%
Expenses	$1,982,862	$1,984,480	0.0%
Net Income	$-64,323	$-166,767	-0.6%

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

$299,696

Total Directors

Key Employees

$203,187

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS EPPERSON EDD	PRESIDENT	40.00	Officer	$0	$30,547	$299,696
KATHRYN FORTLOUIS	DIR OF DEVEL	40.00	Highest	$0	$31,110	$219,804
SHARON AMOSS	DIR OF OPERA	40.00	Key Emp	$0	$20,346	$203,187
WENDY E BERENSON	FACILITATOR	40.00	Highest	$0	$20,614	$155,492
BRITTEN PARKER	FACILITATOR	40.00	Highest	$0	$11,744	$147,890
GUY CLUMPNER	DIRECTOR	1.00	Director	$0	$0	$0
ROY B GOODMAN	SECRETARY	5.00	Officer Director	$0	$0	$0
CHARLIE S LUCK IV	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
GREG MCCANN	DIRECTOR	1.00	Director	$0	$0	$0
JACK MITCHELL	DIRECTOR	1.00	Director	$0	$0	$0
WANDA ORTWINE	TREASURER	1.00	Officer Director	$0	$0	$0
KELLY LEWIS PCC	DIRECTOR	1.00	Director	$0	$0	$0
KRISTIN PAVEK	DIRECTOR	1.00	Director	$0	$0	$0
SYLVESTER TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS M YATES	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$1,918,539	$1,982,862	$1,097,456	$-64,323
2022	$1,817,713	$1,984,480	$987,336	$-166,767
2021	$1,580,994	$1,511,052	$1,116,255	$69,942
2020	$1,234,429	$1,380,945	$1,005,194	$-146,516
2019	$1,520,994	$1,443,245	$1,138,139	$77,749
2018	$1,368,554	$1,450,819	$997,469	$-82,265