WHOLE SYSTEMS HEALTHCARE (EIN 814024312) - 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

2016

Legal Domicile

Principal Officer

Aleina Han

Phone

9713230130

Tax Period

2023-01-01 to 2023-12-31

WHOLE SYSTEMS HEALTHCARE, founded in 2016, is a small nonprofit in the Medical Research sector that reported $776K in total revenue in fiscal year 2023. Revenue surged 74% from the prior year, signaling strong growth momentum. Expenses of $722K left a modest 7% surplus.

Mission

To provide, research, and teach collaborative health care in service to the whole person: body, mind, spirit, and 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 $0

Program Service Revenue $776,328

Investment Income $0

Other Revenue $0

TOTAL REVENUE $776,328

Expense Breakdown

Grants Paid $0

Salaries & Benefits $487,262

Fundraising Expenses $0

Program Expenses $732,579

Other Expenses $235,162

TOTAL EXPENSES $722,424

Year-over-Year Comparison

	2023	2022	Change
Revenue	$776,328	$447,451	+0.7%
Expenses	$722,424	$328,641	+1.2%
Net Income	$53,904	$118,810	-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

$88,566

Total Directors

$87,166

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jason Bussell	Chief Operations Officer	1.00	Officer	$1,400	$0	$1,400
Kye Peven	Board Member; Clinic Initiative Director; Clinic Director	40.00	Officer Director	$41,000	$0	$41,000
Ben Schuff	Board Member	1.00	Director	$0	$0	$0
Aleina Han	Executive Director; Board Secretary; Clinic Director	50.00	Officer Director	$46,166	$0	$46,166
Mike Norton	Board Member	1.00	Director	$0	$0	$0
Vanessa Ling	Board Member; Chief Communications Officer	5.00	Officer Director	$0	$0	$0
Heather Becker-Brungard	Physician	40.00	Highest	$97,155	$0	$97,155

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$776,328	$722,424	$178,431	$53,904
2022	$447,451	$328,641	No data	$118,810
2022	$447,451	$328,641	$117,268	$118,810
2021	$262,241	$176,069	$149,062	$86,172

WHOLE SYSTEMS HEALTHCARE