WHOLE PERSON CARE INITIATIVE

EIN: 821005805 501(c)(3) Human Services

SACRAMENTO, CA

Total Revenue
N/A
Total Expenses
$388,086
Total Assets
$714,459
Net Assets
$714,459
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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
2017
Legal Domicile
CA
Phone
9165522632
Tax Period
2021-01-01 to 2021-12-31

Mission

TO SUPPORT THE DEVELOPMENT AND ESTABLISHMENT OF HIGH QUALITY PALLIATIVE AND WHOLE PERSON CARE PROGRAMS FOR CHRONICALLY AND TERMINALLY-ILL PERSONS AND THEIR FAMILIES,IN CONGREGATIONS, COMMUNITIES, AND HOSPITALS.

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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%)

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Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $351,650
Other Expenses $388,086
TOTAL EXPENSES $388,086

Year-over-Year Comparison

2021 2020 Change
Revenue N/A N/A N/A
Expenses $388,086 $450,573 -0.1%
Net Income N/A $-450,573 N/A
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

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Governance

Voting Members
3
Independent Members
3
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
3
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
WILLIAM COX CEO/PRESIDENT 0.00
Officer Director
$0 $0 $0
STEPHEN J PENAHICH Secretary 0.00
Officer Director
$0 $0 $0
LORI DANGBERG CFO/TREASURER 0.00
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
2021 No data $388,086 $714,459 No data
2020 No data $450,573 $1,102,545 No data
2019 $750,000 $144,712 $1,553,118 $605,288
2018 $850,000 $127,170 $947,830 $722,830
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