Whole Child Strategies Inc (EIN 822063423) - 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

2018

Legal Domicile

Principal Officer

Natalie J McKinney

Phone

9014350404

Tax Period

2022-07-01 to 2023-06-30

Whole Child Strategies Inc, founded in 2018, is a small nonprofit in the Education sector that reported $597K in total revenue in fiscal year 2022. Revenue fell 56% from the prior year — a significant decline worth monitoring. Expenses of $1.0M exceeded revenue, resulting in a 72% operating deficit.

Mission

We provide funds and infrastructue that enables communities to leverage their collective expertise toward improving school attendance rates and decreasing the numbers of suspensions and expulsions.

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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 (2022)

Revenue Breakdown

Contributions & Grants $596,933

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $596,933

Expense Breakdown

Grants Paid $156,500

Salaries & Benefits $529,560

Fundraising Expenses $0

Program Expenses $686,978

Other Expenses $340,093

TOTAL EXPENSES $1,026,153

Year-over-Year Comparison

	2022	2021	Change
Revenue	$596,933	$1,349,850	-0.6%
Expenses	$1,026,153	$1,676,427	-0.4%
Net Income	$-429,220	$-326,577	+0.3%

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

N/A

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

$204,706

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Natalie J McKinney	Executive Director/Co-Founder	40.00	Key Emp	$204,706	$0	$204,706
Katie Flynn	Board Member	1.00	Director	$0	$0	$0
Carol Hedgspeth	Board Member	1.00	Director	$0	$0	$0
Adriane Johnson-Williams	Board Chair	1.00	Director	$0	$0	$0
Ernest Strictland	Board Member	1.00	Director	$0	$0	$0
RaShad Watkins	Board Member	1.00	Director	$0	$0	$0
Vivian Bolden	Board Member	1.00	Director	$0	$0	$0
Ricky Johnson	Board Member	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
2023	$596,933	$1,026,153	$138,067	$-429,220
2022	$1,349,850	$1,676,427	$792,574	$-326,577

Whole Child Strategies Inc