WHOLE LIFE LEARNING FOUNDATION INC

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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

2024

Legal Domicile

Principal Officer

MICHAEL CARBERRY

Phone

5126765898

Tax Period

2024-01-01 to 2024-12-31

WHOLE LIFE LEARNING FOUNDATION INC, founded in 2024, is a micro nonprofit that reported $56K in total revenue in fiscal year 2024. Expenses of $54K left a modest 5% surplus.

Mission

THE MISSION OF THE WHOLE LIFE LEARNING FOUNDATION IS TO ENHANCE AND SUPPORT EDUCATIONAL OPPORTUNITIES FOR FAMILIES IN CENTRAL TEXAS BY PROVIDING TUITION ASSISTANCE AND SCHOLARSHIPS.

Program Service Accomplishments

Program 1

Expenses: $47,604 Revenue: $56,302

TUITION ASSISTANCE SCHOLARSHIPS

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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 $0

Program Service Revenue $56,302

Investment Income $0

Other Revenue $0

TOTAL REVENUE $56,302

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $47,604

Other Expenses $53,600

TOTAL EXPENSES $53,600

Year-over-Year Comparison

	2024	2023	Change
Revenue	$56,302	$53,591	+0.1%
Expenses	$53,600	$113,588	-0.5%
Net Income	$2,702	$-59,997	-1.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL CARBERRY	DIRECTOR	N/A	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	No data	No data	No data	No data
2024	$56,302	$53,600	$6,663	$2,702
2023	$53,591	$113,588	$3,961	$-59,997