WholeSchool Mindfulness Inc (EIN 842830024) - 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

2019

Legal Domicile

Principal Officer

Marc Waxman

Phone

6467896925

Tax Period

2024-07-01 to 2025-06-30

WholeSchool Mindfulness Inc, founded in 2019, is a community nonprofit in the Education sector that reported $2.1M in total revenue in fiscal year 2024. Revenue surged 53% from the prior year, signaling strong growth momentum. The organization ran a surplus of $757K, a strong 35% operating margin.

Mission

To advance charitable, educational and scientific purposes by partnering with schools to implement mindfulness education programs designed to make the transformative power of mindfulness a reality.

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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 $2,092,625

Program Service Revenue $42,150

Investment Income $6,009

Other Revenue $0

TOTAL REVENUE $2,140,784

Expense Breakdown

Grants Paid $329,231

Salaries & Benefits $775,045

Fundraising Expenses $239,102

Program Expenses $912,804

Other Expenses $279,562

TOTAL EXPENSES $1,383,838

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,140,784	$1,403,135	+0.5%
Expenses	$1,383,838	$1,238,671	+0.1%
Net Income	$756,946	$164,464	+3.6%

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

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

$108,199

Total Directors

$108,199

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ben Painter	President & Partner	40.00	Officer Director	$108,199	$0	$108,199
Doug Worthen	Clerk	1.00	Officer Director	$0	$0	$0
Raed Khawaja	Board Member	1.00	Director	$0	$0	$0
Erika Mills	Treasurer	2.00	Officer Director	$0	$0	$0
Kara Crosby	Board Member	1.00	Director	$0	$0	$0
Marc Waxman	Partner	40.00	Highest	$140,408	$0	$140,408

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	$2,140,784	$1,383,838	$1,189,033	$756,946
2024	No data	No data	No data	No data
2023	$1,154,779	$1,170,681	$324,395	$-15,902
2023	$1,154,779	$1,170,681	$324,395	$-15,902
2022	$1,072,245	$833,944	$300,715	$238,301
2021	$492,938	$517,889	$147,414	$-24,951

WholeSchool Mindfulness Inc