Decurion Institute for Wholeness and Development (EIN 851918860) - 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

2020

Legal Domicile

Principal Officer

CHRISTOPHER S FORMAN

Phone

3108558242

Tax Period

2021-01-01 to 2021-11-30

Decurion Institute for Wholeness and Development, founded in 2020, is a small nonprofit that reported $128K in total revenue in fiscal year 2021. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $168K exceeded revenue, resulting in a 31% operating deficit.

Mission

To change the conversation about what constitutes a healthy business by offering programs that foster wholeness at work and create conditions for individual and communal development.

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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 (2021)

Revenue Breakdown

Contributions & Grants $100,000

Program Service Revenue $28,272

Investment Income $0

Other Revenue $0

TOTAL REVENUE $128,272

Expense Breakdown

Grants Paid $25,866

Salaries & Benefits $58,923

Fundraising Expenses $0

Program Expenses $154,524

Other Expenses $83,612

TOTAL EXPENSES $168,401

Year-over-Year Comparison

	2021	2020	Change
Revenue	$128,272	$208,617	-0.4%
Expenses	$168,401	$168,365	+0.0%
Net Income	$-40,129	$40,252	-2.0%

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

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER S FORMAN	President	2.00	Officer Director	$0	$0	$0
BRYAN UNGARD THRU 521	Secretary & Dir	16.00	Officer Director	$0	$0	$0
ADELE M MACHTINGER	CFO	1.00	Officer Director	$0	$0	$0
GISSELLE KELLEY	Director	1.00	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	$128,272	$168,401	No data	$-40,129
2020	$208,617	$168,365	$40,252	$40,252

Decurion Institute for Wholeness and Development