Alice L Walton School of Medicine (EIN 852907907) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2020

Legal Domicile

Phone

4794641570

Tax Period

2022-07-01 to 2023-06-30

Whole Health School of Medicine and Health Sciences Inc, founded in 2020, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2020. Expenses of $1.3M left a modest 6% surplus.

Mission

Establishing a school of medicine offering a four-year, medical degree-granting program that integrates conventional medicine with holistic principles and self-care practices, and carrying out related activities promoting whole health practices.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $10,899,818

Program Service Revenue $0

Investment Income $-8,844

Other Revenue $0

TOTAL REVENUE $10,890,974

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,061,454

Fundraising Expenses $0

Program Expenses $0

Other Expenses $7,475,303

TOTAL EXPENSES $11,536,757

Year-over-Year Comparison

	2022	2021	Change
Revenue	$10,890,974	$8,252,593	+0.3%
Expenses	$11,536,757	$5,214,683	+1.2%
Net Income	$-645,783	$3,037,910	-1.2%

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

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
N/A	DIRECTOR, PRESIDENT	1.0	Officer Director	$0	$0	$0
N/A	DIRECTOR (FROM 7/7/22)	0.5	Director	$0	$0	$0
N/A	DIRECTOR	0.5	Director	$0	$0	$0
N/A	DIRECTOR	0.5	Director	$0	$0	$0
N/A	DIRECTOR	0.5	Director	$0	$0	$0
N/A	DIRECTOR (FROM 7/7/22)	0.5	Director	$0	$0	$0
N/A	DIRECTOR	0.5	Director	$0	$0	$0
N/A	DIRECTOR (FROM 12/22/22)	0.5	Director	$0	$0	$0
N/A	DIRECTOR (FROM 12/22/22)	0.5	Director	$0	$0	$0
N/A	SECRETARY/TREASURER (UNTIL 12/9/22)	0.5	Officer	$0	$0	$0
N/A	CFO & TREASURER (FROM 12/19/22)	0.5	Officer	$0	$0	$0
N/A	SECRETARY (FROM 12/19/22)	0.5	Officer	$0	$0	$0
N/A	DEAN & CEO (FROM 5/5/23)	40.0	Officer	$0	$0	$0
N/A	CHIEF OPERATING OFFICER	0.5	Officer	$0	$0	$0
N/A	SENIOR ASSOCIATE DEAN, ACADEMIC AFFAIRS	40.0	Highest	$316,060	$19,998	$336,058
N/A	VICE DEAN FOR FACULTY AFFAIRS & DEI	40.0	Highest	$192,263	$12,328	$204,591
N/A	EXECUTIVE VICE DEAN	40.0	Highest	$463,046	$13,943	$476,989
N/A	ASSOCIATE DEAN	40.0	Highest	$398,877	$20,000	$418,877
N/A	ASSISTANT DEAN, SCIENCE OF MEDICINE	40.0	Highest	$127,499	$10,691	$138,190

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	No data	No data	No data	No data
2023	$10,890,974	$11,536,757	$3,481,306	$-645,783
2022	$8,252,593	$5,214,683	$3,764,364	$3,037,910
2021	$1,407,000	$1,319,379	$327,050	$87,621

Alice L Walton School of Medicine