WHOLE SELF COLLABORATIVE

EIN: 883611174 501(c)(3) Mental Health

CHATTANOOGA, TN

Total Revenue
$113,146
Total Expenses
$108,021
Total Assets
$17,596
Net Assets
$4,527
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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
2022
Principal Officer
ERIN SWEM LPC MHSP
Phone
4232182239
Tax Period
2024-01-01 to 2024-12-31

WHOLE SELF COLLABORATIVE, founded in 2022, is a small nonprofit in the Mental Health sector that reported $113K in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Expenses of $108K left a modest 5% surplus.

Mission

TO PROVIDE ACCESS TO QUALITY MENTAL HEALTH AND WELLNESS SERVICES TO THE LGBTQ+ COMMUNITY.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $113,146
Investment Income $0
Other Revenue $0
TOTAL REVENUE $113,146

Expense Breakdown

Grants Paid $0
Salaries & Benefits $75,120
Fundraising Expenses $0
Program Expenses $38,152
Other Expenses $32,901
TOTAL EXPENSES $108,021

Year-over-Year Comparison

2024 2023 Change
Revenue $113,146 $138,184 -0.2%
Expenses $108,021 $139,301 -0.2%
Net Income $5,125 $-1,117 -5.6%
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

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Governance

Voting Members
4
Independent Members
4
Employees
2
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
0
$0
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LORI BILBREY BOARD DIRECT N/A
Director
$0 $0 $0
HEATHER CARR BOARD SECRET N/A
Director
$0 $0 $0
BONNIE KOENIG BOARD DIRECT N/A
Director
$0 $0 $0
DAWN SIMPSON BOARD PRESID N/A
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
2024 $113,146 $108,021 $17,596 $5,125
2023 $138,184 $139,301 $10,768 $-1,117
2022 $36,333 $35,814 $12,936 $519
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