The Whole Child - Mental Health & Housing Services

EIN: 952031148 501(c)(3) Health Care

Whittier, CA

Total Revenue
$36,878,970
Total Expenses
$27,107,146
Total Assets
$39,960,783
Net Assets
$33,512,786
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1957
Legal Domicile
CA
Principal Officer
Constanza Pachon
Phone
5626920383
Tax Period
2024-07-01 to 2025-06-30

The Whole Child - Mental Health & Housing Services, founded in 1957, is a mid-sized nonprofit in the Health Care sector that reported $36.9M in total revenue in fiscal year 2024. The organization ran a surplus of $9.8M, a strong 26% operating margin.

Mission

We empower families towards healing, health, and homes.

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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 $36,735,599
Program Service Revenue $11,098
Investment Income $82,517
Other Revenue $49,756
TOTAL REVENUE $36,878,970

Expense Breakdown

Grants Paid $6,112,621
Salaries & Benefits $15,793,863
Fundraising Expenses $362,721
Program Expenses $24,409,128
Other Expenses $5,200,662
TOTAL EXPENSES $27,107,146

Year-over-Year Comparison

2024 2023 Change
Revenue $36,878,970 $37,833,562 0.0%
Expenses $27,107,146 $26,384,791 +0.0%
Net Income $9,771,824 $11,448,771 -0.1%
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
14
Independent Members
14
Employees
220
Volunteers
90

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
6
$462,525
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Gary Martinez Board Chair 1.00
Officer Director
$0 $0 $0
Fabio Soto Vice Chair 1.00
Officer Director
$0 $0 $0
Bonnie Bilitch Secretary 1.00
Officer Director
$0 $0 $0
Danelle Thomsen Treasurer 1.00
Officer Director
$0 $0 $0
Alex Moisa Immediate Past Chair 1.00
Director
$0 $0 $0
Conny McCormack Board Member 1.00
Director
$0 $0 $0
Frank Medina Board Member (end 9/24) 1.00
Director
$0 $0 $0
Corinne Munoz Board Member 1.00
Director
$0 $0 $0
Thedora Nickel Board Member 1.00
Director
$0 $0 $0
Dr Maria Martinez-Poulin Board Member 1.00
Director
$0 $0 $0
Robert J Quist Board Member 1.00
Director
$0 $0 $0
Rick Rodriguez Board Member 1.00
Director
$0 $0 $0
Janice Roodzant Board Member 1.00
Director
$0 $0 $0
Rohit J Singh Board Member (start 11/24) 1.00
Director
$0 $0 $0
Robert Tapia Board Member (end 9/24) 1.00
Director
$0 $0 $0
Barbara Van Ligten Board Member 1.00
Director
$0 $0 $0
Constanza Pachon CEO 40.00
Officer
$296,290 $26,111 $322,401
Rosemarie Perera Finance Mgr./Interim CFO(trans 6/24) 40.00
Officer
$125,074 $15,050 $140,124
Julia Scalise Senior Dir. of Development 40.00
Highest
$156,200 $21,404 $177,604
Ana Mejia Managing Director - Mental Health 40.00
Highest
$148,267 $13,829 $162,096
Tracy Grubb-West CAO 40.00
Highest
$165,700 $9,539 $175,239
Christina Gallegos Sr. Dir., Facitlities & Procurement 40.00
Highest
$140,823 $5,664 $146,487
Jennine Ponce Solorio Managing Director - Housing Programs 40.00
Highest
$144,446 $8,138 $152,584
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 $36,878,970 $27,107,146 $39,960,783 $9,771,824
2024 No data No data No data No data
2023 $24,299,700 $20,979,036 $25,036,292 $3,320,664
2022 $19,479,662 $18,590,342 $15,704,827 $889,320
2021 $17,920,676 $17,155,095 $14,318,050 $765,581
2020 $23,036,124 $17,415,927 $11,951,626 $5,620,197
2019 $13,051,416 $12,955,321 $6,257,643 $96,095
2018 $10,612,511 $10,690,576 $6,289,202 $-78,065
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