HOLISTIC LIFE FOUNDATION INC (EIN 030375886) - 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

2001

Legal Domicile

Principal Officer

ANDRES GONZALEZ

Tax Period

2023-01-01 to 2023-12-31

HOLISTIC LIFE FOUNDATION INC, founded in 2001, is a community nonprofit in the Youth Development sector that reported $2.3M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $2.2M left a modest 5% surplus.

Mission

PERFORM RESEARCH AND EDUCATION ON THE PHYSICAL AND IMPROVEMENT OF MANKIND AND RESTORATION ON THE ENVIRONMENT

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,641,015

Program Service Revenue $702,720

Investment Income $22

Other Revenue $1,249

TOTAL REVENUE $2,345,006

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,691,804

Fundraising Expenses $86

Program Expenses $1,524,321

Other Expenses $530,393

TOTAL EXPENSES $2,222,197

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,345,006	$2,044,375	+0.1%
Expenses	$2,222,197	$1,980,758	+0.1%
Net Income	$122,809	$63,617	+0.9%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDRES GONZALE	CO-FOUNDER	40	Highest	$105,000	$0	$105,000
ALI SMITH	CO-FOUNDER	40	Highest	$105,000	$0	$105,000
ATMAN SMITH	CO-FOUNDER	40	Highest	$105,000	$0	$105,000

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	No data	No data	No data	No data
2023	$2,345,006	$2,222,197	$1,322,567	$122,809
2022	$2,044,375	$1,980,758	$1,210,038	$63,617
2021	$1,729,129	$1,649,998	$876,894	$79,131
2020	$1,686,089	$1,738,668	$586,317	$-52,579
2019	$1,113,302	$1,462,349	$474,487	$-349,047

HOLISTIC LIFE FOUNDATION INC