WHOLE LIFE INC

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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

1987

Legal Domicile

Principal Officer

MARIA DELGRECO

Phone

8608866900

Tax Period

2022-07-01 to 2023-06-30

WHOLE LIFE INC, founded in 1987, is a mid-sized nonprofit in the Human Services sector that reported $30.3M in total revenue in fiscal year 2022. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

WHOLE LIFE, INC. PROVIDES COMMUNITY SUPPORT TO INDIVIDUALS WITH DISABILITIES IN AN ENVIRONMENT THAT FOSTERS EMPOWERMENT, CHOICE, RESPONSIBIILTY AND CONTROL.

Program Service Accomplishments

Program 1

Expenses: $24,210,885 Revenue: $26,164,925

COMMUNITY LIVING ARRANGEMENTS (CLA) ARE LICENSED HOMES THAT PROVIDE SUPPORT TO APPROXIMATELY 118 INDIVIDUALS. WE OFFER 28 CLA HOMES THAT INCLUDE SERVICES DESIGNED TO ADDRESS AN INDIVIDUAL'S MEDICAL, PSYCHIATRIC AND BEHAVIORAL CHALLENGES. EACH PERSON WHO LIVES IN A CLA IS A PART OF AN INTERDISCIPLINARY TEAM THAT MEETS REGULARLY TO IDENTIFY AND DISCUSS HOW TO MEET ALL OF THE PARTICIPANTS' WISHES, GOALS AND CHALLENGES INTERMEDIATE CARE FACILITY (ICF) ARE HOMES THAT PROVIDE HEALTH RELATED CARE AND SERVICES TO INDIVIDUALS WHO DO NOT REQUIRE THE DEGREE OF CARE THAT SKILLED NURSING FACILITIES PROVIDE. WE OFFER 2 ICF HOMES FOR 6 INDIVIDUALS. IN HOME SUPPORT (IHS) ARE PROFESSIONAL SUPPORT SERVICES THAT WE PROVIDE TO INDIVIDUALS IN A PERSON'S HOME. WE ARE CURRENTLY SUPPORTING 9 INDIVIDUALS.

Program 2

Expenses: $3,736,711 Revenue: $3,364,027

DAY SUPPORT OPTIONS EMPHASIZES A COMMUNITY EXPERIENCE AND PARTICIPATION AS A VEHICLE FOR PERSONAL INDEPENDENCE. APPROXIMATELY 110 INDIVIDUALS CAN CHOOSE TO PARTICIPATE IN A VARIETY OF COMMUNITY-BASED ACTIVITIES AND EVENTS. OPPORTUNITIES RANGE FROM SOCIAL AND RECREATIONAL ACTIVITIES TO WORKING IN THE COMMUNITY. PERSONS WITH BEHAVIORAL CHALLENGES OFTEN HAVE REWARDING AND SUCCESSFUL EXPERIENCES IN THIS PROGRAM. IN ADDITION, WHOLE LIFE PROVIDES SENIOR SUPPORTS FOR INDIVIDUALS WHO CAN NO LONGER ATTEND A DAY SUPPORT PROGRAM. SENIOR SUPPORTS PROVIDES A DAY PROGRAM AT THE HOME. APPROXIMATELY 12 INDIVIDUALS PARTICIPATE IN THIS PROGRAM.

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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 (2022)

Revenue Breakdown

Contributions & Grants $744,362

Program Service Revenue $29,504,359

Investment Income $12,510

Other Revenue $81,862

TOTAL REVENUE $30,343,093

Expense Breakdown

Grants Paid $0

Salaries & Benefits $22,557,393

Fundraising Expenses $0

Program Expenses $27,947,596

Other Expenses $8,028,558

TOTAL EXPENSES $30,585,951

Year-over-Year Comparison

	2022	2021	Change
Revenue	$30,343,093	$27,111,006	+0.1%
Expenses	$30,585,951	$27,176,854	+0.1%
Net Income	$-242,858	$-65,848	+2.7%

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

568

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

$986,203

Total Directors

$936,011

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDDIE THERIL JARMAN	BOARD MEMBER	1.00	Director	$0	$9,872	$344,299
ERICH AUDRETSCH	BOARD PRESIDENT	20.00	Officer Director	$99,276	$22,223	$591,712
JACK MALONE	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
RICHARD ALLEN	BOARD MEMBER	1.00	Director	$0	$0	$0
SHEILA CORDOCK	EXECUTIVE DIRECTOR	40.00	Officer	$162,601	$44,353	$206,954
MARIA DELGRECO	FINANCE DIRECTOR	40.00	Officer	$112,622	$74,915	$187,537
ROBERT KLIMINSKY	CLINICAL DIRECTOR	40.00	Highest	$120,759	$74,176	$194,935
LEON FONTANELLE	DIRECT SUPPORT	40.00	Highest	$125,472	$35,102	$160,574
TIFFANY VERGASON	ASSISTANT EXECUTIVE DIRECT	40.00	Highest	$121,735	$37,417	$159,152
ANDREW PADILLA	DIRECT SUPPORT	40.00	Highest	$114,657	$18,184	$132,841
MARIE MURPHY	DIRECT SUPPORT	40.00	Highest	$110,603	$37,326	$147,929

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	$30,343,093	$30,585,951	$13,703,275	$-242,858
2022	$27,111,006	$27,176,854	$12,304,417	$-65,848
2021	$25,756,108	$25,740,097	$13,479,158	$16,011
2020	$25,657,943	$25,483,662	$12,722,464	$174,281
2019	$22,936,485	$23,263,525	$11,063,761	$-327,040
2018	$19,147,663	$19,196,240	$10,842,525	$-48,577