Wholeness House Inc (EIN 201037794) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

Marian Grace

Phone

5618895753

Tax Period

2022-01-01 to 2022-12-31

Wholeness House Inc, founded in 2003, is a small nonprofit in the Human Services sector that reported $386K in total revenue in fiscal year 2022. Revenue fell 61% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $161K, a strong 42% operating margin.

Mission

WE ARE COMMITTED TO THE COMPLETE RESTORATION OF SHATTERED LIVES IN THE MIDST OF CRISIS. OUR GOAL IS TO PROVIDE A WIDE SPECTRUM OF PROGRAMS TO TRANSITION INDIVIDUALS FROM BROKENNESS AND DEPENDENCY TO INDEPENDENCE AND SELF SUFFICIENCY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $167,970

Program Service Revenue $218,516

Investment Income $0

Other Revenue $0

TOTAL REVENUE $386,486

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,052

Fundraising Expenses $0

Program Expenses $224,278

Other Expenses $211,458

TOTAL EXPENSES $225,510

Year-over-Year Comparison

	2022	2021	Change
Revenue	$386,486	$998,882	-0.6%
Expenses	$225,510	$238,100	-0.1%
Net Income	$160,976	$760,782	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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

$13,129

Total Directors

$13,129

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stephanie S Sullivan	Director	58.00	Officer Director	$13,129	$0	$13,129
Marian Grace	Finance Dir	58.00	Officer Director	$0	$0	$0
Barbara A Hymans	Admin Director	58.00	Officer 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
2022	$386,486	$225,510	$537,596	$160,976
2021	$998,882	$238,100	$562,350	$760,782
2020	$664,108	$456,486	$484,083	$207,622
2019	$415,812	$380,558	$482,536	$35,254
2018	$428,295	$388,798	$450,347	$39,497

Wholeness House Inc