Be-Whole 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

2006

Legal Domicile

Principal Officer

Sedrick Sims

Phone

2017736328

Tax Period

2025-01-01 to 2025-12-31

Be-Whole Inc, founded in 2006, is a small nonprofit in the Human Services sector that reported $218K in total revenue in fiscal year 2025. Expenses of $211K left a modest 3% surplus.

Mission

The entity is operated for the benefit of the public, to lend support and further the understanding of the important educational, health and other issues affecting specifically but not limited to low income underserved communities. Activities will be to promote a healthier lifestyle though dance and drama, educate the public through health awareness seminars and conducting computer literacy classes.

Program Service Accomplishments

Program 1

Expenses: $211,094 Revenue: $217,082

The entity is operated for the benefit of the public, to lend support and further the understanding of important educational, health, and other issues affecting specifically but not limited to...

The entity is operated for the benefit of the public, to lend support and further the understanding of important educational, health, and other issues affecting specifically but not limited to low-income underserved communities. Activities will be to promote a healthier lifestyle through dance and drama, educate the public through health awareness seminars and conduct computer literacy.Organization offers support, life skills, community inclusion, job coaching & prevocational trainingOrganization provides clothing & toys to (250) persons with challenges. Support families with children in underserved communities.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $217,812

Investment Income $0

Other Revenue $0

TOTAL REVENUE $217,812

Expense Breakdown

Grants Paid $0

Salaries & Benefits $187,375

Fundraising Expenses $0

Program Expenses $211,094

Other Expenses $23,719

TOTAL EXPENSES $211,094

Year-over-Year Comparison

	2025	2024	Change
Revenue	$217,812	N/A	N/A
Expenses	$211,094	N/A	N/A
Net Income	$6,718	N/A	N/A

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

$158,080

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lola Sims	President	40.00	Director	$83,200	$0	$83,200
Sedrick Sims	Vice President	40.00	Director	$74,880	$0	$74,880
Chanel Dupree	Director	0.00	Director	$0	$0	$0
Tyrone Powe	Director	0.00	Director	$0	$0	$0
Gabriel Sims	Director	0.00	Director	$0	$0	$0
Janet MacDonald	Director	0.00	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
2025	$217,812	$211,094	$96,909	$6,718