WHOLE LIFE SERVICES 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

2001

Legal Domicile

Principal Officer

CINDY VOGAN

Phone

7243475595

Tax Period

2024-07-01 to 2025-06-30

WHOLE LIFE SERVICES INC, founded in 2001, is a community nonprofit in the Human Services sector that reported $9.9M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

WHOLE LIFE SERVICES, INC.'S DAILY OPERATIONS ARE MOTIVATED BY AND DRIVEN BY PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (ID/DD), THEIR FAMILIES, AND OTHERS IN THE COMMUNITY SUPPORTING THEIR LIVES. IN ORDER TO EMPOWER PEOPLE TO MAKE CHOICES, WE RECOGNIZE THE NECESSITY TO ACTIVELY AND DILIGENTLY FACILITATE THE FOLLOWING:1. PEOPLE NEED TO DEVELOP AN AWARENESS OF THEIR ABILITY TO EXERCISE CHOICE.2. PEOPLE NEED TO FEEL CONFIDENT IN THEIR ABILITY TO EXERCISE CHOICE.3. PEOPLE NEED TO ASSUME RESPONSIBILITY FOR THEIR CHOICES AND THE INHERENT RISKS.4. PEOPLE NEED TO EXPERIENCE SATISFACTION AND FULFILLMENT IN THEIR LIVES.5. PEOPLE NEED SUPPORT IN THEIR STRUGGLE TO FEEL EMPOWERED.

Program Service Accomplishments

Program 1

Expenses: $1,932,507 Revenue: $2,276,131

COMMUNITY PARTICIPATION SUPPORTS - OFFERS 1:1 AND 1:6 AND 1:3.5 STAFF SUPPORT SERVICES.

Program 2

Expenses: $2,144,713 Revenue: $2,105,881

UNLICENSED PROGRAM - HOME AND COMMUNITY HABILITATION - OFFERS 1:1 AND 1:2 STAFF SUPPORT SERVICES.

Program 3

Expenses: $3,704,159 Revenue: $5,016,444

GROUP HOME: RESIDENTIAL HABILITATION

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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 (2024)

Revenue Breakdown

Contributions & Grants $499,022

Program Service Revenue $9,392,122

Investment Income $23,369

Other Revenue $25,548

TOTAL REVENUE $9,940,061

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,509,881

Fundraising Expenses $34,959

Program Expenses $7,781,379

Other Expenses $2,213,450

TOTAL EXPENSES $9,723,331

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,940,061	$9,078,647	+0.1%
Expenses	$9,723,331	$8,793,354	+0.1%
Net Income	$216,730	$285,293	-0.2%

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

188

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

$256,217

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROCHELLE GREEN	BOARD MEMBER	0.30	Director	$0	$0	$0
JANET PUHAK	BOARD MEMBER	0.30	Director	$0	$0	$0
SANDRA MOYER	BOARD MEMBER	0.30	Director	$0	$0	$0
ANDREW MUDRINICH	BOARD MEMBER	0.30	Director	$0	$0	$0
THOMAS DETORO	PRESIDENT	0.30	Officer Director	$0	$0	$0
MARSHA PETRILLO	SECRETARY	0.30	Officer Director	$0	$0	$0
FRANK RUDGE	VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
FRANCES BILLEN	BOARD MEMBER	0.30	Director	$0	$0	$0
CINDY F VOGAN	CHIEF EXECUTIVE OFFICER	40.00	Officer	$129,382	$8,471	$137,853
DONNA YOUNG	CHIEF FINANCIAL OFFICER	40.00	Officer	$110,534	$7,830	$118,364

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	$9,940,061	$9,723,331	$8,393,032	$216,730
2024	$9,078,647	$8,793,354	$7,951,828	$285,293
2023	$8,286,188	$7,976,131	$7,558,385	$310,057
2022	$7,116,556	$6,619,956	$6,355,492	$496,600
2021	$6,823,636	$6,018,375	$5,301,203	$805,261
2020	$6,193,351	$5,881,507	$4,783,159	$311,844
2019	$6,301,311	$5,614,907	$4,167,588	$686,404