Health Through Wholeness 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

2009

Legal Domicile

Tax Period

2018-01-01 to 2018-12-31

Health Through Wholeness Inc, founded in 2009, is a micro nonprofit in the Human Services sector that reported $52K in total revenue in fiscal year 2018. Revenue surged 423% from the prior year, signaling strong growth momentum. The organization ran a surplus of $29K, a strong 56% operating margin.

Mission

Support personal and community wellness by sponsoring health seminars, training coaches for employer based programs, providing equipment, and subsidizing program fees for individuals in approved programs.

Program Service Accomplishments

Program 1

Expenses: $8,607

-Support personal and community wellness by sponsoring health seminars, training coaches for employer based programs, providing equipment, and subsidizing program fees for individuals in approved...

-Support personal and community wellness by sponsoring health seminars, training coaches for employer based programs, providing equipment, and subsidizing program fees for individuals in approved programs.-Teaming up with California Veterans Assistance Foundation in building Veteran's Village, permanent housing to Bakersfield's homeless veterans

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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 (2018)

Revenue Breakdown

Contributions & Grants $52,300

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $52,300

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $12,698

Program Expenses $8,607

Other Expenses $22,857

TOTAL EXPENSES $22,857

Year-over-Year Comparison

	2018	2017	Change
Revenue	$52,300	$10,000	+4.2%
Expenses	$22,857	$7,401	+2.1%
Net Income	$29,443	$2,599	+10.3%

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

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
Tim Terrio	Chairman	1.00	Officer Director	$0	$0	$0
John Young	Vice Chairman	1.00	Director	$0	$0	$0
David Nicholas	Treasurer	1.00	Director	$0	$0	$0
Barry Goldner	Secretary	1.00	Director	$0	$0	$0
Vip Dev	Director	1.00	Director	$0	$0	$0
S Singh	Director	1.00	Director	$0	$0	$0
Danielle Wade	Director	1.00	Director	$0	$0	$0
Tommy Lee	Director	1.00	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
2018	$52,300	$22,857	$38,532	$29,443