WHOLELIFE SERVICES INC (EIN 352544518) - Form 990 Financial Analysis & Trantor Score

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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

2015

Legal Domicile

Principal Officer

ANNA COFFEY

Phone

7135213150

Tax Period

2023-01-01 to 2023-12-31

WHOLELIFE SERVICES INC, founded in 2015, is a community nonprofit that reported $2.9M in total revenue in fiscal year 2023. Revenue surged 2471% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.4M, a strong 83% operating margin.

Mission

THE MISSION OF WHOLELIFE SERVICES, INC. IS TO PROVIDE SUPPORT SERVICES THAT BENEFIT LOW AND MODERATE INCOME RESIDENTS IN THE SPRING BRANCH NEIGHBORHOOD OF HOUSTON, TEXAS AND SURROUNDING AREAS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $212,346

Investment Income $-5,291

Other Revenue $2,671,649

TOTAL REVENUE $2,878,704

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $489,182

Other Expenses $489,182

TOTAL EXPENSES $489,182

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,878,704	$111,978	+24.7%
Expenses	$489,182	$477,347	+0.0%
Net Income	$2,389,522	$-365,369	-7.5%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN GEORGE	TREASURER	5.00	Officer Director	$0	$0	$0
STEVEN KIRKLAND	SECRETARY	2.00	Officer Director	$0	$0	$0
STEPHAN FAIRFIELD	PRESIDENT	2.00	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
2024	No data	No data	No data	No data
2023	$2,878,704	$489,182	$7,339,825	$2,389,522
2022	$111,978	$477,347	$7,911,464	$-365,369
2021	$149,775	$608,149	$8,177,024	$-458,374
2020	$111,978	$468,748	$8,739,451	$-356,770
2019	$111,978	$451,274	$9,080,375	$-339,296
2018	$111,978	$442,040	$9,496,652	$-330,062

WHOLELIFE SERVICES INC