THE WHOLENESS (EIN 454589984) - 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

2012

Legal Domicile

Principal Officer

NANCY WALKER

Phone

5056708803

Tax Period

2025-01-01 to 2025-12-31

THE WHOLENESS, founded in 2012, is a micro nonprofit in the Religion sector that reported $17K in total revenue in fiscal year 2025. Revenue fell 88% from the prior year — a significant decline worth monitoring. Net assets of $628K represent 437 months of operating reserves.

Mission

TO OFFER SPIRITUAL GUIDANCE PROGRAMS AND TO EDUCATE ON SPECIFIC SPIRITUAL PRACTICES.

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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 $15,745

Program Service Revenue $1,507

Investment Income $0

Other Revenue $0

TOTAL REVENUE $17,252

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $15,548

Other Expenses $16,974

TOTAL EXPENSES $16,974

Year-over-Year Comparison

	2025	2024	Change
Revenue	$17,252	$149,853	-0.9%
Expenses	$16,974	$14,576	+0.2%
Net Income	$278	$135,277	-1.0%

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

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
KEN HARDIN	BOARD MEMBER	N/A	Director	$0	$0	$0
ANGELA LYNCH	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
CAROL MISEO-HARDIN	SECRETARY	N/A	Officer Director	$0	$0	$0
NANCY WALKER	PRESIDENT/TR	N/A	Officer Director	$0	$0	$0
WALTER REIFSLAGER	CHAIRMAN OF	N/A	Officer	$0	$0	$0
ROBERT SHERWIN	BOARD MEMBER	N/A	Officer	$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	$17,252	$16,974	$871,076	$278
2024	$149,853	$14,576	$870,798	$135,277
2023	$40,566	$14,489	$735,521	$26,077
2022	$14,645	$12,985	$706,855	$1,660
2021	$23,382	$10,653	$653,784	$12,729
2020	$11,663	$7,472	$641,055	$4,191
2019	$40,341	$12,011	$631,064	$28,330
2018	$100,241	$70,058	$602,734	$30,183

THE WHOLENESS