WHOLEHEART 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

2013

Legal Domicile

Principal Officer

HOLLY WILKINSON

Phone

8029175677

Tax Period

2024-07-01 to 2025-06-30

WHOLEHEART INC, founded in 2013, is a micro nonprofit that reported $88K in total revenue in fiscal year 2024. Revenue fell 62% from the prior year — a significant decline worth monitoring. Expenses of $143K exceeded revenue, resulting in a 62% operating deficit.

Mission

WholeHeart cultivates our capacity for deep listening and solidarity in service of collective wellbeing, dignity and relational justice in kinship with all beings. We convene and facilitate gatherings to develop and strengthen reflective leadership practices.

Program Service Accomplishments

Program 1

Expenses: $123,659 Revenue: $46,961

REFLECTIVE LEADERSHIP RETREATS AND WELLNESS CALLS SERVED 187 PARTICIPANTS IN 5 VIRTUAL PROGRAMS AND 3 IN-PERSON PROGRAMS FOCUSED ON ENHANCING SKILLS OF REFLECTION, LISTENING, AND LEADERSHIP TO...

REFLECTIVE LEADERSHIP RETREATS AND WELLNESS CALLS SERVED 187 PARTICIPANTS IN 5 VIRTUAL PROGRAMS AND 3 IN-PERSON PROGRAMS FOCUSED ON ENHANCING SKILLS OF REFLECTION, LISTENING, AND LEADERSHIP TO PROMOTE WELLNESS, EQUITY AND SOCIAL CHANGE. THIS ALSO INCLUDES CONTRACT FACILIATION SERVICES SERVING 16 PARTICIPANTS THROUGH 14 SESSIONS. THE ORGANIZATION SERVED AS CONTRACT FACILITATORS FOR SHORT AND LONG TERM INITIATIVES SUPPORTING LEADERSHIP DEVELOPMENT SKILLS.

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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 $41,192

Program Service Revenue $46,961

Investment Income $4

Other Revenue $0

TOTAL REVENUE $88,157

Expense Breakdown

Grants Paid $21,002

Salaries & Benefits $55,816

Fundraising Expenses $0

Program Expenses $123,659

Other Expenses $65,764

TOTAL EXPENSES $142,582

Year-over-Year Comparison

	2024	2023	Change
Revenue	$88,157	$234,675	-0.6%
Expenses	$142,582	$211,789	-0.3%
Net Income	$-54,425	$22,886	-3.4%

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

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

$51,053

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HOLLY WILKINSON	Executive Dir.	40.00	Officer	$39,591	$11,462	$51,053
CAMERON RUSSELL	President	5.00	Officer Director	$0	$0	$0
DANIELLE ORISTIAN YORK	Treasurer	2.00	Officer Director	$0	$0	$0
MARIE VEA	Director	1.00	Director	$0	$0	$0
REBECCA BASS	Director	1.00	Director	$0	$0	$0
NANCI SMITH	Director	1.00	Director	$0	$0	$0
DRUSILLA ROESSLE	Secretary	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
2025	$88,157	$142,582	No data	$-54,425
2024	$234,675	$211,789	$75,489	$22,886
2023	$301,731	$314,494	$61,468	$-12,763
2022	$221,816	$246,478	$86,169	$-24,662
2021	$254,587	$237,399	$91,350	$17,188
2020	$283,005	$269,837	$72,889	$13,168
2019	$247,697	$237,193	$54,544	$10,504