Wholistic Housing Ventures Inc (EIN 562232762) - 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

2001

Legal Domicile

Principal Officer

Mary Williams

Phone

2523558039

Tax Period

2025-01-01 to 2025-12-31

Wholistic Housing Ventures Inc, founded in 2001, is a small nonprofit in the Housing & Shelter sector that reported $270K in total revenue in fiscal year 2025. The organization ran a surplus of $66K, a strong 25% operating margin.

Mission

To provide safe & affordable housing for elderly.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $269,665

TOTAL REVENUE $269,665

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $121,622

Other Expenses $203,572

TOTAL EXPENSES $203,572

Year-over-Year Comparison

	2025	2024	Change
Revenue	$269,665	$251,037	+0.1%
Expenses	$203,572	$235,769	-0.1%
Net Income	$66,093	$15,268	+3.3%

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

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
Curtis Best	Board Member	0.50	Director	$0	$0	$0
Raymond Carney	Vice Chairperson	0.50	Officer Director	$0	$0	$0
Mary Williams	Secretary	1.40	Officer Director	$0	$0	$0
Bob Hardy Sr	Agent of Record	0.50	Director	$0	$0	$0
David Merritt	Board Member	0.50	Director	$0	$0	$0
James Tyson	Board Member	0.50	Director	$0	$0	$0
Carl Harris III	Board Member	0.50	Director	$0	$0	$0
Teresa Richardson	Chairperson	0.50	Director	$0	$0	$0
Eva Tyson	Board Member	0.50	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
2025	$269,665	$203,572	$439,305	$66,093
2024	No data	No data	No data	No data
2023	$257,364	$193,125	$485,289	$64,239
2022	$167,865	$163,254	$493,558	$4,611
2021	$152,692	$158,208	$541,766	$-5,516
2020	$214,006	$198,329	$591,638	$15,677
2019	$219,752	$206,725	$600,786	$13,027

Wholistic Housing Ventures Inc