WHOLESPIRE 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

2000

Legal Domicile

Principal Officer

MARGARET STANLEY

Phone

8036679810

Tax Period

2025-01-01 to 2025-12-31

WHOLESPIRE INC, founded in 2000, is a small nonprofit in the Education sector that reported $517K in total revenue in fiscal year 2025. Revenue fell 53% from the prior year — a significant decline worth monitoring. Expenses of $751K exceeded revenue, resulting in a 45% operating deficit.

Mission

TO PROVIDE COMMUNITIES WITH PROVEN AND SUSTAINABLE APPROACHES THAT LEAD TO INCREASED ACCESS TO HEALTHY CHOICES FOR ALL PEOPLE.

Program Service Accomplishments

Program 1

Expenses: $129,565

WHOLESPIRE, INC. AND THE SC DEPARTMENT OF PUBLIC HEALTH (SCDPH) WORK COLLABORATIVELY TO ADDRESS DIABETES DISPARITIES AMONG SELECTED PRIORITY POPULATIONS TO INCLUDE SERVING AS A RESOURCE TO ADDRESS...

WHOLESPIRE, INC. AND THE SC DEPARTMENT OF PUBLIC HEALTH (SCDPH) WORK COLLABORATIVELY TO ADDRESS DIABETES DISPARITIES AMONG SELECTED PRIORITY POPULATIONS TO INCLUDE SERVING AS A RESOURCE TO ADDRESS SOCIAL NEEDS AND SOCIAL DETERMINANTS OF HEALTH (SDOH). WHOLESPIRE ASSISTS THE SCDPH WITH DATA COLLECTION EFFORTS, CONTRACTING WITH CONTENT EXPERTS, RAISE AWARENESS AMONG PROVIDERS ABOUT THE VALUE OF INTEGRATING COMMUNITY HEALTH WORKERS (CHWS) INTO HEALTH CARE TEAMS.

Program 2

Expenses: $294,221

WHOLESPIRE, INC. AND THE SC DEPARTMENT OF PUBLIC HEALTH WORK COLLABORATIVELY TO PROVIDE SUPPORT AND ESTABLISH REQUIREMENTS FOR THE EXPANSION OF COLLECTIVE IMPACT EFFORTS TO UNIFY AND MOBILIZE HEALTHY EATING AND ACTIVE LIVING EFFORTS THAT CREATE OPPORTUNITIES FOR ALL SOUTH CAROLINIANS TO ACHIVE A HEALTHY WEIGHT.

Program 3

Expenses: $50,000

WHOLESPIRE, INC. PROVIDED TRAINING FOR PUBLIC HEALTH PROFESSIONALS TO ENGAGE IN WALKABILITY AND COMMUNITY MOBILITY EFFORTS, CULMINATING INTO ENGAGING MULTIPLE SECTORS TO CREATE AND IMPLEMENT ACTION...

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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 $515,037

Program Service Revenue $0

Investment Income $1,545

Other Revenue $0

TOTAL REVENUE $516,582

Expense Breakdown

Grants Paid $0

Salaries & Benefits $315,205

Fundraising Expenses $20,302

Program Expenses $675,800

Other Expenses $435,863

TOTAL EXPENSES $751,068

Year-over-Year Comparison

	2025	2024	Change
Revenue	$516,582	$1,087,776	-0.5%
Expenses	$751,068	$1,188,748	-0.4%
Net Income	$-234,486	$-100,972	+1.3%

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

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
MARY JONES	CHAIR	1.00	Officer Director	$0	$0	$0
SEAN DOGAN	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
TAQUINA DAVIS	SECRETARY	1.00	Officer Director	$0	$0	$0
SEAN BATTLE	TREASURER	1.00	Officer Director	$0	$0	$0
MERRETTE DOWDELL	DIRECTOR	1.00	Director	$0	$0	$0
MONIQUE HILL	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA MCDOUGALD SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
ILA MCFADDEN	DIRECTOR	1.00	Director	$0	$0	$0
ALEXIA NIKETAS	DIRECTOR	1.00	Director	$0	$0	$0
LORI PHILLIPS	DIRECTOR	1.00	Director	$0	$0	$0
MARIAN ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
NICK VERA	DIRECTOR	1.00	Director	$0	$0	$0
MOSES WASHINGTON	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
2025	$516,582	$751,068	$78,576	$-234,486
2024	No data	No data	No data	No data
2023	$1,665,585	$1,631,145	$476,413	$34,440
2022	$1,902,656	$1,916,337	$443,027	$-13,681
2021	$1,185,500	$1,032,443	$427,117	$153,057
2020	$857,321	$888,784	$280,173	$-31,463
2019	$676,077	$693,531	$282,732	$-17,454
2018	$896,463	$893,511	$294,800	$2,952