WHOLESPIRE INC (EIN 571096619) - 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

2000

Legal Domicile

Principal Officer

MARGARET STANLEY

Phone

8036679810

Tax Period

2023-01-01 to 2023-12-31

WHOLESPIRE INC, founded in 2000, is a community nonprofit in the Education sector that reported $1.7M in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year.

Mission

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

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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 $1,636,885

Program Service Revenue $28,700

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,665,585

Expense Breakdown

Grants Paid $66,028

Salaries & Benefits $426,598

Fundraising Expenses $29,932

Program Expenses $1,514,580

Other Expenses $1,138,519

TOTAL EXPENSES $1,631,145

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,665,585	$1,902,656	-0.1%
Expenses	$1,631,145	$1,916,337	-0.1%
Net Income	$34,440	$-13,681	-3.5%

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

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

$102,434

Total Directors

$102,434

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEENA HILTON	CHAIR	1.00	Officer Director	$0	$0	$0
SEAN DOGAN	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
DUDLEY BROWN	SECRETARY	1.00	Director	$0	$0	$0
SEAN BATTLE	TREASURER	1.00	Officer Director	$0	$0	$0
PHIL CRISTALDI	DIRECTOR	1.00	Director	$0	$0	$0
TAQUINA DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
MONIQUE HILL	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
PHYLLIS SMART	DIRECTOR	1.00	Director	$0	$0	$0
MARY WILSON	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET STANLEY	EXECUTIVE DI	40.00	Officer Director	$88,591	$13,843	$102,434

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	$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

WHOLESPIRE INC