WHOLE LIVING RECOVERY (EIN 815456083) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Principal Officer

KERRY SHEA PENLAND

Phone

7409196629

Tax Period

2025-01-01 to 2025-12-31

WHOLE LIVING RECOVERY is a small nonprofit in the Mental Health sector that reported $329K in total revenue in fiscal year 2025. Revenue surged 51% from the prior year, signaling strong growth momentum. The organization ran a surplus of $50K, a strong 15% operating margin.

Mission

RECOVERY HOUSING FOR WOMEN/CHILDREN

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $155,063

Program Service Revenue $174,161

Investment Income $0

Other Revenue $0

TOTAL REVENUE $329,224

Expense Breakdown

Grants Paid $0

Salaries & Benefits $96,290

Fundraising Expenses $0

Program Expenses $278,898

Other Expenses $182,608

TOTAL EXPENSES $278,898

Year-over-Year Comparison

	2025	2024	Change
Revenue	$329,224	$217,862	+0.5%
Expenses	$278,898	$202,237	+0.4%
Net Income	$50,326	$15,625	+2.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
MISTIE BERSCHET	PAST PRESIDE	1.00	Officer	$0	$0	$0
KYLEE CLARK	MEMBER	1.00	Officer	$0	$0	$0
STEPHANIE DUNLAP	DIRECTOR	1.00	Officer	$0	$0	$0
BRANDON HONACKER	RECORDER	1.00	Officer	$0	$0	$0
AMY MCCONNELL	MEMBER	1.00	Officer	$0	$0	$0
CHRIS PENLAND	MEMBER	1.00	Officer	$0	$0	$0
KERRY SHEA PENLAND	FOUNDER	10.00	Officer	$0	$0	$0
BETH RANDALL	MEMBER	1.00	Officer	$0	$0	$0
LEXI ROWLAND	MEMBER	1.00	Officer	$0	$0	$0
KAREN SEMER	PRESIDENT	1.00	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	$329,224	$278,898	$103,378	$50,326
2024	$217,862	$202,237	$53,052	$15,625

WHOLE LIVING RECOVERY