HOLISTIC EVOLUTION 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

2019

Legal Domicile

Principal Officer

ESTHER LEWIS

Phone

2192937553

Tax Period

2025-01-01 to 2025-12-31

HOLISTIC EVOLUTION INC, founded in 2019, is a micro nonprofit in the Youth Development sector that reported $32K in total revenue in fiscal year 2025. Revenue fell 75% from the prior year — a significant decline worth monitoring.

Mission

Health and Equity - Holistic Evolution (HE) educates the community on the social determinants of health(SDOH),

Program Service Accomplishments

Program 1

Expenses: $1,500 Revenue: $11,730

Health and Equity - Holistic Evolution (HE) educates the community on the social determinants of health(SDOH),

Program 2

Expenses: $700 Revenue: $9,400

Health and Equity - Holistic Evolution (HE) educates the community on the social determinants of health(SDOH), one of the research studies that informs the HE Model. World Health Organization says...

Health and Equity - Holistic Evolution (HE) educates the community on the social determinants of health(SDOH), one of the research studies that informs the HE Model. World Health Organization says SDOH explores the conditions in the environments where people are born, live, learn, work, play, worship, and age that affect a wide range of health, functioning, and quality-of-life outcomes and risks. HE host multiple community events that promote good health behavior specifically focused on young men of color. HE organizes training and research that evaluates and supports health conditions of men of color in Northwest Indiana.

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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 $31,760

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $31,760

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,757

Fundraising Expenses $0

Program Expenses $3,000

Other Expenses $29,156

TOTAL EXPENSES $32,913

Year-over-Year Comparison

	2025	2024	Change
Revenue	$31,760	$124,964	-0.7%
Expenses	$32,913	$136,266	-0.8%
Net Income	$-1,153	$-11,302	-0.9%

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

N/A

Employees

N/A

Volunteers

100

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

$3,757

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ESTHER LEWIS	CEO	40	Officer Highest	$3,757	$0	$3,757
ANTHONY TITUS	CHAIRMAN	4	Officer	$0	$0	$0
EUGENE WAKEFIELD	TREASURER	4	Officer	$0	$0	$0
SARITA TITUS	SECRETARY	4	Officer	$0	$0	$0
DR NAAMA LEWIS	PROGRAM COMMITTEE	4	Director	$0	$0	$0
DR ELLEN SZARLETA	PROGRAM COMMITTEE	4	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	$31,760	$32,913	$45,166	$-1,153
2024	$124,964	$136,266	$46,319	$-11,302
2023	$259,494	$297,740	$57,621	$-38,246
2023	$259,494	$297,610	$57,751	$-38,116
2022	$209,851	$134,990	$95,867	$74,861