Wholistic Alliance (EIN 850856639) - 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

2020

Legal Domicile

Phone

7085089165

Tax Period

2024-01-01 to 2024-12-31

Wholistic Alliance, founded in 2020, is a community nonprofit in the Public & Societal Benefit sector that reported $2.9M in total revenue in fiscal year 2024. Revenue surged 319% from the prior year, signaling strong growth momentum. Expenses of $2.6M left a modest 11% surplus.

Mission

To provide transitional support and housing, education, job readiness, and testing for public safety, assist physical, emotional, and mental needs.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,926,805

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,926,805

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,485,890

Fundraising Expenses $0

Program Expenses $2,171,465

Other Expenses $1,112,339

TOTAL EXPENSES $2,598,229

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,926,805	$698,610	+3.2%
Expenses	$2,598,229	$420,366	+5.2%
Net Income	$328,576	$278,244	+0.2%

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

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
Louanner Peters	President	20.00	Officer	$0	$0	$0
Brenda Rogel	Secretary	10.00	Officer	$0	$0	$0
Derrick Clifton	Treasurer	10.00	Officer	$0	$0	$0
Dennis Phillps	Board Member	5.00	Key Emp	$0	$0	$0
Akillah Zafir	Board Member	5.00	Key Emp	$0	$0	$0
Timothy Gore	Board Member	5.00	Key Emp	$0	$0	$0
Suzan Brown	Board Member	5.00	Key Emp	$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
2024	$2,926,805	$2,598,229	$1,596,047	$328,576
2023	No data	No data	No data	No data
2021	$252,966	$5,565	$247,401	$247,401

Wholistic Alliance