WHOLENESS HAVEN (EIN 871905513) - 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

2022

Legal Domicile

Principal Officer

GEORGIA J MOULTON

Phone

7135283535

Tax Period

2024-01-01 to 2024-12-31

WHOLENESS HAVEN, founded in 2022, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2024. Revenue surged 87% from the prior year, signaling strong growth momentum. The organization ran a surplus of $259K, a strong 20% operating margin.

Mission

SERVICES FOR UNDER PREVILDGE GIRLS.

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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 $0

Program Service Revenue $1,292,256

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,292,256

Expense Breakdown

Grants Paid $0

Salaries & Benefits $663,040

Fundraising Expenses $0

Program Expenses $1,022,146

Other Expenses $370,003

TOTAL EXPENSES $1,033,043

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,292,256	$689,409	+0.9%
Expenses	$1,033,043	$793,898	+0.3%
Net Income	$259,213	$-104,489	-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

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

$171,539

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	PRESIDENT	80.00	Director	$91,154	$0	$91,154
N/A	VICE PRESIDENT	80.00	Director	$80,385	$0	$80,385
N/A	OFFICER	5.00	Director	$0	$0	$0
N/A	OFFICER	5.00	Director	$0	$0	$0
N/A	OFFICER	5.00	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
2024	$1,292,256	$1,033,043	$659,616	$259,213
2023	$689,409	$793,898	$153,740	$-104,489

WHOLENESS HAVEN