Civic Intelligence

Whole Life Services Inc.

990 • Fiscal year 2017 • EIN 25-1881836

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 19, 2017

Organization ProfileWWW.WHOLELIFEPA.ORG
1565 East State StreetHermitage, PA 16148

(724) 347-5595

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

80th percentile

0.50x

Higher debt load relative to assets than 80% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

69th percentile

0.28x

Higher debt load relative to revenue than 69% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

65th percentile

9.3%

Higher net margin than 65% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

63rd percentile

$87,366

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets80th percentile

Assets

$2,586,318

No earlier filing loaded for comparison.

Net Assets

$1,300,581

No earlier filing loaded for comparison.

Liabilities

$1,285,737

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin65th percentile

Revenue

$4,626,501

No earlier filing loaded for comparison.

Expenses

$4,197,608

No earlier filing loaded for comparison.

Net Income

$428,893

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2017: $2,586,318Liabilities 2017: $1,285,737Net Assets 2017: $1,300,5812017Assets 2018: $3,616,742Liabilities 2018: $1,387,779Net Assets 2018: $2,228,9632018Assets 2019: $4,167,588Liabilities 2019: $1,252,221Net Assets 2019: $2,915,3672019Assets 2020: $4,783,159Liabilities 2020: $1,555,948Net Assets 2020: $3,227,2112020Assets 2021: $5,301,203Liabilities 2021: $1,268,731Net Assets 2021: $4,032,4722021Assets 2022: $6,355,492Liabilities 2022: $1,826,420Net Assets 2022: $4,529,0722022Assets 2023: $7,558,385Liabilities 2023: $2,719,256Net Assets 2023: $4,839,1292023Assets 2024: $7,951,828Liabilities 2024: $2,827,406Net Assets 2024: $5,124,4222024Assets 2025: $8,393,032Liabilities 2025: $3,051,880Net Assets 2025: $5,341,1522025

Highlighted filing

2017

Assets$2,586,318
Liabilities$1,285,737
Net Assets$1,300,581
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0Revenue 2017: $4,626,501Expenses 2017: $4,197,608Net Income 2017: $428,8932017Revenue 2018: $5,639,822Expenses 2018: $4,711,440Net Income 2018: $928,3822018Revenue 2019: $6,301,311Expenses 2019: $5,614,907Net Income 2019: $686,4042019Revenue 2020: $6,193,351Expenses 2020: $5,881,507Net Income 2020: $311,8442020Revenue 2021: $6,823,636Expenses 2021: $6,018,375Net Income 2021: $805,2612021Revenue 2022: $7,116,556Expenses 2022: $6,619,956Net Income 2022: $496,6002022Revenue 2023: $8,286,188Expenses 2023: $7,976,131Net Income 2023: $310,0572023Revenue 2024: $9,078,647Expenses 2024: $8,793,354Net Income 2024: $285,2932024Revenue 2025: $9,940,061Expenses 2025: $9,723,331Net Income 2025: $216,7302025

Highlighted filing

2017

Revenue$4,626,501
Expenses$4,197,608
Net Income$428,893
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 19, 2017
Return Version
2016v3.0
Gross Receipts
$4,628,328
Mission and Program Overview

Mission

Whole life services, inc.'s daily operations are motivated by and driven by persons with intellectual and developmental disabilities (id/dd), their families, and others in the community supporting their lives. In order to empower people to make choices, we recognize the necessity to actively and diligently facilitate the following:1. People need to develop an awareness of their ability to exercise choice.2. People need to feel confident in their ability to exercise choice.3. People need to assume responsibility for their choices and the inherent risks.4. People need to experience satisfaction and fulfillment in their lives.5. People need support in their struggle to feel empowered.

Whole life services, inc.'s mission is to provide quality, individualized supports and services to people with disabilities and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,039,832$1,001,055▼ $38,777
Accounts Receivable$374,646$653,459▲ $278,813
Cash and Non-Interest-Bearing Accounts$341,648$289,036▼ $52,612
Prepaid Expenses and Deferred Charges$68,134$55,487▼ $12,647
Total Assets$1,826,883$2,586,318▲ $759,435
Other Assets Total$2,623$587,281▲ $584,658
Liabilities
Mortgage Notes Payable Secured by Investment Property$684,196$682,831▼ $1,365
Accounts Payable and Accrued Expenses$212,641$414,610▲ $201,969
Unsecured Notes Loans Payable-$120,000-
Deferred Revenue$58,358$68,296▲ $9,938
Total Liabilities$955,195$1,285,737▲ $330,542
Net Assets / Fund Balance
Unrestricted Net Assets$846,688$1,293,581▲ $446,893
Temporarily Rstr Net Assets$25,000$7,000▼ $18,000
Total Net Assets Fund Balance$871,688$1,300,581▲ $428,893
Total Liabilities and Net Assets / Fund Balance$1,826,883$2,586,318▲ $759,435

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$701,196$215,900$917,096
Other Land Buildings$153,801$164,652$318,453
Leasehold Improvements$90,295$119,778$210,073
Equipment$30,763$21,315$52,078
Land$25,000-$25,000
Other Assets Org$2,381--
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cindy F VoganChief Executive OfficerFT$80,656$6,710$87,366
Donna YoungChief Financial OfficerFT$59,731$6,694$66,425

Board Members and Trustees

NameTitle
Connie SchenkerPresident
THOMAS O'BRIENBoard Member
Todd SturgeonBoard Member
Kim CioneVice Pres/recording Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$127,320
Program Service Revenue
$4,456,602
Investment Income
$29,865
Other Revenue
$12,714
All Other Contributions
$127,320
Change in Net Assets
$428,893

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,626,501
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,827
Total Revenue per Audited Statements
$4,628,328
Total Revenue per Form 990
$4,626,501
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,190,544
Other Expenses$1,007,064
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,822,672$521,734-$2,344,406
Other Employee Benefits$432,797--$432,797
Occupancy$392,657$4,490-$397,147
Payroll Taxes$188,389$49,561-$237,950
Fees for Services Other$154,430$2,665-$157,095
Current Officers, Directors, Trustees, and Key Employees-$145,237-$145,237
Travel$136,049$498-$136,547
Depreciation Depletion$93,232--$93,232
Office Expenses$52,392$18,705-$71,097
Interest$33,778--$33,778
Comp Disqual Persons-$30,154-$30,154
Other Expenses$17,741$737-$18,478
Total Functional Expenses$3,423,188$774,420$0$4,197,608

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,199,435
Expenses per Audited Statements$4,197,608
Total Expenses per Form 990$4,197,608
Expenses Not Reported on Form 990$1,827
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$8,480
Fundraising Direct Expenses$1,827
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Giavauna P VoganBOARD MEMBER'S BROTHER OWNS COMPANYBuilding RennovationsNo$584,900
-Family Member of CEOEmployee CompensationNo$30,154
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The ceo reviews the return, and a draft copy of the form 990 is reviewed with the board members at a board meeting. The board votes to accept the form 990.”

Form 990, Part VI, Section B, Line 12C

“Whole life services, inc. Requires all officers, directors, and key employees to annually sign and update the conflict of interest form.”

Form 990, Part VI, Section B, Line 15

“Salaries and wages are subject to a local government classification pay plan breakdown for pa dhs funded agencies. These are annually reviewed and approved by the board. A policy has been adopted to review compensation studies and regional data on compensation.”

Form 990, Part VI, Section C, Line 19

“Whole life services, inc. Makes its governing documents, conflict of interest policy, and financial statements available to the public at its business office during regular business hours.”

Filing and Contact Details

Filer

Filer Name
Whole Life Services Inc
EIN
25-1881836
Phone
7243475595
Address
1565 EAST STATE STREET, HERMITAGE, PA 16148

Signing Officer

Name
Cindy Vogan
Title
Chief Executive Officer
Phone
7243475595
Signed
2017-12-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cindy Vogan
Formed
2001
Legal Domicile
Pa
Voting Board Members
4
Independent Board Members
3
Employees
158
Volunteers
3

Preparer

Firm
MAHER DUESSEL CPA'S
Address
503 MARTINDALE STREET SUITE 600, PITTSBURGH, PA 15212
Preparer
Deanna M Conte
Phone
4124715500
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 1B:

“The organization acts as a representative payee for various clients who live in group homes operated by the organization.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Direct fundraising expense”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Dierct fundraising expense”

Raw XML AppendixShowing 400 of 483 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MissionDesc0WHOLE LIFE SERVICES, INC.'S DAILY OPERATIONS ARE MOTIVATED BY AND DRIVEN BY PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (ID/DD), THEIR FAMILIES, AND OTHERS IN THE COMMUNITY SUPPORTING THEIR LIVES. IN ORDER TO EMPOWER PEOPLE TO MAKE CHOICES, WE RECOGNIZE THE NECESSITY TO ACTIVELY AND DILIGENTLY FACILITATE THE FOLLOWING:1. PEOPLE NEED TO DEVELOP AN AWARENESS OF THEIR ABILITY TO EXERCISE CHOICE.2. PEOPLE NEED TO FEEL CONFIDENT IN THEIR ABILITY TO EXERCISE CHOICE.3. PEOPLE NEED TO ASSUME RESPONSIBILITY FOR THEIR CHOICES AND THE INHERENT RISKS.4. PEOPLE NEED TO EXPERIENCE SATISFACTION AND FULFILLMENT IN THEIR LIVES.5. PEOPLE NEED SUPPORT IN THEIR STRUGGLE TO FEEL EMPOWERED.
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IRS990/ProgSrvcAccomActy2Grp/Desc0HOME AND COMMUNITY HABILITATION - OFFERS 1:1 AND 1:2 STAFF SUPPORT SERVICES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0527200
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0539996
IRS990/ProgSrvcAccomActy3Grp/Desc0GROUP HOME: RESIDENTIAL HABILITATION
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01597490
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt02313827
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAM REVENUE
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0591062
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0716449
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0128995
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0949890
IRS990/PYOtherRevenueAmt017372
IRS990/PYProgramServiceRevenueAmt03824267
IRS990/PYRevenuesLessExpensesAmt0184123
IRS990/PYSalariesCompEmpBnftPaidAmt02836621
IRS990/PYTotalExpensesAmt03786511
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03970634
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0428893
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0922256
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0127000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0122000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt080000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt035000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0364000
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2012 AMOUNT: $ 6,825. 2013 AMOUNT: $ 7,208. 2014 AMOUNT: $ 45,362. 2015 AMOUNT: $ 3,952. 2016 AMOUNT: $ 6,061.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0127320
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0128995
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0119456
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt050000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0191
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0425962
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04492528
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0121718
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02537725
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02095279
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01881724
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt011128974
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt06061
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt03952
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt045362
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt07208
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt06825
IRS990ScheduleA/OtherIncome509Grp/TotalAmt069408
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96270
IRS990ScheduleA/PublicSupportPY509Pct00.99330
IRS990ScheduleA/PublicSupportTotal509Amt011190936
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0127000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0122000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt080000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt035000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0364000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04619848
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0250713
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02657181
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02145279
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01881915
IRS990ScheduleA/Total509Grp/TotalAmt011554936
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04625909
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0254665
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02702543
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02152487
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01888740
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt011624344
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AdditionsDuringYearAmt066653
IRS990ScheduleD/AgentTrusteeEtcInd01
IRS990ScheduleD/BeginningBalanceAmt07714
IRS990ScheduleD/BuildingsGrp/BookValueAmt0701196
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0215900
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0917096
IRS990ScheduleD/DistributionsDuringYearAmt066373
IRS990ScheduleD/EndingBalanceAmt07994
IRS990ScheduleD/EquipmentGrp/BookValueAmt030763
IRS990ScheduleD/EquipmentGrp/DepreciationAmt021315
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt052078
IRS990ScheduleD/ExpensesNotReportedAmt01827
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04197608
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/LandGrp/BookValueAmt025000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt025000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt090295
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0119778
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0210073
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0584900
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt12381
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CONSTRUCTION IN PROGRESS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1LOAN ORGANIZATION COSTS
IRS990ScheduleD/OtherExpensesIncludedAmt01827
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0153801
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0164652
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0318453
IRS990ScheduleD/OtherRevenueAmt01827
IRS990ScheduleD/RevenueNotReportedAmt01827
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04626501
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ACTS AS A REPRESENTATIVE PAYEE FOR VARIOUS CLIENTS WHO LIVE IN GROUP HOMES OPERATED BY THE ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DIRECT FUNDRAISING EXPENSE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DIERCT FUNDRAISING EXPENSE
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 1B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01001055
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0587281
IRS990ScheduleD/TotalExpensesPerForm990Amt04197608
IRS990ScheduleD/TotalRevenuePerForm990Amt04626501
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04628328
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04199435
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0DECLAN CONSTRUCTION
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0GIAVAUNA P VOGAN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD MEMBER'S BROTHER OWNS COMPANY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1FAMILY MEMBER OF CEO
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0584900
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt130154
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0BUILDING RENNOVATIONS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1EMPLOYEE COMPENSATION
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CEO REVIEWS THE RETURN, AND A DRAFT COPY OF THE FORM 990 IS REVIEWED WITH THE BOARD MEMBERS AT A BOARD MEETING. THE BOARD VOTES TO ACCEPT THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WHOLE LIFE SERVICES, INC. REQUIRES ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES TO ANNUALLY SIGN AND UPDATE THE CONFLICT OF INTEREST FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SALARIES AND WAGES ARE SUBJECT TO A LOCAL GOVERNMENT CLASSIFICATION PAY PLAN BREAKDOWN FOR PA DHS FUNDED AGENCIES. THESE ARE ANNUALLY REVIEWED AND APPROVED BY THE BOARD. A POLICY HAS BEEN ADOPTED TO REVIEW COMPENSATION STUDIES AND REGIONAL DATA ON COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WHOLE LIFE SERVICES, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AT ITS BUSINESS OFFICE DURING REGULAR BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt025000
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt07000
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01826883

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,586,318
Liabilities
$1,285,737
Net assets
$1,300,581
Revenue
$4,626,501
Expenses
$4,197,608
Net income
$428,893
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.39$3.05$5.34$9.94$9.72$0.22
2024Detailed filing. Detailed filing data is available for this year.$7.95$2.83$5.12$9.08$8.79$0.29
2023Detailed filing. Detailed filing data is available for this year.$7.56$2.72$4.84$8.29$7.98$0.31
2022Detailed filing. Detailed filing data is available for this year.$6.36$1.83$4.53$7.12$6.62$0.50
2021Detailed filing. Detailed filing data is available for this year.$5.30$1.27$4.03$6.82$6.02$0.81
2020Detailed filing. Detailed filing data is available for this year.$4.78$1.56$3.23$6.19$5.88$0.31
2019Detailed filing. Detailed filing data is available for this year.$4.17$1.25$2.92$6.30$5.61$0.69
2018Detailed filing. Detailed filing data is available for this year.$3.62$1.39$2.23$5.64$4.71$0.93
2017Detailed filing. Detailed filing data is available for this year.$2.59$1.29$1.30$4.63$4.20$0.43