Civic Intelligence

Whole Life Services Inc.

990 • Fiscal year 2018 • EIN 25-1881836

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 26, 2018

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

69th percentile

0.38x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.25x

Higher debt load relative to revenue than 59% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

75th percentile

16%

Higher net margin than 75% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

34th percentile

$88,349

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

91st percentile

40%

Faster asset growth than 91% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

78th percentile

22%

Faster revenue growth than 78% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$3,616,742

Up $1,030,424 (+40%) from 2017

Net Assets

Up

$2,228,963

Up $928,382 (+71%) from 2017

Liabilities

Up

$1,387,779

Up $102,042 (+7.9%) from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin75th percentile

Revenue

Up

$5,639,822

Up $1,013,321 (+22%) from 2017

Expenses

Up

$4,711,440

Up $513,832 (+12%) from 2017

Net Income

Up

$928,382

Up $499,489 (+116%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

2018

Assets$3,616,742
Liabilities$1,387,779
Net Assets$2,228,963
Open 2018 Filing

Operations Trend

Revenue Growth78th percentile

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

2018

Revenue$5,639,822
Expenses$4,711,440
Net Income$928,382
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 26, 2018
Return Version
2017v2.3
Gross Receipts
$5,640,067
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$1,001,055$1,893,758▲ $892,703
Savings and Temporary Cash Investments-$623,441-
Accounts Receivable$653,459$611,590▼ $41,869
Cash and Non-Interest-Bearing Accounts$289,036$444,833▲ $155,797
Prepaid Expenses and Deferred Charges$55,487$38,620▼ $16,867
Total Assets$2,586,318$3,616,742▲ $1,030,424
Other Assets Total$587,281$4,500▼ $582,781
Liabilities
Mortgage Notes Payable Secured by Investment Property$682,831$896,505▲ $213,674
Accounts Payable and Accrued Expenses$414,610$340,967▼ $73,643
Unsecured Notes Loans Payable$120,000$78,674▼ $41,326
Deferred Revenue$68,296$71,633▲ $3,337
Total Liabilities$1,285,737$1,387,779▲ $102,042
Net Assets / Fund Balance
Unrestricted Net Assets$1,293,581$2,183,988▲ $890,407
Temporarily Rstr Net Assets$7,000$44,975▲ $37,975
Total Net Assets Fund Balance$1,300,581$2,228,963▲ $928,382
Total Liabilities and Net Assets / Fund Balance$2,586,318$3,616,742▲ $1,030,424

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,523,014$252,883$1,775,897
Other Land Buildings$152,385$188,556$340,941
Leasehold Improvements$123,041$136,182$259,223
Equipment$70,318$32,565$102,883
Land$25,000-$25,000
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cindy F VoganChief Executive OfficerFT$82,814$5,535$88,349
Donna YoungChief Financial OfficerFT$65,754$5,535$71,289

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$111,731
Program Service Revenue
$5,512,644
Investment Income
$933
Other Revenue
$14,514
All Other Contributions
$111,731
Change in Net Assets
$928,382

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,639,822
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$245
Total Revenue per Audited Statements
$5,640,067
Total Revenue per Form 990
$5,639,822
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,510,545
Other Expenses$1,200,895
Total Fundraising Expense$10,104
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,915,005$758,262-$2,673,267
Occupancy$417,595$15,012-$432,607
Other Employee Benefits$414,826--$414,826
Fees for Services Accounting$207,414$23,853-$231,267
Payroll Taxes$174,155$38,514-$212,669
Current Officers, Directors, Trustees, and Key Employees-$168,199$2,904$171,103
Travel$126,049$1,173-$127,222
Depreciation Depletion$119,041--$119,041
Office Expenses$52,332$37,750-$90,082
Interest$48,337--$48,337
Comp Disqual Persons-$38,680-$38,680
Other Expenses$26,836$63,209$7,200$26,836
Total Functional Expenses$3,556,684$1,144,652$10,104$4,711,440

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,711,685
Expenses per Audited Statements$4,711,440
Total Expenses per Form 990$4,711,440
Expenses Not Reported on Form 990$245
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$6,412
Fundraising Direct Expenses$245
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 (who Served During Part of the 2018 Fiscal Year) BrotherBuilding RennovationsNo$97,832
-Family Member of CEOEmployee CompensationNo$41,575
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
2018-11-26
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
170
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

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

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 484 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/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt055487
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt038620
IRS990/PrincipalOfficerNm0CINDY VOGAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/BusinessCd2624100
IRS990/ProgramServiceRevenueGrp/Desc0FEE FOR SERVICE REVENU
IRS990/ProgramServiceRevenueGrp/Desc1ROOM AND BOARD
IRS990/ProgramServiceRevenueGrp/Desc2OTHER PROGRAM REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05376764
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt188763
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt247117
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05376764
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt188763
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt247117
IRS990/ProgSrvcAccomActy2Grp/Desc0HOME AND COMMUNITY HABILITATION - OFFERS 1:1 AND 1:2 STAFF SUPPORT SERVICES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0469761
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0476309
IRS990/ProgSrvcAccomActy3Grp/Desc0GROUP HOME: RESIDENTIAL HABILITATION
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01767171
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt02861014
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0560692
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0803260
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0127320
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt029865
IRS990/PYOtherExpensesAmt01007064
IRS990/PYOtherRevenueAmt012714
IRS990/PYProgramServiceRevenueAmt04456602
IRS990/PYRevenuesLessExpensesAmt0428893
IRS990/PYSalariesCompEmpBnftPaidAmt03190544
IRS990/PYTotalExpensesAmt04197608
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04626501
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0928382
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01381341
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0623441
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0105000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0127000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0122000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt080000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt035000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0469000
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2013 AMOUNT: $ 7,208. 2014 AMOUNT: $ 45,362. 2015 AMOUNT: $ 3,952. 2016 AMOUNT: $ 6,061. 2017 AMOUNT: $ 8,347.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0111731
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0127320
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0128995
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0119456
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt050000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0537502
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05521924
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04492528
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0121718
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02537725
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02095279
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt014769174
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt08347
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt06061
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt03952
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt045362
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt07208
IRS990ScheduleA/OtherIncome509Grp/TotalAmt070930
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96490
IRS990ScheduleA/PublicSupportPY509Pct00.96270
IRS990ScheduleA/PublicSupportTotal509Amt014837676
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0105000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0127000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0122000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt080000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt035000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0469000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05633655
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04619848
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0250713
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02657181
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02145279
IRS990ScheduleA/Total509Grp/TotalAmt015306676
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05642002
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04625909
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0254665
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02702543
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02152487
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt015377606
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AdditionsDuringYearAmt072803
IRS990ScheduleD/AgentTrusteeEtcInd01
IRS990ScheduleD/BeginningBalanceAmt07994
IRS990ScheduleD/BuildingsGrp/BookValueAmt01523014
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0252883
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01775897
IRS990ScheduleD/DistributionsDuringYearAmt073987
IRS990ScheduleD/EndingBalanceAmt06810
IRS990ScheduleD/EquipmentGrp/BookValueAmt070318
IRS990ScheduleD/EquipmentGrp/DepreciationAmt032565
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0102883
IRS990ScheduleD/ExpensesNotReportedAmt0245
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04711440
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/LandGrp/BookValueAmt025000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt025000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0123041
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0136182
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0259223
IRS990ScheduleD/OtherExpensesIncludedAmt0245
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0152385
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0188556
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0340941
IRS990ScheduleD/OtherRevenueAmt0245
IRS990ScheduleD/RevenueNotReportedAmt0245
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05639822
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/TotalBookValueLandBuildingsAmt01893758
IRS990ScheduleD/TotalExpensesPerForm990Amt04711440
IRS990ScheduleD/TotalRevenuePerForm990Amt05639822
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05640067
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04711685
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0DECLAN CONSTRUCTION
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0GIAVAUNA P VOGAN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD MEMBER (WHO SERVED DURING PART OF THE 2018 FISCAL YEAR) BROTHER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1FAMILY MEMBER OF CEO
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt097832
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt141575
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/ExplanationTxt4THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt07000
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt044975
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02586318

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,616,742
Liabilities
$1,387,779
Net assets
$2,228,963
Revenue
$5,639,822
Expenses
$4,711,440
Net income
$928,382
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