Whole Life Services Inc
Nonprofit profile at a glance
- EIN
- 251881836
- IRS 990 coverage
- 2016–2024
- Forms available
- Form 990 2024
- Location
- Hermitage, PA, USA
- Phone
- 7243475595
- Rating
- 85
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Residential Care & Adult Day Programs
Reported finances
- Revenue
- $9,940,061
- Expenses
- $9,723,331
- Assets
- $8,393,032
- Liabilities
- $3,051,880
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- THOMAS DETORO (PRESIDENT)
- FRANK RUDGE (VICE PRESIDENT)
- CINDY F VOGAN (CHIEF EXECUTIVE OFFICER)
Highest reported compensation
- CINDY F VOGAN (CHIEF EXECUTIVE OFFICER): $137,853 total reported compensation
- DONNA YOUNG (CHIEF FINANCIAL OFFICER): $118,364 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
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.
What it reported doing in 2024
Unlicensed program - home and community habilitation - offers 1:1 and 1:2 staff support services.
Operating model
- Revenue model
- Earned-program. 95% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 75
- Transparency & Controls: 92
- Accountability: 100
- Sustainability: 41
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 78.4%; rating input score 78
- Program expense ratio: 80%; rating input score 80
- Fundraising efficiency: $14.27 raised per $1 spent on fundraising; rating input score 49; 49th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 2.2%; rating input score 42; 42nd percentile among comparable filings
- Total-asset coverage ratio: 0.86; rating input score 32; 32nd percentile among comparable filings
- Liabilities to assets ratio: 0.36; rating input score 29; 29th percentile among comparable filings
- Officer compensation ratio: 2.6%; rating input score 72; 72nd percentile among comparable filings
Growth
- Program expense growth: 10.7% per year; rating input score 100; 66th percentile among comparable filings
- Revenue growth: 8.7% per year; rating input score 100; 63rd percentile among comparable filings
- Asset growth: 13.4% per year; rating input score 100; 70th percentile among comparable filings
Details
- Where the money goes: 78.4% of revenue deployed · 80% of spending went to programs
- Governance: 8 of 8 board members independent · 9 of 9 filing controls reported
- Programs: 3 filed program accomplishments · $7.8M in reported program spending
- Leadership: top reported pay $138K · 10 people listed
- Highest-paid contractors: 1 contractor listed · $196K reported
- Consistency: 31 of 31 current checks pass
- Schedules: 5 filed schedules · includes major donors
- Filing history: 8 filing years from 2016 to 2024
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Fundraising efficiency scored 49/100.
- Moderate — Sustainability: Operating margin scored 42/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 32/100.
- High — Sustainability: Liabilities to assets ratio scored 29/100.