Wholistics Life Systems
Nonprofit profile at a glance
- EIN
- 030373434
- IRS 990-EZ coverage
- 2010–2020
- Forms available
- Form 990-EZ 2020
- Location
- Midwest City, OK, USA
- Phone
- 4057375100
- Rating
- 92
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Drunk Driving Related
Reported finances
- Revenue
- $118,165
- Expenses
- $44,615
- Assets
- $14,992
- Liabilities
- $1,882
Source: IRS Form 990-EZ. Selected filing: tax year 2020. Amounts in USD.
Leadership & pay
1 person listed
Executive titles in this filing
- RITA MAXWELL (CEO/INSTRUCTOR)
People named in this filing
- RITA MAXWELL (CEO/INSTRUCTOR)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2020. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Educational
What it reported doing in 2020
Described in schedule o
Operating model
- Revenue model
- Earned-program. 100% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filed totals do not add up and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 89
- Transparency & Controls: 100
- Sustainability: 56
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 82.9%; rating input score 83
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 62.2%; rating input score 94; 94th percentile among comparable filings
- Total-asset coverage ratio: 0.34; rating input score 21; 21st percentile among comparable filings
- Liabilities to assets ratio: 0.13; rating input score 32; 32nd percentile among comparable filings
- Officer compensation ratio: 26.9%; rating input score 18; 18th percentile among comparable filings
Growth
- Program expense growth: 9% per year; rating input score 100; 65th percentile among comparable filings
- Revenue growth: 4.8% per year; rating input score 100; 54th percentile among comparable filings
- Asset growth: 0.8% per year; rating input score 100; 27th percentile among comparable filings
Details
- Where the money goes: 82.9% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $98K in reported program spending
- Leadership: top reported pay $0 · 1 people listed
- Consistency: 5 of 7 current checks pass · 2 findings to review
- Schedules: 3 filed schedules
- Filing history: 11 filing years from 2010 to 2020
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- 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.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- Moderate — Transparency & Controls: Part I part ii net assets crosscheck did not reconcile in the filed values.
- Moderate — Transparency & Controls: Part III program expenses within total did not reconcile in the filed values.
- High — Sustainability: Total-asset coverage ratio scored 21/100.
- High — Sustainability: Officer compensation ratio scored 18/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 32/100.
- High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.