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Nonprofiteer
← WHOLE LIFE INC

Form 990 for tax year 2023

Filed by WHOLE LIFE INC.

Totals

Total revenue
$31,694,959
Total expenses
$32,170,921
Contributions and grants received
$777,840
Grants paid
$0
Program service revenue
$30,762,899
Investment income
$53,395
Other revenue
$100,825
Total assets, end of year
$13,568,929
Total liabilities, end of year
$11,977,126
Net assets or fund balances, end of year
$1,591,803
Program services expenses (Part IX)
$28,879,950
Management and general expenses
$3,290,971
Fundraising expenses
$0
Program service expenses (Part III)
$28,879,950

Program services were 89.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $777,840

  • 2a · Program service revenue: RESIDENTIAL SERVICES

    total $26,177,945 · related or exempt $26,177,945

  • 2b · Program service revenue: DAY PROGRAM SERVICES

    total $3,148,530 · related or exempt $3,148,530

  • 2c · Program service revenue: OTHER PROGRAM SERVICES

    total $1,436,424 · related or exempt $1,436,424

  • 3 · Investment income

    total $1,560 · excluded $1,560

  • 7a · Gross sales of assets other than inventory

    other assets $58,595

  • 7b · Less cost or other basis and sales expenses

    other assets $6,760

  • 7c · Gain or loss

    other assets $51,835

  • 7d · Net gain or loss

    total $51,835 · excluded $51,835

  • 11a · Other revenue: FINANCIAL/BOOKKEEPING SERVICES

    total $100,824 · unrelated business $100,824

  • 11d · All other revenue

    total $1 · related or exempt $1

  • 11e · Other revenue, total

    $100,825

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $508,936 · management and general $508,936

  • 7 · Other salaries and wages

    total $18,049,012 · program services $16,699,288 · management and general $1,349,724

  • 8 · Pension plan contributions

    total $1,576,057 · program services $1,548,449 · management and general $27,608

  • 9 · Other employee benefits

    total $3,430,224 · program services $3,430,224

  • 10 · Payroll taxes

    total $1,439,341 · program services $1,302,545 · management and general $136,796

  • 11b · Fees: legal

    total $53,057 · management and general $53,057

  • 11c · Fees: accounting

    total $73,333 · management and general $73,333

  • 11g · Fees: other

    total $1,676,083 · program services $1,260,266 · management and general $415,817

  • 13 · Office expenses

    total $911,161 · program services $612,506 · management and general $298,655

  • 16 · Occupancy

    total $862,461 · program services $802,157 · management and general $60,304

  • 17 · Travel

    total $854,095 · program services $840,750 · management and general $13,345

  • 20 · Interest

    total $233,436 · program services $198,610 · management and general $34,826

  • 22 · Depreciation, depletion and amortization

    total $488,153 · program services $395,453 · management and general $92,700

  • 23 · Insurance

    total $171,749 · program services $96,325 · management and general $75,424

  • 24a · Other expenses: REPAIRS & MAINTENANCE

    total $1,256,261 · program services $1,199,904 · management and general $56,357

  • 24b · Other expenses: FOOD SUPPLIES

    total $373,234 · program services $373,234

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $43,498 · management and general $43,498

  • 24d · Other expenses: ACCOUNTING CONTRACTED W

    total $33,474 · program services $33,474

  • 24e · All other expenses

    total $137,356 · program services $86,765 · management and general $50,591

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $564,900 · end of year $519,471

  • 2 · Savings and temporary cash investments

    beginning of year $2,103,914 · end of year $2,572,637

  • 3 · Pledges and grants receivable

    beginning of year $1,700,415 · end of year $817,209

  • 4 · Accounts receivable

    beginning of year $435,494 · end of year $568,615

  • 9 · Prepaid expenses and deferred charges

    beginning of year $56,584 · end of year $51,970

  • 10a · Land, buildings and equipment: cost or other basis

    $14,363,022

  • 10b · Land, buildings and equipment: accumulated depreciation

    $8,344,133

  • 10c · Land, buildings and equipment, net

    beginning of year $6,279,321 · end of year $6,018,889

  • 14 · Intangible assets

    beginning of year $2,394,395 · end of year $2,806,066

  • 15 · Other assets

    beginning of year $168,252 · end of year $214,072

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,590,173 · end of year $3,081,843

  • 19 · Deferred revenue

    beginning of year $515,350 · end of year $1,082,253

  • 23 · Secured mortgages and notes payable

    beginning of year $3,985,017 · end of year $3,804,784

  • 25 · Other liabilities

    beginning of year $3,544,970 · end of year $4,008,246

  • 27 · Net assets without donor restrictions

    beginning of year $2,030,674 · end of year $1,554,712

  • 28 · Net assets with donor restrictions

    beginning of year $37,091 · end of year $37,091

Mission and programs · 2023

Mission

WHOLE LIFE, INC. PROVIDES COMMUNITY SUPPORT TO INDIVIDUALS WITH DISABILITIES IN AN ENVIRONMENT THAT FOSTERS EMPOWERMENT, CHOICE, RESPONSIBIILTY AND CONTROL.

Activities or mission (Part I)

THE ORGANIZATION WAS ESTABLISHED TO PROVIDE RESIDENTIAL SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS, INCLUDING COMMUNITY LIVING ARRANGEMENTS. THE ORGANIZATION ALSO OPERATES A DAY PROGRAM WHEREBY INDIVIDUALS WITH CERTAIN DISABILITIES CAN BECOME PRODUCTIVE MEMBERS OF SOCIETY.

  • COMMUNITY LIVING ARRANGEMENTS (CLA) ARE LICENSED HOMES THAT PROVIDE SUPPORT TO APPROXIMATELY 118 INDIVIDUALS. WE OFFER 28 CLA HOMES THAT INCLUDE SERVICES DESIGNED TO ADDRESS AN INDIVIDUAL'S MEDICAL, PSYCHIATRIC AND BEHAVIORAL CHALLENGES. EACH PERSON WHO LIVES IN A CLA IS A PART OF AN INTERDISCIPLINARY TEAM THAT MEETS REGULARLY TO IDENTIFY AND DISCUSS HOW TO MEET ALL OF THE PARTICIPANTS' WISHES, GOALS AND CHALLENGES INTERMEDIATE CARE FACILITY (ICF) ARE HOMES THAT PROVIDE HEALTH RELATED CARE AND SERVICES TO INDIVIDUALS WHO DO NOT REQUIRE THE DEGREE OF CARE THAT SKILLED NURSING FACILITIES PROVIDE. WE OFFER 2 ICF HOMES FOR 6 INDIVIDUALS. IN HOME SUPPORT (IHS) ARE PROFESSIONAL SUPPORT SERVICES THAT WE PROVIDE TO INDIVIDUALS IN A PERSON'S HOME. WE ARE CURRENTLY SUPPORTING 9 INDIVIDUALS.

    Expenses $24,677,145 · Revenue $27,614,370

  • DAY SUPPORT OPTIONS EMPHASIZES A COMMUNITY EXPERIENCE AND PARTICIPATION AS A VEHICLE FOR PERSONAL INDEPENDENCE. APPROXIMATELY 110 INDIVIDUALS CAN CHOOSE TO PARTICIPATE IN A VARIETY OF COMMUNITY-BASED ACTIVITIES AND EVENTS. OPPORTUNITIES RANGE FROM SOCIAL AND RECREATIONAL ACTIVITIES TO WORKING IN THE COMMUNITY. PERSONS WITH BEHAVIORAL CHALLENGES OFTEN HAVE REWARDING AND SUCCESSFUL EXPERIENCES IN THIS PROGRAM. IN ADDITION, WHOLE LIFE PROVIDES SENIOR SUPPORTS FOR INDIVIDUALS WHO CAN NO LONGER ATTEND A DAY SUPPORT PROGRAM. SENIOR SUPPORTS PROVIDES A DAY PROGRAM AT THE HOME. APPROXIMATELY 12 INDIVIDUALS PARTICIPATE IN THIS PROGRAM.

    Expenses $4,202,805 · Revenue $3,148,530

As filed on the 2023 return.

Listed in Part VII

  • Eddie Theirl Jarman

    BOARD MEMBER

    Total calculated
    $379,915
    From this org
    $0
    From related orgs
    $368,578
    Other
    $11,337
    Hours/week
    1 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $368,578 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $11,337 related
    Filer's total
    $0 + $379,915 related

  • Erich Audretsch

    BOARD PRESIDENT

    Total calculated
    $341,077
    From this org
    $98,452
    From related orgs
    $223,800
    Other
    $18,825
    Hours/week
    20 + 47 related

    Schedule J breakdown matched by us

    Base
    $98,322 + $223,800 related
    Bonus
    $0
    Other
    $130
    Deferred
    $5,884
    Nontaxable benefits
    $0 + $12,941 related
    Filer's total
    $104,336 + $236,741 related

  • Jack Malone

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Jana Roeder

    BOARD MEMBER

    Total calculated
    $100,155
    From this org
    $0
    From related orgs
    $88,448
    Other
    $11,707
    Hours/week
    1

  • Ray Nichols

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sheila Cordock

    EXECUTIVE DIRECTOR

    Total calculated
    $200,676
    From this org
    $173,807
    From related orgs
    $0
    Other
    $26,869
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,742
    Bonus
    $13,065
    Other
    $0
    Deferred
    $9,021
    Nontaxable benefits
    $17,848
    Filer's total
    $200,676

  • Maria Delgreco

    FINANCE DIRECTOR

    Total calculated
    $171,952
    From this org
    $126,789
    From related orgs
    $0
    Other
    $45,163
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $105,429
    Bonus
    $21,360
    Other
    $0
    Deferred
    $6,789
    Nontaxable benefits
    $38,374
    Filer's total
    $171,952

  • Leon Fontanelle

    DIRECT SUPPORT

    Total calculated
    $156,607
    From this org
    $126,496
    From related orgs
    $0
    Other
    $30,111
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $126,496
    Bonus
    $0
    Other
    $0
    Deferred
    $12,263
    Nontaxable benefits
    $17,848
    Filer's total
    $156,607

  • Tiffany Vergason

    ASSISTANT EXECUTIVE DIRECTOR

    Total calculated
    $168,956
    From this org
    $145,102
    From related orgs
    $0
    Other
    $23,854
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,505
    Bonus
    $19,597
    Other
    $0
    Deferred
    $6,006
    Nontaxable benefits
    $17,848
    Filer's total
    $168,956

  • Michelle Pych

    OUTGOING DIRECTOR OF QUALITY ASSURANCE

    Total calculated
    $156,596
    From this org
    $118,222
    From related orgs
    $0
    Other
    $38,374
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $99,496
    Bonus
    $18,726
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $38,374
    Filer's total
    $156,596

  • Linda Matz

    HUMAN RESOURCES DIRECTOR

    Total calculated
    $156,925
    From this org
    $118,551
    From related orgs
    $0
    Other
    $38,374
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $99,825
    Bonus
    $18,726
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $38,374
    Filer's total
    $156,925

  • Jen Major

    MANAGER MULLEN HILL GROUP HOME

    Total calculated
    $135,805
    From this org
    $115,724
    From related orgs
    $0
    Other
    $20,081
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
OFFICERS AND HIGHLY COMPENSATED EMPLOYEES RECEIVED BOARD APPROVED INCENTIVE COMPENSATION IN THEIR 2023 W2S.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CSN FINANCIAL INC

    C · FINANCIAL AND ACCOUNTING SERVICES · CT

Provenance

Return type
form_990
Tax year
2023
Filed
7 May 2025
IRS schema version
2023v6.0
Source object
202541279349301829

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