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Nonprofiteer
← WHOLELIFE SERVICES INC

Form 990 for tax year 2023

Filed by WHOLELIFE SERVICES INC.

Totals

Total revenue
$2,878,704
Total expenses
$489,182
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$212,346
Investment income
-$5,291
Other revenue
$2,671,649
Total assets, end of year
$7,339,825
Total liabilities, end of year
$6,958,648
Net assets or fund balances, end of year
$381,177
Program services expenses (Part IX)
$489,182
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$489,182

Program services were 100.0% 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.

  • 2a · Program service revenue: PROGRAM SERVICE REVENU

    total $212,346 · related or exempt $212,346

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

    other assets $5,291

  • 7c · Gain or loss

    other assets -$5,291

  • 7d · Net gain or loss

    total -$5,291 · excluded -$5,291

  • 11a · Other revenue: LOAN FORGIVENESS

    total $2,671,649 · related or exempt $2,671,649

  • 11e · Other revenue, total

    $2,671,649

Functional expenses

Part IX, the statement of functional expenses.

  • 11b · Fees: legal

    total $24,650 · program services $24,650

  • 20 · Interest

    total $116,290 · program services $116,290

  • 22 · Depreciation, depletion and amortization

    total $281,997 · program services $281,997

  • 23 · Insurance

    total $53,561 · program services $53,561

  • 24a · Other expenses: PERMITS & FEES

    total $7,000 · program services $7,000

  • 24b · Other expenses: PROFESSIONAL FEES

    total $5,000 · program services $5,000

  • 24c · Other expenses: REPAIRS AND MAINTENANCE

    total $684 · program services $684

Balance sheet

Part X, book values.

  • 4 · Accounts receivable

    beginning of year $55,989 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $447,649 · end of year $435

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

    $8,868,419

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

    $1,529,029

  • 10c · Land, buildings and equipment, net

    beginning of year $7,184,507 · end of year $7,339,390

  • 15 · Other assets

    beginning of year $223,319 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $99,809 · end of year $535,772

  • 23 · Secured mortgages and notes payable

    beginning of year $9,820,000 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $6,422,876

  • 27 · Net assets without donor restrictions

    beginning of year -$2,008,345 · end of year $381,177

Mission and programs · 2023

Mission

TO PROMOTE ECONOMIC DEVELOPMENT THROUGH COMMUNITY DEVELOPMENT PROJECTS, PRIMARILY TARGETED TO BENEFIT LOW AND MODERATE INCOME RESIDENTS IN THE SPRING BRANCH NEIGHBORHOOD AND SURROUNDING AREAS.

Activities or mission (Part I)

THE MISSION OF WHOLELIFE SERVICES, INC. IS TO PROVIDE SUPPORT SERVICES THAT BENEFIT LOW AND MODERATE INCOME RESIDENTS IN THE SPRING BRANCH NEIGHBORHOOD OF HOUSTON, TEXAS AND SURROUNDING AREAS.

  • WHOLELIFE SERVICES, INC. WAS FORMED FOR THE PURPOSE OF CONSTRUCTING AND OWNING THE MABEE WHOLELIFE SERVICE CENTER. IN OCTOBER 2017, CONSTRUCTION WAS COMPLETED ON THE MABEE WHOLELIFE SERVICE CENTER, AND THE FACILITY BEGAN OFFERING SERVICES TO LOW AND MODERATE INCOME HOUSEHOLDS IN THE SPRING BRANCH NEIGHBORHOOD OF HOUSTON. THIS 30,000 SQUARE FOOT SERVICE CENTER ENGAGES IN COLLABORATIVE RELATIONSHIPS WITH SOCIAL SERVICE PROVIDERS TO OFFER A VARIETY OF SERVICES THAT ENHANCE THE WELLNESS AND STABILITY OF FAMILIES IN THE AREA. AMENITIES INCLUDE A FEDERALLY QUALIFIED HEALTH CENTER, AFTER-SCHOOL AND SUMMER ENRICHMENT PROGRAMS FOR ELEMENTARY SCHOOL AGED CHILDREN, BEHAVIORAL HEALTH SERVICES, SELF-HELP AND PSYCHOEDUCATIONAL GROUPS, WELLNESS CLASSES, A FOOD PANTRY, AND OTHER SOCIAL SERVICE AMENITIES.

    Expenses $489,182 · Revenue $2,883,995

As filed on the 2023 return.

Listed in Part VII

  • Karen George

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Steven Kirkland

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Stephan Fairfield

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

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.

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • THE WOMEN'S HOME HAMMERLY PHASE II LP

    RELATED · AFFORDABLE HOUSING & CASE MANAGMENT · TX

    Directly controlled by THE WOMEN'S HOME

Provenance

Return type
form_990
Tax year
2023
Filed
28 January 2025
IRS schema version
2023v6.0
Source object
202530319349300713

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