Public & Societal Benefit
(W01)
990 on File
WHOLISTIC ALLIANCE
Financial strength (30%)
70/100
Reliability (20%)
40/100
Effectiveness (25%)
71/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2024
$2.9M
Total Revenue
$2.6M
Total Expenses
$353K
Net Assets
7
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
83.6%
Fundraising Efficiency
N/A
Operating Reserve
1.63x
Liability-to-Asset
77.9%
Revenue Diversification
100.0%
Executive Compensation
$550K
Compared with Peers
FY 2024
Compared with 521 similar organizations
(United States, Public & Societal Benefit, $1M–$10M in expenses), FY 2024.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
83.6% | 83.6% |
P10P90
|
Below median |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
16.4% | 12.2% |
P10P90
|
Below median |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
0.0% | 1.0% |
P10P90
|
Top quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
1.6 mo | 9.4 mo |
P10P90
|
Bottom quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
77.9% | 13.7% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
100.0% | 94.8% |
P10P90
|
Bottom quarter |
|
Surplus margin
Surplus as a share of revenue
|
11.2% | 2.3% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $2.9M | $2.6M | $353K | 83.6% | 7 |
| 2021 | $253K | $6K | $247K | 36.7% | 0 |
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