The Wholeness
EIN: 454589984 · Santa Fe, NM · NTEE: X99
| Metric | Value |
|---|---|
| Total Revenue | $150K |
| Total Expenses | $14K |
| Net Assets | $493K |
Is The Wholeness Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About The Wholeness
The Wholeness (EIN: 454589984) is a nonprofit organization based in Santa Fe, NM, classified under NTEE code X99. The organization reported total revenue of $150K and total assets of $871K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of The Wholeness's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
The Wholeness is a small nonprofit that has been operating for 13 years, with 11 years of IRS 990 filings on record (2013–2023). Revenue has grown at a compound annual rate of -10.0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $41K |
| Total Expenses | $14K |
| Surplus / Deficit | +$26K |
| Total Assets | $736K |
| Total Liabilities | $243K |
| Net Assets | $493K |
| Operating Margin | 64.3% |
| Debt-to-Asset Ratio | 33.0% |
| Months of Reserves | 609.2 months |
Financial Health Grade: A
In 2023, The Wholeness reported a surplus of $26K with revenue exceeding expenses, holds 609.2 months of operating reserves (strong position), has a debt-to-asset ratio of 33.0% (moderate leverage).
Financial Trends
Over 11 years of filings (2013–2023), The Wholeness's revenue has declined at a compound annual growth rate (CAGR) of -10.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +177.0% | +11.6% | +4.1% |
| 2022 | -37.4% | +21.9% | +8.1% |
| 2021 | +100.5% | +42.6% | +2.0% |
| 2020 | -71.1% | -37.8% | +1.6% |
| 2019 | -59.8% | -82.9% | +4.7% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2013 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for The Wholeness has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates The Wholeness with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $26K, with revenue exceeding expenses.
- Debt-to-asset ratio: 33.0%.
Frequently Asked Questions about The Wholeness
Is The Wholeness a legitimate charity?
Based on AI analysis of IRS 990 filings, The Wholeness (EIN: 454589984) insufficient data. 0 red flags identified, 0 strengths noted.
How does The Wholeness spend its money?
Detailed spending breakdown data is not yet available for The Wholeness. Check back for updated IRS 990 analysis.
Are donations to The Wholeness tax-deductible?
The Wholeness is registered as a tax-exempt nonprofit (EIN: 454589984). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is The Wholeness located?
The Wholeness is headquartered in Santa Fe, New Mexico and files with the IRS under EIN 454589984. It is classified under NTEE code X99.
How many years of IRS 990 filings does The Wholeness have?
The Wholeness has 11 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $150K in total revenue.
Filing History
IRS 990 filing history for The Wholeness showing financial trends over 11 years of public records:
Over 11 years of IRS 990 filings (2013–2023), The Wholeness's revenue has declined by 65%, moving from $116K to $41K. Total assets increased by 6592% over the same period, from $11K to $736K. Total functional expenses fell by 86.5%, from $107K to $14K. In its most recent filing year (2023), The Wholeness reported a surplus of $26K, with revenue exceeding expenses. The organization holds $243K in liabilities against $736K in assets (debt-to-asset ratio: 33.0%), resulting in net assets of $493K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $41K | $14K | $736K | $243K | — | View 990 |
| 2022 | $15K | $13K | $707K | $240K | — | View 990 |
| 2021 | $23K | $11K | $654K | $189K | — | View 990 |
| 2020 | $12K | $7K | $641K | $189K | — | View 990 |
| 2019 | $40K | $12K | $631K | $183K | — | View 990 |
| 2018 | $100K | $70K | $603K | $183K | — | View 990 |
| 2017 | $134K | $65K | $398K | $8K | — | View 990 |
| 2016 | $415K | $93K | $330K | $9K | — | View 990 |
| 2015 | $50K | $48K | $11K | $11K | — | View 990 |
| 2014 | $138K | $139K | $14K | $16K | — | View 990 |
| 2013 | $116K | $107K | $11K | $12K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $41K, expenses of $14K, and assets of $736K (revenue +177.0% year-over-year).
- 2022: Revenue of $15K, expenses of $13K, and assets of $707K (revenue -37.4% year-over-year).
- 2021: Revenue of $23K, expenses of $11K, and assets of $654K (revenue +100.5% year-over-year).
- 2020: Revenue of $12K, expenses of $7K, and assets of $641K (revenue -71.1% year-over-year).
- 2019: Revenue of $40K, expenses of $12K, and assets of $631K (revenue -59.8% year-over-year).
- 2018: Revenue of $100K, expenses of $70K, and assets of $603K (revenue -25.4% year-over-year).
- 2017: Revenue of $134K, expenses of $65K, and assets of $398K (revenue -67.6% year-over-year).
- 2016: Revenue of $415K, expenses of $93K, and assets of $330K (revenue +728.6% year-over-year).
- 2015: Revenue of $50K, expenses of $48K, and assets of $11K (revenue -63.8% year-over-year).
- 2014: Revenue of $138K, expenses of $139K, and assets of $14K (revenue +19.4% year-over-year).
- 2013: Revenue of $116K, expenses of $107K, and assets of $11K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for The Wholeness:
Data Sources and Methodology
This transparency report for The Wholeness is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.