2024-12-04T14:24:29-06:00 2024-06-30 251622758 MAHER DUESSEL CPA'S 503 MARTINDALE STREET SUITE 600 PITTSBURGH PA 15212 990 2023-07-01 251881836 WHOLE LIFE SERVICES INC WHOL 7243475595 1565 EAST STATE STREET HERMITAGE PA 16148 CINDY VOGAN CHIEF EXECUTIVE OFFICER 7243475595 2024-12-04 1 0 MICHELLE L BRYAN P01306133 4124715500 2023 2024-10-15 13:58:12Z CINDY VOGAN 1565 EAST STATE STREET HERMITAGE PA 16148 9078647 0 X WWW.WHOLELIFEPA.ORG X 2001 PA WHOLE LIFE SERVICES, INC.'S MISSION IS TO PROVIDE QUALITY, INDIVIDUALIZED SUPPORTS AND SERVICES TO PEOPLE WITH DISABILITIES AND THEIR FAMILIES. 8 8 197 37 0 0 111165 318930 8103622 8685887 34723 35611 36678 38219 8286188 9078647 0 0 0 0 6112944 6753408 0 0 52481 1863187 2039946 7976131 8793354 310057 285293 7558385 7951828 2719256 2827406 4839129 5124422 X WHOLE LIFE SERVICES, INC.'S DAILY OPERATIONS ARE MOTIVATED BY AND DRIVEN BY PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (ID/DD), THEIR FAMILIES, AND OTHERS IN THE COMMUNITY SUPPORTING THEIR LIVES. IN ORDER TO EMPOWER PEOPLE TO MAKE CHOICES, WE RECOGNIZE THE NECESSITY TO ACTIVELY AND DILIGENTLY FACILITATE THE FOLLOWING:1. PEOPLE NEED TO DEVELOP AN AWARENESS OF THEIR ABILITY TO EXERCISE CHOICE.2. PEOPLE NEED TO FEEL CONFIDENT IN THEIR ABILITY TO EXERCISE CHOICE.3. PEOPLE NEED TO ASSUME RESPONSIBILITY FOR THEIR CHOICES AND THE INHERENT RISKS.4. PEOPLE NEED TO EXPERIENCE SATISFACTION AND FULFILLMENT IN THEIR LIVES.5. PEOPLE NEED SUPPORT IN THEIR STRUGGLE TO FEEL EMPOWERED. 0 0 1799199 2165501 COMMUNITY PARTICIPATION SUPPORTS - OFFERS 1:1 AND 1:6 AND 1:3.5 STAFF SUPPORT SERVICES. 1908109 2090293 UNLICENSED PROGRAM - HOME AND COMMUNITY HABILITATION - OFFERS 1:1 AND 1:2 STAFF SUPPORT SERVICES. 3241111 4457760 GROUP HOME: RESIDENTIAL HABILITATION 6948419 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 18 0 197 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X DONNA YOUNG 7243475595 1565 EAST STATE STREET HERMITAGE PA 16148 ROCHELLE GREEN BOARD MEMBER 0.30 X 0 0 0 JANET PUHAK BOARD MEMBER 0.30 X 0 0 0 SANDRA MOYER BOARD MEMBER 0.30 X 0 0 0 ANDREW MUDRINICH BOARD MEMBER 0.30 X 0 0 0 THOMAS DETORO PRESIDENT 0.30 X X 0 0 0 MARSHA PETRILLO SECRETARY 0.30 X X 0 0 0 FRANK RUDGE VICE PRESIDENT 0.30 X X 0 0 0 FRANCES BILLEN BOARD MEMBER 0.30 X 0 0 0 CINDY F VOGAN CHIEF EXECUTIVE OFFICER 40.00 X 118932 0 8110 DONNA YOUNG CHIEF FINANCIAL OFFICER 40.00 X 101765 0 7472 220697 0 15582 2 0 0 0 REGENT INVESTMENT CORPORATION 3150 E AVENUE NW STE 100 CEDAR RAPIDS PA 52405 RENT 197878 1 132251 186679 318930 FEE FOR SERVICE REVENU 624100 8298484 8298484 BASE FUNDED SERVICES 624100 215961 215961 ROOM AND BOARD 624100 157637 157637 OTHER PROGRAM REVENUE 624100 13805 13805 8685887 2414 2414 33197 0 33197 33197 33197 OTHER INCOME 624100 38219 27667 10552 38219 9078647 8713554 0 46163 246412 234519 11893 142312 142312 5000069 3710931 1289138 194566 194566 726592 726592 443457 332166 111291 361853 362026 -173 85635 19873 65762 51856 29330 22526 572354 536819 35535 213601 205617 7984 80422 78746 1676 322901 322901 124636 124636 TREATMENT AND SUPPORTIV 96348 61596 490 34262 COMMUNICATIONS 77345 76506 839 52995 23802 22867 6326 8793354 6948419 1792454 52481 1019582 1349890 751178 748398 583993 804733 63192 64773 6034608 1951405 4091611 4083203 1048829 900831 7558385 7951828 458278 528538 208974 39902 32984 1110979 1098431 1110097 958479 2719256 2827406 X 4766371 5088677 72758 35745 4839129 5124422 7558385 7951828 285293 0 X X 0 1 X 1 0 X 78188 825322 368449 111165 318930 1702054 6077225 5955554 6721069 8082190 8685887 35521925 6155413 6780876 7089518 8193355 9004817 37223979 0 13066 31764 29134 17138 76178 167280 13066 31764 29134 17138 76178 167280 37056699 1328 2008 1376 3560 2414 10686 1328 2008 1376 3560 2414 10686 36610 40752 25662 89273 71416 263713 6193351 6823636 7116556 8286188 9078647 37498378 0.98820 0.98760 0.00030 0.00030 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 36,610. 2020 AMOUNT: $ 40,752. 2021 AMOUNT: $ 25,662. 2022 AMOUNT: $ 58,110. 2023 AMOUNT: $ 38,219. ACTIVITY SALES - 2022 AMOUNT: $ 31,163. 2023 AMOUNT: $ 33,197. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 36400 36400 4102915 646882 3456033 496598 328923 167675 527266 391353 135913 871429 584247 287182 4083203 LOAN ORGANIZATION COSTS 4569 OPERATING LEASE-RIGHT OF USE ASSET 896262 900831 OPERATING LEASE LIABILITY 958479 958479 9078647 0 9078647 0 9078647 8793354 0 8793354 0 8793354 PART IV, LINE 2B: THE ORGANIZATION ACTS AS A REPRESENTATIVE PAYEE FOR VARIOUS CLIENTS WHO LIVE IN GROUP HOMES OPERATED BY THE ORGANIZATION. GIAVAUNA P RUZICH FAMILY MEMBER OF CEO 71964 EMPLOYEE COMPENSATION 0 RICK RUZICH FAMILY MEMBER OF CEO 54911 EMPLOYEE COMPENSATION 0 FORM 990, PART VI, SECTION B, LINE 11B THE CEO REVIEWS THE RETURN, AND A DRAFT COPY OF THE FORM 990 IS REVIEWED WITH THE BOARD MEMBERS AT A BOARD MEETING. THE BOARD VOTES TO ACCEPT THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C WHOLE LIFE SERVICES, INC. REQUIRES ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES TO ANNUALLY SIGN AND UPDATE THE CONFLICT OF INTEREST FORM. FORM 990, PART VI, SECTION B, LINE 15 SALARIES AND WAGES ARE SUBJECT TO A LOCAL GOVERNMENT CLASSIFICATION PAY PLAN BREAKDOWN FOR PA DHS FUNDED AGENCIES. THESE ARE ANNUALLY REVIEWED AND APPROVED BY THE BOARD. A POLICY HAS BEEN ADOPTED TO REVIEW COMPENSATION STUDIES AND REGIONAL DATA ON COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 WHOLE LIFE SERVICES, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AT ITS BUSINESS OFFICE DURING REGULAR BUSINESS HOURS. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.