2025-11-24T08:42:31-06:00 2025-06-30 251622758 MAHER DUESSEL CPA'S 503 MARTINDALE STREET SUITE 600 PITTSBURGH PA 15212 990 2024-07-01 251881836 WHOLE LIFE SERVICES INC WHOL 7243475595 1565 EAST STATE STREET HERMITAGE PA 16148 CINDY VOGAN CHIEF EXECUTIVE OFFICER 7243475595 2025-11-24 1 0 MICHELLE L BRYAN P01306133 4124715500 2024 2025-03-06 01:10:19Z CINDY VOGAN 1565 EAST STATE STREET HERMITAGE PA 16148 9940061 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 8 188 8 0 0 318930 499022 8685887 9392122 35611 23369 38219 25548 9078647 9940061 0 0 0 0 6753408 7509881 0 0 34959 2039946 2213450 8793354 9723331 285293 216730 7951828 8393032 2827406 3051880 5124422 5341152 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 1932507 2276131 COMMUNITY PARTICIPATION SUPPORTS - OFFERS 1:1 AND 1:6 AND 1:3.5 STAFF SUPPORT SERVICES. 2144713 2105881 UNLICENSED PROGRAM - HOME AND COMMUNITY HABILITATION - OFFERS 1:1 AND 1:2 STAFF SUPPORT SERVICES. 3704159 5016444 GROUP HOME: RESIDENTIAL HABILITATION 7781379 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 13 0 188 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 129382 0 8471 DONNA YOUNG CHIEF FINANCIAL OFFICER 40.00 X 110534 0 7830 239916 0 16301 2 0 0 0 REGENT INVESTMENT CORPORATION 3150 E AVENUE NW STE 100 CEDAR RAPIDS PA 52405 RENT 196111 1 275832 223190 499022 FEE FOR SERVICE REVENU 624100 8973132 8973132 BASE FUNDED SERVICES 624100 233734 233734 ROOM AND BOARD 624100 173979 173979 OTHER PROGRAM REVENUE 624100 11277 11277 9392122 1968 1968 21401 0 21401 21401 21401 OTHER INCOME 624100 25548 6334 19214 25548 9940061 9398456 0 42583 265339 252401 12938 147576 147576 5670875 4219185 1451690 229459 229459 718319 718319 478313 371298 107015 379311 378866 445 36946 20826 16120 57834 32318 25516 496066 482164 13902 260601 251013 9588 88961 88961 351203 351203 328335 324206 4129 TREATMENT AND SUPPORTIV 88660 68736 860 19064 COMMUNICATIONS 76455 76389 66 49078 20860 25261 2957 9723331 7781379 1906993 34959 1349890 1253133 748398 748658 804733 923556 64773 58524 6609251 2302606 4083203 4306645 900831 1102516 7951828 8393032 528538 612093 208974 0 32984 45225 1098431 1239218 958479 1155344 2827406 3051880 X 5088677 5298611 35745 42541 5124422 5341152 7951828 8393032 216730 0 X X 0 1 X 1 0 X 825322 368449 111165 318930 499022 2122888 5955554 6721069 8082190 8685887 9392122 38836822 6780876 7089518 8193355 9004817 9891144 40959710 0 31764 29134 17138 146964 45099 270099 31764 29134 17138 146964 45099 270099 40689611 2008 1376 3560 2414 1968 11326 2008 1376 3560 2414 1968 11326 40752 25662 89273 71416 46949 274052 6823636 7116556 8286188 9078647 9940061 41245088 0.98650 0.98820 0.00030 0.00030 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 40,752. 2021 AMOUNT: $ 25,662. 2022 AMOUNT: $ 58,110. 2023 AMOUNT: $ 38,219. 2024 AMOUNT: $ 25,548. ACTIVITY SALES - 2022 AMOUNT: $ 31,163. 2023 AMOUNT: $ 33,197. 2024 AMOUNT: $ 21,401. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 40000 40000 4410153 757136 3653017 542932 364882 178050 568051 473945 94106 1048115 706643 341472 4306645 LOAN ORGANIZATION COSTS 4327 OPERATING LEASE-RIGHT OF USE ASSET 750918 FINANCE LEASE-RIGHT OF USE ASSET 347271 1102516 OPERATING LEASE LIABILITY 808073 FINANCE LEASE LIABILITY 347271 1155344 9940061 0 9940061 0 9940061 9723331 0 9723331 0 9723331 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 79696 EMPLOYEE COMPENSATION 0 RICK RUZICH FAMILY MEMBER OF CEO 67881 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.