Civic Intelligence

Wholistics Life Systems

EIN 03-0373434 • 501(c)3 • Midwest City, OK

Profile

EDUCATIONAL

2801 Parklawn Dr Ste 401BMidwest City, OK 73110
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

80th percentile

0.13x

Higher debt load relative to assets than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

72nd percentile

0.02x

Higher debt load relative to revenue than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

92nd percentile

62%

Higher net margin than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

86th percentile

$12,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

46th percentile

-4.3%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

59th percentile

5.3%

Faster revenue growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$14,992

Down $678 (-4.3%) from 2019

Liabilities

Down

$1,882

Down $770 (-29%) from 2019

Net Assets

Up

$13,110

Up $92 (+0.7%) from 2019

Operations
Liabilities / Revenue72nd percentileNet Margin92nd percentile

Revenue

Up

$118,165

Up $5,933 (+5.3%) from 2019

Expenses

Down

$44,615

Down $31,092 (-41%) from 2019

Net Income

Up

$73,550

Up $37,025 (+101%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$15K$10K$5.0K$0Assets 2010: $15,609Liabilities 2010: $6,092Net Assets 2010: $9,5172010Assets 2011: $14,658Liabilities 2011: $4,890Net Assets 2011: $9,7682011Assets 2012: $10,989Liabilities 2012: $2,872Net Assets 2012: $8,1172012Assets 2013: $6,179Liabilities 2013: $1,880Net Assets 2013: $4,2992013Assets 2014: $7,999Liabilities 2014: $2,212Net Assets 2014: $5,7872014Assets 2015: $10,319Liabilities 2015: $2,812Net Assets 2015: $7,5072015Assets 2016: $8,919Liabilities 2016: $1,908Net Assets 2016: $7,0112016Assets 2017: $9,862Liabilities 2017: $1,720Net Assets 2017: $8,1422017Assets 2018: $11,197Liabilities 2018: $1,953Net Assets 2018: $9,2442018Assets 2019: $15,670Liabilities 2019: $2,652Net Assets 2019: $13,0182019Assets 2020: $14,992Liabilities 2020: $1,882Net Assets 2020: $13,1102020

Highlighted filing

2020

Assets$14,992
Liabilities$1,882
Net Assets$13,110
Open 2020 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0Revenue 2010: $70,130Expenses 2010: $42,233Net Income 2010: $27,8972010Revenue 2011: $70,515Expenses 2011: $48,348Net Income 2011: $22,1672011Revenue 2012: $88,494Expenses 2012: $50,714Net Income 2012: $37,7802012Revenue 2013: $83,520Expenses 2013: $46,970Net Income 2013: $36,5502013Revenue 2014: $99,723Expenses 2014: $74,393Net Income 2014: $25,3302014Revenue 2015: $108,525Expenses 2015: $97,454Net Income 2015: $11,0712015Revenue 2016: $102,620Expenses 2016: $82,497Net Income 2016: $20,1232016Revenue 2017: $101,090Expenses 2017: $73,366Net Income 2017: $27,7242017Revenue 2018: $109,816Expenses 2018: $71,696Net Income 2018: $38,1202018Revenue 2019: $112,232Expenses 2019: $75,707Net Income 2019: $36,5252019Revenue 2020: $118,165Expenses 2020: $44,615Net Income 2020: $73,5502020

Highlighted filing

2020

Revenue$118,165
Expenses$44,615
Net Income$73,550
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,992
Liabilities
$1,882
Net assets
$13,110
Revenue
$118,165
Expenses
$44,615
Net income
$73,550
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.15$0.02$0.13$1.18$0.45$0.74
2019Detailed filing. Detailed filing data is available for this year.$0.16$0.03$0.13$1.12$0.76$0.37
2018Detailed filing. Detailed filing data is available for this year.$0.11$0.02$0.09$1.10$0.72$0.38
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.02$0.08$1.01$0.73$0.28
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.02$0.07$1.03$0.82$0.20
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.03$0.08$1.09$0.97$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.08$0.02$0.06$1.00$0.74$0.25
2013Detailed filing. Detailed filing data is available for this year.$0.06$0.02$0.04$0.84$0.47$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.03$0.08$0.88$0.51$0.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.05$0.10$0.71$0.48$0.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.06$0.10$0.70$0.42$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 9, 2021
Return Version
2020v4.1
Gross Receipts
$118,165
Mission and Program Overview

Mission

EDUCATIONAL

Program Services

DescriptionGrantsExpenses
DWS ASSESSMENTS-$98,000
DESCRIBED in SCHEDULE O--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RITA MAXWELLCEO/InstructorFT$12,000-$12,000
Filing and Contact Details

Filer

Filer Name
Wholistics Life Systems
EIN
03-0373434
Phone
4057375100
Address
2801 PARKLAWN DR STE 401B, MIDWEST CITY, OK 73110

Signing Officer

Name
Reta Maxwell
Title
President
Phone
4057375100
Signed
2021-05-09
Discuss with paid preparer
No

Preparer

Firm
Lee Hill Tax and Accounting
Address
7416 N BROADWAY EXT STE E, OKLAHOMA CITY, OK 73116-9069
Preparer
Tenishea Lewis
Phone
4058425565
Supplemental Narrative

Additional Explanations

Form 990-ez, Part III, Line 31

“DWS ASSESSMENTS”

Part I, line 16

“Description: EDUCATIONAL AND TRAINING Amount: 565”

Part I, line 16

“Description: ASSESSMENTS Amount: 1307”

Part I, line 16

“Description: OFFICE EXPENSE Amount: 288”

Part I, line 16

“Description: SUPPLIES Amount: 1626”

Part I, line 16

“Description: TAXES Amount: 197”

Part I, line 16

“Description: LICENSE Amount: 505”

Part I, line 16

“Description: TELEPHONE EXPENSE Amount: 2824”

Part I, line 16

“Description: STATE Amount: 4198”

Part I, line 16

“Description: COMPUTERS Amount: 957”

Part I, line 16

“Description: INSURANCE Amount: 332”

Part I, line 16

“Description: ZOOM Amount: 127”

Raw XML Appendix150 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RETA MAXWELL
IRS990EZ/BooksInCareOfDetail/PhoneNum04057375100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02801 PARKLAWN DR STE 401B
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OKLAHOMA CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073110
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012230
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08892
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt073550
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016919
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014992
IRS990EZ/GrossReceiptsAmt0118165
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014267
IRS990EZ/NetAssetsOrFundBalancesEOYAmt087817
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014267
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013110
IRS990EZ/OccupancyRentUtltsAndMaintAmt023436
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt012000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RITA MAXWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO/INSTRUCTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04689
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06100
IRS990EZ/OtherExpensesTotalAmt012926
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL
IRS990EZ/PrintingPublicationsPostageAmt0633
IRS990EZ/ProgramServiceRevenueAmt0118165
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DWS ASSESSMENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DESCRIBED in SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt098000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt07620
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02652
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01882
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044615
IRS990EZ/TotalProgramServiceExpensesAmt098000
IRS990EZ/TotalRevenueAmt0118165
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0118165
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0112232
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0112232
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0101090
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0102260
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0545979
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01
IRS990ScheduleA/PublicSupportPY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt0545979
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0118165
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0112232
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0112232
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0101090
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0102260
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0545979
IRS990ScheduleA/TotalSupportAmt0545979
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DWS ASSESSMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: EDUCATIONAL AND TRAINING Amount: 565
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: ASSESSMENTS Amount: 1307
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: OFFICE EXPENSE Amount: 288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: SUPPLIES Amount: 1626
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: TAXES Amount: 197
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description: LICENSE Amount: 505
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description: TELEPHONE EXPENSE Amount: 2824
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description: STATE Amount: 4198
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description: COMPUTERS Amount: 957
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description: INSURANCE Amount: 332
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description: ZOOM Amount: 127
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART III, LINE 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Part I, line 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0RETA MAXWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04057375100
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHOLISTICS LIFE SYSTEMS
ReturnHeader/Filer/BusinessNameControlTxt0WHOL
ReturnHeader/Filer/EIN0030373434
ReturnHeader/Filer/PhoneNum04057375100
ReturnHeader/Filer/USAddress/AddressLine1Txt02801 PARKLAWN DR STE 401B
ReturnHeader/Filer/USAddress/CityNm0MIDWEST CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073110
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454048556
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEE HILL TAX AND ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07416 N BROADWAY EXT STE E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0731169069
ReturnHeader/PreparerPersonGrp/PhoneNum04058425565
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TENISHEA LEWIS
ReturnHeader/ReturnTs02021-05-09T02:53:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RETA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MAXWELL
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits