Civic Intelligence

Meditation Groups Inc.

990 • Fiscal year 2016 • EIN 06-6054153

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 14, 2017

PO Box 566Ojai, CA 93024

(805) 646-5508

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

74th percentile

0.07x

Higher debt load relative to assets than 74% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

84th percentile

0.14x

Higher debt load relative to revenue than 84% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

32nd percentile

-4.0%

Higher net margin than 32% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

86th percentile

$29,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 13.7% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Assets

$435,298

No earlier filing loaded for comparison.

Net Assets

$406,342

No earlier filing loaded for comparison.

Liabilities

$28,956

No earlier filing loaded for comparison.

Revenue

$212,370

No earlier filing loaded for comparison.

Expenses

$220,942

No earlier filing loaded for comparison.

Net Income

-$8,572

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2016: $435,298Liabilities 2016: $28,956Net Assets 2016: $406,3422016Assets 2017: $392,242Liabilities 2017: $1,450Net Assets 2017: $390,7922017Assets 2018: $337,233Liabilities 2018: $65,197Net Assets 2018: $272,0362018Assets 2019: $669,091Liabilities 2019: $532,618Net Assets 2019: $136,4732019Assets 2020: $446,747Liabilities 2020: $10,654Net Assets 2020: $436,0932020Assets 2021: $1,113,096Liabilities 2021: $8,567Net Assets 2021: $1,104,5292021Assets 2022: $770,644Liabilities 2022: $3,702Net Assets 2022: $766,9422022Assets 2023: $619,410Liabilities 2023: $4,743Net Assets 2023: $614,6672023Assets 2024: $1,006,030Liabilities 2024: $12,095Net Assets 2024: $993,9352024

Highlighted filing

2016

Assets$435,298
Liabilities$28,956
Net Assets$406,342

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2016: $212,370Expenses 2016: $220,942Net Income 2016: -$8,5722016Revenue 2017: $240,143Expenses 2017: $255,693Net Income 2017: -$15,5502017Revenue 2018: $204,089Expenses 2018: $320,830Net Income 2018: -$116,7412018Revenue 2019: $56,070Expenses 2019: $194,132Net Income 2019: -$138,0622019Revenue 2020: $729,578Expenses 2020: $429,015Net Income 2020: $300,5632020Revenue 2021: $1,027,345Expenses 2021: $358,911Net Income 2021: $668,4342021Revenue 2022: $338,189Expenses 2022: $638,724Net Income 2022: -$300,5352022Revenue 2023: $452,461Expenses 2023: $668,337Net Income 2023: -$215,8762023Revenue 2024: $960,632Expenses 2024: $588,102Net Income 2024: $372,5302024

Highlighted filing

2016

Revenue$212,370
Expenses$220,942
Net Income-$8,572
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 14, 2017
Return Version
2015v3.0
Gross Receipts
$250,599
Mission and Program Overview

Mission

THE MISSION OF MEDITATION MOUNT is to promote the building of an enlightened and compassionate world through the power of creative meditation, inspirational educational programs, and community-based events focused on the practical application of the following universal spiritual principles:RIGHT HUMAN RELATIONSThe inclusive practice of loving understanding that treats all beings with respect and dignity.GOODWILLA powerfuland abundant energy that nourishes the greatest good for life.GROUP ENDEAVORThe group-conscious, collaborative energy that moves us to think and act purposefully together on behalf of the whole.UNANIMITYThe recognition of the fact of one humanity and the importance of each individual as a unique expression of the One Life.SPIRITUAL APPROACHThe inevitable movement of life to an ever-expanding state of wholeness and joy, through a living relationship with the Divine Presence.ESSENTIAL DIVINITYThe acknowledgment and honoring of the Divine Presence in every person and in a

THE MISSION OF MEDIATATION MOUNT is to promote the building of an enlightened and compassionate world through the power of creative meditation, inspirational educational programs, and community-based events focused on the practical application of the following universal spiritual principles:RIGHT HUMAN RELATIONSThe inclusive practice of loving understanding that treats all beings with respect and dignity.GOODWILLA powerfuland abundant energy that nourishes the greatest good for life.GROUP ENDEAVORThe group-conscious, collaborative energy that moves us to think and act purposefully together on behalf of the whole.UNANIMITYThe recognition of the fact of one humanity and the importance of each individual as a unique expression of the One Life.SPIRITUAL APPROACHThe inevitable movement of life to an ever-expanding state of wholeness and joy, through a living relationship with the Divine Presence.ESSENTIAL DIVINITYThe acknowledgment and honoring of the Divine Presence in every person and in

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$194,190$206,867▲ $12,677
Investments in Publicly Traded Securities$171,060$202,355▲ $31,295
Cash and Non-Interest-Bearing Accounts$43,813$12,089▼ $31,724
Inventories for Sale or Use$9,232$11,712▲ $2,480
Intangible Assets-$1,355-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$419,215$435,298▲ $16,083
Other Assets Total$920$920→ $0
Liabilities
Accounts Payable and Accrued Expenses$2,467$28,956▲ $26,489
Other Liabilities$2--
Total Liabilities$2,469$28,956▲ $26,487
Net Assets / Fund Balance
Unrestricted Net Assets$416,746$406,342▼ $10,404
Total Net Assets Fund Balance$416,746$406,342▼ $10,404
Total Liabilities and Net Assets / Fund Balance$419,215$435,298▲ $16,083

Asset Categories

AssetBook ValueDepreciationBasis
Buildings-$670,480$670,480
Leasehold Improvements$100,211$127,624$227,835
Other Land Buildings$2,020$129,284$131,304
Land$104,331-$104,331
Equipment$305$5,748$6,053
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Ellen HallSecretaryFT$29,000$29,000

Board Members and Trustees

NameTitle
Michael LindfieldPresident
Rosa Maria RomeroVice President
Elisabetta RaspiniDirector
Halina Bak-HughesDirector
Sheldon HughesDirector
Brian ZieglerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$104,397
Program Service Revenue
$6,032
Investment Income
$3,042
Other Revenue
$98,899
All Other Contributions
$104,397
Change in Net Assets
$-8,572
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$155,950
Salaries, Compensation, and Employee Benefits$64,992
Total Fundraising Expense$27,490
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance-$45,298-$45,298
Occupancy-$34,451-$34,451
Fees for Services Management$7,680$11,520$11,140$30,340
Other Salaries and Wages$29,750--$29,750
Current Officers, Directors, Trustees, and Key Employees$23,200$5,800-$29,000
Advertising$625$425$11,802$12,852
Payroll Taxes$5,626$616-$6,242
Fees for Services Accounting-$5,925-$5,925
All Other Expenses-$5,756$49$5,805
Fees for Services Legal-$3,100-$3,100
Depreciation Depletion-$2,614-$2,614
Office Expenses-$2,013$22$2,035
Other Expenses$2,790$785$1,172$1,957
Information Technology-$368$198$566
Travel-$20-$20
Total Functional Expenses$74,311$119,141$27,490$220,942
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$33,566
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Appeal for contributions.$33,566$33,566-$33,566
Total Events$33,566$33,566-$33,566
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 is reviewed by the Executive Director and Treasurer

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Upon request.

Filing and Contact Details

Filer

Filer Name
Meditation Groups Inc
EIN
06-6054153
Phone
8056465508
Address
PO Box 566, Ojai, CA 93024

Signing Officer

Name
Brian Ziegler
Title
Treasurer
Signed
2017-02-14
Discuss with paid preparer
Yes

Organization Details

Formed
1986
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Evans Tax and Business Services
Address
1068 E MAIN ST 130, VENTURA, CA 93001-3091
Preparer
Linda A Wall EA
Phone
8053408822
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

Prior Year Adjustment = -$1832

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