Civic Intelligence

Foundation for Holistic Medical Res

EIN 13-3770392 • 501(c)3 • Wellington, FL

Wellington, FL
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

43rd percentile

-0.4%

Higher net margin than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

60th percentile

3.3%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2017

Revenue Growth

76th percentile

27%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2017

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$93,783

Up $8,758 (+10%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Up

$93,783

Up $8,758 (+10%) from 2014

Operations
Liabilities / Revenue62nd percentileNet Margin43rd percentile

Revenue

Up

$211,785

Up $107,973 (+104%) from 2014

Expenses

Up

$212,710

Up $105,724 (+99%) from 2014

Net Income

Up

-$925

Up $2,249 (+71%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$150K$100K$50K$0Assets 2010: $127,274Liabilities 2010: $0Net Assets 2010: $127,2742010Assets 2011: $101,332Liabilities 2011: $5,339Net Assets 2011: $95,9932011Assets 2012: $88,362Liabilities 2012: $0Net Assets 2012: $88,3622012Assets 2013: $88,199Liabilities 2013: $0Net Assets 2013: $88,1992013Assets 2014: $85,025Liabilities 2014: $0Net Assets 2014: $85,0252014Assets 2017: $93,783Liabilities 2017: $0Net Assets 2017: $93,7832017

Highlighted filing

2017

Assets$93,783
Liabilities$0
Net Assets$93,783
Open 2017 Filing

Operations Trend

Revenue Growth76th percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $131,317Expenses 2010: $146,208Net Income 2010: -$14,8912010Revenue 2011: $120,230Expenses 2011: $151,511Net Income 2011: -$31,2812011Revenue 2012: $98,615Expenses 2012: $109,244Net Income 2012: -$10,6292012Revenue 2013: $91,450Expenses 2013: $91,613Net Income 2013: -$1632013Revenue 2014: $103,812Expenses 2014: $106,986Net Income 2014: -$3,1742014Revenue 2017: $211,785Expenses 2017: $212,710Net Income 2017: -$9252017

Highlighted filing

2017

Revenue$211,785
Expenses$212,710
Net Income-$925
Open 2017 Filing

Filings

Most recent year

2017 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$93,783
Liabilities
$0
Net assets
$93,783
Revenue
$211,785
Expenses
$212,710
Net income
-$925
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$2.12$2.13$0.01
2014Summary only. Only limited summary data is available for this year.$0.85$0.00$0.85$1.04$1.07$0.03
2013Summary only. Only limited summary data is available for this year.$0.88$0.00$0.88$0.91$0.92$0.00
2012Summary only. Only limited summary data is available for this year.$0.88$0.00$0.88$0.99$1.09$0.11
2011Summary only. Only limited summary data is available for this year.$1.01$0.05$0.96$1.20$1.52$0.31
2010Summary only. Only limited summary data is available for this year.$1.27$0.00$1.27$1.31$1.46$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$211,785
Mission and Program Overview

Mission

MEDICAL RESEARCH

The organization conducts medical research and offers retreats

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$15,608$93,783▲ $78,175
Land, Buildings, and Equipment, Net$79,100--
Total Assets$94,708$93,783▼ $925
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$94,708$93,783▼ $925
Total Net Assets Fund Balance$94,708$93,783▼ $925
Total Liabilities and Net Assets / Fund Balance$94,708$93,783▼ $925
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Scott GersonPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$211,785
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-925
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$197,100
Salaries, Compensation, and Employee Benefits$15,610
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$39,712$7,008-$46,720
Other Salaries and Wages$15,610--$15,610
Fees for Services Other$11,729--$11,729
Travel$7,394--$7,394
Office Expenses$4,082--$4,082
Other Expenses$2,697--$2,697
Conferences and Meetings$2,405--$2,405
Total Functional Expenses$205,702$7,008$0$212,710
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Foundation for Holistic Medical Res
EIN
13-3770392
Phone
5615103833
Address
1116 JACKPINE STREET, WELLINGTON, FL 33414
Doing Business As
Foundation for Holistic Med Res

Signing Officer

Name
Scott Gerson
Title
President
Phone
5615103833
Signed
2018-11-13
Discuss with paid preparer
No

Organization Details

Principal Officer
Dr Scott Gerson
Formed
1993
Legal Domicile
Fl
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Hrb Tax Group Inc
Address
6760 FOREST HILL BLVD, WEST PALM BEACH, FL 33413
Preparer
Lisa Lyda
Phone
5619669687
Supplemental Narrative

Additional Explanations

Dr Scott Gerson Has the Voting Right

“No additional information”

Raw XML Appendix244 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE ORGANIZATION CONDUCTS MEDICAL RESEARCH AND OFFERS RETREATS
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0DR SCOTT GERSON
IRS990/BooksInCareOfDetail/PhoneNum05615103833
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01116 JACKPINE STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0Wellington
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033414
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt015608
IRS990/CashNonInterestBearingGrp/EOYAmt093783
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt02405
IRS990/ConferencesMeetingsGrp/TotalAmt02405
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0197100
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0211785
IRS990/CYRevenuesLessExpensesAmt0-925
IRS990/CYSalariesCompEmpBnftPaidAmt015610
IRS990/CYTotalExpensesAmt0212710
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0211785
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0MEDICAL RESEARCH
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0FOUNDATION FOR HOLISTIC MED RES
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt011729
IRS990/FeesForServicesOtherGrp/TotalAmt011729
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0SCOTT GERSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0211785
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt079100
IRS990/LegalDomicileStateCd0FL
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0MEDICAL RESEARCH
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt094708
IRS990/NetAssetsOrFundBalancesEOYAmt093783
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt07008
IRS990/OccupancyGrp/ProgramServicesAmt039712
IRS990/OccupancyGrp/TotalAmt046720
IRS990/OfficeExpensesGrp/ProgramServicesAmt04082
IRS990/OfficeExpensesGrp/TotalAmt04082
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherExpensesGrp/Desc0RETREAT SUPPLIES
IRS990/OtherExpensesGrp/Desc1RETREAT SERVICES
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/ProgramServicesAmt032073
IRS990/OtherExpensesGrp/ProgramServicesAmt190000
IRS990/OtherExpensesGrp/ProgramServicesAmt22697
IRS990/OtherExpensesGrp/TotalAmt032073
IRS990/OtherExpensesGrp/TotalAmt190000
IRS990/OtherExpensesGrp/TotalAmt22697
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt015610
IRS990/OtherSalariesAndWagesGrp/TotalAmt015610
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DR SCOTT GERSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0RETREAT INCOME
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0211785
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt039813
IRS990/PYProgramServiceRevenueAmt053338
IRS990/PYRevenuesLessExpensesAmt0-2085
IRS990/PYSalariesCompEmpBnftPaidAmt015610
IRS990/PYTotalExpensesAmt055423
IRS990/PYTotalRevenueAmt053338
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-925
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/HospitalNameAndAddressGrp/CityNm0JUPITER
IRS990ScheduleA/HospitalNameAndAddressGrp/StateAbbreviationCd0FL
IRS990ScheduleA/HospitalNameAndAddressGrp/SupportedOrganizationName/BusinessNameLine1Txt0JUPITER MEDICAL CENTER
IRS990ScheduleA/MedicalResearchOrganizationInd0X
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO ADDITIONAL INFORMATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0DR SCOTT GERSON HAS THE VOTING RIGHT
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TaxExemptInterestAmt00
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt094708
IRS990/TotalAssetsEOYAmt093783
IRS990/TotalAssetsGrp/BOYAmt094708
IRS990/TotalAssetsGrp/EOYAmt093783
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07008
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0205702
IRS990/TotalFunctionalExpensesGrp/TotalAmt0212710
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt094708
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt093783
IRS990/TotalProgramServiceRevenueAmt0211785
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0211785
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt094708
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt093783
IRS990/TravelGrp/ProgramServicesAmt07394
IRS990/TravelGrp/TotalAmt07394
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt094708
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IRS990/USAddress/AddressLine1Txt01116 JACKPINE STREET
IRS990/USAddress/CityNm0Wellington
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033414
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT GERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05615103833
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOUNDATION FOR HOLISTIC MEDICAL RES
ReturnHeader/Filer/BusinessNameControlTxt0FOUN
ReturnHeader/Filer/EIN0133770392
ReturnHeader/Filer/PhoneNum05615103833
ReturnHeader/Filer/USAddress/AddressLine1Txt01116 JACKPINE STREET
ReturnHeader/Filer/USAddress/CityNm0WELLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033414
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.26.1.50
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTm018:15:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06760 FOREST HILL BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST PALM BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033413
ReturnHeader/PreparerPersonGrp/PhoneNum05619669687
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lisa Lyda
ReturnHeader/ReturnTs02018-11-14T00:03:16Z
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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