Civic Intelligence

Wisdom Rock Foundation

EIN 14-1870728 • 501(c)3 • Staunton, VA

Profile

Ending many different forms of suffering through self-inquiry.

644 Greenville Ave 275Staunton, VA 24401

www.wisdomrock.org

Siviq Scores

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

Liabilities / Assets

98th percentile

4.85x

Higher debt load relative to assets than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

95th percentile

1.03x

Higher debt load relative to revenue than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

16th percentile

-40%

Higher net margin than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

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 2021

Asset Growth

17th percentile

-62%

Faster asset growth than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

31st percentile

-24%

Faster revenue growth than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$7,575

Down $12,425 (-62%) from 2020

Liabilities

Up

$36,732

Up $1,732 (+4.9%) from 2020

Net Assets

Down

-$29,157

Down $14,157 (-94%) from 2020

Operations
Liabilities / Revenue95th percentileNet Margin16th percentile

Revenue

Down

$35,710

Down $11,303 (-24%) from 2020

Expenses

Down

$49,867

Down $15,791 (-24%) from 2020

Net Income

Up

-$14,157

Up $4,488 (+24%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

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

$150K$100K$50K$0-$50KAssets 2013: $5,184Liabilities 2013: $17,808Net Assets 2013: -$12,6242013Assets 2014: $96,084Liabilities 2014: $109,663Net Assets 2014: -$13,5792014Assets 2015: $0Liabilities 2015: $19,964Net Assets 2015: -$19,9642015Assets 2016: $0Liabilities 2016: $17,702Net Assets 2016: -$17,7022016Assets 2018: $12,771Liabilities 2018: $0Net Assets 2018: $12,7712018Assets 2019: $3,654Liabilities 2019: $0Net Assets 2019: $3,6542019Assets 2020: $20,000Liabilities 2020: $35,000Net Assets 2020: -$15,0002020Assets 2021: $7,575Liabilities 2021: $36,732Net Assets 2021: -$29,1572021

Highlighted filing

2021

Assets$7,575
Liabilities$36,732
Net Assets-$29,157
Open 2021 Filing

Operations Trend

Revenue Growth31st percentile

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

$100K$50K$0-$50KRevenue 2013: $75,953Expenses 2013: $88,577Net Income 2013: -$12,6242013Revenue 2014: $96,084Expenses 2014: $97,039Net Income 2014: -$9552014Revenue 2015: $65,746Expenses 2015: $72,131Net Income 2015: -$6,3852015Revenue 2016: $60,274Expenses 2016: $58,012Net Income 2016: $2,2622016Revenue 2018: $72,133Expenses 2018: $56,377Net Income 2018: $15,7562018Revenue 2019: $79,928Expenses 2019: $89,045Net Income 2019: -$9,1172019Revenue 2020: $47,013Expenses 2020: $65,658Net Income 2020: -$18,6452020Revenue 2021: $35,710Expenses 2021: $49,867Net Income 2021: -$14,1572021

Highlighted filing

2021

Revenue$35,710
Expenses$49,867
Net Income-$14,157
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,575
Liabilities
$36,732
Net assets
-$29,157
Revenue
$35,710
Expenses
$49,867
Net income
-$14,157
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.08$0.37$0.29$0.36$0.50$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.20$0.35$0.15$0.47$0.66$0.19
2019Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.80$0.89$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.72$0.56$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.18$0.18$0.60$0.58$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.20$0.20$0.66$0.72$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.96$1.10$0.14$0.96$0.97$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.05$0.18$0.13$0.76$0.89$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.0
Gross Receipts
$35,710
Mission and Program Overview

Mission

Ending many different forms of suffering through self-inquiry.

Program Services

DescriptionGrantsExpenses
THE CLEAR WAY PROGRAM - 15 PEOPLE BENEFITED FROM THIS PROGRAM. THIS IS AN ADVANCED COURSE THAT PROVIDES LONG-TERM SUPPORT FOR ENDING FEAR, ANXIETY, STRESS, AND MANY OTHER FORMS OF SUFFERING.-$12,467
THE HEART OF FREEDOM ONLINE MEETINGS AND RETREATS- FIVE THOUSAND (5000) PEOPLE BENEFITED FROM THIS PROGRAM. THIS PROGRAM INTRODUCES SELF-INQUIRY AS A METHOD FOR ENDING FEAR, ANXIETY, STRESS, AND MANY OTHER FORMS OF SUFFEREING. NOTE: DUE TO COVID WE ONLY OFFER ONLINE MEETINGS AND RETREATS.-$12,467
KOSI RADIO - ONE THOUSAND (1000) PEOPLE BENEFITED FROM THIS PROGRAM. THIS PROGRAM IS AN ONLINE RADIO PROGRAM THAT PLAYS 24/7 AND ALSO BROADCASTS LIFE PROGRAMS FOR THE PURPOSE OF PROVIDING AN UPLIFTING MESSAGE AND ENDING SUFFERING.-$12,467
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JILL WARNERPresident &FT$0--
JEREMY HEIZERCFO-$0--
JENNY CULHANESecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Wisdom Rock Foundation
EIN
14-1870728
Address
644 GREENVILLE AVE 275, STAUNTON, VA 24401

Signing Officer

Name
Jill Warner
Title
President & CEO
Signed
2022-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Kris Mcmackin CPA Pc
Address
PO BOX 778, STAUNTON, VA 24402-0778
Preparer
Kris Mcmackin
Phone
5408855775
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses 2,095 office 6,140 subscriptions & memberships 889 ppt on office equipment 158 decor 859 computer and internet 2,022 email and communications 1,181 website service & fees 2,950 software & apps -18 75 173 1,341 bank & merchant fees 1,318 continuing education 2,156 hiring & recruiting 42 supplies & materials 79 taxes & licenses 98 program supplies 7,395 kosi radio pgm ex 1,144 contract labor 2,365 music & video licensing 1,541 misc 246 total 34,249”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 0 472 total 0 472”

Form 990-ez, Part II, Line 26

“Sba loan 35,000 35,000 credit card payable 0 243 loan payable 0 1,489”

Form 990-ez, Part III, Line 29

“The heart of freedom online meetings and retreats- five thousand (5000) people benefited from this program. This program introduces self-inquiry as a method for ending fear, anxiety, stress, and many other forms of suffereing. Note: due to covid we only offer online meetings and retreats.”

Form 990-ez, Part III, Line 30

“Kosi radio - one thousand (1000) people benefited from this program. This program is an online radio program that plays 24/7 and also broadcasts life programs for the purpose of providing an uplifting message and ending suffering.”

Raw XML Appendix136 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0JILL WARNER
IRS990EZ/BooksInCareOfDetail/PhoneNum05712303168
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0644 GREENVILLE AVE 275
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STAUNTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd024401
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020000
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07103
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt023756
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14157
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01655
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020000
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07575
IRS990EZ/GrossReceiptsAmt035710
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-15000
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-29157
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-15000
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-29157
IRS990EZ/OccupancyRentUtltsAndMaintAmt012823
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JILL WARNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEREMY HEIZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNY CULHANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT &
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0472
IRS990EZ/OtherExpensesTotalAmt034249
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENDING MANY DIFFERENT FORMS OF SUFFERING THROUGH SELF-INQUIRY.
IRS990EZ/PrintingPublicationsPostageAmt01140
IRS990EZ/ProgramServiceRevenueAmt011952
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE CLEAR WAY PROGRAM - 15 PEOPLE BENEFITED FROM THIS PROGRAM. THIS IS AN ADVANCED COURSE THAT PROVIDES LONG-TERM SUPPORT FOR ENDING FEAR, ANXIETY, STRESS, AND MANY OTHER FORMS OF SUFFERING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE HEART OF FREEDOM ONLINE MEETINGS AND RETREATS- FIVE THOUSAND (5000) PEOPLE BENEFITED FROM THIS PROGRAM. THIS PROGRAM INTRODUCES SELF-INQUIRY AS A METHOD FOR ENDING FEAR, ANXIETY, STRESS, AND MANY OTHER FORMS OF SUFFEREING. NOTE: DUE TO COVID WE ONLY OFFER ONLINE MEETINGS AND RETREATS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2KOSI RADIO - ONE THOUSAND (1000) PEOPLE BENEFITED FROM THIS PROGRAM. THIS PROGRAM IS AN ONLINE RADIO PROGRAM THAT PLAYS 24/7 AND ALSO BROADCASTS LIFE PROGRAMS FOR THE PURPOSE OF PROVIDING AN UPLIFTING MESSAGE AND ENDING SUFFERING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012467
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112467
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt212467
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt035000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt036732
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049867
IRS990EZ/TotalProgramServiceExpensesAmt037401
IRS990EZ/TotalRevenueAmt035710
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WISDOMROCK.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt023756
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt047013
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt058379
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt049467
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0183615
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt011954
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0183615
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt023756
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt047013
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt058379
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt049467
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0183615
IRS990ScheduleA/TotalSupportAmt0183615
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 2,095 OFFICE 6,140 SUBSCRIPTIONS & MEMBERSHIPS 889 PPT ON OFFICE EQUIPMENT 158 DECOR 859 COMPUTER AND INTERNET 2,022 EMAIL AND COMMUNICATIONS 1,181 WEBSITE SERVICE & FEES 2,950 SOFTWARE & APPS -18 75 173 1,341 BANK & MERCHANT FEES 1,318 CONTINUING EDUCATION 2,156 HIRING & RECRUITING 42 SUPPLIES & MATERIALS 79 TAXES & LICENSES 98 PROGRAM SUPPLIES 7,395 KOSI RADIO PGM EX 1,144 CONTRACT LABOR 2,365 MUSIC & VIDEO LICENSING 1,541 MISC 246 TOTAL 34,249
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPAID EXPENSES AND DEFERRED CHARGES 0 472 TOTAL 0 472
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SBA LOAN 35,000 35,000 CREDIT CARD PAYABLE 0 243 LOAN PAYABLE 0 1,489
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE HEART OF FREEDOM ONLINE MEETINGS AND RETREATS- FIVE THOUSAND (5000) PEOPLE BENEFITED FROM THIS PROGRAM. THIS PROGRAM INTRODUCES SELF-INQUIRY AS A METHOD FOR ENDING FEAR, ANXIETY, STRESS, AND MANY OTHER FORMS OF SUFFEREING. NOTE: DUE TO COVID WE ONLY OFFER ONLINE MEETINGS AND RETREATS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4KOSI RADIO - ONE THOUSAND (1000) PEOPLE BENEFITED FROM THIS PROGRAM. THIS PROGRAM IS AN ONLINE RADIO PROGRAM THAT PLAYS 24/7 AND ALSO BROADCASTS LIFE PROGRAMS FOR THE PURPOSE OF PROVIDING AN UPLIFTING MESSAGE AND ENDING SUFFERING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 30
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JILL WARNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WISDOM ROCK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WISD
ReturnHeader/Filer/EIN0141870728
ReturnHeader/Filer/USAddress/AddressLine1Txt0644 GREENVILLE AVE 275
ReturnHeader/Filer/USAddress/CityNm0STAUNTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471182475
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KRIS MCMACKIN CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 778
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STAUNTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0244020778
ReturnHeader/PreparerPersonGrp/PhoneNum05408855775
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRIS MCMACKIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-10T16:35:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JILL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WARNER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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