Civic Intelligence

Wisdom Rock Foundation

990EZ • Fiscal year 2016 • EIN 14-1870728

Jan 01, 2016 to Dec 31, 2016 • Filed on May 13, 2017

3451 Dry Creek RoadIone, CA 95640

(541) 708-7007

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

89th percentile

0.29x

Higher debt load relative to revenue than 89% of similar nonprofits.

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

Net Margin

52nd percentile

3.8%

Higher net margin than 52% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

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

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Revenue Growth

36th percentile

-8.3%

Faster revenue growth than 36% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Flat

$0

Flat from 2015

Net Assets

Up

-$17,702

Up $2,262 (+11%) from 2015

Liabilities

Down

$17,702

Down $2,262 (-11%) from 2015

Revenue

Down

$60,274

Down $5,472 (-8.3%) from 2015

Expenses

Down

$58,012

Down $14,119 (-20%) from 2015

Net Income

Up

$2,262

Up $8,647 (+135%) from 2015

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$0
Liabilities$17,702
Net Assets-$17,702

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$60,274
Expenses$58,012
Net Income$2,262
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 13, 2017
Return Version
2016v3.0
Gross Receipts
$60,274
Mission and Program Overview

Mission

Ending Suffering through the use of self-inquiry.

Program Services

DescriptionGrantsExpenses
Satsang and workshops are meetings held in person at different locations, which immediately helps end the anguish and pain of many different forms of suffering. Approximately 2000 people benefited from this support.$0$53,978
The Clear Way Program is long term support for ending suffering and discovering the lasting happiness of our true nature. Approximately 20 people benefited from this program.$0$2,980
Heart of Freedom is an online webcast and satsang that provides ongoing support for ending many different forms of suffering. Approximately 270 people benefited from this program.$0$1,053
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jill WarnerPresidentFT$0--
Tracy StoneTreasurer-$0--
Cheryl SernaSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Wisdom Rock Foundation
EIN
14-1870728
Phone
5417087007
Address
3451 Dry Creek Road, Ione, CA 95640

Signing Officer

Name
Jill Warner
Title
President
Phone
5417087007
Signed
2017-05-13
Discuss with paid preparer
Yes

Preparer

Preparer
Jill L Warner
Phone
5417087007
Supplemental Narrative

Additional Explanations

Part I, Line 16

Cell Phone: $85, Credit Card Payments: $4695, INTL Wire Fees: $210, Marketing Expenses: $5459, Medical Expenses: $5754, Travel/Food Expenses: $25323, Tuition Refund: $1152, Venue Rent: $2980, Web Services: $4053

Part II, Line 26

Liability from 2015

Raw XML Appendix205 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
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IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/OtherRevenueTotalAmt00
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IRS990EZ/PrintingPublicationsPostageAmt0194
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Cell Phone: $85, Credit Card Payments: $4695, INTL Wire Fees: $210, Marketing Expenses: $5459, Medical Expenses: $5754, Travel/Food Expenses: $25323, Tuition Refund: $1152, Venue Rent: $2980, Web Services: $4053
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Liability from 2015
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part II, Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05417087007
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WISDOM ROCK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WISD
ReturnHeader/Filer/EIN0141870728
ReturnHeader/Filer/PhoneNum05417087007
ReturnHeader/Filer/USAddress/AddressLine1Txt03451 Dry Creek Road
ReturnHeader/Filer/USAddress/CityNm0Ione
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095640
ReturnHeader/PreparerPersonGrp/PhoneNum05417087007
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jill L Warner
ReturnHeader/ReturnTs02017-05-13T04:33:02-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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