Civic Intelligence

Unifying Meditation Institute

EIN 20-8037137 • 501(c)3 • Jamestown, CO

Profile

To provide information and instruction to interested members of the public about different forms of meditation through organized programs and courses.

PO Box 20Jamestown, CO 80455

www.unifyingmeditation.org

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

32nd percentile

0.02x

Higher debt load relative to revenue than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

9th percentile

-37%

Higher net margin than 9% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

45th percentile

$34,800

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 41.5% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

29th percentile

-3.0%

Faster asset growth than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

33%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,016,665

Down $30,922 (-3.0%) from 2023

Liabilities

Down

$1,288

Down $333 (-21%) from 2023

Net Assets

Down

$1,015,377

Down $30,589 (-2.9%) from 2023

Revenue

Up

$83,770

Up $20,586 (+33%) from 2023

Expenses

Up

$114,359

Up $3,679 (+3.3%) from 2023

Net Income

Up

-$30,589

Up $16,907 (+36%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,048,429Liabilities 2011: $0Net Assets 2011: $1,048,4292011Assets 2012: $1,084,665Liabilities 2012: $0Net Assets 2012: $1,084,6652012Assets 2013: $1,182,541Liabilities 2013: $0Net Assets 2013: $1,182,5412013Assets 2014: $1,255,308Liabilities 2014: $0Net Assets 2014: $1,255,3082014Assets 2015: $1,282,219Liabilities 2015: $0Net Assets 2015: $1,282,2192015Assets 2016: $1,268,694Liabilities 2016: $0Net Assets 2016: $1,268,6942016Assets 2017: $1,238,758Liabilities 2017: $0Net Assets 2017: $1,238,7582017Assets 2018: $1,202,419Liabilities 2018: $0Net Assets 2018: $1,202,4192018Assets 2019: $1,162,439Liabilities 2019: $0Net Assets 2019: $1,162,4392019Assets 2020: $1,150,803Liabilities 2020: $0Net Assets 2020: $1,150,8032020Assets 2021: $1,113,358Liabilities 2021: $2,910Net Assets 2021: $1,110,4482021Assets 2022: $1,095,710Liabilities 2022: $2,248Net Assets 2022: $1,093,4622022Assets 2023: $1,047,587Liabilities 2023: $1,621Net Assets 2023: $1,045,9662023Assets 2024: $1,016,665Liabilities 2024: $1,288Net Assets 2024: $1,015,3772024

Highlighted filing

2024

Assets$1,016,665
Liabilities$1,288
Net Assets$1,015,377

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $407,045Expenses 2011: $24,896Net Income 2011: $382,1492011Revenue 2012: $113,667Expenses 2012: $77,431Net Income 2012: $36,2362012Revenue 2013: $183,964Expenses 2013: $86,088Net Income 2013: $97,8762013Revenue 2014: $156,783Expenses 2014: $84,016Net Income 2014: $72,7672014Revenue 2015: $131,527Expenses 2015: $104,616Net Income 2015: $26,9112015Revenue 2016: $90,084Expenses 2016: $103,609Net Income 2016: -$13,5252016Revenue 2017: $77,906Expenses 2017: $107,842Net Income 2017: -$29,9362017Revenue 2018: $78,223Expenses 2018: $114,562Net Income 2018: -$36,3392018Revenue 2019: $65,882Expenses 2019: $105,862Net Income 2019: -$39,9802019Revenue 2020: $86,799Expenses 2020: $98,435Net Income 2020: -$11,6362020Revenue 2021: $71,163Expenses 2021: $111,518Net Income 2021: -$40,3552021Revenue 2022: $89,430Expenses 2022: $106,416Net Income 2022: -$16,9862022Revenue 2023: $63,184Expenses 2023: $110,680Net Income 2023: -$47,4962023Revenue 2024: $83,770Expenses 2024: $114,359Net Income 2024: -$30,5892024

Highlighted filing

2024

Revenue$83,770
Expenses$114,359
Net Income-$30,589

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.00$1.02$0.08$0.11$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.06$0.11$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.09$0.09$0.11$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.07$0.11$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.09$0.10$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.07$0.11$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.08$0.11$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.08$0.11$0.03
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.00$1.27$0.09$0.10$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.13$0.10$0.03
2014Summary only. Only limited summary data is available for this year.$1.26$0.00$1.26$0.16$0.08$0.07
2013Summary only. Only limited summary data is available for this year.$1.18$0.00$1.18$0.18$0.09$0.10
2012Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$0.11$0.08$0.04
2011Summary only. Only limited summary data is available for this year.$1.05$0.00$1.05$0.41$0.02$0.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.0
Gross Receipts
$83,770
Mission and Program Overview

Mission

To provide information and instruction to interested members of the public about different forms of meditation through organized programs and courses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$819,590$794,414▼ $25,176
Cash and Non-Interest-Bearing Accounts$123,333$118,346▼ $4,987
Savings and Temporary Cash Investments$104,664$103,905▼ $759
Total Assets$1,047,587$1,016,665▼ $30,922
Liabilities
Other Liabilities$1,621$1,288▼ $333
Total Liabilities$1,621$1,288▼ $333
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,045,966$1,015,377▼ $30,589
Total Net Assets Fund Balance$1,045,966$1,015,377▼ $30,589
Total Liabilities and Net Assets / Fund Balance$1,047,587$1,016,665▼ $30,922

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$717,048$234,947$951,995
Land$77,366-$77,366
Other Land Buildings-$12,314$12,314
Equipment-$11,600$11,600
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Robert TarantinoFounder/edu.FT$34,800$34,800

Board Members and Trustees

NameTitle
Jack LeopoldDirector at
Katriel RamuDirector at
Ruth LeopoldDirector at
Susan SammartinoDirector at
Jonathan MorseAdministrato
Ken UttingAdministrato
Barbara HeideSecretary
Dale TarantinoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$66,805
Program Service Revenue
$13,046
Investment Income
$3,919
Other Revenue
$0
All Other Contributions
$66,805
Change in Net Assets
$-30,589
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$78,309
Salaries, Compensation, and Employee Benefits$34,800
Grants and Similar Amounts Paid$1,250
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$34,800--$34,800
Depreciation Depletion$25,176--$25,176
Insurance$4,184$4,184-$8,368
Travel$3,444--$3,444
All Other Expenses$3,123$107-$3,230
Other Expenses$2,086$2,728-$2,086
Fees for Services Accounting-$2,035-$2,035
Grants to Domestic Orgs$1,250--$1,250
Office Expenses$10$3-$13
Total Functional Expenses$105,302$9,057$0$114,359
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Cards Payable$1,288
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

FAMILY RELATIONSHIP

Form 990, Page 6, Part VI, Line 11B

Reviewed by board of directors before signing

Form 990, Page 6, Part VI, Line 19

Documents available upon request

Filing and Contact Details

Filer

Filer Name
Unifying Meditation Institute
EIN
20-8037137
Phone
3037728056
Address
PO BOX 20, JAMESTOWN, CO 80455

Signing Officer

Name
Dale Tarantino
Title
Treasurer
Phone
3037728056
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Tarantino
Formed
2009
Legal Domicile
Co
Voting Board Members
9
Independent Board Members
8
Employees
0
Volunteers
50

Preparer

Firm
Boulder CPA Group
Address
1790 30TH ST STE 418, BOULDER, CO 80301
Preparer
John H David CPA
Phone
3034493060
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

Unifying meditation institute 2024 activities: umi has regular zoom and in person teachings every sunday at 3pm. We have locals who come and join in person as well as zoom participants from as nearby as jamestown, co, and other places throughout the us including me, ga, fl, nc and an occasional international particpants. The numbers average around 35 people participating on any given sunday. In addition to bob teaching and leading meditation, there are times we are joined by people who will lead in singing some meditation songs to enhance the experience. We also host regular gatherings that include: shabbatones: which involves gathering for shabbat dinner and staying through saturday night or sunday morning, with time to meditate and be social. Roundings: which gives people an opportunity to practice their meditation in a quiet setting with more meditations per day along with some yoga style postures. Level teachings: which enable more in-depth teachings and meditation. To date 6 out of 7 levels available have been taught. The level 6 requires 2 weeks in residence while the other levels are usually 4-6 days in residence. Holiday gatherings: this year we hosted gatherings for sukkot, which involved people staying anywhere from 3-7 days, rosh ha shannah service and a simchat torah service to mention a few. It was joyous time to gather and celebrate the jewish holidays together. Robert tarantino continues to have private sessions with students. He is always available to teach, answer questions, review people's meditation techniques, and sometimes just be a person who listens to someones struggles.

Raw XML Appendix397 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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IRS990/Desc0UNIFYING MEDITATION INSTITUTE 2024 ACTIVITIES: UMI HAS REGULAR ZOOM AND IN PERSON TEACHINGS EVERY SUNDAY AT 3PM. WE HAVE LOCALS WHO COME AND JOIN IN PERSON AS WELL AS ZOOM PARTICIPANTS FROM AS NEARBY AS JAMESTOWN, CO, AND OTHER PLACES THROUGHOUT THE US INCLUDING ME, GA, FL, NC AND AN OCCASIONAL INTERNATIONAL PARTICPANTS. THE NUMBERS AVERAGE AROUND 35 PEOPLE PARTICIPATING ON ANY GIVEN SUNDAY. IN ADDITION TO BOB TEACHING AND LEADING MEDITATION, THERE ARE TIMES WE ARE JOINED BY PEOPLE WHO WILL LEAD IN SINGING SOME MEDITATION SONGS TO ENHANCE THE EXPERIENCE. WE ALSO HOST REGULAR GATHERINGS THAT INCLUDE: SHABBATONES: WHICH INVOLVES GATHERING FOR SHABBAT DINNER AND STAYING THROUGH SATURDAY NIGHT OR SUNDAY MORNING, WITH TIME TO MEDITATE AND BE SOCIAL. ROUNDINGS: WHICH GIVES PEOPLE AN OPPORTUNITY TO PRACTICE THEIR MEDITATION IN A QUIET SETTING WITH MORE MEDITATIONS PER DAY ALONG WITH SOME YOGA STYLE POSTURES. LEVEL TEACHINGS: WHICH ENABLE MORE IN-DEPTH TEACHINGS AND MEDITATION. TO DATE 6 OUT OF 7 LEVELS AVAILABLE HAVE BEEN TAUGHT. THE LEVEL 6 REQUIRES 2 WEEKS IN RESIDENCE WHILE THE OTHER LEVELS ARE USUALLY 4-6 DAYS IN RESIDENCE. HOLIDAY GATHERINGS: THIS YEAR WE HOSTED GATHERINGS FOR SUKKOT, WHICH INVOLVED PEOPLE STAYING ANYWHERE FROM 3-7 DAYS, ROSH HA SHANNAH SERVICE AND A SIMCHAT TORAH SERVICE TO MENTION A FEW. IT WAS JOYOUS TIME TO GATHER AND CELEBRATE THE JEWISH HOLIDAYS TOGETHER. ROBERT TARANTINO CONTINUES TO HAVE PRIVATE SESSIONS WITH STUDENTS. HE IS ALWAYS AVAILABLE TO TEACH, ANSWER QUESTIONS, REVIEW PEOPLE'S MEDITATION TECHNIQUES, AND SOMETIMES JUST BE A PERSON WHO LISTENS TO SOMEONES STRUGGLES.
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IRS990/ProgSrvcAccomActy2Grp/Desc0WE HEARD ABOUT THE NEED FROM A LOCAL NON-PROFIT WHICH WAS IN A POSITION OF HAVING TO CUT BACK ON SERVICES TO THE HOMELESS AND SCHOOL CHILDREN EXPERIENCING FOOD INSECURITY. UNIFYING MEDITATION INSTITUTE DONATED 1,250 TO HELP KEEP THE PROGRAMS RUNNING.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNIFYING MEDITATION INSTITUTE 2024 ACTIVITIES: UMI HAS REGULAR ZOOM AND IN PERSON TEACHINGS EVERY SUNDAY AT 3PM. WE HAVE LOCALS WHO COME AND JOIN IN PERSON AS WELL AS ZOOM PARTICIPANTS FROM AS NEARBY AS JAMESTOWN, CO, AND OTHER PLACES THROUGHOUT THE US INCLUDING ME, GA, FL, NC AND AN OCCASIONAL INTERNATIONAL PARTICPANTS. THE NUMBERS AVERAGE AROUND 35 PEOPLE PARTICIPATING ON ANY GIVEN SUNDAY. IN ADDITION TO BOB TEACHING AND LEADING MEDITATION, THERE ARE TIMES WE ARE JOINED BY PEOPLE WHO WILL LEAD IN SINGING SOME MEDITATION SONGS TO ENHANCE THE EXPERIENCE. WE ALSO HOST REGULAR GATHERINGS THAT INCLUDE: SHABBATONES: WHICH INVOLVES GATHERING FOR SHABBAT DINNER AND STAYING THROUGH SATURDAY NIGHT OR SUNDAY MORNING, WITH TIME TO MEDITATE AND BE SOCIAL. ROUNDINGS: WHICH GIVES PEOPLE AN OPPORTUNITY TO PRACTICE THEIR MEDITATION IN A QUIET SETTING WITH MORE MEDITATIONS PER DAY ALONG WITH SOME YOGA STYLE POSTURES. LEVEL TEACHINGS: WHICH ENABLE MORE IN-DEPTH TEACHINGS AND MEDITATION. TO DATE 6 OUT OF 7 LEVELS AVAILABLE HAVE BEEN TAUGHT. THE LEVEL 6 REQUIRES 2 WEEKS IN RESIDENCE WHILE THE OTHER LEVELS ARE USUALLY 4-6 DAYS IN RESIDENCE. HOLIDAY GATHERINGS: THIS YEAR WE HOSTED GATHERINGS FOR SUKKOT, WHICH INVOLVED PEOPLE STAYING ANYWHERE FROM 3-7 DAYS, ROSH HA SHANNAH SERVICE AND A SIMCHAT TORAH SERVICE TO MENTION A FEW. IT WAS JOYOUS TIME TO GATHER AND CELEBRATE THE JEWISH HOLIDAYS TOGETHER. ROBERT TARANTINO CONTINUES TO HAVE PRIVATE SESSIONS WITH STUDENTS. HE IS ALWAYS AVAILABLE TO TEACH, ANSWER QUESTIONS, REVIEW PEOPLE'S MEDITATION TECHNIQUES, AND SOMETIMES JUST BE A PERSON WHO LISTENS TO SOMEONES STRUGGLES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEWED BY BOARD OF DIRECTORS BEFORE SIGNING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS AVAILABLE UPON REQUEST
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DALE TARANTINO
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN H DAVID CPA
ReturnHeader/ReturnTs02025-05-12T14:53:01-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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