Civic Intelligence

Harmony Grove Spiritualist Association

EIN 23-7408444 • 501(c)3 • Escondido, CA

Profile

Spiritualism education and activities

2975 Washington CircleEscondido, CA 92029

n/A

Siviq Scores

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

Liabilities / Assets

84th percentile

0.23x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

95th percentile

1.04x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

7th percentile

-159%

Higher net margin than 7% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

28th percentile

-26%

Faster asset growth than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$374,741

Down $135,006 (-26%) from 2024

Liabilities

Flat

$86,784

Flat from 2024

Net Assets

Down

$287,957

Down $135,006 (-32%) from 2024

Operations
Liabilities / Revenue95th percentileNet Margin7th percentile

Revenue

Up

$83,333

Up $10,670 (+15%) from 2024

Expenses

Down

$215,835

Down $72,980 (-25%) from 2024

Net Income

Up

-$132,502

Up $83,650 (+39%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $520,641Liabilities 2010: $4,180Net Assets 2010: $516,4612010Assets 2013: $555,730Liabilities 2013: $129,961Net Assets 2013: $425,7692013Assets 2014: $592,893Liabilities 2014: $183,187Net Assets 2014: $409,7062014Assets 2015: $913,075Liabilities 2015: $183,187Net Assets 2015: $729,8882015Assets 2016: $1,029,214Liabilities 2016: $182,687Net Assets 2016: $846,5272016Assets 2017: $1,032,012Liabilities 2017: $193,548Net Assets 2017: $838,4642017Assets 2018: $993,908Liabilities 2018: $192,457Net Assets 2018: $801,4512018Assets 2019: $936,384Liabilities 2019: $208,287Net Assets 2019: $728,0972019Assets 2020: $992,176Liabilities 2020: $207,837Net Assets 2020: $784,3392020Assets 2021: $1,090,514Liabilities 2021: $211,083Net Assets 2021: $879,4312021Assets 2022: $926,765Liabilities 2022: $86,784Net Assets 2022: $839,9812022Assets 2023: $718,055Liabilities 2023: $86,784Net Assets 2023: $631,2712023Assets 2024: $509,747Liabilities 2024: $86,784Net Assets 2024: $422,9632024Assets 2025: $374,741Liabilities 2025: $86,784Net Assets 2025: $287,9572025

Highlighted filing

2025

Assets$374,741
Liabilities$86,784
Net Assets$287,957
Open 2025 Filing

Operations Trend

Revenue Growth68th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2010: $443,610Expenses 2010: $283,146Net Income 2010: $160,4642010Expenses 2013: $178,9862013Revenue 2014: $141,452Expenses 2014: $171,111Net Income 2014: -$29,6592014Revenue 2015: $455,306Expenses 2015: $134,577Net Income 2015: $320,7292015Revenue 2016: $248,896Expenses 2016: $132,257Net Income 2016: $116,6392016Revenue 2017: $121,728Expenses 2017: $120,056Net Income 2017: $1,6722017Revenue 2018: $75,973Expenses 2018: $112,986Net Income 2018: -$37,0132018Revenue 2019: $63,375Expenses 2019: $120,899Net Income 2019: -$57,5242019Revenue 2020: $143,941Expenses 2020: $87,699Net Income 2020: $56,2422020Revenue 2021: $213,850Expenses 2021: $129,789Net Income 2021: $84,0612021Revenue 2022: $78,945Expenses 2022: $233,817Net Income 2022: -$154,8722022Revenue 2023: $80,714Expenses 2023: $265,196Net Income 2023: -$184,4822023Revenue 2024: $72,663Expenses 2024: $288,815Net Income 2024: -$216,1522024Revenue 2025: $83,333Expenses 2025: $215,835Net Income 2025: -$132,5022025

Highlighted filing

2025

Revenue$83,333
Expenses$215,835
Net Income-$132,502
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$374,741
Liabilities
$86,784
Net assets
$287,957
Revenue
$83,333
Expenses
$215,835
Net income
-$132,502
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.37$0.09$0.29$0.08$0.22$0.13
2024Detailed filing. Detailed filing data is available for this year.$0.51$0.09$0.42$0.07$0.29$0.22
2023Detailed filing. Detailed filing data is available for this year.$0.72$0.09$0.63$0.08$0.27$0.18
2022Detailed filing. Detailed filing data is available for this year.$0.93$0.09$0.84$0.08$0.23$0.15
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.21$0.88$0.21$0.13$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.99$0.21$0.78$0.14$0.09$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.21$0.73$0.06$0.12$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.99$0.19$0.80$0.08$0.11$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.03$0.19$0.84$0.12$0.12$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.03$0.18$0.85$0.25$0.13$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.91$0.18$0.73$0.46$0.13$0.32
2014Detailed filing. Detailed filing data is available for this year.$0.59$0.18$0.41$0.14$0.17$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.13$0.43$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.00$0.52$0.44$0.28$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Oct 25, 2025
Return Version
2024v5.2
Gross Receipts
$83,333
Mission and Program Overview

Mission

Spiritualism education and activities

Program Services

DescriptionGrantsExpenses
The Association carries out numerous activities and programs to promote spiritualism to its members and guests, and includes a library, a healing center, lectures, childrens programs, and other educational programs and seminars for all people interested.-$5,650
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Beverly CunninghamSecretaryPT$0--
Carol CarpenterVice PresidentPT$0--
Nancy Verge RamerizPresidentPT$0--
Sandy O'FarrellTrusteePT$0--
Yvonne BirdsellSecretaryPT$0--
Jeannie BeckTrusteePT$0--
Mitzi McKinneyTreasurerPT$0--
Kathleen ConnellyTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Harmony Grove Spiritualist Association
EIN
23-7408444
Phone
7605321187
Address
2975 Washington Circle, Escondido, CA 92029

Signing Officer

Name
Yvonne Birdsell
Title
Secretary
Signed
2025-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Kenneth P Miller CPA
Address
210 S Juniper St Suite 202, Escondido, CA 92025
Preparer
Kenneth P Miller
Phone
7607468841
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $770”

Other Expenses.1002

“Office Expenses $1927”

Other Expenses.1003

“Information Technology $3680”

Other Expenses.1012

“Insurance $16440”

Other Expenses.1

“Professional fees $64701”

Other Expenses.2

“Utilities $22691”

Other Expenses.3

“Education $5650”

Other Expenses.4

“Office supplies $4765”

Other Expenses.5

“Telephone $2421”

Other Expenses.6

“Fund raising expense $1756”

Other Expenses.7

“Property taxes $1526”

Other Expenses.8

“Merchant fees $1297”

Other Expenses.9

“Subscriptions $864”

Total Liabilities.1

“Bequest funds - Beginning $2837 Bequest funds - Ending $2837”

Total Liabilities.2

“Designated accounts - Beginning $28847 Designated accounts - Ending $28847”

Total Liabilities.3

“Education funds - Beginning $54964 Education funds - Ending $54964”

Total Liabilities.4

“Sales tax payable - Beginning $136 Sales tax payable - Ending $136”

Raw XML Appendix166 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/USAddress/CityNm0Escondido
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092029
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0509747
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-132502
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt038096
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0422963
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0287957
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Beverly Cunningham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Carol Carpenter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Nancy Verge Rameriz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sandy O'Farrell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Yvonne Birdsell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jeannie Beck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Mitzi McKinney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Kathleen Connelly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-2504
IRS990EZ/OtherExpensesTotalAmt0128488
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SPIRITUALISM EDUCATION AND ACTIVITIES
IRS990EZ/PrintingPublicationsPostageAmt0187
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05650
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt05650
IRS990EZ/TotalRevenueAmt083333
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/ChurchInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $770
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1927
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $3680
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $16440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Professional fees $64701
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Utilities $22691
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Education $5650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Office supplies $4765
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Telephone $2421
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Fund raising expense $1756
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Property taxes $1526
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Merchant fees $1297
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Subscriptions $864
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Bequest funds - Beginning $2837 Bequest funds - Ending $2837
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Designated accounts - Beginning $28847 Designated accounts - Ending $28847
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Education funds - Beginning $54964 Education funds - Ending $54964
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Sales tax payable - Beginning $136 Sales tax payable - Ending $136
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Total Liabilities.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.4
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Yvonne Birdsell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Harmony Grove Spiritualist Association
ReturnHeader/Filer/BusinessNameControlTxt0HARM
ReturnHeader/Filer/EIN0237408444
ReturnHeader/Filer/PhoneNum07605321187
ReturnHeader/Filer/USAddress/AddressLine1Txt02975 Washington Circle
ReturnHeader/Filer/USAddress/CityNm0Escondido
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092029
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330430301
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kenneth P Miller CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0210 S Juniper St Suite 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Escondido
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092025
ReturnHeader/PreparerPersonGrp/PhoneNum07607468841
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kenneth P Miller
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-25T10:03:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

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