Civic Intelligence

Renewal Retreats

990EZ • Fiscal year 2017 • EIN 26-1471237

Jan 01, 2017 to Dec 31, 2017 • Filed on May 01, 2018

45 Wildwood LaneNovato, CA 94947

(415) 298-4414

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

46th percentile

1.5%

Higher net margin than 46% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

66th percentile

14%

Faster asset growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

60th percentile

7.6%

Faster revenue growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$19,841

Up $10,863 (+121%) from 2015

Net Assets

Up

$19,841

Up $10,863 (+121%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$160,439

Up $32,689 (+26%) from 2015

Expenses

Up

$157,999

Up $35,035 (+28%) from 2015

Net Income

Down

$2,440

Down $2,346 (-49%) from 2015

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2013: $13,117Net Assets 2013: $13,1172013Assets 2014: $4,192Net Assets 2014: $4,1922014Assets 2015: $8,978Net Assets 2015: $8,9782015Assets 2017: $19,841Net Assets 2017: $19,8412017Assets 2018: $20,735Net Assets 2018: $20,7352018Assets 2019: $21,043Net Assets 2019: $21,0432019Assets 2020: $55,229Net Assets 2020: $55,2292020Assets 2021: $67,674Net Assets 2021: $67,6742021

Highlighted filing

2017

Assets$19,841
Liabilities-
Net Assets$19,841

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2013: $74,750Expenses 2013: $88,660Net Income 2013: -$13,9102013Revenue 2014: $97,866Expenses 2014: $106,791Net Income 2014: -$8,9252014Revenue 2015: $127,750Expenses 2015: $122,964Net Income 2015: $4,7862015Revenue 2017: $160,439Expenses 2017: $157,999Net Income 2017: $2,4402017Revenue 2018: $150,508Expenses 2018: $149,614Net Income 2018: $8942018Revenue 2019: $147,455Expenses 2019: $147,147Net Income 2019: $3082019Revenue 2020: $93,035Expenses 2020: $58,849Net Income 2020: $34,1862020Revenue 2021: $156,472Expenses 2021: $144,027Net Income 2021: $12,4452021

Highlighted filing

2017

Revenue$160,439
Expenses$157,999
Net Income$2,440
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 1, 2018
Return Version
2017v2.2
Gross Receipts
$160,439
Mission and Program Overview

Mission

Presentation of workshops and retreats to parents and children, couples and partners, young women and women with cancer to educate the participants on how to form healthy relationships and lead wholesome, integrated lives within their communities.

Program Services

DescriptionGrantsExpenses
Renewal Retreats held two 2-day events: 1) 30 women; 2) 15 women. This is a popular repeat program, centered around yoga, meditation, stress reduction, spiritual awareness and life management for women to experience transformation. Certain participants attended at discounted rates.$33,972-
Renewal Retreats has continued to expand the Equine Guided Personal Growth & Wellness Therapy program, which started in 2015. We held seven 1-day retreats for 10 women per class, led by Patricia Elliott Rothchild, MFT, who facilitated the programs along with two horses provided by Ellen Walker. We created a forum through which the participants learned skills to optimize their health and happiness by learning about themselves and others by engaging in ground-based activities with the horses, and then discussing feelings, behaviors and patterns. Equine Therapy is known and documented to be a therapeutic means for helping people transform their lives and their relationships through the inspiration they find with horses, used for neurophysiological, cognitive, sensory processing and psychosocial challenges. Certain participants had discounted rates or no charge.$32,721-
Renewal Retreats has continued the MedaFit program, which started in 2011, promoting exercise for people living with serious and chronic health conditions. It connects patients and their medical teams to health clubs and other exercise programs with the goal of promoting exercise to health. We have exercise counselors at UCSF Comprehensive Cancer Center in San Francisco, CA providing a free consultation to all cancer patients, as well as at Marin General in Greenbrae, CA. In partnership with Five Points Fitness in Corte Madera, CA and Rolling Hills Club in Novato, CA, we offer 5 classes per week most weeks, averaging 15-25 people per class, offering certain participants discounted rates or no charge.$28,385-
Renewal Retreats held a 2-day event for 36 participants, which is a popular repeat program. Certain participants attended with no charge or at a discounted rate. The retreat was for people living with cancer: men, women, family, partners & friends. Participants learned tools for creating a healthy lifestyle in a supportive community of experts: guided imagery & movement for stress reduction, how to use and prepare a nutritious cancer-fighting culinary toolkit, the components of a well-balanced, safe & effective exercise program to optimize health, minimize symptoms and side effects. The workshop leaders were conducted by: Keith Darling, a nationally recognized chef and educator; Carol Augustus, mind-body consultant and coach; Patricia Newmann, a nationally recognized professional coach and group facilitator; Jillian Shay, cancer & exercise specialist. There were 4 workshops over the course of 2 days.$20,378-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ellen C WalkerPresidentPT$0--
Ifeoma IkenzeVice President-$0--
Pat NewmannSecretary/Treas-$0--
Richard DavisBoard MemberPT$0--
Filing and Contact Details

Filer

Filer Name
Renewal Retreats
EIN
26-1471237
Phone
4152984414
Address
45 Wildwood Lane, Novato, CA 94947

Signing Officer

Name
Ellen C Walker
Title
President
Signed
2018-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Harmon Burstyn CPA
Address
1012 HACIENDA DR, WALNUT CREEK, CA 94598-4710
Preparer
Harmon Burstyn
Phone
9252863522
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $28787

Other Expenses.1002

Office Expenses $1549

Other Expenses.1

Lodging/Accommodations $80809

Other Expenses.2

Equine Expense $2630

Other Expenses.3

Meetings/Meals $2593

Other Expenses.4

Telephone/Fax $2560

Other Expenses.5

Gifts $1310

Other Expenses.6

Miscellaneous $675

Other Expenses.7

State Fees $50

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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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ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/Filer/EIN0261471237
ReturnHeader/Filer/PhoneNum04152984414
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ReturnHeader/TaxYr02017

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