Civic Intelligence

Wisdom'S Heart Inc

EIN 26-1790726 • 501(c)3 • Rockport, MA

Profile

To provide for the study and practice of authentic varjrayana buddhist teachings in a western context

P O Box 44Rockport, MA 01966

www.wisdomsheart.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

15th percentile

-60%

Faster asset growth than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $697 (-100%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $697 (-100%) from 2022

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$697

Down $354 (-34%) from 2022

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

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

$150K$100K$50K$0Assets 2010: $68,637Liabilities 2010: $0Net Assets 2010: $68,6372010Assets 2011: $81,058Liabilities 2011: $0Net Assets 2011: $81,0582011Assets 2013: $100,387Liabilities 2013: $0Net Assets 2013: $100,3872013Assets 2014: $65,561Net Assets 2014: $65,5612014Assets 2015: $72,011Net Assets 2015: $72,0112015Assets 2016: $54,391Net Assets 2016: $54,3912016Assets 2017: $17,696Net Assets 2017: $17,6962017Assets 2018: $4,934Net Assets 2018: $4,9342018Assets 2019: $3,514Net Assets 2019: $3,5142019Assets 2020: $2,627Net Assets 2020: $2,6272020Assets 2021: $1,748Net Assets 2021: $1,7482021Assets 2022: $697Net Assets 2022: $6972022Assets 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities-
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2010: $122,941Expenses 2010: $85,807Net Income 2010: $37,1342010Revenue 2011: $123,816Expenses 2011: $111,395Net Income 2011: $12,4212011Revenue 2013: $123,820Expenses 2013: $119,228Net Income 2013: $4,5922013Revenue 2014: $89,887Expenses 2014: $124,713Net Income 2014: -$34,8262014Revenue 2015: $72,383Expenses 2015: $65,933Net Income 2015: $6,4502015Revenue 2016: $46,853Expenses 2016: $64,474Net Income 2016: -$17,6212016Revenue 2017: $9,929Expenses 2017: $46,624Net Income 2017: -$36,6952017Revenue 2018: $1Expenses 2018: $12,764Net Income 2018: -$12,7632018Revenue 2019: $130Expenses 2019: $1,550Net Income 2019: -$1,4202019Expenses 2020: $8862020Revenue 2021: $90Expenses 2021: $970Net Income 2021: -$8802021Expenses 2022: $1,0512022Expenses 2023: $6972023

Highlighted filing

2023

Revenue-
Expenses$697
Net Income-
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
-
Expenses
$697
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.00$0.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.03$0.03$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.00$0.02$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.05$0.05$0.00$0.13$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.18$0.18$0.10$0.47$0.37
2016Detailed filing. Detailed filing data is available for this year.$0.54$0.54$0.47$0.64$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.72$0.72$0.72$0.66$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.66$0.90$1.25$0.35
2013Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$1.24$1.19$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.00$0.81$1.24$1.11$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.69$1.23$0.86$0.37
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.0
Mission and Program Overview

Mission

To provide for the study and practice of authentic varjrayana buddhist teachings in a western context

Program Services

DescriptionGrantsExpenses
PROVIDE COURSES & SPECIAL TEACHINGS IN THE VARJRAYANA BUDDHIST TRADITION. PROVIDE TIBETAN HEART YOGA & MEDITATION SITTINGS OPEN TO THE PUBLIC. DHARMA DAYS - COMMUNITY DAYS DEVOTED TO STUDY, MEDITATION, DISCUSSION. SPONSORSHIP OF PUBLIC TEACHINS BY OUR SPIRITUAL DIRECTOR.--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STACEY FISHERPresident-$0--
KARI FREYTAGTreasurer-$0--
PETER DULONGDirector-$0--
ANITA PANDOLFE RUCHMANDirector-$0--
CLAUDIA SCHWEITZERDirector-$0--
DEREK BECKWITHDirector-$0--
Filing and Contact Details

Filer

Filer Name
WISDOM'S HEART INC
EIN
26-1790726
Phone
9783819224
Address
P O BOX 44, ROCKPORT, MA 01966

Signing Officer

Name
Kari Freytag
Title
Treasurer
Phone
9783819224
Signed
2024-11-13

Preparer

Firm
Doreen R Carter CPA
Address
2 MARY HELEN WAY, ROCKPORT, MA 01966
Preparer
Doreen R Carter
Phone
9785462921
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 107 total 107”

Form 990-ez, Part III

“To provide for the study and practice of authentic varjrayana buddhist teachings in a western context”

Form 990-ez, Part III, Line 28

“Provide courses & special teachings in the varjrayana buddhist tradition. Provide tibetan heart yoga & meditation sittings open to the public. Dharma days - community days devoted to study, meditation, discussion. Sponsorship of public teachins by our spiritual director.”

Raw XML Appendix148 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/CityNm0NEWBURY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001951
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0697
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0590
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PETER DULONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANITA PANDOLFE RUCHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CLAUDIA SCHWEITZER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0107
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FOR THE STUDY AND PRACTICE OF AUTHENTIC VARJRAYANA BUDDHIST TEACHINGS IN A WESTERN CONTEXT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE COURSES & SPECIAL TEACHINGS IN THE VARJRAYANA BUDDHIST TRADITION. PROVIDE TIBETAN HEART YOGA & MEDITATION SITTINGS OPEN TO THE PUBLIC. DHARMA DAYS - COMMUNITY DAYS DEVOTED TO STUDY, MEDITATION, DISCUSSION. SPONSORSHIP OF PUBLIC TEACHINS BY OUR SPIRITUAL DIRECTOR.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0697
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WISDOMSHEART.ORG
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt090
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0130
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0220
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99550
IRS990ScheduleA/PublicSupportTotal170Amt0220
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt090
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0130
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0220
IRS990ScheduleA/TotalSupportAmt0220
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0ACCOUNTING FEES
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1BANK CHARGES
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02023-11-07
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt12023-11-01
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN1231237295
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0590
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt1107
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0SANTANDER BANK
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt1102 ROGER STREET
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0ROCKPORT
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd1MA
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IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 107 TOTAL 107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE FOR THE STUDY AND PRACTICE OF AUTHENTIC VARJRAYANA BUDDHIST TEACHINGS IN A WESTERN CONTEXT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDE COURSES & SPECIAL TEACHINGS IN THE VARJRAYANA BUDDHIST TRADITION. PROVIDE TIBETAN HEART YOGA & MEDITATION SITTINGS OPEN TO THE PUBLIC. DHARMA DAYS - COMMUNITY DAYS DEVOTED TO STUDY, MEDITATION, DISCUSSION. SPONSORSHIP OF PUBLIC TEACHINS BY OUR SPIRITUAL DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09783819224
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-15T09:11:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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