Civic Intelligence

Wisdom'S Heart Inc

990EZ • Fiscal year 2019 • EIN 26-1790726

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 03, 2020

Organization ProfileWWW.WISDOMSHEART.ORG
P O Box 44Rockport, MA 01966

(978) 381-9224

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

1st percentile

-1092%

Higher net margin than 1% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

16th percentile

-29%

Faster asset growth than 16% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

100th percentile

12900%

Faster revenue growth than 100% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$3,514

Down $1,420 (-29%) from 2018

Net Assets

Down

$3,514

Down $1,420 (-29%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin1st percentile

Revenue

Up

$130

Up $129 (+12900%) from 2018

Expenses

Down

$1,550

Down $11,214 (-88%) from 2018

Net Income

Up

-$1,420

Up $11,343 (+89%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$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

2019

Assets$3,514
Liabilities-
Net Assets$3,514
Open 2019 Filing

Operations Trend

Revenue Growth100th percentile

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

2019

Revenue$130
Expenses$1,550
Net Income-$1,420
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 3, 2020
Return Version
2019v5.0
Gross Receipts
$130
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 Pay77th 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
2020-06-03

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 bank fees 115 tax fees 54 total 169”

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 Appendix142 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/PersonNm0KARI FREYTAG
IRS990EZ/BooksInCareOfDetail/PhoneNum06172918577
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02 SANDY WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEWBURY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001951
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04934
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03514
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0130
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1420
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01311
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04934
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03514
IRS990EZ/GrossReceiptsAmt0130
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04934
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03514
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04934
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03514
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STACEY FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KARI FREYTAG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PETER DULONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANITA PANDOLFE RUCHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CLAUDIA SCHWEITZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DEREK BECKWITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0169
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FOR THE STUDY AND PRACTICE OF AUTHENTIC VARJRAYANA BUDDHIST TEACHINGS IN A WESTERN CONTEXT
IRS990EZ/PrintingPublicationsPostageAmt070
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/TotalExpensesAmt01550
IRS990EZ/TotalRevenueAmt0130
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WISDOMSHEART.ORG
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0130
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01332
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt021653
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt042296
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt065411
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt093
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt096
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt08598
IRS990ScheduleA/PublicSupportCY170Pct00.99850
IRS990ScheduleA/PublicSupportPY170Pct00.99920
IRS990ScheduleA/PublicSupportTotal170Amt065411
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0130
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01332
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt021653
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt042296
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt065411
IRS990ScheduleA/TotalSupportAmt065507
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 115 TAX FEES 54 TOTAL 169
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/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KARI FREYTAG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09783819224
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WISDOM'S HEART INC
ReturnHeader/Filer/BusinessNameControlTxt0WISD
ReturnHeader/Filer/EIN0261790726
ReturnHeader/Filer/PhoneNum09783819224
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 44
ReturnHeader/Filer/USAddress/CityNm0ROCKPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001966
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03734FF7D0F0C7E87D4A5EC4BE8DFD962567675A9
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02020-06-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:37:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0412118337
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOREEN R CARTER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 MARY HELEN WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001966
ReturnHeader/PreparerPersonGrp/PhoneNum09785462921
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOREEN R CARTER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-06-07T15:37:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,514
Liabilities
-
Net assets
$3,514
Revenue
$130
Expenses
$1,550
Net income
-$1,420
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