Civic Intelligence

Higher Self Yoga Inc.

990 • Fiscal year 2016 • EIN 27-0459232

Jan 01, 2016 to Dec 31, 2016 • Filed on May 03, 2017

PO Box 490Monterey, MA 01245

(212) 289-4246

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

13th percentile

-22%

Higher net margin than 13% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$1,140

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

54th percentile

3.0%

Faster asset growth than 54% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-27%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$880,817

Up $25,685 (+3.0%) from 2015

Net Assets

Up

$880,817

Up $25,685 (+3.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$70,531

Down $25,936 (-27%) from 2015

Expenses

Up

$85,931

Up $36,401 (+73%) from 2015

Net Income

Down

-$15,400

Down $62,337 (-133%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $39,366Net Assets 2011: $39,3662011Assets 2012: $37,763Net Assets 2012: $37,7632012Assets 2013: $57,770Net Assets 2013: $57,7702013Assets 2014: $833,823Liabilities 2014: $0Net Assets 2014: $833,8232014Assets 2015: $855,132Liabilities 2015: $0Net Assets 2015: $855,1322015Assets 2016: $880,817Liabilities 2016: $0Net Assets 2016: $880,8172016Assets 2017: $1,123,330Liabilities 2017: $0Net Assets 2017: $1,123,3302017Assets 2018: $2,460,701Liabilities 2018: $0Net Assets 2018: $2,460,7012018Assets 2019: $2,726,422Liabilities 2019: $0Net Assets 2019: $2,726,4222019Assets 2020: $2,814,489Liabilities 2020: $0Net Assets 2020: $2,814,4892020Assets 2021: $2,885,968Liabilities 2021: $0Net Assets 2021: $2,885,9682021Assets 2022: $2,137,167Liabilities 2022: $0Net Assets 2022: $2,137,1672022Assets 2023: $2,194,997Liabilities 2023: $0Net Assets 2023: $2,194,9972023Assets 2024: $2,215,355Liabilities 2024: $0Net Assets 2024: $2,215,3552024

Highlighted filing

2016

Assets$880,817
Liabilities$0
Net Assets$880,817

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $41,130Expenses 2011: $5,507Net Income 2011: $35,6232011Revenue 2012: $4,760Expenses 2012: $6,363Net Income 2012: -$1,6032012Revenue 2013: $30,406Expenses 2013: $10,399Net Income 2013: $20,0072013Revenue 2014: $825,921Expenses 2014: $43,694Net Income 2014: $782,2272014Revenue 2015: $96,467Expenses 2015: $49,530Net Income 2015: $46,9372015Revenue 2016: $70,531Expenses 2016: $85,931Net Income 2016: -$15,4002016Revenue 2017: $251,833Expenses 2017: $68,023Net Income 2017: $183,8102017Revenue 2018: $1,738,237Expenses 2018: $136,104Net Income 2018: $1,602,1332018Revenue 2019: $61,339Expenses 2019: $152,405Net Income 2019: -$91,0662019Revenue 2020: $376,171Expenses 2020: $214,754Net Income 2020: $161,4172020Revenue 2021: $96,142Expenses 2021: $344,751Net Income 2021: -$248,6092021Revenue 2022: $43,618Expenses 2022: $310,857Net Income 2022: -$267,2392022Revenue 2023: $120,663Expenses 2023: $339,233Net Income 2023: -$218,5702023Revenue 2024: $203,078Expenses 2024: $374,056Net Income 2024: -$170,9782024

Highlighted filing

2016

Revenue$70,531
Expenses$85,931
Net Income-$15,400
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 3, 2017
Return Version
2016v3.0
Gross Receipts
$902,079
Mission and Program Overview

Mission

To engage in educational activities related to "higher self yoga". Higher self yoga builds on many other teachings and traditions and with the key difference of adding a psychological approach to overcoming the inner obstacles that keep us from our higher nature. Higher self yoga combines the concepts of working with the heart and mind to achieve balance. It also explores ways to help others on the path.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$841,261$847,926▲ $6,665
Cash and Non-Interest-Bearing Accounts$5,132$30,198▲ $25,066
Inventories for Sale or Use$3,797$0▼ $3,797
Land, Buildings, and Equipment, Net$2,844$1,854▼ $990
Intangible Assets$2,098$839▼ $1,259
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$855,132$880,817▲ $25,685
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$855,132$880,817▲ $25,685
Total Net Assets Fund Balance$855,132$880,817▲ $25,685
Total Liabilities and Net Assets / Fund Balance$855,132$880,817▲ $25,685

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,854$4,237$6,091
Compensation and Service Providers

Employees

NameTitleBaseTotal
Kathy CroweSecretary$1,140$1,140
Laraine LippeTreasurer$900$900

Board Members and Trustees

NameTitle
Nanette HucknallPresident
Mario CankiVice President
Amy MagruderDirector
Eleanor GoudDirector
Irene Van KesselDirector
Larson RogersDirector
Tina SkodicDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$22,110
Program Service Revenue
$0
Investment Income
$47,938
Other Revenue
$483
All Other Contributions
$22,110
Change in Net Assets
$-15,400
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$85,931
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$44,879--$44,879
Advertising$12,136--$12,136
Fees for Service Investment Mgmnt Fees$5,439--$5,439
Depreciation Depletion$2,249--$2,249
All Other Expenses$2,066--$2,066
Other Expenses$1,749--$1,749
Fees for Services Accounting$1,260--$1,260
Insurance$672--$672
Information Technology$543--$543
Conferences and Meetings$32--$32
Total Functional Expenses$85,931$0$0$85,931
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$378
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Kathy CroweBoard MemberWebsite/marketingNo$1,140
Laraine LippeBoard MemberProspect ResearcherNo$900

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
Yes
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, Part VI, Line 11B: Form 990 Review Process

Form 990 presented to board for review prior to filing.

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

The form 990 is available on guidestar.org. The form 990 and massachusetts form pc are available on the ma attorney general's website.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Higher Self Yoga Inc
EIN
27-0459232
Phone
2122894246
Address
PO BOX 490, MONTEREY, MA 01245

Signing Officer

Name
Laraine Lippe
Title
Treasurer
Signed
2017-05-03
Discuss with paid preparer
Yes

Organization Details

Formed
2009
Legal Domicile
Ma
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
10

Preparer

Firm
Lombardi Clairmont & Keegan CPAs
Address
35 Pearl Street, Pittsfield, MA 01201-4718
Preparer
John J Keegan
Phone
4134993733
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IRS990/OtherExpensesGrp/ProgramServicesAmt08819
IRS990/OtherExpensesGrp/ProgramServicesAmt14162
IRS990/OtherExpensesGrp/ProgramServicesAmt21925
IRS990/OtherExpensesGrp/ProgramServicesAmt31749
IRS990/OtherExpensesGrp/TotalAmt08819
IRS990/OtherExpensesGrp/TotalAmt14162
IRS990/OtherExpensesGrp/TotalAmt21925
IRS990/OtherExpensesGrp/TotalAmt31749
IRS990/OtherInd0X
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATIONAL SCHOLARSHIPS PROVIDED TO COVER ROOM AND BOARD FOR ANNUAL RETREAT FOR STUDENTS WHO ARE MOST IN NEED AND WOULD NOT BE ABLE TO ATTEND THE RETREAT WITHOUT FINANCIAL HELP.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01925
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt09840
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt085431
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt049530
IRS990/PYOtherRevenueAmt01196
IRS990/PYRevenuesLessExpensesAmt046937
IRS990/PYTotalExpensesAmt049530
IRS990/PYTotalRevenueAmt096467
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-15400
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt022110
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt09840
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0806491
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt029361
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03815
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0871617
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt043038
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt097958
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt017887
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0149
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0159032
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03848
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.84570
IRS990ScheduleA/PublicSupportPY170Pct00.88470
IRS990ScheduleA/PublicSupportTotal170Amt0871617
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt022110
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt09840
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0806491
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt029361
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03815
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0871617
IRS990ScheduleA/TotalSupportAmt01030649
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt01854
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04237
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06091
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01854
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0KATHY CROWE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1LARAINE LIPPE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1BOARD MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt01140
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt1900
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0WEBSITE/MARKETING
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1PROSPECT RESEARCHER
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 PRESENTED TO BOARD FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS AVAILABLE ON GUIDESTAR.ORG. THE FORM 990 AND MASSACHUSETTS FORM PC ARE AVAILABLE ON THE MA ATTORNEY GENERAL'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0855132
IRS990/TotalAssetsEOYAmt0880817
IRS990/TotalAssetsGrp/BOYAmt0855132
IRS990/TotalAssetsGrp/EOYAmt0880817
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt022110
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt085931
IRS990/TotalFunctionalExpensesGrp/TotalAmt085931
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0855132
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0880817
IRS990/TotalProgramServiceExpensesAmt085931
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt02040
IRS990/TotalRevenueGrp/ExclusionAmt047938
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0105
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt070531
IRS990/TotalVolunteersCnt010

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.20$0.37$0.17
2023Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.12$0.34$0.22
2022Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.04$0.31$0.27
2021Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.10$0.34$0.25
2020Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.38$0.21$0.16
2019Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.06$0.15$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$1.74$0.14$1.60
2017Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.25$0.07$0.18
2016Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.07$0.09$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.10$0.05$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.83$0.04$0.78
2013Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.03$0.01$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.04$0.00$0.01$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.04$0.04$0.01$0.04