Civic Intelligence

Advaita Fellowship

990EZ • Fiscal year 2021 • EIN 33-0301894

Jan 01, 2021 to Dec 31, 2021 • Filed on May 09, 2022

PO Box 3479Redondo Beach, CA 90277

(310) 376-9636

Siviq Scores

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

Liabilities / Assets

85th percentile

0.28x

Higher debt load relative to assets than 85% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

80th percentile

0.11x

Higher debt load relative to revenue than 80% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

31st percentile

-2.9%

Higher net margin than 31% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

62nd percentile

16%

Faster asset growth than 62% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

58th percentile

14%

Faster revenue growth than 58% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$56,689

Up $7,734 (+16%) from 2020

Net Assets

Down

$41,017

Down $4,113 (-9.1%) from 2020

Liabilities

Up

$15,672

Up $11,847 (+310%) from 2020

Revenue

Up

$141,466

Up $17,248 (+14%) from 2020

Expenses

Up

$145,579

Up $24,964 (+21%) from 2020

Net Income

Down

-$4,113

Down $7,716 (-214%) from 2020

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $86,301Liabilities 2010: $15,780Net Assets 2010: $70,5212010Assets 2011: $64,269Liabilities 2011: $10,380Net Assets 2011: $53,8892011Assets 2012: $81,190Liabilities 2012: $10,827Net Assets 2012: $70,3632012Assets 2013: $105,739Liabilities 2013: $9,056Net Assets 2013: $96,6832013Assets 2014: $75,170Liabilities 2014: $8,614Net Assets 2014: $66,5562014Assets 2015: $51,290Liabilities 2015: $11,006Net Assets 2015: $40,2842015Assets 2016: $56,275Liabilities 2016: $4,775Net Assets 2016: $51,5002016Assets 2017: $58,406Liabilities 2017: $5,693Net Assets 2017: $52,7132017Assets 2018: $35,012Liabilities 2018: $8,179Net Assets 2018: $26,8332018Assets 2019: $46,893Liabilities 2019: $5,366Net Assets 2019: $41,5272019Assets 2020: $48,955Liabilities 2020: $3,825Net Assets 2020: $45,1302020Assets 2021: $56,689Liabilities 2021: $15,672Net Assets 2021: $41,0172021Assets 2022: $33,903Liabilities 2022: $7,806Net Assets 2022: $26,0972022Assets 2023: $35,804Liabilities 2023: $13,986Net Assets 2023: $21,8182023Assets 2024: $31,629Liabilities 2024: $5,611Net Assets 2024: $26,0182024

Highlighted filing

2021

Assets$56,689
Liabilities$15,672
Net Assets$41,017

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $143,486Expenses 2010: $150,165Net Income 2010: -$6,6792010Revenue 2011: $157,394Expenses 2011: $174,026Net Income 2011: -$16,6322011Expenses 2012: $208,8192012Revenue 2013: $226,134Expenses 2013: $199,814Net Income 2013: $26,3202013Revenue 2014: $150,608Expenses 2014: $180,735Net Income 2014: -$30,1272014Revenue 2015: $147,238Expenses 2015: $173,510Net Income 2015: -$26,2722015Revenue 2016: $185,336Expenses 2016: $174,120Net Income 2016: $11,2162016Revenue 2017: $158,739Expenses 2017: $157,526Net Income 2017: $1,2132017Revenue 2018: $144,610Expenses 2018: $170,490Net Income 2018: -$25,8802018Revenue 2019: $174,579Expenses 2019: $159,885Net Income 2019: $14,6942019Revenue 2020: $124,218Expenses 2020: $120,615Net Income 2020: $3,6032020Revenue 2021: $141,466Expenses 2021: $145,579Net Income 2021: -$4,1132021Revenue 2022: $158,419Expenses 2022: $174,822Net Income 2022: -$16,4032022Revenue 2023: $144,723Expenses 2023: $149,002Net Income 2023: -$4,2792023Revenue 2024: $212,890Expenses 2024: $206,170Net Income 2024: $6,7202024

Highlighted filing

2021

Revenue$141,466
Expenses$145,579
Net Income-$4,113
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 9, 2022
Return Version
2021v4.0
Gross Receipts
$145,112
Mission and Program Overview

Mission

To provide education in Advaita philosophy, history, teachings and applications to daily life to the general public through speaking tours, etc

Program Services

DescriptionGrantsExpenses
The teaching of Advaita philosophy via website, email and chat rooms to allow accessability to those without proximity to scheduled talks$124,821-
Seminars on Advaita philosophy given both in the US and abroad, including U.K., India, Germany$20,158-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steven HoelPresidentPT$0--
Mallory ShimadaTreasurer/SecPT$0--
Filing and Contact Details

Filer

Filer Name
Advaita Fellowship
EIN
33-0301894
Phone
3103769636
Address
PO Box 3479, Redondo Beach, CA 90277

Signing Officer

Name
Steven Hoel
Title
President
Signed
2022-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Wayland & Vukadinovich LLP
Address
1097 Aviation Blvd, Hermosa Beach, CA 90254
Preparer
Susan T Patterson
Phone
3103760455
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $6834

Other Expenses.1005

Travel $14959

Other Expenses.1009

Depreciation $405

Other Expenses.1

Internet and website $3868

Other Expenses.2

Telephone $983

Other Expenses.3

Prior Period Adjustment $622

Other Expenses.4

Dues $30

Other Assets.1002

Furniture and Fixtures - Beginning $10900 Furniture and Fixtures - Ending $10900

Other Assets.1003

Machinery and Equipment - Beginning $-9076 Machinery and Equipment - Ending $-9481

Other Assets.1005

Accounts Receivable - Beginning $672 Accounts Receivable - Ending $657

Other Assets.1010

Inventories - Beginning $17578 Inventories - Ending $17142

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $3825 Accounts Payable and Accrued Expenses - Ending $6306

Total Liabilities.1008

Unsecured Notes and Loans Payable - Beginning $0 Unsecured Notes and Loans Payable - Ending $9366

Raw XML Appendix196 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.

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The teaching of Advaita philosophy via website, email and chat rooms to allow accessability to those without proximity to scheduled talks
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020158
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.advaita.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0134138
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0108123
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0167380
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0138467
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0151556
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0699664
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01877
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt054461
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01877
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01691
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt076
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03644
IRS990ScheduleA/InvestmentIncomeCYPct00.00480
IRS990ScheduleA/InvestmentIncomePYPct00.00520
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt04727
IRS990ScheduleA/OtherIncome509Grp/TotalAmt04727
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0141466
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0123496
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0177279
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0148119
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0163765
IRS990ScheduleA/Total509Grp/TotalAmt0754125
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0141466
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0128223
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0179156
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0149810
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0163841
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0762496
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $6834
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $14959
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $405
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Internet and website $3868
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Telephone $983
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Prior Period Adjustment $622
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Dues $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Furniture and Fixtures - Beginning $10900 Furniture and Fixtures - Ending $10900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Machinery and Equipment - Beginning $-9076 Machinery and Equipment - Ending $-9481
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Receivable - Beginning $672 Accounts Receivable - Ending $657
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Inventories - Beginning $17578 Inventories - Ending $17142
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Accounts Payable and Accrued Expenses - Beginning $3825 Accounts Payable and Accrued Expenses - Ending $6306
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Unsecured Notes and Loans Payable - Beginning $0 Unsecured Notes and Loans Payable - Ending $9366
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1005
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Steven Hoel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-09
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ReturnHeader/Filer/EIN0330301894
ReturnHeader/Filer/PhoneNum03103769636
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 3479
ReturnHeader/Filer/USAddress/CityNm0Redondo Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090277
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953784482
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01097 Aviation Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hermosa Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090254
ReturnHeader/PreparerPersonGrp/PhoneNum03103760455
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan T Patterson
ReturnHeader/ReturnTs02022-05-09T16:23:38-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Steven
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.06$0.26$2.13$2.06$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.14$0.22$1.45$1.49$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.34$0.08$0.26$1.58$1.75$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.57$0.16$0.41$1.41$1.46$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.04$0.45$1.24$1.21$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.05$0.42$1.75$1.60$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.08$0.27$1.45$1.70$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.06$0.53$1.59$1.58$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.56$0.05$0.52$1.85$1.74$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.11$0.40$1.47$1.74$0.26
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.09$0.67$1.51$1.81$0.30
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.09$0.97$2.26$2.00$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.11$0.70$2.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.10$0.54$1.57$1.74$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.16$0.71$1.43$1.50$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits