Civic Intelligence

Whole Health Outreach

EIN 43-1577997 • 501(c)3 • Ellington, MO

Profile

The organizations primary exempt purpose is to provide preventive health care services and health education. The objective is to respond to the rural health crisis among a traditionally underserved population. A team of volunteer and staff health professionals and lay health care managers provide direct health care services through community-based group activities, individual home visits, and short-term residential care and support services to the elderly, at-risk families, and women and children affected by abuse and violence. Direct health services and education support the prevention and self-management of chronic disease. An evidence-based sexual abuse prevention and education program, known as promoting healthy relationships: ending sexual/dating violence is provided at fifteen schools in five rural counties. The purpose is to help children and youth avoid sexual violence and to teach adults to recognize and respond appropriately to child sexual abuse and to create safe environmen

180 County Road 700Ellington, MO 63638

www.wholehealthoutreach.org

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

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

Liabilities / Revenue

64th percentile

0.00x

Higher debt load relative to revenue than 64% of similar nonprofits.

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

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

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

Top Officer Pay

89th percentile

$25,641

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

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

Asset Growth

77th percentile

22%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

59th percentile

5.1%

Faster revenue growth than 59% of similar nonprofits.

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

Assets

Up

$237,185

Up $42,940 (+22%) from 2021

Liabilities

Down

$780

Down $6,636 (-89%) from 2021

Net Assets

Up

$236,405

Up $49,576 (+27%) from 2021

Revenue

Up

$441,565

Up $21,430 (+5.1%) from 2021

Expenses

Up

$391,989

Up $15,876 (+4.2%) from 2021

Net Income

Up

$49,576

Up $5,554 (+13%) from 2021

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $235,595Liabilities 2010: $9,538Net Assets 2010: $226,0572010Assets 2011: $185,972Liabilities 2011: $5,823Net Assets 2011: $180,1492011Assets 2012: $182,932Liabilities 2012: $13,595Net Assets 2012: $169,3372012Assets 2013: $160,844Liabilities 2013: $10,680Net Assets 2013: $150,1642013Assets 2014: $193,751Liabilities 2014: $9Net Assets 2014: $193,7422014Assets 2015: $205,277Liabilities 2015: $0Net Assets 2015: $205,2772015Assets 2016: $306,563Liabilities 2016: $866Net Assets 2016: $305,6972016Assets 2017: $285,957Liabilities 2017: $778Net Assets 2017: $285,1792017Assets 2018: $306,588Liabilities 2018: $1,452Net Assets 2018: $305,1362018Assets 2019: $233,325Liabilities 2019: $930Net Assets 2019: $232,3952019Assets 2020: $205,197Liabilities 2020: $62,390Net Assets 2020: $142,8072020Assets 2021: $194,245Liabilities 2021: $7,416Net Assets 2021: $186,8292021Assets 2022: $237,185Liabilities 2022: $780Net Assets 2022: $236,4052022

Highlighted filing

2022

Assets$237,185
Liabilities$780
Net Assets$236,405

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $448,1542010Expenses 2011: $471,6742011Expenses 2012: $437,5782012Expenses 2013: $429,9832013Revenue 2014: $469,975Expenses 2014: $426,397Net Income 2014: $43,5782014Revenue 2015: $419,356Expenses 2015: $407,821Net Income 2015: $11,5352015Revenue 2016: $490,392Expenses 2016: $389,972Net Income 2016: $100,4202016Revenue 2017: $375,358Expenses 2017: $395,878Net Income 2017: -$20,5202017Revenue 2018: $421,070Expenses 2018: $401,107Net Income 2018: $19,9632018Revenue 2019: $305,950Expenses 2019: $378,692Net Income 2019: -$72,7422019Revenue 2020: $287,375Expenses 2020: $376,963Net Income 2020: -$89,5882020Revenue 2021: $420,135Expenses 2021: $376,113Net Income 2021: $44,0222021Revenue 2022: $441,565Expenses 2022: $391,989Net Income 2022: $49,5762022

Highlighted filing

2022

Revenue$441,565
Expenses$391,989
Net Income$49,576

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.37$0.01$2.36$4.42$3.92$0.50
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.07$1.87$4.20$3.76$0.44
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.62$1.43$2.87$3.77$0.90
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.33$0.01$2.32$3.06$3.79$0.73
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$0.01$3.05$4.21$4.01$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.01$2.85$3.75$3.96$0.21
2016Detailed filing. Detailed filing data is available for this year.$3.07$0.01$3.06$4.90$3.90$1.00
2015Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$4.19$4.08$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$4.70$4.26$0.44
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.11$1.50$4.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.83$0.14$1.69$4.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$0.06$1.80$4.72
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.36$0.10$2.26$4.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 10, 2023
Return Version
2021v4.0
Gross Receipts
$441,565
Mission and Program Overview

Mission

The organizations primary exempt purpose is to provide preventive health care services and health education. The objective is to respond to the rural health crisis among a traditionally underserved population. A team of volunteer and staff health professionals and lay health care managers provide direct health care services through community-based group activities, individual home visits, and short-term residential care and support services to the elderly, at-risk families, and women and children affected by abuse and violence. Direct health services and education support the prevention and self-management of chronic disease. An evidence-based sexual abuse prevention and education program, known as darkness to light - stewards of children is provided to school staffs, churchs and community organizations. The purpose is to teach adults to recognize and respond appropriately to child sexual abuse and to create safe environments for children. The organization serves some 1,250 program par

The organizations primary exempt purpose is to provide preventive health care services and health education. The objective is to respond to the rural health crisis among a traditionally underserved population. A team of volunteer and staff health professionals and lay health care managers provide direct health care services through community-based group activities, individual home visits, and short-term residential care and support services to the elderly, at-risk families, and women and children affected by abuse and violence. Direct health services and education support the prevention and self-management of chronic disease. An evidence-based sexual abuse prevention and education program, known as darkness to light - stewards of children is provided to school staffs, churchs and community organizations. The purpose is to teach adults to recognize and respond appropriately to child sexual abuse and to create safe environments for children. The organization serves some 1,435 program par

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$186,829$236,405▲ $49,576
Land, Buildings, and Equipment, Net$118,752$109,619▼ $9,133
Cash and Non-Interest-Bearing Accounts$8,583$82,508▲ $73,925
Savings and Temporary Cash Investments$55,910$45,058▼ $10,852
Prepaid Expenses and Deferred Charges$11,000--
Total Assets$194,245$237,185▲ $42,940
Liabilities
Deferred Revenue$6,455--
Other Liabilities$909$780▼ $129
Accounts Payable and Accrued Expenses$52--
Total Liabilities$7,416$780▼ $6,636
Net Assets / Fund Balance
Total Net Assets Fund Balance$186,829$236,405▲ $49,576
Total Liabilities and Net Assets / Fund Balance$194,245$237,185▲ $42,940

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$82,593$142,800$225,393
Equipment$22,428$89,532$111,960
Leasehold Improvements$4,598$3,210$7,808
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Katherine HartExecutive DiFT$25,641$25,641

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$435,046
Program Service Revenue
$0
Investment Income
$88
Other Revenue
$6,431
All Other Contributions
$118,479
Change in Net Assets
$49,576
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$309,944
Other Expenses$69,061
Grants and Similar Amounts Paid$12,984
Total Fundraising Expense$15
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$224,378$57,208-$281,586
Payroll Taxes$18,206$3,286-$21,492
Travel$15,306$873-$16,179
Office Expenses$8,472$6,724-$15,196
Occupancy$6,089$7,542-$13,631
Grants to Domestic Individuals$12,984--$12,984
Depreciation Depletion$6,871$3,938-$10,809
Other Employee Benefits$4,624$2,242-$6,866
Insurance$5,417$1,028-$6,445
All Other Expenses$1,740$1,357$15$3,112
Advertising$747--$747
Other Expenses$578--$578
Interest-$2-$2
Total Functional Expenses$307,774$84,200$15$391,989
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
State Tax Payable$780
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Connie mccormick marvin mccormick secretary member family relationship

Form 990, Page 6, Part VI, Line 11B

Copies of the final form 990 and schedules are e-mailed to each board member prior to being filed with the irs. Board members are asked to review the return individually and to contact the return preparer, other board members, or executive officers with any questions or concerns.

Form 990, Page 6, Part VI, Line 12C

All board members and key employees are required to complete conflict of interest statements annually. The statements are reviewed and noted issues are addressed.

Form 990, Page 6, Part VI, Line 15A

The executive directors compensation is based on grants available to the organization and is reviewed by the board of directors for reasonableness.

Form 990, Page 6, Part VI, Line 19

Governing documents, financial statements, form 990, and conflict of interest policy are made available to the public upon request at the office of the organization.

Filing and Contact Details

Filer

Filer Name
Whole Health Outreach
EIN
43-1577997
Phone
5736637757
Address
180 COUNTY ROAD 700, ELLINGTON, MO 63638

Signing Officer

Name
Katherine Hart
Title
Executive Director
Phone
5736637757
Signed
2023-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katherine Hart
Formed
1989
Legal Domicile
Mo
Voting Board Members
9
Independent Board Members
9
Employees
17
Volunteers
28

Preparer

Firm
Glaus & Associates CPA LLC
Address
2855 INDEPENDENCE STREET, CAPE GIRARDEAU, MO 63703
Preparer
Norman L Glaus
Phone
5733348474
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The organizations primary exempt purpose is to provide preventive health care services and health education. The objective is to respond to the rural health crisis among a traditionally underserved population. A team of volunteer and staff health professionals and lay health care managers provide direct health care services through community-based group activities, individual home visits, and short-term residential care and support services to the elderly, at-risk families, and women and children affected by abuse and violence. Direct health services and education support the prevention and self-management of chronic disease. An evidence-based sexual abuse prevention and education program, known as darkness to light - stewards of children is provided to school staffs, churchs and community organizations. The purpose is to teach adults to recognize and respond appropriately to child sexual abuse and to create safe environments for children. The organization serves some 1,435 program participants annually.

Form 990, Page 1, Part I, Line 6

The organization had total support volunteer hours of 1,468. The volunteer hours consists of 155 certified public accounting hours, 767 shelter house hotline and services, and 546 other support hours.

Form 990, Part XII

Line 2c-the board of directors, which meets quarterly to review reports, serves in the capacity of an oversight committee.

Raw XML AppendixShowing 400 of 452 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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IRS990/ActivityOrMissionDesc0THE ORGANIZATIONS PRIMARY EXEMPT PURPOSE IS TO PROVIDE PREVENTIVE HEALTH CARE SERVICES AND HEALTH EDUCATION. THE OBJECTIVE IS TO RESPOND TO THE RURAL HEALTH CRISIS AMONG A TRADITIONALLY UNDERSERVED POPULATION. A TEAM OF VOLUNTEER AND STAFF HEALTH PROFESSIONALS AND LAY HEALTH CARE MANAGERS PROVIDE DIRECT HEALTH CARE SERVICES THROUGH COMMUNITY-BASED GROUP ACTIVITIES, INDIVIDUAL HOME VISITS, AND SHORT-TERM RESIDENTIAL CARE AND SUPPORT SERVICES TO THE ELDERLY, AT-RISK FAMILIES, AND WOMEN AND CHILDREN AFFECTED BY ABUSE AND VIOLENCE. DIRECT HEALTH SERVICES AND EDUCATION SUPPORT THE PREVENTION AND SELF-MANAGEMENT OF CHRONIC DISEASE. AN EVIDENCE-BASED SEXUAL ABUSE PREVENTION AND EDUCATION PROGRAM, KNOWN AS DARKNESS TO LIGHT - STEWARDS OF CHILDREN IS PROVIDED TO SCHOOL STAFFS, CHURCHS AND COMMUNITY ORGANIZATIONS. THE PURPOSE IS TO TEACH ADULTS TO RECOGNIZE AND RESPOND APPROPRIATELY TO CHILD SEXUAL ABUSE AND TO CREATE SAFE ENVIRONMENTS FOR CHILDREN. THE ORGANIZATION SERVES SOME 1,435 PROGRAM PAR
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IRS990/PrincipalOfficerNm0KATHERINE HART
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IRS990/ProgSrvcAccomActy2Grp/Desc0HEALTHWISE FOR LIFE: A HOME-VISITING PROGRAM OF SIXTEEN SESSIONS OFFERED TO SENIORS LIVING AT HOME TO HELP THEM STAY INDEPENDENT AND WORK AS PARTNERS WITH THEIR HEALTH PROVIDERS; GROUP ACTIVITIES INCLUDING WELLNESS CLINICS, BLOOD PRESSURE SCREENINGS, ARTHRITIS EXERCISE GROUPS, CLASSES IN PAIN MANAGEMENT AND CHRONIC DISEASE MANAGEMENT, NUTRITION, AND COMMUNITY GARDENS.
IRS990/ProgSrvcAccomActy3Grp/Desc0FAMILIES-AT-RISK NETWORK: WHO COLLABORATES WITH OTHER COMMUNITY GROUPS TO ASSIST INDIVIDUALS AND FAMILIES IN CRISIS BECAUSE OF A HEALTH OR MEDICAL ISSUE OR DOMESTIC VIOLENCE SITUATION WITH THE GOAL OF HELPING THEM TO REGAIN THEIR SELF-SUFFICIENCY. A CASE MANAGER CONTINUES CONTACT WITH FAMILIES ASSISTED. MAKING REFERRALS AND PROVIDING ADDITIONAL SERVICES.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS A DATA BASE TO TRACK DONATIONS TO INDIVIDUALS AND FAMILIES. ASSISTANCE IS PROVIDED TO INDIVIDUALS WITH A MAXIMUM OF 100 OF ASSISTANCE ANNUALLY, WITH EXCEPTION FOR CRITICAL NEED.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION, INCLUDING ST VINCENT DE PAUL, SALVATION ARMY, RED CROSS, ST. CATHERINE OUTREACH, LOCAL CHURCHES, INDIVIDUAL DONATIONS, CASA, SVP, ANON, AND WHO, PROVIDED EMERGENCY ASSISTANCE TO 467 FAMILIES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE I, PAGE 4, PART IV
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATIONS PRIMARY EXEMPT PURPOSE IS TO PROVIDE PREVENTIVE HEALTH CARE SERVICES AND HEALTH EDUCATION. THE OBJECTIVE IS TO RESPOND TO THE RURAL HEALTH CRISIS AMONG A TRADITIONALLY UNDERSERVED POPULATION. A TEAM OF VOLUNTEER AND STAFF HEALTH PROFESSIONALS AND LAY HEALTH CARE MANAGERS PROVIDE DIRECT HEALTH CARE SERVICES THROUGH COMMUNITY-BASED GROUP ACTIVITIES, INDIVIDUAL HOME VISITS, AND SHORT-TERM RESIDENTIAL CARE AND SUPPORT SERVICES TO THE ELDERLY, AT-RISK FAMILIES, AND WOMEN AND CHILDREN AFFECTED BY ABUSE AND VIOLENCE. DIRECT HEALTH SERVICES AND EDUCATION SUPPORT THE PREVENTION AND SELF-MANAGEMENT OF CHRONIC DISEASE. AN EVIDENCE-BASED SEXUAL ABUSE PREVENTION AND EDUCATION PROGRAM, KNOWN AS DARKNESS TO LIGHT - STEWARDS OF CHILDREN IS PROVIDED TO SCHOOL STAFFS, CHURCHS AND COMMUNITY ORGANIZATIONS. THE PURPOSE IS TO TEACH ADULTS TO RECOGNIZE AND RESPOND APPROPRIATELY TO CHILD SEXUAL ABUSE AND TO CREATE SAFE ENVIRONMENTS FOR CHILDREN. THE ORGANIZATION SERVES SOME 1,435 PROGRAM PARTICIPANTS ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAD TOTAL SUPPORT VOLUNTEER HOURS OF 1,468. THE VOLUNTEER HOURS CONSISTS OF 155 CERTIFIED PUBLIC ACCOUNTING HOURS, 767 SHELTER HOUSE HOTLINE AND SERVICES, AND 546 OTHER SUPPORT HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONNIE MCCORMICK MARVIN MCCORMICK SECRETARY MEMBER FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COPIES OF THE FINAL FORM 990 AND SCHEDULES ARE E-MAILED TO EACH BOARD MEMBER PRIOR TO BEING FILED WITH THE IRS. BOARD MEMBERS ARE ASKED TO REVIEW THE RETURN INDIVIDUALLY AND TO CONTACT THE RETURN PREPARER, OTHER BOARD MEMBERS, OR EXECUTIVE OFFICERS WITH ANY QUESTIONS OR CONCERNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE CONFLICT OF INTEREST STATEMENTS ANNUALLY. THE STATEMENTS ARE REVIEWED AND NOTED ISSUES ARE ADDRESSED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE EXECUTIVE DIRECTORS COMPENSATION IS BASED ON GRANTS AVAILABLE TO THE ORGANIZATION AND IS REVIEWED BY THE BOARD OF DIRECTORS FOR REASONABLENESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, FORM 990, AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE OFFICE OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LINE 2C-THE BOARD OF DIRECTORS, WHICH MEETS QUARTERLY TO REVIEW REPORTS, SERVES IN THE CAPACITY OF AN OVERSIGHT COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII
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