Civic Intelligence

Five Stones Institute

990EZ • Fiscal year 2015 • EIN 45-3583686

Jan 01, 2015 to Dec 31, 2015 • Filed on May 11, 2016

116-q Edwards Ferry Road NortheastLeesburg, VA 20176

(703) 669-6118

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

34th percentile

-2.9%

Higher net margin than 34% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

80th percentile

$12,800

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 14.9% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

25th percentile

-14%

Faster asset growth than 25% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

87th percentile

53%

Faster revenue growth than 87% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$15,578

Down $2,488 (-14%) from 2014

Net Assets

Down

$15,578

Down $2,488 (-14%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$85,648

Up $29,700 (+53%) from 2014

Expenses

Up

$88,136

Up $4,218 (+5.0%) from 2014

Net Income

Up

-$2,488

Up $25,482 (+91%) from 2014

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2014: $18,066Liabilities 2014: $0Net Assets 2014: $18,0662014Assets 2015: $15,578Liabilities 2015: $0Net Assets 2015: $15,5782015Assets 2016: $53,153Liabilities 2016: $02016Assets 2017: $29,829Liabilities 2017: $0Net Assets 2017: $29,8292017Assets 2018: $23,007Liabilities 2018: $0Net Assets 2018: $23,0072018Assets 2019: $49,777Liabilities 2019: $0Net Assets 2019: $49,7772019Assets 2020: $40,173Liabilities 2020: $0Net Assets 2020: $40,1732020

Highlighted filing

2015

Assets$15,578
Liabilities$0
Net Assets$15,578

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2014: $55,948Expenses 2014: $83,918Net Income 2014: -$27,9702014Revenue 2015: $85,648Expenses 2015: $88,136Net Income 2015: -$2,4882015Revenue 2016: $121,001Expenses 2016: $83,426Net Income 2016: $37,5752016Revenue 2017: $79,814Expenses 2017: $103,138Net Income 2017: -$23,3242017Revenue 2018: $74,971Expenses 2018: $81,793Net Income 2018: -$6,8222018Revenue 2019: $62,395Expenses 2019: $35,625Net Income 2019: $26,7702019Revenue 2020: $22,114Expenses 2020: $31,718Net Income 2020: -$9,6042020

Highlighted filing

2015

Revenue$85,648
Expenses$88,136
Net Income-$2,488
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 11, 2016
Return Version
2015v2.1
Gross Receipts
$88,521
Mission and Program Overview

Mission

Providing training and education in the balanced care of mind, body and spirit.

Program Services

DescriptionGrantsExpenses
GREW HEALTH INTENSIVE PROGRAM. ADDED NEW EDUCATION OFFERINGS IN MINDFULNESS. FORMED MULTIPLE COMMUNITY PARTNERSHIPS FOR PROGRAM DELIVERY TO UNDER-SERVED POPULATIONS. GREW COMMUNICATION REACH THROUGH FACEBOOK AND LAUNCH OF NEW WEBSITE.$0$88,136
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTHA CALIHAN MDPresidentPT$12,800-$12,800
FRED CAPRIOTreasurer-$0--
SUSAN M CURTIS MEDBoard Member-$0--
CAROL SAROKASecretary-$0--
SARVA RAJENDRABoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
5th Annual Fundraiser$17,733$17,733$2,873$14,860
Total Events$17,733$17,733$2,873$14,860
Filing and Contact Details

Filer

Filer Name
Five Stones Institute
EIN
45-3583686
Phone
7036696118
Address
116-Q EDWARDS FERRY ROAD NORTHEAST, LEESBURG, VA 20176

Signing Officer

Name
Fred Caprio
Title
Treasurer
Phone
7036696118
Signed
2016-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Virchow Krause Llp
Address
20 STANWIX ST STE 800, PITTSBURGH, PA 15222
Preparer
Jeffrey J Spengler CPA
Phone
4126976400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 25.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank services fees. Amount: 247. Description: marketing. Amount: 673. Description: website . Amount: 1,534. Description: insurance. Amount: 1,753. Description: travel and meetings. Amount: 571. Total to form 990-ez, line 16: 4,778.

Raw XML Appendix189 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/OperateHospitalInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/PrintingPublicationsPostageAmt0909
IRS990EZ/ProgramServiceRevenueAmt011352
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK SERVICES FEES. AMOUNT: 247. DESCRIPTION: MARKETING. AMOUNT: 673. DESCRIPTION: WEBSITE . AMOUNT: 1,534. DESCRIPTION: INSURANCE. AMOUNT: 1,753. DESCRIPTION: TRAVEL AND MEETINGS. AMOUNT: 571. TOTAL TO FORM 990-EZ, LINE 16: 4,778.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-09-27 15:27:22Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum07036696118
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FIVE STONES INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0FIVE
ReturnHeader/Filer/EIN0453583686
ReturnHeader/Filer/PhoneNum07036696118
ReturnHeader/Filer/USAddress/AddressLine1Txt0116-Q EDWARDS FERRY ROAD NORTHEAST
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ReturnHeader/Filer/USAddress/ZIPCd020176
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY VIRCHOW KRAUSE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 STANWIX ST STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum04126976400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY J SPENGLER CPA
ReturnHeader/ReturnTs02016-05-16T10:00:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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Filings