Civic Intelligence

Five Stones Institute

990EZ • Fiscal year 2017 • EIN 45-3583686

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

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

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

12th percentile

-29%

Higher net margin than 12% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

85th percentile

$26,373

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 33.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

10th percentile

-44%

Faster asset growth than 10% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

15th percentile

-34%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$29,829

Down $23,324 (-44%) from 2016

Net Assets

$29,829

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$79,814

Down $41,187 (-34%) from 2016

Expenses

Up

$103,138

Up $19,712 (+24%) from 2016

Net Income

Down

-$23,324

Down $60,899 (-162%) from 2016

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

2017

Assets$29,829
Liabilities$0
Net Assets$29,829

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

2017

Revenue$79,814
Expenses$103,138
Net Income-$23,324
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.2
Gross Receipts
$84,436
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.$0$103,138
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTHA CALIHAN MDPresidentPT$26,373-$26,373
FRED CAPRIOTreasurer/Secretary-$0--
JESSE WHITEBoard Member-$0--
SARVA RAJENDRABoard Member-$0--
TERESA WHEELERBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
6th Annual Fundraiser$29,976$29,976$4,622$25,354
Total Events$29,976$29,976$4,622$25,354
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
Martha Calihan
Title
CEO and Chairperson
Phone
7036696118
Signed
2018-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Virchow Krause Llp
Address
20 STANWIX STREET, 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: 239.

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

Description: bank services fees. Amount: 1,579. Description: marketing. Amount: 2,127. Description: website. Amount: 920. Description: insurance. Amount: 2,013. Description: travel and conferences. Amount: 321. Total to form 990-ez, line 16: 6,960.

Raw XML Appendix195 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/PrintingPublicationsPostageAmt02723
IRS990EZ/ProgramServiceRevenueAmt022730
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GREW 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0103138
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SalariesOtherCompEmplBnftAmt026373
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt025354
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0VA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm06TH ANNUAL FUNDRAISER
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 239.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK SERVICES FEES. AMOUNT: 1,579. DESCRIPTION: MARKETING. AMOUNT: 2,127. DESCRIPTION: WEBSITE. AMOUNT: 920. DESCRIPTION: INSURANCE. AMOUNT: 2,013. DESCRIPTION: TRAVEL AND CONFERENCES. AMOUNT: 321. TOTAL TO FORM 990-EZ, LINE 16: 6,960.
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTHA CALIHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO AND CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum07036696118
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FIVE STONES INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0FIVE
ReturnHeader/Filer/EIN0453583686
ReturnHeader/Filer/PhoneNum07036696118
ReturnHeader/Filer/USAddress/AddressLine1Txt0116-Q EDWARDS FERRY ROAD NORTHEAST
ReturnHeader/Filer/USAddress/CityNm0LEESBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd020176
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0453F88F52317BDAAE6FA8619B9DF1022805B0D29
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.140.44.123
ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:10:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY VIRCHOW KRAUSE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 STANWIX STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum04126976400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY J SPENGLER CPA
ReturnHeader/ReturnTs02018-06-21T14:46:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings