Civic Intelligence

The Wholeness

990EZ • Fiscal year 2015 • EIN 45-4589984

Jan 01, 2015 to Dec 31, 2015 • Filed on May 06, 2016

Organization Profilethewholeness.org
PO Box 32775Santa Fe, NM 87594

(505) 780-8622

Siviq Scores

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

Liabilities / Assets

93rd percentile

1.03x

Higher debt load relative to assets than 93% of similar nonprofits.

2015 filings • NTEE X99 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

89th percentile

0.22x

Higher debt load relative to revenue than 89% of similar nonprofits.

2015 filings • NTEE X99 • <$500k nonprofits • Source year 2015

Net Margin

54th percentile

3.5%

Higher net margin than 54% of similar nonprofits.

2015 filings • NTEE X99 • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • NTEE X99 • <$500k nonprofits • Source year 2015

Asset Growth

23rd percentile

-26%

Faster asset growth than 23% of similar nonprofits.

2015 filings • NTEE X99 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-64%

Faster revenue growth than 5% of similar nonprofits.

2015 filings • NTEE X99 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$10,577

Down $3,710 (-26%) from 2014

Net Assets

Up

-$323

Up $1,740 (+84%) from 2014

Liabilities

Down

$10,900

Down $5,450 (-33%) from 2014

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin54th percentile

Revenue

Down

$50,044

Down $88,264 (-64%) from 2014

Expenses

Down

$48,304

Down $90,818 (-65%) from 2014

Net Income

Up

$1,740

Up $2,554 (+314%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$1.0M$500K$0-$500KAssets 2013: $10,991Liabilities 2013: $12,2412013Assets 2014: $14,287Liabilities 2014: $16,350Net Assets 2014: -$2,0632014Assets 2015: $10,577Liabilities 2015: $10,900Net Assets 2015: -$3232015Assets 2016: $329,734Liabilities 2016: $9,229Net Assets 2016: $320,5052016Assets 2017: $397,652Liabilities 2017: $8,071Net Assets 2017: $389,5812017Assets 2018: $602,734Liabilities 2018: $182,970Net Assets 2018: $419,7642018Assets 2019: $631,064Liabilities 2019: $182,970Net Assets 2019: $448,0942019Assets 2020: $641,055Liabilities 2020: $188,770Net Assets 2020: $452,2852020Assets 2021: $653,784Liabilities 2021: $188,770Net Assets 2021: $465,0142021Assets 2022: $706,855Liabilities 2022: $240,181Net Assets 2022: $466,6742022Assets 2023: $735,521Liabilities 2023: $242,770Net Assets 2023: $492,7512023Assets 2024: $870,798Liabilities 2024: $242,770Net Assets 2024: $628,0282024

Highlighted filing

2015

Assets$10,577
Liabilities$10,900
Net Assets-$323
Open 2015 Filing

Operations Trend

Revenue Growth5th percentile

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

$600K$400K$200K$0-$200KRevenue 2013: $115,802Expenses 2013: $107,051Net Income 2013: $8,7512013Revenue 2014: $138,308Expenses 2014: $139,122Net Income 2014: -$8142014Revenue 2015: $50,044Expenses 2015: $48,304Net Income 2015: $1,7402015Revenue 2016: $414,659Expenses 2016: $92,702Net Income 2016: $321,9572016Revenue 2017: $134,299Expenses 2017: $65,224Net Income 2017: $69,0752017Revenue 2018: $100,241Expenses 2018: $70,058Net Income 2018: $30,1832018Revenue 2019: $40,341Expenses 2019: $12,011Net Income 2019: $28,3302019Revenue 2020: $11,663Expenses 2020: $7,472Net Income 2020: $4,1912020Revenue 2021: $23,382Expenses 2021: $10,653Net Income 2021: $12,7292021Revenue 2022: $14,645Expenses 2022: $12,985Net Income 2022: $1,6602022Revenue 2023: $40,566Expenses 2023: $14,489Net Income 2023: $26,0772023Revenue 2024: $149,853Expenses 2024: $14,576Net Income 2024: $135,2772024

Highlighted filing

2015

Revenue$50,044
Expenses$48,304
Net Income$1,740
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 6, 2016
Return Version
2015v2.1
Gross Receipts
$50,044
Mission and Program Overview

Mission

To offer spiritual guidance programs and to educate on specific spiritual practices.

Program Services

DescriptionGrantsExpenses
LAUNCHED IN EARLY 2014 AS AN INITIATIVE OF THE WHOLENESS THE CRYSTAL EARTH PROJECT ASSISTS PEOPLE TO EXPERIENCE GOD.-$21,552
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW REIFSLAGERDirector/Chairman-$0--
CAROL MISEO-HARDINPresidentPT$0--
ELLEN REIFSLAGERDirector-$0--
RALPH GOSSWALDDirector-$0--
KENNETH HARDINDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Wholeness
EIN
45-4589984
Phone
5057808622
Address
PO Box 32775, Santa Fe, NM 87594

Signing Officer

Name
Carol Miseo-hardin
Title
President
Phone
5057808622
Signed
2016-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Sanders & Sanders LLC
Address
PO Box 13342, Albuquerque, NM 87192-3342
Preparer
C Stephen Sanders
Phone
5052935544
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“SALE OF EQUIPMENT 55.”

Form 990EZ, Part I, Line 16

“Program costs 21552. Bank fees 221. Licenses 411. Advertising and promotion 6220. Teleconference services 1191.”

Form 990EZ, Part II, Line 24

“Receivables 1920. 1550. Inventories 2211. 2211. Prepaid costs 3986.”

Form 990EZ, Part II, Line 26

“Payables 6515. 0. Loans 9835. 9742. Unearned revenues 1158.”

Raw XML Appendix150 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CAROL MISEO-HARDIN
IRS990EZ/BooksInCareOfDetail/PhoneNum05057808622
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0926 Paseo del Sur
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Fe
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd087501
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010156
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02830
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt023918
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01740
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt012512
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014287
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010577
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt050044
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-2063
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-323
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-2063
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-323
IRS990EZ/OccupancyRentUtltsAndMaintAmt06197
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MATTHEW REIFSLAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAROL MISEO-HARDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELLEN REIFSLAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RALPH GOSSWALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KENNETH HARDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director/Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04131
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07747
IRS990EZ/OtherExpensesTotalAmt029595
IRS990EZ/OtherRevenueTotalAmt055
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To offer spiritual guidance programs and to educate on specific spiritual practices.
IRS990EZ/ProgramServiceRevenueAmt026071
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LAUNCHED IN EARLY 2014 AS AN INITIATIVE OF THE WHOLENESS THE CRYSTAL EARTH PROJECT ASSISTS PEOPLE TO EXPERIENCE GOD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021552
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt016350
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010900
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048304
IRS990EZ/TotalProgramServiceExpensesAmt021552
IRS990EZ/TotalRevenueAmt050044
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0thewholeness.org
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt023918
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt039352
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012498
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt015003
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt090771
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt026071
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt098222
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0104076
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05620
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0233989
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0324760
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt049989
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0137574
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0116574
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt020623
IRS990ScheduleA/Total509Grp/TotalAmt0324760
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0324760
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SALE OF EQUIPMENT 55.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM COSTS 21552. BANK FEES 221. LICENSES 411. ADVERTISING AND PROMOTION 6220. TELECONFERENCE SERVICES 1191.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RECEIVABLES 1920. 1550. INVENTORIES 2211. 2211. PREPAID COSTS 3986.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PAYABLES 6515. 0. LOANS 9835. 9742. UNEARNED REVENUES 1158.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL MISEO-HARDIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05057808622
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Wholeness
ReturnHeader/Filer/BusinessNameControlTxt0THEW
ReturnHeader/Filer/EIN0454589984
ReturnHeader/Filer/PhoneNum05057808622
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 32775
ReturnHeader/Filer/USAddress/CityNm0Santa Fe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087594
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sanders & Sanders LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 13342
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Albuquerque
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0871923342
ReturnHeader/PreparerPersonGrp/PhoneNum05052935544
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C STEPHEN SANDERS
ReturnHeader/ReturnTs02016-05-07T10:47:49-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,577
Liabilities
$10,900
Net assets
-$323
Revenue
$50,044
Expenses
$48,304
Net income
$1,740
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.71$2.43$6.28$1.50$0.15$1.35
2023Summary only. Only limited summary data is available for this year.$7.36$2.43$4.93$0.41$0.14$0.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.07$2.40$4.67$0.15$0.13$0.02
2021Summary only. Only limited summary data is available for this year.$6.54$1.89$4.65$0.23$0.11$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.41$1.89$4.52$0.12$0.07$0.04
2019Summary only. Only limited summary data is available for this year.$6.31$1.83$4.48$0.40$0.12$0.28
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.03$1.83$4.20$1.00$0.70$0.30
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.98$0.08$3.90$1.34$0.65$0.69
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.30$0.09$3.21$4.15$0.93$3.22
2015Detailed filing. Detailed filing data is available for this year.$0.11$0.11$0.00$0.50$0.48$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.14$0.16$0.02$1.38$1.39$0.01
2013Summary only. Only limited summary data is available for this year.$0.11$0.12$1.16$1.07$0.09
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits