Civic Intelligence

Enneagram Prison Project

990 • Fiscal year 2023 • EIN 45-5340135

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

PO Box 804Los Gatos, CA 95031

(408) 600-0074

Siviq Scores

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

Liabilities / Assets

80th percentile

0.41x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

52nd percentile

0.10x

Higher debt load relative to revenue than 52% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

44th percentile

1.4%

Higher net margin than 44% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

79th percentile

$133,800

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

6th percentile

-24%

Faster asset growth than 6% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

79th percentile

39%

Faster revenue growth than 79% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Flat

$457,995

Flat from 2023

Net Assets

Flat

$270,272

Flat from 2023

Liabilities

Flat

$187,723

Flat from 2023

Revenue

Flat

$1,894,672

Flat from 2023

Expenses

Flat

$1,867,498

Flat from 2023

Net Income

Flat

$27,174

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2015: $72,561Liabilities 2015: $3,201Net Assets 2015: $69,3602015Assets 2016: $61,570Liabilities 2016: $81Net Assets 2016: $61,4892016Assets 2017: $68,462Liabilities 2017: $230Net Assets 2017: $68,2322017Assets 2018: $92,904Liabilities 2018: $1,720Net Assets 2018: $91,1842018Assets 2019: $189,352Liabilities 2019: $1,532Net Assets 2019: $187,8202019Assets 2020: $417,424Liabilities 2020: $87,923Net Assets 2020: $329,5012020Assets 2021: $711,863Liabilities 2021: $92,359Net Assets 2021: $619,5042021Assets 2022: $604,129Liabilities 2022: $367,009Net Assets 2022: $237,1202022Assets 2023: $457,995Liabilities 2023: $187,723Net Assets 2023: $270,2722023Assets 2023: $457,995Liabilities 2023: $187,723Net Assets 2023: $270,2722023Assets 2024: $552,275Liabilities 2024: $401,394Net Assets 2024: $150,8812024

Highlighted filing

2023

Assets$457,995
Liabilities$187,723
Net Assets$270,272

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2015: $212,442Expenses 2015: $206,730Net Income 2015: $5,7122015Revenue 2016: $284,097Expenses 2016: $285,423Net Income 2016: -$1,3262016Revenue 2017: $342,474Expenses 2017: $334,997Net Income 2017: $7,4772017Revenue 2018: $455,801Expenses 2018: $431,012Net Income 2018: $24,7892018Revenue 2019: $1,111,160Expenses 2019: $1,029,365Net Income 2019: $81,7952019Revenue 2020: $1,148,193Expenses 2020: $1,004,078Net Income 2020: $144,1152020Revenue 2021: $1,479,813Expenses 2021: $1,313,474Net Income 2021: $166,3392021Revenue 2022: $1,359,779Expenses 2022: $1,688,140Net Income 2022: -$328,3612022Revenue 2023: $1,894,672Expenses 2023: $1,867,498Net Income 2023: $27,1742023Revenue 2023: $1,894,672Expenses 2023: $1,867,498Net Income 2023: $27,1742023Revenue 2024: $1,298,287Expenses 2024: $1,333,126Net Income 2024: -$34,8392024

Highlighted filing

2023

Revenue$1,894,672
Expenses$1,867,498
Net Income$27,174
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$1,894,672
Mission and Program Overview

Mission

EPP is a non-profit dedicated to the self-awareness education for the incarcerated, using the Enneagram. The education process includes in-depth application of the Enneagram system and its methodologies combined with mindfulness meditation & sensate-awareness practices.

Epp is a non-profit dedicated to working with the incarcerated to increase self-awareness, self-regulation, and self-compassion. Epp uses the enneagram, as well as a compassionate understanding of human development, trauma, addiction, and aces to inspire transformation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$276,816$277,512▲ $696
Rtn Earn Endowment Incm Other Fnds$237,120$270,272▲ $33,152
Loans From Officers Directors$362,895$168,917▼ $193,978
Other Notes and Loans Receivable, Net$69,509$90,128▲ $20,619
Cash and Non-Interest-Bearing Accounts$130,807$52,010▼ $78,797
Savings and Temporary Cash Investments$124,783$32,965▼ $91,818
Prepaid Expenses and Deferred Charges$200$3,941▲ $3,741
Land, Buildings, and Equipment, Net$2,014$1,439▼ $575
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$604,129$457,995▼ $146,134
Other Assets Total-$0-
Liabilities
Other Liabilities$3,704$18,806▲ $15,102
Grants Payable$410--
Total Liabilities$367,009$187,723▼ $179,286
Net Assets / Fund Balance
Total Net Assets Fund Balance$237,120$270,272▲ $33,152
Total Liabilities and Net Assets / Fund Balance$604,129$457,995▼ $146,134

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,439$937$2,376
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Laura HooperProgram ManagerFT$133,800$133,800
Rick OlesekExecutive DirectorFT$97,562$97,562
Susan OlesekPresidentFT$79,072$79,072
Aexander SenegalDirectorFT$77,066$77,066

Board Members and Trustees

NameTitle
Eric MccluskeyDirector
Lance WhiteDirector
Tara MeehanDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$1,417,447
Program Service Revenue
$475,541
Investment Income
$1,684
Other Revenue
$0
All Other Contributions
$1,417,447
Change in Net Assets
$27,174
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,184,853
Salaries, Compensation, and Employee Benefits$682,645
Total Fundraising Expense$132,591
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$704,212$85,900$60,385$850,497
Other Salaries and Wages$259,738$31,683$22,272$313,693
Current Officers, Directors, Trustees, and Key Employees$210,064$25,623$18,013$253,700
Travel$105,240$12,838$9,024$127,102
Other Employee Benefits$53,603$6,539$4,596$64,738
Payroll Taxes$41,826$5,102$3,586$50,514
Fees for Services Accounting$27,519$3,357$2,360$33,236
Information Technology$26,273$3,205$2,253$31,731
Office Expenses$16,355$1,995$1,402$19,752
Advertising$9,557$1,166$819$11,542
Conferences and Meetings$9,238$1,127$792$11,157
Other Expenses$8,096$988$694$9,778
Occupancy$7,899$964$677$9,540
Fees for Services Legal$4,972$607$426$6,005
Insurance$4,496$548$386$5,430
Depreciation Depletion$476$58$41$575
Interest$214$26$19$259
Total Functional Expenses$1,546,288$188,619$132,591$1,867,498
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$362,895$168,917▼ $193,978
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Cards$18,441
Ftb Garnishments$365
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

President and executive director (non-voting member) are married

Form 990, Part VI, Section B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section B, Line 15A

Data for executive salaries in the area was gathered and the three independent board members voted on the salary.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Enneagram Prison Project
EIN
45-5340135
Phone
4086000074
Address
PO BOX 804, LOS GATOS, CA 95031

Signing Officer

Name
Susan Olesek
Title
President
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Olesek
Formed
2012
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
3
Employees
6
Volunteers
200

Preparer

Firm
Ruzzo Scholl & Murphy AC
Address
2323 South Bascom Avenue, Campbell, CA 95008
Preparer
Chris Faria CPA
Phone
4083774011
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IRS990/OtherExpensesGrp/ProgramServicesAmt29563
IRS990/OtherExpensesGrp/ProgramServicesAmt38096
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IRS990/OtherExpensesGrp/TotalAmt211549
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IRS990/OtherLiabilitiesGrp/BOYAmt03704
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IRS990/PayrollTaxesGrp/ProgramServicesAmt041826
IRS990/PayrollTaxesGrp/TotalAmt050514
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0200
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0124783
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1365
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1FTB GARNISHMENTS
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IRS990ScheduleD/TotalBookValueSecuritiesAmt0277512
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IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0168917
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0362895
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0LANCE WHITE

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