Liabilities / Assets
74th percentile
Higher debt load relative to assets than 74% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
74th percentile
Higher debt load relative to assets than 74% of similar nonprofits.
Liabilities / Revenue
69th percentile
Higher debt load relative to revenue than 69% of similar nonprofits.
Net Margin
76th percentile
Higher net margin than 76% of similar nonprofits.
Top Officer Pay
75th percentile
Higher top officer pay than 75% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
95th percentile
Faster asset growth than 95% of similar nonprofits.
Revenue Growth
76th percentile
Faster revenue growth than 76% of similar nonprofits.
Assets
Up$22,408
Up $14,779 (+194%) from 2015
Net Assets
Up$21,026
Up $14,369 (+216%) from 2015
Liabilities
Up$1,382
Up $410 (+42%) from 2015
Revenue
Up$67,556
Up $13,140 (+24%) from 2015
Expenses
Up$54,187
Up $1,157 (+2.2%) from 2015
Net Income
Up$13,369
Up $11,983 (+865%) from 2015
To develop and facilitate reflective leadership practices for organizations and individuals.
WholeHeart, Inc. connects, convenes and facilitates authentic conversations and experiential learning opportunities to support and strengthen individual resilience and cultivate positive organizational culture in these challenging times.
| Description | Grants | Expenses |
|---|---|---|
| Recent accomplishments include convening trainings in the WholeHeart Wellness Model, Intergenerational Leadership Exchanges and Circles of Trust in the Northeast Kingdom of Vermont. | - | $43,281 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| PATRICIA PASSMORE ALLEY | President | PT | $0 | - | - |
| TARA REYNOLDS | Treasurer/Secretary | PT | $0 | - | - |
| NEWCOMB GREENLEAF | Director | - | $0 | - | - |
| MARILYN WEBB NEAGLEY | Director | - | $0 | - | - |
| DAVID SCHWARTZ | Director | - | $0 | - | - |
| ANN LINDNER | Director | - | $0 | - | - |
| KAREN HOLMES | Director | - | $0 | - | - |
| MARISSA COLSTON | Director | - | $0 | - | - |
“Part I line 16 Please see supplemental schedule of Other Expenses attached to the return”
“Part I line 20 Please see supplemental schedule of Changes in net assests or fund balances attached to the return”
“Registration Fees 245.”
“Office Expense 84.”
“Insurance 909.”
“Conferences, Conventions & Meetings 2378.”
“Professional Development 205.”
“Memberships & Subscriptions 40.”
“Depreciation 201.”
“Marketing 160.”
“Adjust payroll tax accrual 1000.”
“Payroll and related taxes 1382.”
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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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Greensboro |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | VT |
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| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 5833 |
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| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 22408 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
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| IRS990EZ/GrossReceiptsAmt | 0 | 67556 |
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| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 805 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | MARILYN WEBB NEAGLEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | DAVID SCHWARTZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | ANN LINDNER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | KAREN HOLMES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | MARISSA COLSTON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Treasurer/Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Director |
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| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 1000 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 4222 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | WholeHeart, Inc. connects, convenes and facilitates authentic conversations and experiential learning opportunities to support and strengthen individual resilience and cultivate positive organizational culture in these challenging times. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 1385 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 10427 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Recent accomplishments include convening trainings in the WholeHeart Wellness Model, Intergenerational Leadership Exchanges and Circles of Trust in the Northeast Kingdom of Vermont. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 43281 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 40177 |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 972 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 1382 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 54187 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 43281 |
| IRS990EZ/TotalRevenueAmt | 0 | 67556 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.wholeheartinc.org |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt | 0 | 35000 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt | 0 | 42500 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt | 0 | 51878 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 129378 |
| IRS990ScheduleA/First5Years509Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 57097 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 49720 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 51878 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 158695 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 32 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 32 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 10427 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 2860 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 1460 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 14747 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt | 0 | 1836 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 1836 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 32 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 32 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0 |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 0 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 45900 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt | 0 | 35000 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt | 0 | 42500 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt | 0 | 51878 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 129378 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 67524 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 54416 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 53338 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 175278 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 175310 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Part I line 16 Please see supplemental schedule of Other Expenses attached to the return |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Part I line 20 Please see supplemental schedule of Changes in net assests or fund balances attached to the return |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Registration Fees 245. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Office Expense 84. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Insurance 909. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Conferences, Conventions & Meetings 2378. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Professional Development 205. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Memberships & Subscriptions 40. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Depreciation 201. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Marketing 160. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Adjust payroll tax accrual 1000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Payroll and related taxes 1382. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Form 990EZ, Part I, Line 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Form 990EZ, Part II, Line 26 |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | TARA REYNOLDS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | SECRETARY |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8025332478 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-10-10 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | WholeHeart Inc |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WHOL |
| ReturnHeader/Filer/EIN | 0 | 464300314 |
| ReturnHeader/Filer/PhoneNum | 0 | 8025332478 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 333 Atherton Way |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Greensboro |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | VT |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 05841 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | M STUART & ASSOCIATES INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 156 DANIELS ROAD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | HARDWICK |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | VT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 05843 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8024726192 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2016-11-07 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MICHAEL STUART CPA |
| ReturnHeader/ReturnTs | 0 | 2016-11-07T11:05:55-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-06-30 |
| ReturnHeader/TaxYr | 0 | 2015 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.