Civic Intelligence

Wholeheart Inc

990 • Fiscal year 2020 • EIN 46-4300314

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 13, 2020

Organization ProfileWWW.WHOLEHEARTINC.ORG
88 High Meadow LaneRichmond, VT 05477

(802) 917-5677

Siviq Scores

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

Liabilities / Assets

84th percentile

0.31x

Higher debt load relative to assets than 84% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

74th percentile

0.08x

Higher debt load relative to revenue than 74% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

49th percentile

4.7%

Higher net margin than 49% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

74th percentile

34%

Faster asset growth than 74% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

76th percentile

14%

Faster revenue growth than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$72,889

Up $18,345 (+34%) from 2019

Net Assets

Up

$50,556

Up $13,168 (+35%) from 2019

Liabilities

Up

$22,333

Up $5,177 (+30%) from 2019

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin49th percentile

Revenue

Up

$283,005

Up $35,308 (+14%) from 2019

Expenses

Up

$269,837

Up $32,644 (+14%) from 2019

Net Income

Up

$13,168

Up $2,664 (+25%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$100K$50K$0Assets 2014: $3,799Liabilities 2014: $412014Assets 2015: $7,629Liabilities 2015: $972Net Assets 2015: $6,6572015Assets 2016: $22,408Liabilities 2016: $1,382Net Assets 2016: $21,0262016Assets 2017: $41,708Liabilities 2017: $9,745Net Assets 2017: $31,9632017Assets 2018: $43,714Liabilities 2018: $16,830Net Assets 2018: $26,8842018Assets 2019: $54,544Liabilities 2019: $17,156Net Assets 2019: $37,3882019Assets 2020: $72,889Liabilities 2020: $22,333Net Assets 2020: $50,5562020Assets 2021: $91,350Liabilities 2021: $23,056Net Assets 2021: $68,2942021Assets 2022: $86,169Liabilities 2022: $42,537Net Assets 2022: $43,6322022Assets 2023: $61,468Liabilities 2023: $29,929Net Assets 2023: $31,5392023Assets 2024: $75,489Liabilities 2024: $21,064Net Assets 2024: $54,4252024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2020

Assets$72,889
Liabilities$22,333
Net Assets$50,556
Open 2020 Filing

Operations Trend

Revenue Growth76th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2014: $53,338Expenses 2014: $49,580Net Income 2014: $3,7582014Revenue 2015: $54,416Expenses 2015: $53,030Net Income 2015: $1,3862015Revenue 2016: $67,556Expenses 2016: $54,187Net Income 2016: $13,3692016Revenue 2017: $137,885Expenses 2017: $126,948Net Income 2017: $10,9372017Revenue 2018: $151,982Expenses 2018: $157,061Net Income 2018: -$5,0792018Revenue 2019: $247,697Expenses 2019: $237,193Net Income 2019: $10,5042019Revenue 2020: $283,005Expenses 2020: $269,837Net Income 2020: $13,1682020Revenue 2021: $254,587Expenses 2021: $237,399Net Income 2021: $17,1882021Revenue 2022: $221,816Expenses 2022: $246,478Net Income 2022: -$24,6622022Revenue 2023: $301,731Expenses 2023: $314,494Net Income 2023: -$12,7632023Revenue 2024: $234,675Expenses 2024: $211,789Net Income 2024: $22,8862024Revenue 2025: $88,157Expenses 2025: $142,582Net Income 2025: -$54,4252025

Highlighted filing

2020

Revenue$283,005
Expenses$269,837
Net Income$13,168
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$283,005
Mission and Program Overview

Mission

To develop and facilitate reflective leadership practices for organizations and individuals.

To facilitate inner transformation that leads to social transformation. Love is the power that can move humanity towards living in right relationship with others and earth. To develop and facilitate reflective leadership practices for organizations and individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$42,413$53,931▲ $11,518
Rtn Earn Endowment Incm Other Fnds$37,388$50,556▲ $13,168
Savings and Temporary Cash Investments-$16,963-
Prepaid Expenses and Deferred Charges$6,967$1,555▼ $5,412
Accounts Receivable$4,990$382▼ $4,608
Land, Buildings, and Equipment, Net$174$58▼ $116
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$54,544$72,889▲ $18,345
Liabilities
Deferred Revenue$12,447$15,598▲ $3,151
Accounts Payable and Accrued Expenses$4,709$6,735▲ $2,026
Total Liabilities$17,156$22,333▲ $5,177
Net Assets / Fund Balance
Total Net Assets Fund Balance$37,388$50,556▲ $13,168
Total Liabilities and Net Assets / Fund Balance$54,544$72,889▲ $18,345

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$58$948$1,006
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Patricia Passmore AlleyPresident
Cameron RussellDirector
Jeanie PhillipsDirector
Marie VeaDirector
Newcomb GreenleafDirector
Marissa ColstonSecretary
MARIANNE O'NEILTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$131,202
Program Service Revenue
$151,800
Investment Income
$3
Other Revenue
$0
All Other Contributions
$88,243
Change in Net Assets
$13,168
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$135,361
Other Expenses$134,476
Total Fundraising Expense$753
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$44,391$66,223-$110,614
Fees for Services Other$67,383$14,720-$82,103
Conferences and Meetings$33,208$189-$33,397
Other Employee Benefits$5,927$10,401-$16,328
Payroll Taxes$3,396$5,023-$8,419
Information Technology-$3,317-$3,317
Office Expenses-$3,173-$3,173
Fees for Services Accounting-$2,755-$2,755
Insurance-$2,561-$2,561
Travel$1,613$806-$2,419
Advertising-$699$753$1,452
Other Expenses$680$626-$680
Depreciation Depletion-$116-$116
Total Functional Expenses$157,124$111,960$753$269,837
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Online Donations - Valentines$18,020---
Total Events$18,020---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The 990 is presented to the board of directors prior to the meeting in november for review and approval.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is reviewed signed and updated yearly at the annual meeting and subsequent board meetings as needed.”

Form 990, Part VI, Section B, Line 15

“Compensation for all positions is determined and approved by the governance committee using form 990 from other organizations, a written employment contract, and a compensation study or survey. The governance committee reviews and compiles best practices and standards to guide compensation.”

Form 990, Part VI, Section C, Line 18

“The 990 and 1023 are available upon request.”

Form 990, Part VI, Section C, Line 19

“All governing docuements, policies and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Wholeheart Inc
EIN
46-4300314
Phone
8029175677
Address
88 HIGH MEADOW LANE, RICHMOND, VT 05477

Signing Officer

Name
Holly Wilkinson
Title
Executive Director
Phone
8029175677
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Holly Wilkinson
Formed
2013
Legal Domicile
Vt
Voting Board Members
7
Independent Board Members
7
Employees
3
Volunteers
23

Preparer

Firm
M Stuart & Associates Inc
Address
206 S MAIN ST, HARDWICK, VT 05843
Preparer
Michael Stuart CPA
Phone
8024726192
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

“The organization moved program delivery online that was previously offered in person due to covid-19. The mission has not changed, just some of the delivery.”

Form 990, Part IX, Line 11G

“Outside contract services: program service expenses 67,383. Management and general expenses 13,520. Fundraising expenses 0. Total expenses 80,903. Strategic planning: program service expenses 0. Management and general expenses 1,200. Fundraising expenses 0. Total expenses 1,200.”

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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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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt035000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0185200
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION: PAYCHECK PROTECTION PROGRAM DATE: 04/22/20 AMOUNT: 22939. DESCRIPTION: ECONOMIC INJURY DISASTER LOAN GRANT DATE: 06/30/20 AMOUNT: 2000.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0106263
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0123166
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt091355
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt084678
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt057097
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0462559
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt032
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt038
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0111800
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0124529
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt060626
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt053207
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt010427
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0360589
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt038
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.77500
IRS990ScheduleA/PublicSupportTotal509Amt0637948
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt040000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt050200
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt030000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt030000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt035000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0185200
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0218063
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0247695
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0151981
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0137885
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt067524
IRS990ScheduleA/Total509Grp/TotalAmt0823148
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0218066
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0247697
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0151982
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0137885
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt067556
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0823186
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt058
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0948
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01006
IRS990ScheduleD/TotalBookValueLandBuildingsAmt058
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt018020
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt018020
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ONLINE DONATIONS - VALENTINES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018020
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018020
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MOVED PROGRAM DELIVERY ONLINE THAT WAS PREVIOUSLY OFFERED IN PERSON DUE TO COVID-19. THE MISSION HAS NOT CHANGED, JUST SOME OF THE DELIVERY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS PRESENTED TO THE BOARD OF DIRECTORS PRIOR TO THE MEETING IN NOVEMBER FOR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY IS REVIEWED SIGNED AND UPDATED YEARLY AT THE ANNUAL MEETING AND SUBSEQUENT BOARD MEETINGS AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION FOR ALL POSITIONS IS DETERMINED AND APPROVED BY THE GOVERNANCE COMMITTEE USING FORM 990 FROM OTHER ORGANIZATIONS, A WRITTEN EMPLOYMENT CONTRACT, AND A COMPENSATION STUDY OR SURVEY. THE GOVERNANCE COMMITTEE REVIEWS AND COMPILES BEST PRACTICES AND STANDARDS TO GUIDE COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 990 AND 1023 ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL GOVERNING DOCUEMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OUTSIDE CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 67,383. MANAGEMENT AND GENERAL EXPENSES 13,520. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 80,903. STRATEGIC PLANNING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,200. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,200.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt054544
IRS990/TotalAssetsEOYAmt072889
IRS990/TotalAssetsGrp/BOYAmt054544
IRS990/TotalAssetsGrp/EOYAmt072889
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0131202
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0753
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0111960
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0157124
IRS990/TotalFunctionalExpensesGrp/TotalAmt0269837
IRS990/TotalGrossUBIAmt03
IRS990/TotalLiabilitiesBOYAmt017156
IRS990/TotalLiabilitiesEOYAmt022333
IRS990/TotalLiabilitiesGrp/BOYAmt017156
IRS990/TotalLiabilitiesGrp/EOYAmt022333
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt037388
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt050556
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0157124
IRS990/TotalProgramServiceRevenueAmt0151800
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0151800
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0283005
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt03
IRS990/TotalVolunteersCnt023
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt054544
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt072889
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0806
IRS990/TravelGrp/ProgramServicesAmt01613
IRS990/TravelGrp/TotalAmt02419
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt088 HIGH MEADOW LANE
IRS990/USAddress/CityNm0RICHMOND
IRS990/USAddress/StateAbbreviationCd0VT
IRS990/USAddress/ZIPCd005477
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.WHOLEHEARTINC.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$72,889
Liabilities
$22,333
Net assets
$50,556
Revenue
$283,005
Expenses
$269,837
Net income
$13,168
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.88$1.43$0.54
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.21$0.54$2.35$2.12$0.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.30$0.32$3.02$3.14$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.43$0.44$2.22$2.46$0.25
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.23$0.68$2.55$2.37$0.17
2020Detailed filing. Detailed filing data is available for this year.$0.73$0.22$0.51$2.83$2.70$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.17$0.37$2.48$2.37$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.17$0.27$1.52$1.57$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.10$0.32$1.38$1.27$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.22$0.01$0.21$0.68$0.54$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.08$0.01$0.07$0.54$0.53$0.01
2014Summary only. Only limited summary data is available for this year.$0.04$0.00$0.53$0.50$0.04