Civic Intelligence

The Whole Story Foundation Inc

EIN 47-3657737 • 501(c)3 • Tucson, AZ

Profile

Our mission is to provide efficient, easy-to-use management and advocacy tools to families and self-advocates with disabilities and/or special healthcare needs. Our tools will help people gain better control of their healthcare needs and build necessary skills to become successful advocates.

3233 E Elida StreetTucson, AZ 85716

www.wholestoryfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2018

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2018

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$0

Flat from 2017

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Flat

$0

Flat from 2017

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10K$5.0K$0Assets 2015: $8,532Net Assets 2015: $8,5322015Assets 2016: $0Net Assets 2016: $4,1002016Assets 2017: $0Net Assets 2017: $02017Assets 2018: $0Net Assets 2018: $02018

Highlighted filing

2018

Assets$0
Liabilities-
Net Assets$0
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15K$10K$5.0K$0Revenue 2015: $11,000Expenses 2015: $2,468Net Income 2015: $8,5322015Expenses 2016: $4,4322016

Latest loaded filing

2016

Revenue-
Expenses$4,432
Net Income-
Open 2016 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.00$4.10$4.43
2015Detailed filing. Detailed filing data is available for this year.$8.53$8.53$11.0$2.47$8.53
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 17, 2019
Return Version
2018v3.1
Mission and Program Overview

Mission

Our mission is to provide efficient, easy-to-use management and advocacy tools to families and self-advocates with disabilities and/or special healthcare needs. Our tools will help people gain better control of their healthcare needs and build necessary skills to become successful advocates.

Program Services

DescriptionGrantsExpenses
DONATIONS--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIMBERLY G BROSSARTCEO-$0--
JOSEPH C BROSSARTTrustee-$0--
DONALD W GROGANDirector-$0--
KATHLEENW GROGANDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Whole Story Foundation Inc
EIN
47-3657737
Address
3233 E ELIDA STREET, TUCSON, AZ 85716

Signing Officer

Name
Kimberly G Brossart
Title
CEO
Signed
2019-09-17
Discuss with paid preparer
Yes

Preparer

Firm
Montminy Financial Services
Address
16 SALMON ST, MANCHESTER, NH 03104
Preparer
Robert J Montminy CPA
Phone
6036258148
Supplemental Narrative

Additional Explanations

Form 990-ez, Part III

“Our mission is to provide efficient, easy-to-use management and advocacy tools to families and self-advocates with disabilities and/or special healthcare needs. Our tools will help people gain better control of their healthcare needs and build necessary skills to become successful advocates.”

Raw XML Appendix107 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0KIMBERLY G BROSSART
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt03233 E ELIDA STREET TUCSON AZ 85716
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KIM BROSSART
IRS990EZ/BooksInCareOfDetail/PhoneNum06036258148
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03233 E ELIDA ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TUCSON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085716
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIMBERLY G BROSSART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOSEPH C BROSSART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DONALD W GROGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHLEENW GROGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OUR MISSION IS TO PROVIDE EFFICIENT, EASY-TO-USE MANAGEMENT AND ADVOCACY TOOLS TO FAMILIES AND SELF-ADVOCATES WITH DISABILITIES AND/OR SPECIAL HEALTHCARE NEEDS. OUR TOOLS WILL HELP PEOPLE GAIN BETTER CONTROL OF THEIR HEALTHCARE NEEDS AND BUILD NECESSARY SKILLS TO BECOME SUCCESSFUL ADVOCATES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATIONS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WHOLESTORYFOUNDATION.ORG
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt011000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt011000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt011000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011000
IRS990ScheduleA/TotalSupportAmt011000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OUR MISSION IS TO PROVIDE EFFICIENT, EASY-TO-USE MANAGEMENT AND ADVOCACY TOOLS TO FAMILIES AND SELF-ADVOCATES WITH DISABILITIES AND/OR SPECIAL HEALTHCARE NEEDS. OUR TOOLS WILL HELP PEOPLE GAIN BETTER CONTROL OF THEIR HEALTHCARE NEEDS AND BUILD NECESSARY SKILLS TO BECOME SUCCESSFUL ADVOCATES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY G BROSSART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WHOLE STORY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WHOL
ReturnHeader/Filer/EIN0473657737
ReturnHeader/Filer/USAddress/AddressLine1Txt03233 E ELIDA STREET
ReturnHeader/Filer/USAddress/CityNm0TUCSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085716
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02BB43AEE8ECB028342196DB202AC42AC85FDA7E3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A7C22AA24D7A78CE5033AEF849F0E3A860488B27
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-09-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:53:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208105443
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MONTMINY FINANCIAL SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016 SALMON ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MANCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003104
ReturnHeader/PreparerPersonGrp/PhoneNum06036258148
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT J MONTMINY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-09-17T10:53:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.