Civic Intelligence

Advaita Society - Hanuman Fellowship

990 • Fiscal year 2020 • EIN 51-0174679

Oct 01, 2019 to Sep 30, 2020 • Filed on Aug 16, 2021

445 Summit RoadWatsonville, CA 95076

(408) 847-0476

Siviq Scores

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

Liabilities / Assets

26th percentile

0.05x

Higher debt load relative to assets than 26% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

56th percentile

0.35x

Higher debt load relative to revenue than 56% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

6th percentile

-59%

Higher net margin than 6% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

15th percentile

$27,368

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

6th percentile

-10%

Faster asset growth than 6% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-47%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Down

$11,946,262

Down $1,335,311 (-10%) from 2019

Net Assets

Down

$11,384,109

Down $940,559 (-7.6%) from 2019

Liabilities

Down

$562,153

Down $394,752 (-41%) from 2019

Revenue

Down

$1,605,717

Down $1,409,062 (-47%) from 2019

Expenses

Down

$2,551,516

Down $488,696 (-16%) from 2019

Net Income

Down

-$945,799

Down $920,366 (-3619%) from 2019

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $12,199,637Liabilities 2010: $3,388,475Net Assets 2010: $8,811,1622010Assets 2011: $12,049,698Liabilities 2011: $2,778,188Net Assets 2011: $9,271,5102011Assets 2012: $12,495,911Liabilities 2012: $2,361,286Net Assets 2012: $10,134,6252012Assets 2013: $12,114,936Liabilities 2013: $1,853,255Net Assets 2013: $10,261,6812013Assets 2014: $12,046,571Liabilities 2014: $2,067,693Net Assets 2014: $9,978,8782014Assets 2015: $12,110,431Liabilities 2015: $1,842,338Net Assets 2015: $10,268,0932015Assets 2016: $12,235,826Liabilities 2016: $1,933,809Net Assets 2016: $10,302,0172016Assets 2017: $12,529,966Liabilities 2017: $1,457,116Net Assets 2017: $11,072,8502017Assets 2018: $13,451,578Liabilities 2018: $1,102,562Net Assets 2018: $12,349,0162018Assets 2019: $13,281,573Liabilities 2019: $956,905Net Assets 2019: $12,324,6682019Assets 2020: $11,946,262Liabilities 2020: $562,153Net Assets 2020: $11,384,1092020Assets 2021: $10,442,510Liabilities 2021: $326,075Net Assets 2021: $10,116,4352021Assets 2022: $9,507,628Liabilities 2022: $108,363Net Assets 2022: $9,399,2652022Assets 2023: $8,785,594Liabilities 2023: $516,388Net Assets 2023: $8,269,2062023Assets 2024: $10,036,127Liabilities 2024: $380,792Net Assets 2024: $9,655,3352024

Highlighted filing

2020

Assets$11,946,262
Liabilities$562,153
Net Assets$11,384,109

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $3,187,4032010Expenses 2011: $3,055,2932011Expenses 2012: $2,924,0882012Expenses 2013: $2,681,7602013Revenue 2014: $3,332,248Expenses 2014: $3,180,048Net Income 2014: $152,2002014Revenue 2015: $2,923,548Expenses 2015: $2,634,333Net Income 2015: $289,2152015Revenue 2016: $2,861,546Expenses 2016: $2,827,620Net Income 2016: $33,9262016Revenue 2017: $3,346,953Expenses 2017: $2,813,115Net Income 2017: $533,8382017Revenue 2018: $4,373,676Expenses 2018: $3,097,510Net Income 2018: $1,276,1662018Revenue 2019: $3,014,779Expenses 2019: $3,040,212Net Income 2019: -$25,4332019Revenue 2020: $1,605,717Expenses 2020: $2,551,516Net Income 2020: -$945,7992020Revenue 2021: $1,102,417Expenses 2021: $2,364,852Net Income 2021: -$1,262,4352021Revenue 2022: $2,263,528Expenses 2022: $2,982,288Net Income 2022: -$718,7602022Revenue 2023: $3,072,806Expenses 2023: $3,848,135Net Income 2023: -$775,3292023Revenue 2024: $6,425,535Expenses 2024: $5,061,919Net Income 2024: $1,363,6162024

Highlighted filing

2020

Revenue$1,605,717
Expenses$2,551,516
Net Income-$945,799
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Aug 16, 2021
Return Version
2019v5.2
Gross Receipts
$1,678,252
Mission and Program Overview

Mission

The Hanuman Fellowship is dedicated to spiritual, charitable, scientific, and educational activities. We serve thousands of people in educational programs and educational activities during the year. Our book store sells spiritual books and gifts to our participants.

The Hanuman Fellowship is dedicated to spiritual, charitable, scientific, and educational activities. We operate programs and host groups for spiritual programs, yoga education, private retreats, and groups led by spiritual and religious teachers. We also are dedicated to alternative energy production and education. We are a large solar power producer in Santa Cruz County. We also operate a spiritual bookstore and gift shop, and the Pacific Cultural Center in Santa Cruz which is primarly dedicated to yoga teaching and education. We also operate a Hindu temple which has hosted up to 75,000 day visitors a year.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,560,768$6,132,964▼ $427,804
Savings and Temporary Cash Investments$4,294,845$4,144,082▼ $150,763
Cash and Non-Interest-Bearing Accounts$1,462,712$692,252▼ $770,460
Other Notes and Loans Receivable, Net$677,472$660,000▼ $17,472
Prepaid Expenses and Deferred Charges$126,850$183,694▲ $56,844
Inventories for Sale or Use$107,761$108,226▲ $465
Accounts Receivable$51,165$25,044▼ $26,121
Total Assets$13,281,573$11,946,262▼ $1,335,311
Liabilities
Other Liabilities$730,000$490,000▼ $240,000
Deferred Revenue$97,352$56,340▼ $41,012
Accounts Payable and Accrued Expenses$129,553$15,813▼ $113,740
Total Liabilities$956,905$562,153▼ $394,752
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,844,605$11,268,864▼ $575,741
Net Assets With Donor Restrictions$480,063$115,245▼ $364,818
Total Net Assets Fund Balance$12,324,668$11,384,109▼ $940,559
Total Liabilities and Net Assets / Fund Balance$13,281,573$11,946,262▼ $1,335,311

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,214,008$8,766,325$13,980,333
Equipment$107,689$1,562,958$1,670,647
Land$811,267-$811,267
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephanie ConwaySecretaryFT$19,393$7,975$27,368
John DiffenbaughBoard MemberPT$20,553$715$21,268
Ward MailliardExecutive DirectorPT-$17,764$17,764
David PriskBoard MemberPT$15,325-$15,325
Jennifer ShipleyCFO (term end 10/19)PT$9,640-$9,640
Ratna J SturzVice PresidentPT$4,742$3,047$7,789
Michael UnderwoodCFO (12/19 - 3/20)PT$3,750-$3,750

Board Members and Trustees

NameTitle
Jennifer PaceyPresident
Ariana BrillBoard Member
Jennifer FrostBoard Member
Michael WileyBoard Member
Ryan OliverBoard Member
Ronald BinghamTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$290,289
Program Service Revenue
$920,485
Investment Income
$36,633
Other Revenue
$358,310
All Other Contributions
$290,289
Change in Net Assets
$-945,799
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,601,179
Salaries, Compensation, and Employee Benefits$919,497
Grants and Similar Amounts Paid$30,840
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$384,902$258,613-$643,515
Depreciation Depletion$257,949$239,193-$497,142
Office Expenses$206,977$285,103-$492,080
Insurance$49,985$142,960-$192,945
Other Employee Benefits$66,539$82,223-$148,762
Occupancy$40,986$41,766-$82,752
Current Officers, Directors, Trustees, and Key Employees$61,661$15,415-$77,076
Payroll Taxes$28,076$22,068-$50,144
Fees for Services Accounting-$41,266-$41,266
Grants to Domestic Orgs$30,840--$30,840
Fees for Services Other$3,668$5,905-$9,573
Advertising$6,634--$6,634
Information Technology$2,626--$2,626
Other Expenses$555$21,737-$555
Travel$37--$37
Total Functional Expenses$1,262,497$1,289,019$0$2,551,516
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sri Rama FoundationSanta Cruz, CA501(c)3General assistance$30,840
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred rent revenue from related entity$490,000
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, line 6

The members of the corporation are the community members who pay dues and vote at an annual meeting. This includes voting for five members of the board (one half) each year. New members are voted in by a majority of the existing members at the annual meeting.

Form 990, Part VI, Section A, line 7A

Members elect all board members. One half of the board is elected each year for a two-year term.

Form 990, Part VI, Section A, line 7B

All changes to the by-laws require the approval of the members at the annual meeting. In addition, to become a new member requires the approval of the existing members at the annual meeting.

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

The board receives a copy or email of the Form 990 before the actual filing. Further, the board reviews the consolidated expense, balance sheet, Form 990 check sheets, and the actual Form 990 & Form 990T returns. If the board meeting schedule does not permit a review before filing, the board will review at the next scheduled meeting.

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

At a board meeting the conflict of interest policy is distributed and signed by all members present. At this meeting any questions or concerns about compliance are received. Any loans or other transactions, where the possibility of a conflict of interest may exist, are always reviewed by the board for compliance with the conflict of interest policy.

Form 990, Part VI, Section B, line 15

15(a) - Not marked, the President, Executive Director, CFO, and top management are all unpaid volunteer positions. 15(b) - Not marked, all key positions and officers are volunteers and are paid at most a minimal stipend. No stipend exceeds $15,000 per year. Nearly all are in the $2,400, to $10,800 range. We consider all key positions and officers as volunteer positions with only minimal support provided to a few. All stipends are administered by the personnel committee to a grid created by a committee of the board and approved by the entire board.

Form 990, Part VI, Section C, line 19

All governing documents and conflict of interest policy are in the care of the secretary of the board of directors. The financial statements are in the care of the CFO. All documents are available upon request for review. These records are all maintained at 445 Summit Road, Watsonville, California, 95076.

Filing and Contact Details

Filer

Filer Name
Hanuman Fellowship
EIN
51-0174679
Phone
4088470476
Address
445 Summit Road, Watsonville, CA 95076

Signing Officer

Name
Tobias Aguirre
Title
Treasurer
Phone
4088470476
Signed
2021-08-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Pacey
Formed
1980
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
7
Employees
126
Volunteers
60

Preparer

Firm
Harrington Group CPAs LLP
Address
234 East Colorado Blvd Suite M150, Pasadena, CA 91101
Preparer
Tonetta L Conner CPA
Phone
6264036801
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

The Fellowship is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by the Fellowship in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The Fellowship's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed.

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IRS990/Form990PartVIISectionAGrp/PersonNm1Ratna J Sturz
IRS990/Form990PartVIISectionAGrp/PersonNm2Stephanie Conway
IRS990/Form990PartVIISectionAGrp/PersonNm3Ronald Bingham
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10CFO (term end 10/19)
IRS990/Form990PartVIISectionAGrp/TitleTxt11Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12CFO (12/19 - 3/20)
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IRS990/MissionDesc0The Hanuman Fellowship is dedicated to spiritual, charitable, scientific, and educational activities. We serve thousands of people in educational programs and educational activities during the year. Our book store sells spiritual books and gifts to our participants.
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IRS990/OtherExpensesGrp/Desc2Taxes & license
IRS990/OtherExpensesGrp/Desc3Dues, fees,& subs.
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IRS990/PrincipalOfficerNm0Jennifer Pacey
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt19008
IRS990/ProgSrvcAccomActy2Grp/Desc0The Mount Madonna Center is home to the Sankat Mochan Hanuman Temple. Morning and evening worship services are held 365 days a year. We welcome hundreds of spiritual seekers on a regular basis throughout the year. The flow of visitors is regulated by a mandatory reservation system to preserve calm atmosphere of this mountain-top retreat center.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0143079
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt060226
IRS990/ProgSrvcAccomActy3Grp/Desc0Pacific Cultural Center - Our aim is to promote healthy and peaceful living through education, social service, and spiritual practice. With over 30 diverse yoga classes a week, the Ashtanga Yoga Institute atPacific cultural Center is a community yoga studio in the Seabright neighborhood that has been serving yoga students of all levels, ages, and abilities for over 20 years. The Institute offers yoga classesbased on both ancient traditions and modern adaptations. Yoga is a holistic science for increased health, well-being, and inner peace.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0107647
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt04144082
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02010524
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02504328
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02274197
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.0$0.38$9.66$6.43$5.06$1.36
2023Detailed filing. Detailed filing data is available for this year.$8.79$0.52$8.27$3.07$3.85$0.78
2022Detailed filing. Detailed filing data is available for this year.$9.51$0.11$9.40$2.26$2.98$0.72
2021Detailed filing. Detailed filing data is available for this year.$10.4$0.33$10.1$1.10$2.36$1.26
2020Detailed filing. Detailed filing data is available for this year.$11.9$0.56$11.4$1.61$2.55$0.95
2019Detailed filing. Detailed filing data is available for this year.$13.3$0.96$12.3$3.01$3.04$0.03
2018Detailed filing. Detailed filing data is available for this year.$13.5$1.10$12.3$4.37$3.10$1.28
2017Detailed filing. Detailed filing data is available for this year.$12.5$1.46$11.1$3.35$2.81$0.53
2016Detailed filing. Detailed filing data is available for this year.$12.2$1.93$10.3$2.86$2.83$0.03
2015Detailed filing. Detailed filing data is available for this year.$12.1$1.84$10.3$2.92$2.63$0.29
2014Detailed filing. Detailed filing data is available for this year.$12.0$2.07$9.98$3.33$3.18$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.1$1.85$10.3$2.68
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.5$2.36$10.1$2.92
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$2.78$9.27$3.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.2$3.39$8.81$3.19