Civic Intelligence

The Center for Holistic Psychotherapy

EIN 56-2188434 • 501(c)3 • Charlotte, NC

Profile

To provide an ecumenically oriented ministry of the Church in the name of God to provide spiritually oriented psychotherapy and associated services which reflect a holistic perspective. These associated services shall include, but not be limited to: education, research, training and therapies which encompass the interrelatedness between body, mind and spirit.

1801 East Fifth Street 204Charlotte, NC 28204

n/A

Siviq Scores

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

Liabilities / Assets

71st percentile

0.10x

Higher debt load relative to assets than 71% of similar nonprofits.

NTEE F60 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

NTEE F60 • <$500k nonprofits • Source year 2024

Net Margin

43rd percentile

1.7%

Higher net margin than 43% of similar nonprofits.

NTEE F60 • <$500k nonprofits • Source year 2024

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.

NTEE F60 • <$500k nonprofits • Source year 2024

Asset Growth

14th percentile

-58%

Faster asset growth than 14% of similar nonprofits.

NTEE F60 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

44th percentile

-3.8%

Faster revenue growth than 44% of similar nonprofits.

NTEE F60 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$4,133

Down $5,678 (-58%) from 2023

Liabilities

Down

$403

Down $190 (-32%) from 2023

Net Assets

Down

$3,730

Down $5,488 (-60%) from 2023

Operations
Liabilities / Revenue58th percentileNet Margin43rd percentile

Revenue

Down

$124,979

Down $4,885 (-3.8%) from 2023

Expenses

Down

$122,893

Down $15,376 (-11%) from 2023

Net Income

Up

$2,086

Up $10,491 (+125%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

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

$20K$15K$10K$5.0K$0Assets 2010: $2,168Liabilities 2010: $779Net Assets 2010: $1,3892010Assets 2011: $3,553Net Assets 2011: $3,5532011Assets 2012: $3,109Liabilities 2012: $710Net Assets 2012: $2,3992012Assets 2013: $2,372Net Assets 2013: $2,3722013Assets 2014: $2,894Liabilities 2014: $8Net Assets 2014: $2,8862014Assets 2015: $5,881Liabilities 2015: $02015Assets 2016: $7,141Liabilities 2016: $518Net Assets 2016: $6,6232016Assets 2017: $8,282Liabilities 2017: $997Net Assets 2017: $7,2852017Assets 2018: $9,677Liabilities 2018: $503Net Assets 2018: $9,1742018Assets 2019: $13,571Net Assets 2019: $13,5712019Assets 2020: $18,579Liabilities 2020: $400Net Assets 2020: $18,1792020Assets 2021: $13,202Liabilities 2021: $423Net Assets 2021: $12,7792021Assets 2022: $18,179Liabilities 2022: $556Net Assets 2022: $17,6232022Assets 2023: $9,811Liabilities 2023: $593Net Assets 2023: $9,2182023Assets 2024: $4,133Liabilities 2024: $403Net Assets 2024: $3,7302024

Highlighted filing

2024

Assets$4,133
Liabilities$403
Net Assets$3,730
Open 2024 Filing

Operations Trend

Revenue Growth44th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $128,002Expenses 2010: $131,620Net Income 2010: -$3,6182010Revenue 2011: $135,325Expenses 2011: $133,161Net Income 2011: $2,1642011Revenue 2012: $112,838Expenses 2012: $113,992Net Income 2012: -$1,1542012Revenue 2013: $123,786Expenses 2013: $123,813Net Income 2013: -$272013Revenue 2014: $141,828Expenses 2014: $141,314Net Income 2014: $5142014Revenue 2015: $153,341Expenses 2015: $150,346Net Income 2015: $2,9952015Revenue 2016: $145,096Expenses 2016: $144,354Net Income 2016: $7422016Revenue 2017: $132,461Expenses 2017: $131,799Net Income 2017: $6622017Revenue 2018: $97,425Expenses 2018: $95,536Net Income 2018: $1,8892018Revenue 2019: $124,767Expenses 2019: $120,370Net Income 2019: $4,3972019Revenue 2020: $121,116Expenses 2020: $120,241Net Income 2020: $8752020Revenue 2021: $138,579Expenses 2021: $142,225Net Income 2021: -$3,6462021Revenue 2022: $128,823Expenses 2022: $123,949Net Income 2022: $4,8742022Revenue 2023: $129,864Expenses 2023: $138,269Net Income 2023: -$8,4052023Revenue 2024: $124,979Expenses 2024: $122,893Net Income 2024: $2,0862024

Highlighted filing

2024

Revenue$124,979
Expenses$122,893
Net Income$2,086
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$4,133
Liabilities
$403
Net assets
$3,730
Revenue
$124,979
Expenses
$122,893
Net income
$2,086
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.00$0.04$1.25$1.23$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.01$0.09$1.30$1.38$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.18$0.01$0.18$1.29$1.24$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.00$0.13$1.39$1.42$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.18$1.21$1.20$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.14$1.25$1.20$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.10$0.01$0.09$0.97$0.96$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.01$0.07$1.32$1.32$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.01$0.07$1.45$1.44$0.01
2015Summary only. Only limited summary data is available for this year.$0.06$0.00$1.53$1.50$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$1.42$1.41$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.02$0.02$1.24$1.24$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.01$0.02$1.13$1.14$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.04$1.35$1.33$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.01$0.01$1.28$1.32$0.04
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 3, 2023
Return Version
2022v5.0
Gross Receipts
$128,823
Mission and Program Overview

Mission

To provide an ecumenically oriented ministry of the Church in the name of God to provide spiritually oriented psychotherapy and associated services which reflect a holistic perspective. These associated services shall include, but not be limited to: education, research, training and therapies which encompass the interrelatedness between body, mind and spirit.

Program Services

DescriptionGrantsExpenses
To provide an ecumenically oriented ministry of the Church in the name of God to provide spiritually oriented psychotherapy and associated services which reflect a holistic perspective. These associated services shall include, but not be limited to: education, research, training and therapies which encompass the interrelatedness between body, mind and spirit.-$99,159
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Venus BobisVice President-$0--
Mary G BobisPresidentFT$0--
Carolyn G ShawSecretary-$0--
Eric JendrensenTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Center for Holistic Psychotherapy
EIN
56-2188434
Phone
7043753545
Address
1801 East Fifth Street 204, Charlotte, NC 28204

Signing Officer

Name
Mary G Bobis
Title
President
Signed
2023-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Foard and Company PA
Address
817 E Morehead St Ste 100, Charlotte, NC 28202
Preparer
Terry W Lancaster
Phone
7043721515
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1179”

Other Expenses.1012

“Insurance $507”

Other Expenses.1

“Telephone $1584”

Other Expenses.2

“Bank charges $1164”

Other Expenses.3

“Subscriptions $1109”

Other Expenses.4

“Computer and Internet $1085”

Other Expenses.5

“Security $318”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $423 Accounts Payable and Accrued Expenses - Ending $556”

Raw XML Appendix167 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Shelley Loberger
IRS990EZ/BooksInCareOfDetail/PhoneNum07043753545
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01801 East Fifth Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028204
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013202
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018179
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04874
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0106662
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013202
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018179
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0128823
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012779
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017623
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012779
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017623
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Venus Bobis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mary G Bobis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Carolyn G Shaw
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Eric Jendrensen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-30
IRS990EZ/OtherExpensesTotalAmt06946
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide an ecumenically oriented ministry of the Church in the name of God to provide spiritually oriented psychotherapy and associated services which reflect a holistic perspective. These associated services shall include, but not be limited to: education, research, training and therapies which encompass the interrelatedness between body, mind and spirit.
IRS990EZ/PrintingPublicationsPostageAmt0120
IRS990EZ/ProgramServiceRevenueAmt0128823
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To provide an ecumenically oriented ministry of the Church in the name of God to provide spiritually oriented psychotherapy and associated services which reflect a holistic perspective. These associated services shall include, but not be limited to: education, research, training and therapies which encompass the interrelatedness between body, mind and spirit.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt099159
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt010221
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0423
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0556
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0123949
IRS990EZ/TotalProgramServiceExpensesAmt099159
IRS990EZ/TotalRevenueAmt0128823
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0128823
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0138579
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0121116
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0123153
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt097425
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0609096
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0609096
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0128823
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0138579
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0121116
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0123153
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt097425
IRS990ScheduleA/Total509Grp/TotalAmt0609096
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0128823
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0138579
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0121116
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0123153
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt097425
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0609096
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $507
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Telephone $1584
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank charges $1164
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Subscriptions $1109
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Computer and Internet $1085
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Security $318
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounts Payable and Accrued Expenses - Beginning $423 Accounts Payable and Accrued Expenses - Ending $556
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.1001
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mary G Bobis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Center for Holistic Psychotherapy
ReturnHeader/Filer/BusinessNameControlTxt0CENT
ReturnHeader/Filer/EIN0562188434
ReturnHeader/Filer/PhoneNum07043753545
ReturnHeader/Filer/USAddress/AddressLine1Txt01801 East Fifth Street 204
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028204
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561688300
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0817 E Morehead St Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028202
ReturnHeader/PreparerPersonGrp/PhoneNum07043721515
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terry W Lancaster
ReturnHeader/ReturnTs02023-11-03T12:50:09-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mary G
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bobis
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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