Civic Intelligence

Whole Living Recovery

990EZ • Fiscal year 2017 • EIN 81-5456083

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

Organization ProfileWWW.WHOLELIVINGRECOVERY.ORG
481 Glyn Tawel DrGranville, OH 43023

(740) 919-6629

Siviq Scores

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

Liabilities / Assets

88th percentile

0.44x

Higher debt load relative to assets than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

0.19x

Higher debt load relative to revenue than 87% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets88th percentile

Assets

$10,124

No earlier filing loaded for comparison.

Net Assets

$5,674

No earlier filing loaded for comparison.

Liabilities

$4,450

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin80th percentile

Revenue

$23,241

No earlier filing loaded for comparison.

Expenses

$17,567

No earlier filing loaded for comparison.

Net Income

$5,674

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2017: $10,124Liabilities 2017: $4,450Net Assets 2017: $5,6742017Assets 2018: $14,793Liabilities 2018: $2,233Net Assets 2018: $12,5602018Assets 2019: $10,218Liabilities 2019: $0Net Assets 2019: $10,2182019Assets 2020: $18,595Liabilities 2020: $0Net Assets 2020: $18,5952020Assets 2021: $32,030Liabilities 2021: $0Net Assets 2021: $32,0302021Assets 2022: $43,539Net Assets 2022: $43,5392022Assets 2023: $37,427Liabilities 2023: $02023Assets 2024: $53,052Liabilities 2024: $0Net Assets 2024: $53,0522024

Highlighted filing

2017

Assets$10,124
Liabilities$4,450
Net Assets$5,674
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2017: $23,241Expenses 2017: $17,567Net Income 2017: $5,6742017Revenue 2018: $27,149Expenses 2018: $20,263Net Income 2018: $6,8862018Revenue 2019: $41,755Expenses 2019: $44,097Net Income 2019: -$2,3422019Revenue 2020: $109,220Expenses 2020: $100,843Net Income 2020: $8,3772020Revenue 2021: $116,887Expenses 2021: $103,452Net Income 2021: $13,4352021Revenue 2022: $150,752Expenses 2022: $139,243Net Income 2022: $11,5092022Revenue 2023: $196,176Expenses 2023: $202,289Net Income 2023: -$6,1132023Revenue 2024: $217,862Expenses 2024: $202,237Net Income 2024: $15,6252024

Highlighted filing

2017

Revenue$23,241
Expenses$17,567
Net Income$5,674
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.3
Gross Receipts
$23,241
Mission and Program Overview

Mission

Recovery housing for women/children

To provide recovery housing for women and children

Program Services

DescriptionGrantsExpenses
PROVIDED HOUSING TO RECOVERY TENANTS AND CHILDREN$10,474$17,567
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KERRY SHEA PENLANDPresidentPT$0--
LYNN NICHOLSSecretary-$0--
MISTIE BERSCHETTreasurer-$0--
CHRIS PENLANDMember-$0--
AMY MCCONNELLMember-$0--
RICHARD KOZLOWSKIMember-$0--
Filing and Contact Details

Filer

Filer Name
Whole Living Recovery
EIN
81-5456083
Phone
7409196629
Address
481 GLYN TAWEL DR, GRANVILLE, OH 43023

Signing Officer

Name
Kerry Shea Penland
Title
President
Phone
7409196629
Signed
2018-05-10

Preparer

Firm
Bhm CPA Group Inc
Address
1 E CAMPUS VIEW BLVD STE 300, COLUMBUS, OH 43235
Preparer
Thomas R Brex CPA
Phone
6143895775
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses website 404 office 701 total 1,105”

Form 990-ez, Part II, Line 24

“Receivable from central lane llc 0 4,942 total 0 4,942”

Form 990-ez, Part II, Line 26

“Loans from officers 0 4,450”

Raw XML Appendix150 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KERRY SHEA PENLAND
IRS990EZ/BooksInCareOfDetail/PhoneNum07409196629
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0481 GLYN TAWEL DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GRANVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043023
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05182
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011026
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05674
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01379
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010124
IRS990EZ/GrossReceiptsAmt023241
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LoansToFromOfficersAmt04450
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05674
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05674
IRS990EZ/OccupancyRentUtltsAndMaintAmt014824
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KERRY SHEA PENLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LYNN NICHOLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MISTIE BERSCHET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRIS PENLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMY MCCONNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RICHARD KOZLOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04942
IRS990EZ/OtherExpensesTotalAmt01105
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE RECOVERY HOUSING FOR WOMEN AND CHILDREN
IRS990EZ/PrintingPublicationsPostageAmt0259
IRS990EZ/ProgramServiceRevenueAmt012215
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED HOUSING TO RECOVERY TENANTS AND CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010474
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017567
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04450
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017567
IRS990EZ/TotalProgramServiceExpensesAmt017567
IRS990EZ/TotalRevenueAmt023241
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WHOLELIVINGRECOVERY.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011026
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011026
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt012215
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt012215
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt023241
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt023241
IRS990ScheduleA/Total509Grp/TotalAmt023241
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt023241
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt023241
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt04450
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0FUND OPERATIONS START-UP
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt04450
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0PENLAND
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0DIRECTOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990ScheduleL/TotalBalanceDueAmt04450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES WEBSITE 404 OFFICE 701 TOTAL 1,105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RECEIVABLE FROM CENTRAL LANE LLC 0 4,942 TOTAL 0 4,942
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LOANS FROM OFFICERS 0 4,450
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KERRY SHEA PENLAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07409196629
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHOLE LIVING RECOVERY
ReturnHeader/Filer/BusinessNameControlTxt0WHOL
ReturnHeader/Filer/EIN0815456083
ReturnHeader/Filer/PhoneNum07409196629
ReturnHeader/Filer/USAddress/AddressLine1Txt0481 GLYN TAWEL DR
ReturnHeader/Filer/USAddress/CityNm0GRANVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043023
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0504923925E5B3958611B7638BAE5F8BB1A2C3F76
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03CC8E5D4F68A06D71DD8EE1EC870672796115629
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.200.43.2
ReturnHeader/FilingSecurityInformation/IPDt02018-08-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:02:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311413363
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BHM CPA GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 E CAMPUS VIEW BLVD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043235
ReturnHeader/PreparerPersonGrp/PhoneNum06143895775
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS R BREX CPA
ReturnHeader/ReturnTs02018-08-20T12:02:30-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,124
Liabilities
$4,450
Net assets
$5,674
Revenue
$23,241
Expenses
$17,567
Net income
$5,674
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.00$0.53$2.18$2.02$0.16
2023Summary only. Only limited summary data is available for this year.$0.37$0.00$1.96$2.02$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.44$0.44$1.51$1.39$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$1.17$1.03$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.00$0.19$1.09$1.01$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.42$0.44$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.02$0.13$0.27$0.20$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.04$0.06$0.23$0.18$0.06