Civic Intelligence

Whole Living Recovery

990EZ • Fiscal year 2018 • EIN 81-5456083

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 15, 2019

Organization ProfileWWW.WHOLELIVINGRECOVERY.ORG
79 Briarwood DrGranville, OH 43023

(740) 919-6629

Siviq Scores

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

Liabilities / Assets

81st percentile

0.15x

Higher debt load relative to assets than 81% of similar nonprofits.

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

Liabilities / Revenue

81st percentile

0.08x

Higher debt load relative to revenue than 81% of similar nonprofits.

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

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

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

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.

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

Asset Growth

83rd percentile

46%

Faster asset growth than 83% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$14,793

Up $4,669 (+46%) from 2017

Net Assets

Up

$12,560

Up $6,886 (+121%) from 2017

Liabilities

Down

$2,233

Down $2,217 (-50%) from 2017

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin81st percentile

Revenue

Up

$27,149

Up $3,908 (+17%) from 2017

Expenses

Up

$20,263

Up $2,696 (+15%) from 2017

Net Income

Up

$6,886

Up $1,212 (+21%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

2018

Assets$14,793
Liabilities$2,233
Net Assets$12,560
Open 2018 Filing

Operations Trend

Revenue Growth70th percentile

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

2018

Revenue$27,149
Expenses$20,263
Net Income$6,886
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 15, 2019
Return Version
2018v3.1
Gross Receipts
$27,149
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$12,959$20,263
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--
KAREN SEMERMember-$0--
BETH RANDALLMember-$0--
Filing and Contact Details

Filer

Filer Name
Whole Living Recovery
EIN
81-5456083
Phone
7409196629
Address
79 BRIARWOOD DR, GRANVILLE, OH 43023

Signing Officer

Name
Kerry Shea Penland
Title
President
Phone
7409196629
Signed
2019-03-15

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 371 office 100 contract services 1,200 339 total 2,010”

Form 990-ez, Part II, Line 24

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

Form 990-ez, Part II, Line 26

“Loans from officers 4,450 2,233”

Raw XML Appendix164 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/AddressLine1Txt079 BRIARWOOD DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GRANVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043023
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05182
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014793
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012959
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06886
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0452
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010124
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014793
IRS990EZ/GrossReceiptsAmt027149
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LoansToFromOfficersAmt02233
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05674
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012560
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05674
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012560
IRS990EZ/OccupancyRentUtltsAndMaintAmt017801
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/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
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/PersonNm6KAREN SEMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BETH RANDALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04942
IRS990EZ/OtherExpensesTotalAmt02010
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE RECOVERY HOUSING FOR WOMEN AND CHILDREN
IRS990EZ/ProgramServiceRevenueAmt014190
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED HOUSING TO RECOVERY TENANTS AND CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012959
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020263
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04450
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02233
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020263
IRS990EZ/TotalProgramServiceExpensesAmt020263
IRS990EZ/TotalRevenueAmt027149
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WHOLELIVINGRECOVERY.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012959
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011026
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt023985
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt014190
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt012215
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt026405
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt050390
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt027149
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt023241
IRS990ScheduleA/Total509Grp/TotalAmt050390
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt027149
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt023241
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt050390
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt02233
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0FUND OPERATIONS START-UP
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt04450
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0KERRY SHEA PENLAND
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0DIRECTOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990ScheduleL/TotalBalanceDueAmt02233
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES WEBSITE 371 OFFICE 100 CONTRACT SERVICES 1,200 339 TOTAL 2,010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RECEIVABLE FROM CENTRAL LANE LLC 4,942 0 TOTAL 4,942 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LOANS FROM OFFICERS 4,450 2,233
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KERRY SHEA PENLAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07409196629
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHOLE LIVING RECOVERY
ReturnHeader/Filer/BusinessNameControlTxt0WHOL
ReturnHeader/Filer/EIN0815456083
ReturnHeader/Filer/PhoneNum07409196629
ReturnHeader/Filer/USAddress/AddressLine1Txt079 BRIARWOOD DR
ReturnHeader/Filer/USAddress/CityNm0GRANVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043023
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A9AFC460554E40C55C13A50C804DC0AF8B7D7DCB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03CC8E5D4F68A06D71DD8EE1EC870672796115629
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.200.43.2
ReturnHeader/FilingSecurityInformation/IPDt02019-04-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm005:43:59
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/PreparationDt02019-04-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS R BREX CPA
ReturnHeader/ReturnTs02019-04-14T05:43:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$14,793
Liabilities
$2,233
Net assets
$12,560
Revenue
$27,149
Expenses
$20,263
Net income
$6,886
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
2018Detailed filing. Detailed filing data is available for this year.$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