Civic Intelligence

Wholistic Research and Education

EIN 82-1858893 • 501(c)3 • Encinitas, CA

Profile

Wholistic research and education foundation is dedicated to applying resources to gaps in existing research, leveraging a multi-disciplinary approach, educating the public and health care practitioners with research-driven data, and driving evidence-based drug policy at the federal level by helping translate research results to impact policy.

3456 Fortuna Ranch RoadEncinitas, CA 92024

wholistic.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

81st percentile

28%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

40%

Faster revenue growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$3,862

Down $33,974 (-90%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$3,862

Down $33,974 (-90%) from 2020

Revenue

Down

$6,089

Down $72,144 (-92%) from 2020

Expenses

Down

$40,063

Down $29,749 (-43%) from 2020

Net Income

Down

-$33,974

Down $42,395 (-503%) from 2020

Trend Graphs

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2017: $30,297Liabilities 2017: $0Net Assets 2017: $30,2972017Assets 2018: $4,690Liabilities 2018: $882Net Assets 2018: $3,8082018Assets 2019: $29,513Liabilities 2019: $98Net Assets 2019: $29,4152019Assets 2020: $37,836Liabilities 2020: $0Net Assets 2020: $37,8362020Assets 2021: $3,862Liabilities 2021: $0Net Assets 2021: $3,8622021

Highlighted filing

2021

Assets$3,862
Liabilities$0
Net Assets$3,862

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2017: $81,000Expenses 2017: $50,703Net Income 2017: $30,2972017Revenue 2018: $85,000Expenses 2018: $111,489Net Income 2018: -$26,4892018Revenue 2019: $55,900Expenses 2019: $30,293Net Income 2019: $25,6072019Revenue 2020: $78,233Expenses 2020: $69,812Net Income 2020: $8,4212020Revenue 2021: $6,089Expenses 2021: $40,063Net Income 2021: -$33,9742021

Highlighted filing

2021

Revenue$6,089
Expenses$40,063
Net Income-$33,974

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 11, 2022
Return Version
2021v4.2
Gross Receipts
$6,089
Mission and Program Overview

Mission

Wholistic research and education foundation is dedicated to applying resources to gaps in existing research, leveraging a multi-disciplinary approach, educating the public and health care practitioners with research-driven data, and driving evidence-based drug policy at the federal level by helping translate research results to impact policy.

Program Services

DescriptionGrantsExpenses
WHOLISTIC RESEARCH AND EDUCATION FOUNDATION WILL SUPPORT SCIENTIFIC RESEARCH ON THE USE OF CANNABINOID IN TREATING MEDICAL DISORDERS, AND WILL PROVIDE ACCURATE ANDSCIENCE-BASED INFORMATION TO THE GENERAL PUBLIC ABOUT MEDICINAL USE OF CANNABINOIDS.$35,000$37,653
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PELIN THOROGOODDirector, PresidentPT$0--
ANDREW NOORDADirector, Chairman Of The-$0--
TED ROTHDirector, Secretary & Trea-$0--
REENA HOROWITZDirector-$0--
CHERYL PIADirector-$0--
TYLER WAKSTEINDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wholistic Research and Education
EIN
82-1858893
Phone
6503946012
Address
3456 FORTUNA RANCH ROAD, ENCINITAS, CA 92024

Signing Officer

Name
Pelin Thorogood
Title
President
Phone
6503946012
Signed
2022-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Lindsay & Brownell Llp
Address
4225 EXECUTIVE SQUARE SUITE 1150, LA JOLLA, CA 92037
Preparer
Mary H Mcgroarty
Phone
8585589200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: research funding. Grantee name: university of california irvine. Grantee address: 100 theory, suite 250 irvine, ca 92617. Property description: cash. Date of gift: 01/14/21. Amount given: 30,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: research funding. Grantee name: university of california irvine. Grantee address: 100 theory, suite 250 irvine, ca 92617. Property description: cash. Date of gift: 08/27/21. Amount given: 5,000. Total included on form 990-ez, line 10: 35,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank fees. Amount: 167. Description: insurance. Amount: 883. Description: outreach expenses. Amount: 2,636. Description: travel expenses. Amount: 17. Total to form 990-ez, line 16: 3,703.

Raw XML Appendix173 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0ANDY NOORDA
IRS990EZ/BooksInCareOfDetail/PhoneNum06503946012
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03456 FORTUNA RANCH ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ENCINITAS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092024
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037836
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03862
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt06089
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-33974
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01360
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037836
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03862
IRS990EZ/GrantsAndSimilarAmountsPaidAmt035000
IRS990EZ/GrossReceiptsAmt06089
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd01
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037836
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03862
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037836
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03862
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PELIN THOROGOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANDREW NOORDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TED ROTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3REENA HOROWITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHERYL PIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TYLER WAKSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR, PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR, CHAIRMAN OF THE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR, SECRETARY & TREA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt03703
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0WHOLISTIC RESEARCH AND EDUCATION FOUNDATION IS DEDICATED TO APPLYING RESOURCES TO GAPS IN EXISTING RESEARCH, LEVERAGING A MULTI-DISCIPLINARY APPROACH, EDUCATING THE PUBLIC AND HEALTH CARE PRACTITIONERS WITH RESEARCH-DRIVEN DATA, AND DRIVING EVIDENCE-BASED DRUG POLICY AT THE FEDERAL LEVEL BY HELPING TRANSLATE RESEARCH RESULTS TO IMPACT POLICY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WHOLISTIC RESEARCH AND EDUCATION FOUNDATION WILL SUPPORT SCIENTIFIC RESEARCH ON THE USE OF CANNABINOID IN TREATING MEDICAL DISORDERS, AND WILL PROVIDE ACCURATE ANDSCIENCE-BASED INFORMATION TO THE GENERAL PUBLIC ABOUT MEDICINAL USE OF CANNABINOIDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt035000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037653
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt040063
IRS990EZ/TotalProgramServiceExpensesAmt037653
IRS990EZ/TotalRevenueAmt06089
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WHOLISTIC.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE 2017 TAX YEAR WAS THE INITIAL RETURN FOR THE ORGANIZATION AND WAS A SHORT YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06089
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt078233
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt055900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt085000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt081000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0306222
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt068442
IRS990ScheduleA/SubstantialContributorsTotAmt0237780
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06089
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt078233
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt055900
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt085000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt081000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0306222
IRS990ScheduleA/TotalSupportAmt0306222
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleC/GrassrootsNontaxableGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/LobbyingNontaxableAmountGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/TotalGrassrootsLobbyingGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/TotalLobbyingExpendGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: RESEARCH FUNDING. GRANTEE NAME: UNIVERSITY OF CALIFORNIA IRVINE. GRANTEE ADDRESS: 100 THEORY, SUITE 250 IRVINE, CA 92617. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 01/14/21. AMOUNT GIVEN: 30,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: RESEARCH FUNDING. GRANTEE NAME: UNIVERSITY OF CALIFORNIA IRVINE. GRANTEE ADDRESS: 100 THEORY, SUITE 250 IRVINE, CA 92617. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/27/21. AMOUNT GIVEN: 5,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 35,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK FEES. AMOUNT: 167. DESCRIPTION: INSURANCE. AMOUNT: 883. DESCRIPTION: OUTREACH EXPENSES. AMOUNT: 2,636. DESCRIPTION: TRAVEL EXPENSES. AMOUNT: 17. TOTAL TO FORM 990-EZ, LINE 16: 3,703.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PELIN THOROGOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06503946012
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHOLISTIC RESEARCH AND EDUCATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHOL
ReturnHeader/Filer/EIN0821858893
ReturnHeader/Filer/PhoneNum06503946012
ReturnHeader/Filer/USAddress/AddressLine1Txt03456 FORTUNA RANCH ROAD
ReturnHeader/Filer/USAddress/CityNm0ENCINITAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092024
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330885895
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDSAY & BROWNELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04225 EXECUTIVE SQUARE SUITE 1150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA JOLLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092037
ReturnHeader/PreparerPersonGrp/PhoneNum08585589200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY H MCGROARTY
ReturnHeader/ReturnTs02022-11-15T16:25:54-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PELIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0THOROGOOD
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.