Civic Intelligence

Whole Life Learning Foundation Inc.

EIN 82-3178166 • 501(c)3 • Austin, TX

Pub. 78 Eligible990-N CoverageNTEE B82

Profile

The mission of the whole life learning foundation is to enhance and support educational opportunities for families in central texas by providing tuition assistance and scholarships.

10801 Old San Antonio RdAustin, TX 78748

wholelifelearningcenter.com

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

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

NTEE B82 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.00x

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

NTEE B82 • <$500k nonprofits • Source year 2024

Net Margin

43rd percentile

4.8%

Higher net margin than 43% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Source year 2024

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

NTEE B82 • <$500k nonprofits • Source year 2024

Asset Growth

89th percentile

68%

Faster asset growth than 89% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

53rd percentile

5.1%

Faster revenue growth than 53% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$6,663

Up $2,702 (+68%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$6,663

Up $2,702 (+68%) from 2023

Operations
Liabilities / Revenue82nd percentileNet Margin43rd percentile

Revenue

Up

$56,302

Up $2,711 (+5.1%) from 2023

Expenses

Down

$53,600

Down $59,988 (-53%) from 2023

Net Income

Up

$2,702

Up $62,699 (+105%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth89th percentile

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2023: $3,961Liabilities 2023: $0Net Assets 2023: $3,9612023Assets 2024: $6,663Liabilities 2024: $0Net Assets 2024: $6,6632024

Highlighted filing

2024

Assets$6,663
Liabilities$0
Net Assets$6,663
Open 2024 Filing

Operations Trend

Revenue Growth53rd percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2023: $53,591Expenses 2023: $113,588Net Income 2023: -$59,9972023Revenue 2024: $56,302Expenses 2024: $53,600Net Income 2024: $2,7022024

Highlighted filing

2024

Revenue$56,302
Expenses$53,600
Net Income$2,702
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,663
Liabilities
$0
Net assets
$6,663
Revenue
$56,302
Expenses
$53,600
Net income
$2,702
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.56$0.54$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.54$1.14$0.60
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 19, 2025
Return Version
2024v5.0
Gross Receipts
$56,302
Mission and Program Overview

Mission

The mission of the whole life learning foundation is to enhance and support educational opportunities for families in central texas by providing tuition assistance and scholarships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,961$6,663▲ $2,702
Rtn Earn Endowment Incm Other Fnds$3,961$6,663▲ $2,702
Total Assets$3,961$6,663▲ $2,702
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,961$6,663▲ $2,702
Total Liabilities and Net Assets / Fund Balance$3,961$6,663▲ $2,702
Compensation and Service Providers
Top Officer Pay95th percentile

Board Members and Trustees

NameTitle
Michael CarberryDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$56,302
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$2,702
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$53,600
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$3,265$2,496-$5,761
Occupancy-$3,500-$3,500
Other Expenses$900--$900
Total Functional Expenses$47,604$5,996$0$53,600
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Whole Life Learning Foundation Inc
EIN
82-3178166
Phone
5126765898
Address
10801 OLD SAN ANTONIO RD, AUSTIN, TX 78748

Signing Officer

Name
Michael Carberry
Title
Director
Phone
5126765898
Signed
2025-05-19

Organization Details

Principal Officer
Michael Carberry
Formed
2024
Legal Domicile
TX
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Sweeten CPA Pc
Address
9501-B MANCHACA RD 210, AUSTIN, TX 78748-2554
Preparer
Cari L Vincent
Phone
5123000282
Raw XML Appendix225 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.

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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/TaxPeriodEndDt02024-12-31
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