Civic Intelligence

Whole Life Learning Foundation Inc.

990 • Fiscal year 2023 • EIN 82-3178166

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 03, 2024

Organization ProfileWHOLELIFELEARNINGCENTER.COM
10801 Old San Antonio RdAustin, TX 78748

(512) 676-5898

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

2023 filings • NTEE B82 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

76th percentile

0.00x

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

2023 filings • NTEE B82 • <$500k nonprofits • Source year 2023

Net Margin

11th percentile

-112%

Higher net margin than 11% of similar nonprofits.

2023 filings • NTEE B82 • <$500k nonprofits • Source year 2023

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.

2023 filings • NTEE B82 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

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

Source year 2023

Revenue Growth

Score unavailable

No value available

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

Source year 2023

Balance Sheet
Liabilities / Assets76th percentile

Assets

$3,961

No earlier filing loaded for comparison.

Net Assets

$3,961

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin11th percentile

Revenue

$53,591

No earlier filing loaded for comparison.

Expenses

$113,588

No earlier filing loaded for comparison.

Net Income

-$59,997

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.

$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

2023

Assets$3,961
Liabilities$0
Net Assets$3,961
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$53,591
Expenses$113,588
Net Income-$59,997
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 3, 2024
Return Version
2023v5.0
Gross Receipts
$53,591
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
Other Notes and Loans Receivable, Net$55,750--
Cash and Non-Interest-Bearing Accounts$8,208$3,961▼ $4,247
Rtn Earn Endowment Incm Other Fnds$63,958$3,961▼ $59,997
Total Assets$63,958$3,961▼ $59,997
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$63,958$3,961▼ $59,997
Total Liabilities and Net Assets / Fund Balance$63,958$3,961▼ $59,997
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
$53,591
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-59,997
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$113,588
Total Fundraising Expense$362
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$2,937$1,360-$4,297
Occupancy-$3,000-$3,000
Other Expenses$450-$362$362
Total Functional Expenses$108,866$4,360$362$113,588
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
2024-07-03

Organization Details

Principal Officer
Michael Carberry
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
Michele Sweeten Rabinowitz
Phone
5123000282
Raw XML Appendix224 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0MICHAEL CARBERRY
IRS990/BooksInCareOfDetail/PhoneNum05126765898
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010801 OLD SAN ANTONIO RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0AUSTIN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078748
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt08208
IRS990/CashNonInterestBearingGrp/EOYAmt03961
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0113588
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt053591
IRS990/CYRevenuesLessExpensesAmt0-59997
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0113588
IRS990/CYTotalFundraisingExpenseAmt0362
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt053591
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TUITION ASSISTANCE SCHOLARSHIPS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0108866
IRS990/FamilyOrBusinessRlnInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL CARBERRY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt053591
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt063958
IRS990/NetAssetsOrFundBalancesEOYAmt03961
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt03000
IRS990/OccupancyGrp/TotalAmt03000
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01360
IRS990/OfficeExpensesGrp/ProgramServicesAmt02937
IRS990/OfficeExpensesGrp/TotalAmt04297
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0SCHOLARSHIPS ISSUED
IRS990/OtherExpensesGrp/Desc1CONTRACT LABOR
IRS990/OtherExpensesGrp/Desc2EVENT COGS
IRS990/OtherExpensesGrp/Desc3FUNDRAISING COGS
IRS990/OtherExpensesGrp/FundraisingAmt0362
IRS990/OtherExpensesGrp/ProgramServicesAmt091750
IRS990/OtherExpensesGrp/ProgramServicesAmt113729
IRS990/OtherExpensesGrp/ProgramServicesAmt2450
IRS990/OtherExpensesGrp/TotalAmt091750
IRS990/OtherExpensesGrp/TotalAmt113729
IRS990/OtherExpensesGrp/TotalAmt2450
IRS990/OtherExpensesGrp/TotalAmt3362
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt055750
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MICHAEL CARBERRY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0DONATIONS
IRS990/ProgramServiceRevenueGrp/Desc1FUNDRAISING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt035296
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt118295
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt035296
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt118295
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/ReconcilationRevenueExpnssAmt0-59997
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt053591
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt063958
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03961
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt053591
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt063958
IRS990/TotalAssetsEOYAmt03961
IRS990/TotalAssetsGrp/BOYAmt063958
IRS990/TotalAssetsGrp/EOYAmt03961
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0362
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04360
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0108866
IRS990/TotalFunctionalExpensesGrp/TotalAmt0113588
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt063958
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03961
IRS990/TotalProgramServiceExpensesAmt0108866
IRS990/TotalProgramServiceRevenueAmt053591
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt053591
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt053591
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt063958
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03961
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt010801 OLD SAN ANTONIO RD
IRS990/USAddress/CityNm0AUSTIN
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078748
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0WHOLELIFELEARNINGCENTER.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL CARBERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05126765898
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHOLE LIFE LEARNING FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WHOL
ReturnHeader/Filer/EIN0823178166
ReturnHeader/Filer/PhoneNum05126765898
ReturnHeader/Filer/USAddress/AddressLine1Txt010801 OLD SAN ANTONIO RD
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078748
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300600230
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SWEETEN CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09501-B MANCHACA RD 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0787482554
ReturnHeader/PreparerPersonGrp/PhoneNum05123000282
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELE SWEETEN RABINOWITZ
ReturnHeader/ReturnTs02024-07-03T14:24:49-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARBERRY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,961
Liabilities
$0
Net assets
$3,961
Revenue
$53,591
Expenses
$113,588
Net income
-$59,997
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