Civic Intelligence

This Whole Life Foundation

990EZ • Fiscal year 2020 • EIN 84-3372800

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 15, 2021

Organization ProfileN/A
4914 Grouse Woods DriveWilmington, NC 28411

(910) 240-4473

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

63rd percentile

15%

Higher net margin than 63% of similar nonprofits.

2020 filings • NTEE E • <$500k nonprofits • Source year 2020

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.

2020 filings • NTEE E • <$500k nonprofits • Source year 2020

Asset Growth

79th percentile

31%

Faster asset growth than 79% of similar nonprofits.

2020 filings • NTEE E • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

91st percentile

105%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • NTEE E • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$7,148

Up $1,698 (+31%) from 2019

Net Assets

Up

$7,148

Up $1,698 (+31%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin63rd percentile

Revenue

Up

$11,164

Up $5,714 (+105%) from 2019

Expenses

$9,466

No earlier filing loaded for comparison.

Net Income

$1,698

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$15K$10K$5.0K$0Assets 2019: $5,450Net Assets 2019: $5,4502019Assets 2020: $7,148Net Assets 2020: $7,1482020Assets 2021: $2,666Net Assets 2021: $2,6662021Assets 2022: $14,684Net Assets 2022: $14,6842022

Highlighted filing

2020

Assets$7,148
Liabilities-
Net Assets$7,148
Open 2020 Filing

Operations Trend

Revenue Growth91st percentile

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

$30K$20K$10K$0-$10KRevenue 2019: $5,4502019Revenue 2020: $11,164Expenses 2020: $9,466Net Income 2020: $1,6982020Revenue 2021: $24,280Expenses 2021: $28,762Net Income 2021: -$4,4822021Revenue 2022: $28,361Expenses 2022: $14,177Net Income 2022: $14,1842022

Highlighted filing

2020

Revenue$11,164
Expenses$9,466
Net Income$1,698
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 15, 2021
Return Version
2020v4.0
Gross Receipts
$11,164
Mission and Program Overview

Mission

The primary role of the organization is to provide education and /or scholarship funds for individuals to be able to gain access to quality mental health + wellness services if they can't afford it or if they are uninsured.

) ThisWhole Life Foundstion exists to help individuals and businesses live well, feel whole, and grow sustainably by providing education and/or scholarship funds to obtain wellness services across the city of Wilmington.

Program Services

DescriptionGrantsExpenses
132 people were served by giving scholarships sessions.$9,900-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melanie RomanoTrusteePT$0--
Sara ArthurTrustee-$0--
Laura TippettTrusteePT$0--
Chelsie AndrewsTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
This Whole Life Foundation
EIN
84-3372800
Phone
9102404473
Address
4914 Grouse Woods Drive, Wilmington, NC 28411

Signing Officer

Name
Chelsia Andrews
Title
President & CEO
Signed
2021-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Tammika C Brown Accounting and Tax
Address
2002 Eastwood Road Suite 104B, Wilmington, NC 28403
Preparer
Tammika Brown
Phone
9102399380
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Scholorships $9466”

Raw XML Appendix129 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Wilmington
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028411
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05450
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07148
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011164
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05450
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Melanie Romano
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sara Arthur
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Laura Tippett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Chelsie Andrews
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09466
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0) ThisWhole Life Foundstion exists to help individuals and businesses live well, feel whole, and grow sustainably by providing education and/or scholarship funds to obtain wellness services across the city of Wilmington.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0132 people were served by giving scholarships sessions.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09900
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt09466
IRS990EZ/TotalProgramServiceExpensesAmt09900
IRS990EZ/TotalRevenueAmt011164
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt09466
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt014916
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt014916
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt09466
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05450
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt014916
IRS990ScheduleA/TotalSupportAmt014916
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Scholorships $9466
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chelsia Andrews
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0This Whole Life Foundation
ReturnHeader/Filer/BusinessNameControlTxt0THIS
ReturnHeader/Filer/EIN0843372800
ReturnHeader/Filer/PhoneNum09102404473
ReturnHeader/Filer/USAddress/AddressLine1Txt04914 Grouse Woods Drive
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028411
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814656843
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tammika C Brown Accounting and Tax
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02002 Eastwood Road Suite 104B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wilmington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028403
ReturnHeader/PreparerPersonGrp/PhoneNum09102399380
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tammika Brown
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-04-15T13:07:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Chelsia
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Andrews
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,148
Liabilities
-
Net assets
$7,148
Revenue
$11,164
Expenses
$9,466
Net income
$1,698
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$14.7$14.7$28.4$14.2$14.2
2021Detailed filing. Detailed filing data is available for this year.$2.67$2.67$24.3$28.8$4.48
2020Detailed filing. Detailed filing data is available for this year.$7.15$7.15$11.2$9.47$1.70
2019Detailed filing. Detailed filing data is available for this year.$5.45$5.45$5.45