Civic Intelligence

This Whole Life Foundation

990EZ • Fiscal year 2021 • EIN 84-3372800

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 17, 2022

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

21st percentile

-18%

Higher net margin than 21% of similar nonprofits.

2021 filings • NTEE E • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • NTEE E • <$500k nonprofits • Source year 2021

Asset Growth

6th percentile

-63%

Faster asset growth than 6% of similar nonprofits.

2021 filings • NTEE E • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

117%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • NTEE E • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$2,666

Down $4,482 (-63%) from 2020

Net Assets

Down

$2,666

Down $4,482 (-63%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin21st percentile

Revenue

Up

$24,280

Up $13,116 (+117%) from 2020

Expenses

Up

$28,762

Up $19,296 (+204%) from 2020

Net Income

Down

-$4,482

Down $6,180 (-364%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2021

Assets$2,666
Liabilities-
Net Assets$2,666
Open 2021 Filing

Operations Trend

Revenue Growth88th 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

2021

Revenue$24,280
Expenses$28,762
Net Income-$4,482
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 17, 2022
Return Version
2021v4.0
Gross Receipts
$24,280
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
To provide scholarships for individuals who can't afford wellness services. We were able to serve approximately 52 people at an average of 7 sessions given to each person.$27,598-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melanie RomanoTrustee-$0--
Sara ArthurTrustee-$0--
Laura TippettTrustee-$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
Chelsie Andrews
Title
President & CEO
Signed
2022-10-17
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

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Cash Amount Given: $27598”

Other Expenses.1

“Merchant fee $404”

Raw XML Appendix135 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/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0404
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0100
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt024280
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IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
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ReturnHeader/Filer/EIN0843372800
ReturnHeader/Filer/PhoneNum09102404473
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-10-17T17:46:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Chelsie
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,666
Liabilities
-
Net assets
$2,666
Revenue
$24,280
Expenses
$28,762
Net income
-$4,482
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