Civic Intelligence

Wisdom Tree Collective Inc.

990EZ • Fiscal year 2022 • EIN 87-1932989

Jan 01, 2022 to Dec 31, 2022 • Filed on May 10, 2023

519 Windy RoadMT Juliet, TN 37122

(615) 361-9445

Siviq Scores

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

Liabilities / Assets

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

45th percentile

1.9%

Higher net margin than 45% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

91st percentile

$43,680

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 50.1% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

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

Source year 2022

Revenue Growth

Score unavailable

No value available

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

Source year 2022

Assets

$23,838

No earlier filing loaded for comparison.

Net Assets

$23,426

No earlier filing loaded for comparison.

Liabilities

$412

No earlier filing loaded for comparison.

Revenue

$87,187

No earlier filing loaded for comparison.

Expenses

$85,526

No earlier filing loaded for comparison.

Net Income

$1,661

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2022: $23,838Liabilities 2022: $412Net Assets 2022: $23,4262022Assets 2023: $1,690Liabilities 2023: $235Net Assets 2023: $1,4552023Assets 2024: $14,525Liabilities 2024: $0Net Assets 2024: $14,5252024

Highlighted filing

2022

Assets$23,838
Liabilities$412
Net Assets$23,426

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2022: $87,187Expenses 2022: $85,526Net Income 2022: $1,6612022Revenue 2023: $124,908Expenses 2023: $146,879Net Income 2023: -$21,9712023Revenue 2024: $139,379Expenses 2024: $126,309Net Income 2024: $13,0702024

Highlighted filing

2022

Revenue$87,187
Expenses$85,526
Net Income$1,661
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Gross Receipts
$87,187
Mission and Program Overview

Mission

Provide a two-year spiritual direction certificate program, other spiritual education opportunities and retreats structured to enhance the spiritual experience. The organization will provide training for individuals to become spiritual directors via completion of a 2-year certificate program, as well as providing didactic and experiential training regarding all aspects of dreams. The organization will also provide individuals with information regarding how they can combine theological concepts and religious beliefs with spiritual direction, thus improving these individuals' quality of life. The organization will offer other spiritual educational opportunities to include single day and multiple day retreats which provide focus and experience for the spiritual seeker.

Provide spiritual education and retreats. The organization will provide training for individuals to become spiritual directors, as well as providing didactic and experiential training regarding all aspects of dreams. The organization will also provide individuals with information regarding how they can combine theological concepts and religious beliefs with spiritual direction, thus improving these individuals' quality of life.

Program Services

DescriptionGrantsExpenses
EDUCATION PROGRAM OF SPIRITUAL DIRECTION. THIS PROGRAM IS PROVIDED TO CLERGY MEMBERS, INCLUDING PASTORS, JUNIOR PASTORS, CHAPLAINS, ETC. TWELVE SUBJECTS RELATING TO SPIRITUAL DIRECTION ARE COVERED IN YEAR ONE OF THE TWO YEAR PROGRAM. IN YEAR TWO, PROGRAM PARTICIPANTS PRACTICE GIVING TWO INDIVIDUALS SPIRITUAL DIRECTION. THE ORGANIZATION HAS MENTORS, WHO ARE SPIRITUAL DIRECTORS THEMSELVES, FOR THE PROGRAM PARTICIPANTS SHOULD THEY NEED ANY SUPPORT OR ASSISTANCE WITH THESE EDUCATIONAL PROGRAMS. EDUCATIONAL RETREATS ARE ALSO PROVIDED. DURING 2022, 16 STUDENTS PARTICIPATED IN THE PROGRAM.$0$67,062
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KASEY HITTPresidentFT$43,680-$43,680
BILL CAMPBELLDirector-$0--
REBECCA YATESDirector-$0--
KIM WORKINGSecretary-$0--
MARY JORDINGTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Wisdom Tree Collective Inc
EIN
87-1932989
Phone
6153619445
Address
519 WINDY ROAD, MT JULIET, TN 37122

Signing Officer

Name
Kim Working
Title
Secretary
Phone
6153619445
Signed
2023-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Kraftcpas Pllc
Address
105 BAY COURT, LEBANON, TN 37087
Preparer
Jackie Free CPA
Phone
6154492334
Supplemental Narrative

Additional Explanations

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

Description: bank charges and fees. Amount: 136. Description: books and subscriptions. Amount: 815. Description: dues and fees. Amount: 621. Description: office supplies . Amount: 76. Description: payroll taxes. Amount: 5,848. Description: conference and retreat expenses. Amount: 2,582. Description: website. Amount: 4,488. Description: supplies. Amount: 94. Total to form 990-ez, line 16: 14,660.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: payroll liability. Beg. Of year amount: 3,111. End of year amount: 412.

Raw XML Appendix159 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/PrimaryExemptPurposeTxt0PROVIDE SPIRITUAL EDUCATION AND RETREATS. THE ORGANIZATION WILL PROVIDE TRAINING FOR INDIVIDUALS TO BECOME SPIRITUAL DIRECTORS, AS WELL AS PROVIDING DIDACTIC AND EXPERIENTIAL TRAINING REGARDING ALL ASPECTS OF DREAMS. THE ORGANIZATION WILL ALSO PROVIDE INDIVIDUALS WITH INFORMATION REGARDING HOW THEY CAN COMBINE THEOLOGICAL CONCEPTS AND RELIGIOUS BELIEFS WITH SPIRITUAL DIRECTION, THUS IMPROVING THESE INDIVIDUALS' QUALITY OF LIFE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK CHARGES AND FEES. AMOUNT: 136. DESCRIPTION: BOOKS AND SUBSCRIPTIONS. AMOUNT: 815. DESCRIPTION: DUES AND FEES. AMOUNT: 621. DESCRIPTION: OFFICE SUPPLIES . AMOUNT: 76. DESCRIPTION: PAYROLL TAXES. AMOUNT: 5,848. DESCRIPTION: CONFERENCE AND RETREAT EXPENSES. AMOUNT: 2,582. DESCRIPTION: WEBSITE. AMOUNT: 4,488. DESCRIPTION: SUPPLIES. AMOUNT: 94. TOTAL TO FORM 990-EZ, LINE 16: 14,660.
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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.
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ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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