Civic Intelligence

Wholesome Helpers Inc

EIN 90-0896754 • 501(c)3 • Floral City, FL

Profile

To provide meals using natural foods to elderly and disabled individuals. The meals are prepared and delivered to the elderly and disabled.

P O Box 567Floral City, FL 34436

www.wholesomehelpers.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

50th percentile

1.8%

Higher net margin than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

17th percentile

-59%

Faster asset growth than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2015

Revenue Growth

83rd percentile

47%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2015

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$416

Down $2,084 (-83%) from 2013

Liabilities

Flat

$0

Flat from 2013

Net Assets

$416

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin50th percentile

Revenue

Up

$5,398

Up $2,898 (+116%) from 2013

Expenses

Up

$5,302

Up $5,302 from 2013

Net Income

Down

$96

Down $2,404 (-96%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

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

$3.0K$2.0K$1.0K$0Assets 2012: $1Liabilities 2012: $02012Assets 2013: $2,500Liabilities 2013: $02013Assets 2015: $416Liabilities 2015: $0Net Assets 2015: $4162015

Highlighted filing

2015

Assets$416
Liabilities$0
Net Assets$416
Open 2015 Filing

Operations Trend

Revenue Growth83rd percentile

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

$6.0K$4.0K$2.0K$0Revenue 2012: $0Expenses 2012: $0Net Income 2012: $02012Revenue 2013: $2,500Expenses 2013: $0Net Income 2013: $2,5002013Revenue 2015: $5,398Expenses 2015: $5,302Net Income 2015: $962015

Highlighted filing

2015

Revenue$5,398
Expenses$5,302
Net Income$96
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$416
Liabilities
$0
Net assets
$416
Revenue
$5,398
Expenses
$5,302
Net income
$96
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$416$0$416$5,398$5,302$96
2013Summary only. Only limited summary data is available for this year.$2,500$0$2,500$0$2,500
2012Summary only. Only limited summary data is available for this year.$1$0$0$0$0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 9, 2016
Return Version
2015v2.0
Gross Receipts
$11,085
Mission and Program Overview

Mission

To provide meals using natural foods to elderly and disabled individuals. The meals are prepared and delivered to the elderly and disabled.

Program Services

DescriptionGrantsExpenses
MEALS ARE PREPARED USING NATURAL FOODS AND DELIVERED TO ELDERLY AND DISABLED PEOPLE. APPROXIMATELY 4,000 MEALS WERE PREPARED AND DELIVERED IN 2015.$5,687-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD GERKENPresident-$0--
JOCELYN BAYLISSSecretary-$0--
CHRISTINE MOYERTreasurer-$0--
DORIS SCHRAMMDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wholesome Helpers Incorporated
EIN
90-0896754
Phone
3526341006
Address
P O BOX 567, FLORAL CITY, FL 34436

Signing Officer

Name
Donald Gerken
Title
President
Signed
2016-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Brian A Carlson CPA PA
Address
1121 Sterling Rd, Inverness, FL 34450
Preparer
Brian A Carlson
Phone
3526370437
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $1089”

Other Expenses.1

“SUPPLIES $255”

Other Expenses.2

“TAXES & LICENSES $70”

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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DONALD GERKEN
IRS990EZ/BooksInCareOfDetail/PhoneNum03526341006
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07310 E SHADYWOODS CT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FLORAL CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034436
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0320
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0416
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02500
IRS990EZ/CostOfGoodsSoldAmt05687
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt096
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0320
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0416
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt02898
IRS990EZ/GrossReceiptsAmt011085
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt08585
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0320
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0416
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0320
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0416
IRS990EZ/OccupancyRentUtltsAndMaintAmt03850
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DONALD GERKEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOCELYN BAYLISS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTINE MOYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DORIS SCHRAMM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01414
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE MEALS USING NATURAL FOODS TO ELDERLY AND DISABLED INDIVIDUALS. THE MEALS ARE PREPARED AND DELIVERED TO THE ELDERLY AND DISABLED.
IRS990EZ/PrintingPublicationsPostageAmt038
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEALS ARE PREPARED USING NATURAL FOODS AND DELIVERED TO ELDERLY AND DISABLED PEOPLE. APPROXIMATELY 4,000 MEALS WERE PREPARED AND DELIVERED IN 2015.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05687
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05302
IRS990EZ/TotalProgramServiceExpensesAmt05687
IRS990EZ/TotalRevenueAmt05398
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.WholesomeHelpers.org
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01198
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06198
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02898
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0415
IRS990ScheduleA/OtherIncome170Grp/TotalAmt03313
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt06198
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01198
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06198
IRS990ScheduleA/TotalSupportAmt09511
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $1089
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SUPPLIES $255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TAXES & LICENSES $70
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD GERKEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHOLESOME HELPERS INCORPORATED
ReturnHeader/Filer/BusinessNameControlTxt0WHOL
ReturnHeader/Filer/EIN0900896754
ReturnHeader/Filer/PhoneNum03526341006
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 567
ReturnHeader/Filer/USAddress/CityNm0FLORAL CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034436
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brian A Carlson CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01121 Sterling Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Inverness
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034450
ReturnHeader/PreparerPersonGrp/PhoneNum03526370437
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian A Carlson
ReturnHeader/ReturnTs02016-11-09T11:22:53-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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