Civic Intelligence

Aletheia

EIN 93-0584996 • 501(c)3 • Grants Pass, OR

305 NE 6th Street 144Grants Pass, OR 97526
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 2013

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

35th percentile

-5.9%

Higher net margin than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

No filing with officer or executive compensation is available for this organization yet.

Asset Growth

39th percentile

-11%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

59th percentile

5.4%

Faster revenue growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$18,333

Down $2,228 (-11%) from 2012

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Down

$18,333

Down $2,228 (-11%) from 2012

Operations
Liabilities / Revenue62nd percentileNet Margin35th percentile

Revenue

Up

$37,625

Up $1,925 (+5.4%) from 2012

Expenses

Up

$39,853

Up $3,810 (+11%) from 2012

Net Income

Down

-$2,228

Down $1,885 (-550%) from 2012

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$30K$20K$10K$0Assets 2012: $20,561Net Assets 2012: $20,5612012Assets 2013: $18,333Liabilities 2013: $0Net Assets 2013: $18,3332013

Highlighted filing

2013

Assets$18,333
Liabilities$0
Net Assets$18,333
Open 2013 Filing

Operations Trend

Revenue Growth59th percentile

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

$40K$20K$0-$20KRevenue 2012: $35,700Expenses 2012: $36,043Net Income 2012: -$3432012Revenue 2013: $37,625Expenses 2013: $39,853Net Income 2013: -$2,2282013

Highlighted filing

2013

Revenue$37,625
Expenses$39,853
Net Income-$2,228
Open 2013 Filing

Filings

Most recent year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$18,333
Liabilities
$0
Net assets
$18,333
Revenue
$37,625
Expenses
$39,853
Net income
-$2,228
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.3$0.00$18.3$37.6$39.9$2.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.6$20.6$35.7$36.0$0.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2012 to Apr 30, 2013
Signed
Sep 9, 2013
Return Version
2012v2.0
Filing and Contact Details

Filer

EIN
93-0584996
Raw XML Appendix155 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/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY020485
IRS990EZ/CashSavingsAndInvestments/EOY018333
IRS990EZ/ContributionsGiftsGrantsEtc032042
IRS990EZ/CostOfGoodsSold0947
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-2228
IRS990EZ/FeesAndOthPymtToIndContractors01871
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/Form720Filed0false
IRS990EZ/FundraisingGrossIncome00
IRS990EZ/GroProfitLossSalesOfInventory05583
IRS990EZ/GrossReceipts038572
IRS990EZ/GrossReceiptsForPublicUse00
IRS990EZ/GrossReceiptsLessThan250000X
IRS990EZ/GrossSalesOfInventory06530
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InitiationFeesAndCapitalContri00
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingOther0Modified Cash
IRS990EZ/NetAssetsOrFundBalances/BOY020561
IRS990EZ/NetAssetsOrFundBalancesBOY020561
IRS990EZ/NetAssetsOrFundBalances/EOY018333
IRS990EZ/NetAssetsOrFundBalancesEOY018333
IRS990EZ/OccupancyRentUtilitiesAndMaint012463
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0LOIS A SCHELLER-SCHWARZ
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0President & CEO
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationFiled990T0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY076
IRS990EZ/OtherExpensesTotal020739
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0EDUCATION OF THE PUBLIC IN THE AREA OF HOLISTIC HEALTH
IRS990EZ/PrintingPublicationsPostage04780
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0SEMINARS, LECTURES, CONSULTING AND TRAINING REGARDING THE SUBJECT OF HOLISTIC HEALTH
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/RelatedOrgSection527Org0false
IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10305 NE 6TH STREET 144
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0GRANTS PASS
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0OR
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode097526
IRS990EZ/TheBooksAreInCareOf/NamePerson0LOIS A SCHELLER-SCHWARZ
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber05414718584
IRS990EZ/TotalAssets/BOY020561
IRS990EZ/TotalAssets/EOY018333
IRS990EZ/TotalExpenses039853
IRS990EZ/TotalRevenue037625
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0www.holisticu.org
IRS990ScheduleA/AmountsSubstContributorsTotal00
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear032042
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year031090
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years031006
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years029866
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years032143
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0156147
IRS990ScheduleA/GrossInvestmentIncome170/Total00
IRS990ScheduleA/NetUBI/Total00
IRS990ScheduleA/OtherIncome170/Total00
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17001.00000
IRS990ScheduleA/PublicSupportPertcentPriorYear01.00000
IRS990ScheduleA/PublicSupportTotal1700156147
IRS990ScheduleA/TaxRevLeviedForOrgBenefit170/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear032042
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year031090
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years031006
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years029866
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years032143
IRS990ScheduleA/Total170/Total0156147
IRS990ScheduleA/TotalSupport0156147
IRS990ScheduleA/ValueSrvcFcltsFurnishedByGovt/Total00
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990ScheduleO/GeneralExplanation/Explanation0Machinery and Equipment - Beginning $76 Machinery and Equipment - Ending $0
IRS990ScheduleO/GeneralExplanation/Explanation1Office Supplies $593
IRS990ScheduleO/GeneralExplanation/Explanation2Bank Charges $647
IRS990ScheduleO/GeneralExplanation/Explanation3Dues and Subscriptions $818
IRS990ScheduleO/GeneralExplanation/Explanation4Telephone $1181
IRS990ScheduleO/GeneralExplanation/Explanation5Promotions $9819
IRS990ScheduleO/GeneralExplanation/Explanation6Depreciation $151
IRS990ScheduleO/GeneralExplanation/Explanation7Travel $3371
IRS990ScheduleO/GeneralExplanation/Explanation8Advertising and Promotion $4159
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part II, Line 24.1003
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990-EZ, Part I, Line 16.7
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990-EZ, Part I, Line 16.6
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990-EZ, Part I, Line 16.5
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990-EZ, Part I, Line 16.4
IRS990ScheduleO/GeneralExplanation/Identifier5Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier6Form 990-EZ, Part I, Line 16.1009
IRS990ScheduleO/GeneralExplanation/Identifier7Form 990-EZ, Part I, Line 16.1005
IRS990ScheduleO/GeneralExplanation/Identifier8Form 990-EZ, Part I, Line 16.1001
IRS990ScheduleO/GeneralExplanation/ReturnReference0Other Assets.1003
IRS990ScheduleO/GeneralExplanation/ReturnReference1Other Expenses.7
IRS990ScheduleO/GeneralExplanation/ReturnReference2Other Expenses.6
IRS990ScheduleO/GeneralExplanation/ReturnReference3Other Expenses.5
IRS990ScheduleO/GeneralExplanation/ReturnReference4Other Expenses.4
IRS990ScheduleO/GeneralExplanation/ReturnReference5Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference6Other Expenses.1009
IRS990ScheduleO/GeneralExplanation/ReturnReference7Other Expenses.1005
IRS990ScheduleO/GeneralExplanation/ReturnReference8Other Expenses.1001
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0930584996
ReturnHeader/Filer/Name/BusinessNameLine10ALETHEIA PSYCHO-PHYSICAL FOUNDATION
ReturnHeader/Filer/NameControl0ALET
ReturnHeader/Filer/Phone05414718584
ReturnHeader/Filer/USAddress/AddressLine10305 NE 6TH STREET 144
ReturnHeader/Filer/USAddress/City0GRANTS PASS
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097526
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-09-09
ReturnHeader/Officer/Name0LOIS A SCHELLER-SCHWARZ
ReturnHeader/Officer/Title0President & CEO
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Bobbie L Winters PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine104950 Fish Hatchery Road
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Grants Pass
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode097527
ReturnHeader/Preparer/Name0Bobbie Winters
ReturnHeader/Preparer/Phone05414740108
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-05-01
ReturnHeader/TaxPeriodEndDate02013-04-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-09-09T16:15:01-07:00

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