Civic Intelligence

Sri Sarveshwari Samooh

EIN 94-3151595 • 501(c)3 • Sonoma, CA

Profile

Maintaining places for worship, meditation and teaching for the aghor yoga tradition (church)

PO Box 950Sonoma, CA 95476

sonomaashram.org

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

12th percentile

0.00x

Higher debt load relative to revenue than 12% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

94th percentile

67%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

26th percentile

$37,587

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

6th percentile

-47%

Faster revenue growth than 6% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Assets

Up

$5,462,241

Up $598,298 (+12%) from 2021

Liabilities

Up

$1,585

Up $1,047 (+195%) from 2021

Net Assets

Up

$5,460,656

Up $597,251 (+12%) from 2021

Revenue

Down

$896,780

Down $790,076 (-47%) from 2021

Expenses

Up

$293,577

Up $82,525 (+39%) from 2021

Net Income

Down

$603,203

Down $872,601 (-59%) from 2021

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2012: $2,220,682Liabilities 2012: $646,278Net Assets 2012: $1,574,4042012Assets 2013: $2,444,244Liabilities 2013: $552,281Net Assets 2013: $1,891,9632013Assets 2014: $2,525,458Liabilities 2014: $489,056Net Assets 2014: $2,036,4022014Assets 2015: $2,663,848Liabilities 2015: $413,473Net Assets 2015: $2,250,3752015Assets 2016: $2,650,428Liabilities 2016: $298,475Net Assets 2016: $2,351,9532016Assets 2017: $2,748,819Liabilities 2017: $2,533Net Assets 2017: $2,746,2862017Assets 2018: $3,014,305Liabilities 2018: $1,463Net Assets 2018: $3,012,8422018Assets 2019: $3,175,247Liabilities 2019: $2,534Net Assets 2019: $3,172,7132019Assets 2020: $3,330,781Liabilities 2020: $4,181Net Assets 2020: $3,326,6002020Assets 2021: $4,863,943Liabilities 2021: $538Net Assets 2021: $4,863,4052021Assets 2022: $5,462,241Liabilities 2022: $1,585Net Assets 2022: $5,460,6562022

Highlighted filing

2022

Assets$5,462,241
Liabilities$1,585
Net Assets$5,460,656

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0Revenue 2012: $572,741Expenses 2012: $188,012Net Income 2012: $384,7292012Revenue 2013: $547,697Expenses 2013: $230,138Net Income 2013: $317,5592013Revenue 2014: $350,472Expenses 2014: $206,033Net Income 2014: $144,4392014Revenue 2015: $416,210Expenses 2015: $202,237Net Income 2015: $213,9732015Revenue 2016: $391,217Expenses 2016: $289,639Net Income 2016: $101,5782016Revenue 2017: $709,433Expenses 2017: $315,100Net Income 2017: $394,3332017Revenue 2018: $594,969Expenses 2018: $309,755Net Income 2018: $285,2142018Revenue 2019: $504,427Expenses 2019: $355,620Net Income 2019: $148,8072019Revenue 2020: $420,247Expenses 2020: $274,057Net Income 2020: $146,1902020Revenue 2021: $1,686,856Expenses 2021: $211,052Net Income 2021: $1,475,8042021Revenue 2022: $896,780Expenses 2022: $293,577Net Income 2022: $603,2032022

Highlighted filing

2022

Revenue$896,780
Expenses$293,577
Net Income$603,203

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Mar 15, 2024
Return Version
2021v4.2
Gross Receipts
$903,280
Mission and Program Overview

Mission

MEDITATION CENTER

Maintaining places for worship, meditation and teaching for the aghor yoga tradition (church)

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,460,382$3,506,939▲ $46,557
Cap Stk Tr Prin Current Funds$3,012,842$3,012,842→ $0
Rtn Earn Endowment Incm Other Fnds$1,850,563$2,447,814▲ $597,251
Savings and Temporary Cash Investments$589,591$905,497▲ $315,906
Investments in Publicly Traded Securities$491,717$692,979▲ $201,262
Cash and Non-Interest-Bearing Accounts$322,045$356,618▲ $34,573
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$4,863,943$5,462,241▲ $598,298
Other Assets Total$208$208→ $0
Liabilities
Accounts Payable and Accrued Expenses$538$1,585▲ $1,047
Total Liabilities$538$1,585▲ $1,047
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,863,405$5,460,656▲ $597,251
Total Liabilities and Net Assets / Fund Balance$4,863,943$5,462,241▲ $598,298

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,427,597$910,672$2,300,268
Land$1,044,363-$621,296
Equipment$22,258$69,647$73,202
Other Land Buildings$12,721-$12,721
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Carrie ScheinmanBoard MemberPT$37,587$37,587

Board Members and Trustees

NameTitle
Mary Dalsin MillsChair
Harihar PandeyPresident
Jed HeuerBoard Member
Julie BucknerBoard Member
Mindy HarveyBoard Member
Amy MccoyTreasurer, Exec Director
Lome AseronSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$710,765
Program Service Revenue
$0
Investment Income
$7,458
Other Revenue
$178,557
All Other Contributions
$710,765
Change in Net Assets
$603,203
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$278,898
Grants and Similar Amounts Paid$14,679
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$104,691$5,510-$110,201
Occupancy$86,800$4,568-$91,368
Fees for Services Other$37,538$1,976-$39,514
Travel$18,271$962-$19,233
Grants to Domestic Individuals$14,679--$14,679
Office Expenses$11,518$606-$12,124
Other Expenses$1,414$847-$2,261
Total Functional Expenses$278,898$14,679$0$293,577
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

The organization does not have committees with authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11B

An electronic copy of form 990 is provided to the board of directors tax review committee (a subset of the board of directors) along with the annual financial statements. Account balances on form 990 are reviewed and compared to the financial statements for accuracy. Necessary corrections are communicated to the tax preparer, and after final review of form 990, board committee approves filing of the 990.

Form 990, Part VI, Section B, Line 12C

The organization has a conflict of interest policy to guide the board of directors and officers. The directors and officers review each proposed action in relation to said policy to ensure compliance. Board members are required to read and sign document annually.

Form 990, Part VI, Section C, Line 19

Hard copies of governing documents, policies and financial statements are available to the public upon request in our office at 1087 craig avenue, sonoma, ca 95476. Form 990 is published on guidestar's website at www. Guidestar.org. Registration on the site is required in order to view the return, but there is no charge.

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

Harihar pandey - po box 950, sonoma, ca 95476. Mary dalsin mills - po box 950, sonoma, ca 95476. Amy mccoy - po box 950, sonoma, ca 95476. Lome aseron - po box 950, sonoma, ca 95476. Julie buckner - po box 950, sonoma, ca 95476. Jed heuer - po box 950, sonoma, ca 95476. Mindy harvey - po box 950, sonoma, ca 95476. Carrie scheinman - po box 950, sonoma, ca 95476.

Filing and Contact Details

Filer

Filer Name
Sri Sarveshwari Samooh
EIN
94-3151595
Phone
7079968915
Address
PO BOX 950, SONOMA, CA 95476

Signing Officer

Name
Amy Mccoy
Title
President
Phone
7079968915
Signed
2024-03-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Harihar Pandey
Formed
1991
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Aprio Llp
Address
150 POST STREET SUITE 200, SAN FRANCISCO, CA 94108
Preparer
Tracy Teale
Phone
4157774488
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Legal/prof fees (incl. License/permits): program service expenses 37,538. Management and general expenses 1,976. Fundraising expenses 0. Total expenses 39,514.

Raw XML Appendix395 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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0490982
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0568029
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IRS990ScheduleD/EquipmentGrp/BookValueAmt022258
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IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt018703
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AN ELECTRONIC COPY OF FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS TAX REVIEW COMMITTEE (A SUBSET OF THE BOARD OF DIRECTORS) ALONG WITH THE ANNUAL FINANCIAL STATEMENTS. ACCOUNT BALANCES ON FORM 990 ARE REVIEWED AND COMPARED TO THE FINANCIAL STATEMENTS FOR ACCURACY. NECESSARY CORRECTIONS ARE COMMUNICATED TO THE TAX PREPARER, AND AFTER FINAL REVIEW OF FORM 990, BOARD COMMITTEE APPROVES FILING OF THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY TO GUIDE THE BOARD OF DIRECTORS AND OFFICERS. THE DIRECTORS AND OFFICERS REVIEW EACH PROPOSED ACTION IN RELATION TO SAID POLICY TO ENSURE COMPLIANCE. BOARD MEMBERS ARE REQUIRED TO READ AND SIGN DOCUMENT ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HARD COPIES OF GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST IN OUR OFFICE AT 1087 CRAIG AVENUE, SONOMA, CA 95476. FORM 990 IS PUBLISHED ON GUIDESTAR'S WEBSITE AT WWW. GUIDESTAR.ORG. REGISTRATION ON THE SITE IS REQUIRED IN ORDER TO VIEW THE RETURN, BUT THERE IS NO CHARGE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HARIHAR PANDEY - PO BOX 950, SONOMA, CA 95476. MARY DALSIN MILLS - PO BOX 950, SONOMA, CA 95476. AMY MCCOY - PO BOX 950, SONOMA, CA 95476. LOME ASERON - PO BOX 950, SONOMA, CA 95476. JULIE BUCKNER - PO BOX 950, SONOMA, CA 95476. JED HEUER - PO BOX 950, SONOMA, CA 95476. MINDY HARVEY - PO BOX 950, SONOMA, CA 95476. CARRIE SCHEINMAN - PO BOX 950, SONOMA, CA 95476.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LEGAL/PROF FEES (INCL. LICENSE/PERMITS): PROGRAM SERVICE EXPENSES 37,538. MANAGEMENT AND GENERAL EXPENSES 1,976. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,514.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-15
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0APRIO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 POST STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACY TEALE
ReturnHeader/ReturnTs02024-03-25T14:50:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCCOY
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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