Civic Intelligence

Unfettered Mind

990 • Fiscal year 2017 • EIN 95-4264256

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 07, 2018

Organization ProfileUNFETTEREDMIND.ORG
8009 Ferrari WayWindsor, CA 95492-6877

(310) 243-6802

Siviq Scores

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

Liabilities / Assets

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.03x

Higher debt load relative to revenue than 47% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

10th percentile

-28%

Higher net margin than 10% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

21st percentile

-5.8%

Faster asset growth than 21% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

9th percentile

-30%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$371,948

Down $22,829 (-5.8%) from 2016

Net Assets

Down

$369,692

Down $24,424 (-6.2%) from 2016

Liabilities

Up

$2,256

Up $1,595 (+241%) from 2016

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin10th percentile

Revenue

Down

$83,477

Down $36,387 (-30%) from 2016

Expenses

Up

$106,590

Up $23,148 (+28%) from 2016

Net Income

Down

-$23,113

Down $59,535 (-163%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$1.0M$500K$0Assets 2010: $884,641Liabilities 2010: $9,075Net Assets 2010: $875,5662010Assets 2011: $762,710Liabilities 2011: $6,198Net Assets 2011: $756,5122011Assets 2012: $545,091Liabilities 2012: $7,841Net Assets 2012: $537,2502012Assets 2013: $496,336Liabilities 2013: $8,936Net Assets 2013: $487,4002013Assets 2014: $400,893Liabilities 2014: $6,928Net Assets 2014: $393,9652014Assets 2015: $360,390Liabilities 2015: $1,385Net Assets 2015: $359,0052015Assets 2016: $394,777Liabilities 2016: $661Net Assets 2016: $394,1162016Assets 2017: $371,948Liabilities 2017: $2,256Net Assets 2017: $369,6922017Assets 2018: $380,787Liabilities 2018: $328Net Assets 2018: $380,4592018Assets 2019: $401,153Liabilities 2019: $2,523Net Assets 2019: $398,6302019Assets 2020: $418,794Liabilities 2020: $2,100Net Assets 2020: $416,6942020Assets 2021: $439,809Liabilities 2021: $4,970Net Assets 2021: $434,8392021Assets 2022: $344,817Liabilities 2022: $2,747Net Assets 2022: $342,0702022Assets 2023: $370,210Liabilities 2023: $5,370Net Assets 2023: $364,8402023Assets 2024: $356,003Liabilities 2024: $4,621Net Assets 2024: $351,3822024

Highlighted filing

2017

Assets$371,948
Liabilities$2,256
Net Assets$369,692
Open 2017 Filing

Operations Trend

Revenue Growth9th percentile

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

$400K$200K$0-$200KExpenses 2010: $127,1262010Revenue 2011: $103,075Expenses 2011: $180,358Net Income 2011: -$77,2832011Expenses 2012: $318,7262012Revenue 2013: $96,768Expenses 2013: $145,020Net Income 2013: -$48,2522013Revenue 2014: $55,645Expenses 2014: $147,850Net Income 2014: -$92,2052014Revenue 2015: $44,354Expenses 2015: $78,636Net Income 2015: -$34,2822015Revenue 2016: $119,864Expenses 2016: $83,442Net Income 2016: $36,4222016Revenue 2017: $83,477Expenses 2017: $106,590Net Income 2017: -$23,1132017Revenue 2018: $97,659Expenses 2018: $87,682Net Income 2018: $9,9772018Revenue 2019: $114,504Expenses 2019: $95,462Net Income 2019: $19,0422019Revenue 2020: $100,987Expenses 2020: $88,831Net Income 2020: $12,1562020Revenue 2021: $120,461Expenses 2021: $97,308Net Income 2021: $23,1532021Revenue 2022: $35,960Expenses 2022: $124,288Net Income 2022: -$88,3282022Revenue 2023: $137,276Expenses 2023: $131,360Net Income 2023: $5,9162023Revenue 2024: $87,014Expenses 2024: $123,119Net Income 2024: -$36,1052024

Highlighted filing

2017

Revenue$83,477
Expenses$106,590
Net Income-$23,113
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 7, 2018
Return Version
2017v2.3
Gross Receipts
$681,842
Mission and Program Overview

Mission

Public education on the benefits, techniques and services available as the result of the study of buddhism.

Education on the benefits, techniques and services available as the result of studying buddhism.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$394,116$369,692▼ $24,424
Investments Other Securities$337,811$285,411▼ $52,400
Cash and Non-Interest-Bearing Accounts$54,038$83,379▲ $29,341
Prepaid Expenses and Deferred Charges$1,092$1,908▲ $816
Land, Buildings, and Equipment, Net$1,836$1,250▼ $586
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$394,777$371,948▼ $22,829
Liabilities
Other Liabilities$661$2,256▲ $1,595
Total Liabilities$661$2,256▲ $1,595
Net Assets / Fund Balance
Total Net Assets Fund Balance$394,116$369,692▼ $24,424
Total Liabilities and Net Assets / Fund Balance$394,777$371,948▼ $22,829

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$461$26,538$26,999
Other Land Buildings$789$17,056$17,845
Other Securities$33,070--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Donna Mc LaughlinPresident
Lynea M Diaz-hagenDirector
Robert a SchmidtSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$47,854
Program Service Revenue
$0
Investment Income
$21,582
Other Revenue
$14,041
All Other Contributions
$47,854
Change in Net Assets
$-23,113
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$55,506
Salaries, Compensation, and Employee Benefits$51,084
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$45,476$2,394-$47,870
Fees for Services Accounting$9,509$500-$10,009
Fees for Service Investment Mgmnt Fees$6,423$338-$6,761
Travel$4,779$252-$5,031
Payroll Taxes$3,053$161-$3,214
Insurance$2,554$134-$2,688
Office Expenses$1,211$64-$1,275
All Other Expenses$1,193$63-$1,256
Other Expenses$1,058$56-$1,114
Fees for Services Other$755$40-$795
Depreciation Depletion$548$29-$577
Advertising$147$8-$155
Total Functional Expenses$101,000$5,590$0$106,590
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$2,254
Sales Tax Payable$2
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The form 990 is presented to the board of directors for approval before filing and is filed upon approval.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and financial statements are kept at the corporate offices and are available for public inspection upon request.”

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

“Robert a schmidt - 8009 ferrari way, windsor, ca 95492-6877.”

Filing and Contact Details

Filer

Filer Name
Unfettered Mind
EIN
95-4264256
Phone
3102436802
Address
8009 FERRARI WAY, WINDSOR, CA 95492-6877

Signing Officer

Name
Donna Mc Laughlin
Title
President
Phone
3102436802
Signed
2018-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donna Mc Laughlin
Formed
1990
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Lewis a Adams an Accountancy Corp
Address
10940 WILSHIRE BL 6TH FLOOR, LOS ANGELES, CA 90024
Preparer
Lewis a Adams an Accountancy Corp
Phone
3104401980
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“50% of meals and entertainment -1,302. Book to tax depreciation difference -9.”

Raw XML Appendix400 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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IRS990ScheduleD/OtherSecuritiesGrp/Desc02,124.792 SHS ALLIANZGI SHORT DURATION HIGH INC INST
IRS990ScheduleD/OtherSecuritiesGrp/Desc14,226.672 SHS IVY FDS HIGH INCOME I
IRS990ScheduleD/OtherSecuritiesGrp/Desc23,956.861 SHS PIMCO HIGH YIELD FD INSTL
IRS990ScheduleD/OtherSecuritiesGrp/Desc33,556.092 SHS PIMCO FUNDS HIGH YIELD SPECTRUM INSTL
IRS990ScheduleD/OtherSecuritiesGrp/Desc43,460.774 SHS PROFESSIONALLY MGD PTFL OSTERWEIS STRATEGIC INC FD
IRS990ScheduleD/OtherSecuritiesGrp/Desc52,081.145 SHS AMERICAN BEACON SIM HI YLD OPP
IRS990ScheduleD/OtherSecuritiesGrp/Desc64,307.122 SHS JP MORGAN TR II HI YLD FD I
IRS990ScheduleD/OtherSecuritiesGrp/Desc74,074.945 SHS NUVEEN FDS HI INC BD I
IRS990ScheduleD/OtherSecuritiesGrp/Desc81,344.849 SHS RYDEX/SGI FDS HI YLD STRAT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd8C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01250
IRS990ScheduleD/TotalBookValueSecuritiesAmt0285411
IRS990ScheduleD/TotalLiabilityAmt02256
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/HousingAllowanceOrResidenceInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenPolicyRefTAndEExpnssInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL BEFORE FILING AND IS FILED UPON APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE KEPT AT THE CORPORATE OFFICES AND ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROBERT A SCHMIDT - 8009 FERRARI WAY, WINDSOR, CA 95492-6877.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt350% OF MEALS AND ENTERTAINMENT -1,302. BOOK TO TAX DEPRECIATION DIFFERENCE -9.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0394777
IRS990/TotalAssetsEOYAmt0371948
IRS990/TotalAssetsGrp/BOYAmt0394777
IRS990/TotalAssetsGrp/EOYAmt0371948
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt047854
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05590
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0101000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0106590
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0661
IRS990/TotalLiabilitiesEOYAmt02256
IRS990/TotalLiabilitiesGrp/BOYAmt0661
IRS990/TotalLiabilitiesGrp/EOYAmt02256
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0394116
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0369692
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0101000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt035623
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt083477
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0394777
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0371948
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0252
IRS990/TravelGrp/ProgramServicesAmt04779
IRS990/TravelGrp/TotalAmt05031
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0110 MERIDA DR
IRS990/USAddress/CityNm0SONOMA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095476
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0UNFETTEREDMIND.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA MC LAUGHLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03102436802
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNFETTERED MIND
ReturnHeader/Filer/BusinessNameControlTxt0UNFE
ReturnHeader/Filer/EIN0954264256
ReturnHeader/Filer/PhoneNum03102436802
ReturnHeader/Filer/USAddress/AddressLine1Txt08009 FERRARI WAY
ReturnHeader/Filer/USAddress/CityNm0WINDSOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0954926877
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A259C6C767EFF102F0DF88F2D4F6B9D8F9B9BA2B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A259C6C767EFF102F0DF88F2D4F6B9D8F9B9BA2B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.12.69.145
ReturnHeader/FilingSecurityInformation/IPDt02018-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm015:08:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954169048
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEWIS A ADAMS AN ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010940 WILSHIRE BL 6TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090024
ReturnHeader/PreparerPersonGrp/PhoneNum03104401980
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEWIS A ADAMS AN ACCOUNTANCY CORP
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-13T19:40:34-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$371,948
Liabilities
$2,256
Net assets
$369,692
Revenue
$83,477
Expenses
$106,590
Net income
-$23,113
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.56$0.05$3.51$0.87$1.23$0.36
2023Summary only. Only limited summary data is available for this year.$3.70$0.05$3.65$1.37$1.31$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.45$0.03$3.42$0.36$1.24$0.88
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.40$0.05$4.35$1.20$0.97$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.19$0.02$4.17$1.01$0.89$0.12
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.01$0.03$3.99$1.15$0.95$0.19
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.81$0.00$3.80$0.98$0.88$0.10
2017Detailed filing. Detailed filing data is available for this year.$3.72$0.02$3.70$0.83$1.07$0.23
2016Summary only. Only limited summary data is available for this year.$3.95$0.01$3.94$1.20$0.83$0.36
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.60$0.01$3.59$0.44$0.79$0.34
2014Detailed filing. Detailed filing data is available for this year.$4.01$0.07$3.94$0.56$1.48$0.92
2013Detailed filing. Detailed filing data is available for this year.$4.96$0.09$4.87$0.97$1.45$0.48
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.45$0.08$5.37$3.19
2011Summary only. Only limited summary data is available for this year.$7.63$0.06$7.57$1.03$1.80$0.77
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.85$0.09$8.76$1.27