Civic Intelligence

Unfettered Mind

990 • Fiscal year 2023 • EIN 95-4264256

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 23, 2024

8009 Ferrari WayWindsor, CA 95492-6877

(707) 225-6811

Siviq Scores

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

Liabilities / Assets

68th percentile

0.01x

Higher debt load relative to assets than 68% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

76th percentile

0.04x

Higher debt load relative to revenue than 76% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

52nd percentile

4.3%

Higher net margin than 52% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

91st percentile

$45,649

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 33.3% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

60th percentile

7.4%

Faster asset growth than 60% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

282%

Faster revenue growth than 96% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Flat

$370,210

Flat from 2023

Net Assets

Flat

$364,840

Flat from 2023

Liabilities

Flat

$5,370

Flat from 2023

Revenue

Flat

$137,276

Flat from 2023

Expenses

Flat

$131,360

Flat from 2023

Net Income

Flat

$5,916

Flat from 2023

Historical Trend

Balance Sheet Trend

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 2023: $370,210Liabilities 2023: $5,370Net Assets 2023: $364,8402023Assets 2024: $356,003Liabilities 2024: $4,621Net Assets 2024: $351,3822024

Highlighted filing

2023

Assets$370,210
Liabilities$5,370
Net Assets$364,840

Operations Trend

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 2023: $137,276Expenses 2023: $131,360Net Income 2023: $5,9162023Revenue 2024: $87,014Expenses 2024: $123,119Net Income 2024: -$36,1052024

Highlighted filing

2023

Revenue$137,276
Expenses$131,360
Net Income$5,916
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 23, 2024
Return Version
2023v5.1
Gross Receipts
$263,550
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$304,144$295,261▼ $8,883
Cash and Non-Interest-Bearing Accounts$26,390$67,935▲ $41,545
Land, Buildings, and Equipment, Net$13,146$5,444▼ $7,702
Prepaid Expenses and Deferred Charges$1,137$1,570▲ $433
Total Assets$344,817$370,210▲ $25,393
Liabilities
Accounts Payable and Accrued Expenses$2,747$5,370▲ $2,623
Total Liabilities$2,747$5,370▲ $2,623
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$342,070$364,840▲ $22,770
Total Net Assets Fund Balance$342,070$364,840▲ $22,770
Total Liabilities and Net Assets / Fund Balance$344,817$370,210▲ $25,393

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,183$31,457$33,640
Other Land Buildings$3,261$29,354$32,615
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kenneth McleodExecutive DirectorFT$34,795$10,854$45,649

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$81,062
Program Service Revenue
$0
Investment Income
$16,036
Other Revenue
$40,178
All Other Contributions
$81,062
Change in Net Assets
$5,916
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$83,050
Salaries, Compensation, and Employee Benefits$48,310
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$41,084$4,564-$45,648
Information Technology$37,394$353-$37,747
Travel$7,180$707-$7,887
Depreciation Depletion$6,931$770-$7,701
Fees for Services Accounting-$4,358-$4,358
Fees for Service Investment Mgmnt Fees-$2,773-$2,773
Payroll Taxes$2,396$266-$2,662
Insurance$2,187$243-$2,430
Office Expenses$1,546$162-$1,708
Other Expenses$1,057$118-$1,175
Advertising$887$99-$986
Fees for Services Other$327$35-$362
Total Functional Expenses$116,509$14,851$0$131,360
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
Federal income taxes-
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 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 VI, Section B, Line 12C

The organization regurlarly and consistatnly monitors the conflict of interst policy and any potential conflict of interests are reviewed at the annual board meeting.

Filing and Contact Details

Filer

Filer Name
Unfettered Mind
EIN
95-4264256
Phone
7072256811
Address
8009 FERRARI WAY, WINDSOR, CA 95492-6877

Signing Officer

Name
Donna Mclaughlin
Title
President
Phone
7072256811
Signed
2024-09-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donna Mclaughlin
Formed
1990
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
1
Volunteers
42

Preparer

Firm
Lewis Sharpstone & Co
Address
5074 Tendilla Ave, Woodland Hills, CA 91364
Preparer
Lewis Sharpstone
Phone
8185701960
Supplemental Narrative

Additional Explanations

Form 990, Part X, Line 27

Column a. In the prior year this number was presented on line 31. It is presented on line 27 in this return to conform to the current year presentation.

Raw XML Appendix385 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/GrossInvestmentIncome170Grp/TotalAmt078951
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt090747
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.63380
IRS990ScheduleA/PublicSupportPY170Pct00.56750
IRS990ScheduleA/PublicSupportTotal170Amt0291232
IRS990ScheduleA/SubstantialContributorsTotAmt089284
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt081062
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt051657
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt086843
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt068631
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt092323
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0380516
IRS990ScheduleA/TotalSupportAmt0459467
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt02183
IRS990ScheduleD/EquipmentGrp/DepreciationAmt031457
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt033640
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03261
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt029354
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt032615
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05444
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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/ExplanationTxt2THE ORGANIZATION REGURLARLY AND CONSISTATNLY MONITORS THE CONFLICT OF INTERST POLICY AND ANY POTENTIAL CONFLICT OF INTERESTS ARE REVIEWED AT THE ANNUAL BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COLUMN A. IN THE PRIOR YEAR THIS NUMBER WAS PRESENTED ON LINE 31. IT IS PRESENTED ON LINE 27 IN THIS RETURN TO CONFORM TO THE CURRENT YEAR PRESENTATION.
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 VI, Section B, Line 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part X, Line 27
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0344817
IRS990/TotalAssetsEOYAmt0370210
IRS990/TotalAssetsGrp/BOYAmt0344817
IRS990/TotalAssetsGrp/EOYAmt0370210
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt081062
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014851
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0116509
IRS990/TotalFunctionalExpensesGrp/TotalAmt0131360
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02747
IRS990/TotalLiabilitiesEOYAmt05370
IRS990/TotalLiabilitiesGrp/BOYAmt02747
IRS990/TotalLiabilitiesGrp/EOYAmt05370
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0342070
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0364840
IRS990/TotalOtherCompensationAmt010854
IRS990/TotalProgramServiceExpensesAmt0116509
IRS990/TotalReportableCompFromOrgAmt034795
IRS990/TotalRevenueGrp/ExclusionAmt018445
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt037769
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0137276
IRS990/TotalVolunteersCnt042
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0344817
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0370210
IRS990/TravelGrp/ManagementAndGeneralAmt0707
IRS990/TravelGrp/ProgramServicesAmt07180
IRS990/TravelGrp/TotalAmt07887
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08009 FERRARI WAY
IRS990/USAddress/CityNm0WINDSOR
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095492
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0UNFETTEREDMIND.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA MCLAUGHLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07072256811
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNFETTERED MIND
ReturnHeader/Filer/BusinessNameControlTxt0UNFE
ReturnHeader/Filer/EIN0954264256
ReturnHeader/Filer/PhoneNum07072256811
ReturnHeader/Filer/USAddress/AddressLine1Txt08009 FERRARI WAY
ReturnHeader/Filer/USAddress/CityNm0WINDSOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0954926877
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0834701792
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lewis Sharpstone & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05074 Tendilla Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Woodland Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091364
ReturnHeader/PreparerPersonGrp/PhoneNum08185701960
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEWIS SHARPSTONE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-09-23T08:13:32-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

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
2023Detailed filing. Detailed filing data is available for this year.$3.70$0.05$3.65$1.37$1.31$0.06
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
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$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