Wholeheart Inc
- Assets
- $86.2k
- Revenue
- $221.8k
- Investments
- $0.0
- Employees
- 3
- Location
- Richmond, VT
- Founding
- 08/2014
- Data as of
- 06/2022
- EIN
- 46-4300314
Organization Overview
Wholeheart Inc is located in Richmond, VT. The organization was established in 2014. According to its NTEE Classification (B99) the organization is classified as: Education N.E.C., under the broad grouping of Education and related organizations. As of 06/2022, Wholeheart Inc employed 3 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Wholeheart Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Wholeheart Inc generated $221.8k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 18.5% each year . All expenses for the organization totaled $246.5k during the year ending 06/2022. While expenses have increased by 24.2% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO FACILITATE INNER TRANSFORMATION THAT LEADS TO SOCIAL TRANSFORMATION. LOVE IS THE POWER THAT CAN MOVE HUMANITY TOWARDS LIVING IN RIGHT RELATIONSHIP WITH OTHERS AND EARTH. TO DEVELOP AND FACILITATE REFLECTIVE LEADERSHIP PRACTICES FOR ORGANIZATIONS AND INDIVIDUALS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
REFLECTIVE LEADERSHIP RETREATS AND WELLNESS CALLS SERVED 283 PARTICIPANTS IN 18 VIRTUAL PROGRAMS AND IN-PERSON PROGRAMS FOCUSED ON ENHANCING SKILLS OF REFLECTION, LISTENING, AND LEADERSHIP TO PROMOTE WELLNESS, EQUITY AND SOCIAL CHANGE.
CONTRACT FACILITATION SERVICES SERVED 244 PARTICIPANTS THROUGH 11 CONTRACTS. THE ORGANIZATION SERVED AS CONTRACT FACILITATORS SHORT AND LONG TERM INITIATIVES SUPPORTING LEADERSHIP DEVELOPMENT SKILLS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Cameron Russell President | OfficerTrustee | 5 | $0 |
Jeanie Phillips Secretary | OfficerTrustee | 1 | $0 |
Danielle Oristian York Treasurer | OfficerTrustee | 2 | $0 |
Marissa Colston Director | Trustee | 0 | $0 |
Marie Vea Director | Trustee | 0 | $0 |
Beth Anne Macdonald Director | Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $53,927 |
| Related organizations | $0 |
| Government grants | $15,490 |
| All other contributions, gifts, grants, and similar amounts not included above | $68,654 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $138,071 |
| Total Program Service Revenue | $86,344 |
| Investment income | $15 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | -$2,614 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $221,816 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $161,401 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $27,510 |
| Payroll taxes | $12,955 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $2,695 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $16,104 |
| Advertising and promotion | $500 |
| Office expenses | $4,557 |
| Information technology | $2,362 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $103 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $10,800 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $1,221 |
| All other expenses | $0 |
| Total functional expenses | $246,478 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $42,663 |
| Savings and temporary cash investments | $42,506 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $1,000 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $86,169 |
| Accounts payable and accrued expenses | $21,288 |
| Grants payable | $0 |
| Deferred revenue | $21,249 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $42,537 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $43,632 |
| Total liabilities and net assets/fund balances | $86,169 |
Grants Recieved
Over the last fiscal year, we have identified 3 grants that Wholeheart Inc has recieved totaling $65,046.
| Awarding Organization | Amount |
|---|---|
The Wisdom Connection Inc Greensboro, VT PURPOSE: GENERAL OPERATING SUPPORT | $40,000 |
Central New York Community Foundation Inc Syracuse, NY PURPOSE: PROJECT SUPPORT; COVID19 SUPPORT | $25,000 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $46 |
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|---|---|---|
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Lsny Bronx Corporation New York, NY | $9,256,880 | $24,578,698 |
Boston Plastic & Oral Surgery Foundation Inc Boston, MA | $28,248,674 | $23,739,730 |
El Education Inc New York, NY | $28,362,379 | $30,858,452 |
John A Coleman School Yonkers, NY | $5,649,439 | $19,245,814 |
Halo Network Inc Amityville, NY | $5,984,377 | $20,823,404 |