HEALER WITHIN FOUNDATION: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HEALER WITHIN FOUNDATION (EIN 52-2385262)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-09
- IRS object ID
- 201233149349200968
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-09T14:35:51-08:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Walpole & Co LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 Santa Felicia Drive | AddressLine1 |
| City | Goleta | City |
| State | CA | State |
| ZIP Code | 93117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522385262 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HEALER WITHIN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HEAL | NameControl |
| Phone | 8056173390 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5276 HOLLISTER AVENUE 256 | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93111 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROGER JAHNKE | Name |
| Title | President | Title |
| Date Signed | 2012-11-09 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | YUSUF A BALOGUN CPA | Name |
| Phone | 8055699864 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | WWW.HEALERWITHINFOUNDATION.ORG | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts Less Than25000 | X | GrossReceiptsLessThan25000 |
| Gross Receipts | 28540 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 13476 | ContributionsGiftsGrantsEtc |
| Program Service Revenue | 13968 | ProgramServiceRevenue |
| Investment Income | 1096 | InvestmentIncome |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Fundraising Gross Income | 0 | FundraisingGrossIncome |
| Special Events Direct Expenses | 0 | SpecialEventsDirectExpenses |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Total Revenue | 28540 | TotalRevenue |
| Salaries Other Comp Empl Benefits | 6371 | SalariesOtherCompEmplBenefits |
| Fees And Oth Pymt To Ind Contractors | 8583 | FeesAndOthPymtToIndContractors |
| Occupancy Rent Utilities And Maint | 5377 | OccupancyRentUtilitiesAndMaint |
| Printing Publications Postage | 137 | PrintingPublicationsPostage |
| Other Expenses Total | 6952 | OtherExpensesTotal |
| Total Expenses | 27420 | TotalExpenses |
| Excess Or Deficit For Year | 1120 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 84949 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | -2724 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 83345 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84949 | BOY |
| EOY | 83345 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84949 | BOY |
| EOY | 83345 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84949 | BOY |
| EOY | 83345 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | To promote personal responsibility for health and wellness through education and research in the areas of integrative medicine and self-care, resulting in disease prevention, reduced medical costs, increased productivity and creativity, and the wellbeing of individuals, communities and institutions worldwide. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | National experts meeting, studies and training sessions on Qigong and Tai Chi as it related to the older adult population. | DescriptionProgramServiceAccom |
| Grants And Allocations | 7914 | GrantsAndAllocations |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 7914 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| SHERI HANSEN | ||||||
| 5276 HOLLISTER AVE 256 | SANTA BARBARA | CA | 93111 | EXEC DIRECTOR | 8.00 | 6371 |
| JAN INGRAM | ||||||
| 5276 HOLLISTER AVE 256 | SANTA BARBARA | CA | 93111 | CFO | 2.00 | 0 |
| DANIEL WEICHER | ||||||
| 5276 HOLLISTER AVE 256 | SANTA BARBARA | CA | 93111 | DIR/VP EAST | 2.00 | 0 |
| RUSSELL MUNSELL | ||||||
| 5276 HOLLISTER AVE 256 | SANTA BARBARA | CA | 93111 | DIR/EDUCATION | 2.00 | 0 |
| ELIZABETH LEMON | ||||||
| 5276 HOLLISTER AVE 256 | SANTA BARBARA | CA | 93111 | DIR/SECRETARY | 2.00 | 0 |
| DEANNE HODGSON | ||||||
| 5276 HOLLISTER AVE 256 | SANTA BARBARA | CA | 93111 | DIR/VP WEST | 2.00 | 0 |
| ROGER JAHNKE | ||||||
| 5276 HOLLISTER AVE 256 | SANTA BARBARA | CA | 93111 | President | 2.00 | 0 |
| REBECCA MCLEARN | ||||||
| 5276 HOLLISTER AVE 256 | SANTA BARBARA | CA | 93111 | Director | 2.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Organization Filed990 T | false | OrganizationFiled990T |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Initiation Fees And Capital Contri | 0 | InitiationFeesAndCapitalContri |
| Gross Receipts For Public Use | 0 | GrossReceiptsForPublicUse |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SHERI HANSON | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5276 HOLLISTER AVENUE STE 256 | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8056173390 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Form720 Filed | false | Form720Filed |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Related Org Section527 Org | false | RelatedOrgSection527Org |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19200 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18680 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 39006 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 41995 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13476 | CurrentTaxYear |
| Total | 132357 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2493 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2954 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 285 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 75 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13968 | CurrentTaxYear |
| Total | 19775 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21693 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21634 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 39291 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 42070 | CurrentTaxYearMinus1Year |
| Current Tax Year | 27444 | CurrentTaxYear |
| Total | 152132 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 152132 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 1805 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 116 | CurrentTaxYearMinus2Years |
| Current Tax Year | 1096 | CurrentTaxYear |
| Total | 3017 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 1805 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 116 | CurrentTaxYearMinus2Years |
| Current Tax Year | 1096 | CurrentTaxYear |
| Total | 3017 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21693 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23439 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 39407 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 42070 | CurrentTaxYearMinus1Year |
| Current Tax Year | 28540 | CurrentTaxYear |
| Total | 155149 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98060 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98940 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01940 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01060 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990-EZ, Part I, Line 20.1 | Other Changes In Net Assets Or Fund Balances - Other Decreases.1 | unrealized loss on securities $2724 |
| Form 990-EZ, Part I, Line 16.7 | Other Expenses.7 | CORPORATE FILING FEES $35 |
| Form 990-EZ, Part I, Line 16.4 | Other Expenses.4 | SUPPLIES $144 |
| Form 990-EZ, Part I, Line 16.3 | Other Expenses.3 | CREDIT CARD FEES $502 |
| Form 990-EZ, Part I, Line 16.2 | Other Expenses.2 | TELEPHONE $577 |
| Form 990-EZ, Part I, Line 16.1 | Other Expenses.1 | SOFTWARE $2831 |
| Form 990-EZ, Part I, Line 16.1012 | Other Expenses.1012 | Insurance $1723 |
| Form 990-EZ, Part I, Line 16.1005 | Other Expenses.1005 | Travel $553 |
| Form 990-EZ, Part I, Line 16.1003 | Other Expenses.1003 | Information Technology $344 |
| Form 990-EZ, Part I, Line 16.1002 | Other Expenses.1002 | Office Expenses $243 |