2024-05-06T11:57:56-05:00 2023-12-31 203565336 ROSELINE TAX ADVISORS PLLC 140 VIRGINIA STREET SUITE 300 RICHMOND VA 23219 990 2023-08-01 871481908 THE PEAVEY PROJECT PEAV 8049713778 11905 GLEN GARY COURT RICHMOND VA 23233 COLLIN MCCONAGHY OFFICER 8049713878 2024-05-06 1 COLLIN MCCONAGHY XXX-XX-XXXX 1 RYAN Y THOMPSON P01547249 8045457440 2024-05-01 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z COLLIN MCCONAGHY 11905 GLEN GARY COURT RICHMOND VA 23233 138493 0 X WWW.THEPEAVEYPROJECT.ORG X 2021 VA OUR MISSION IS TEACHING MINDFULNESS AS A TOOL TO ENHANCE PERSONAL HEALTH PERFORMANCE AND THE COMMUNITIES WE SERVE. 10 10 2 10 0 0 178893 93868 89725 44625 0 0 27496 0 296114 138493 2101 0 0 0 170319 87942 0 0 17390 43120 27062 215540 115004 80574 23489 196539 220028 0 0 196539 220028 OUR MISSION IS TEACHING MINDFULNESS AS A TOOL TO ENHANCE PERSONAL HEALTH PERFORMANCE AND THE COMMUNITIES WE SERVE. 0 0 67040 44625 MINDFULNESS FOR HEALTH AND PERFORMANCEEVIDENCE-BASED AND RELATIONSHIP-CENTRIC, OUR FOUR-WEEK COURSE PROVIDES PARTICIPANTS WITH THE FOUNDATIONAL TOOLS TO DEVELOP THEIR OWN MINDFULNESS PRACTICE AS A TOOL FOR MENTAL HEALTH, ELEVATED PERFORMANCE AND ULTIMATELY AN EXPANDED CAPACITY TO POSITIVELY IMPACT OTHERS. INDIVIDUAL PRESENTATIONWE WILL ALIGN THE NEEDS OF YOUR TEAM WITH OUR MINDFULNESS CURRICULUM TO MAXIMIZE THE APPLICATION OF THIS SCIENTIFICALLY PROVEN PRACTICE WITHIN YOUR ORGANIZATION. INDIVIDUAL SESSIONSTHROUGH SUMMIT EMOTIONAL HEALTH, WE OFFER INDIVIDUAL SESSIONS FOR CLIENTS INTERESTED IN DEVELOPING A MINDFULNESS PRACTICE AS A LIFE SKILL FOR STRESS MANAGEMENT, ENHANCED WELL-BEING AND PEAK PERFORMANCE. THROUGH FORMAL AND INFORMAL PRACTICES, WE PROVIDE AN INDIVIDUALIZED PLAN TO MEET EACH CLIENT'S NEEDS AND LIFE CIRCUMSTANCE. 67040 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 4 0 1 2 1 0 0 0 0 0 0 0 0 0 0 X 10 10 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X COLLIN MCCONAGHY 8049713878 11905 GLEN GARY COURT RICHMOND VA 23233 ANNE RUSBULDT PRESIDENT OF BOARD 0.00 X 0 0 0 MIKEY THOMPSON VICE PRESIDENT OF BOARD 0.00 X 0 0 0 DR COLE HAWTHORNE TREASURER 0.00 X 0 0 0 LINDY WILLIAMS SECRETARY 0.00 X 0 0 0 ROBIN REIFSNIDER CREATIVE CHAMPION 0.00 X 0 0 0 BETH FALLON SOLUTIONS CHAMPION 0.00 X 0 0 0 SARAH PEAVEY LIFELONG BOARD MEMBER 0.00 X 0 0 0 ALEX PEAVEY LIFELONG BOARD MEMBER 0.00 X 0 0 0 COLLIN MCCONAGHY OFFICER 40.00 X 40846 0 0 JOHN E MCDONALD III OFFICER 40.00 X 40846 0 0 81692 0 0 0 0 0 0 0 93868 93868 PROGRAM SERVICE FEES 611430 44625 44625 44625 138493 44625 0 0 X 81692 55550 13888 12254 6250 4250 1062 938 5902 5902 4200 2500 1700 65 32 33 62 62 3280 3280 COST OF PROMOTIONAL ITE 3524 52 18 3454 RETIREMENT PLAN, EMPLOY 2451 1666 417 368 DE MINIMUS EQUIPMENT PU 2039 375 1664 MERCHANT ACCOUNT FEES 1590 684 906 3949 1869 1704 376 115004 67040 30574 17390 196439 220028 100 0 196539 220028 0 0 X 0 0 0 0 196539 220028 196539 220028 196539 220028 23489 0 X 0 0 0 X 1227 108619 178889 93868 382603 3000 54950 157063 44625 259638 4227 163569 335952 138493 642241 0 0 0 642241 4227 163569 335952 138493 642241 1.00000 1.00000 0.00000 X SCHEDULE A, PAGE VI THE ORGANIZATION IS REPORTING A SHORT YEAR FOR THE PERIOD AUGUST 1, 2023 TO DECEMBER 31, 2023 TO ALLOW FOR A CALENDAR YEAR-END. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED TAYLOR AND AMELIA MONROE FAMILY MEMBER 1000 CHARITABLE CONTRIBUTION 0 JOHN E MCDONALD JR FAMILY MEMBER 250 CHARITABLE CONTRIBUTION 0 WALLACE AND MARY GRAY STETTINIUS FAMILY FAMILY MEMBER 15000 CHARITABLE CONTRIBUTION 0 EMILY BRAMWELL FAMILY MEMBER 100 CHARITABLE CONTRIBUTION 0 FORM 990, PART VI, SECTION A, LINE 2 SARAH PEAVEY AND ALEX PEAVEY ARE MARRIED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BASED ON FINANCIALS STATEMENTS PREPARED BY ROSELINE TAX ADVISORS, PLLC, AND OTHER INTERNALLY GENERATED INFORMATION. A DRAFT OF THE FINANCIAL STATEMENTS AND FORM 990 WAS REVIEWED BY THE OFFICERS. A FINAL DRAFT OF THE FORM 990 WAS PROVIDED TO THE BOARD OF DIRECTORS. THE FORM DISTRIBUTED TO THE BOARD OF DIRECTORS REFLECTS THE RETURN ULTIMATELY FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE PEAVEY PROJECT HAS ESTABLISHED A CONFLICT OF INTEREST POLICY THAT HAS BEEN REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. THE POLICY IS BASED UPON THE IRS MODEL CONFLICT OF INTEREST POLICY. IT ADDS INFORMATION NEEDED TO ALLOW THE PEAVEY PROJECT TO ASSESS DIRECTOR INDEPENDENCE. FORM 990, PART VI, SECTION B, LINE 15 THE PEAVEY PROJECT BOARD OF DIRECTORS ANNUALLY EVALUATES THE OFFICERS' PERFORMANCE AND ASKS FOR INPUT. THEY DOCUMENT HOW THEY REACHED THEIR DECISION, INCLUDING THE DATA ON WHICH THEY RELIED, IN MINUTES OF THE MEETING DURING WHICH THE COMPENSATION WAS APPROVED. THE DOCUMENTATION INCLUDES (1) A DESCRIPTION OF THE COMPENSATION AND BENEFITS AND THE DATE IT WAS APPROVED; (2) THE MEMBERS OF THE BOARD WHO WERE PRESENT DURING THE DISCUSSION ABOUT COMPENSATION AND BENEFITS, AND THE RESULTS OF THE VOTE; (3) A DESCRIPTION OF THE COMPARABILITY DATA RELIED UPON AND HOW THE DATA WAS OBTAINED; AND (4) ANY ACTIONS TAKEN (SUCH AS ABSTAINING FROM DISCUSSION AND VOTE) WITH RESPECT TO CONSIDERATION OF THE COMPENSATION BY ANYONE WHO IS OTHERWISE A MEMBER OF THE BOARD BUT WHO HAD A CONFLICT OF INTEREST WITH RESPECT TO THE DECISION ON THE COMPENSATION AND BENEFITS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OUTSIDE CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 2,500. MANAGEMENT AND GENERAL EXPENSES 1,700. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,200. FORM 990, PART IX, LINE 24E SUPPLIES: PROGRAM SERVICE EXPENSES 718. MANAGEMENT AND GENERAL EXPENSES 806. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,524. MEALS: PROGRAM SERVICE EXPENSES 561. MANAGEMENT AND GENERAL EXPENSES 560. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,121. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 364. MANAGEMENT AND GENERAL EXPENSES 91. FUNDRAISING EXPENSES 80. TOTAL EXPENSES 535. SOFTWARE EXPENSE: PROGRAM SERVICE EXPENSES 196. MANAGEMENT AND GENERAL EXPENSES 196. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 392. ENTERTAINMENT-FUNDRAISING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 225. TOTAL EXPENSES 225. CONTINUING EDUCATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 24. FUNDRAISING EXPENSES 71. TOTAL EXPENSES 95. TELEPHONE: PROGRAM SERVICE EXPENSES 29. MANAGEMENT AND GENERAL EXPENSES 29. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 58. MISCELLANEOUS EXPENSE: PROGRAM SERVICE EXPENSES 1. MANAGEMENT AND GENERAL EXPENSES -2. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -1.