Nonprofit · EIN 92-1163960
SPIRIT OAK WELLNESS RETREAT
Tax-exempt · SACRAMENTO, CA 95816
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $664,066 | $11,702 | $652,364 | $698,478 | $0 | $698,478 |
| December 31, 2024 | 990-EZ | $134,475 | $91,205 | $43,270 | $46,114 | – | $46,114 |
| December 31, 2023 | 990-EZ | $36,970 | $36,770 | $200 | $2,844 | – | $2,844 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $664,066
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,750
- Program services (functional)
- $11,702
Balance sheet and other
- Total assets, start of year
- $46,114
- Total assets, end of year
- $698,478
- Total liabilities, end of year
- $0
- Net assets, end of year
- $698,478
- Net assets without donor restrictions
- $698,478
- Gross receipts
- $664,066
- Employees
- 0
- Year formed
- 2022
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICK GUIMOND | CEO Trustee or director, Officer | – | $0 |
| CATHERINE W SCHWIKERT | SECRETARY Trustee or director, Officer | – | $0 |
990-EZ for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICK GUIMOND | CEO | 0 | $0 |
| CATHERINE W SCHWIKERT | SECRETARY | 0 | $0 |
990-EZ for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICK GUIMOND | CEO | 0 | $0 |
| CATHERINE W SCHWIKERT | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2108 N ST, SACRAMENTO, CA 95816-5712
- In care of
- % PATRICK GUIMOND
- Principal officer (990 for 2025)
- PATRICK GUIMOND, 1328 VERBENA CT, CARLSBAD, CA 92011
- Signed the 990
- PATRICK GUIMOND, CEO
- Phone
- (707) 512-0124
- Return prepared by
- SCOTT W SMITH CPA'S INC
California records
California keeps its own records of charities and corporations. Search them by EIN 92-1163960 or by the name SPIRIT OAK WELLNESS RETREAT.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
SPIRIT OAK WELLNESS RETREAT WILL OFFER CLASSES ON YOGA, MEDITATON, BREATHWORK, NUTRITION AND A VARIETY OF WELLNESS TOPICS TO INDIVIDUALS AND TO CARE GIVERS FOR THOSE WITH SEVERE HEALTH CONDITIONS.
Program accomplishments
- NON PROFIT ORGANIZATION SUCESSFULLY ASSISTED CAREGIVERS, AND CONTINUED ROAD WORK AND TREE REMOVAL TO PREPARE GROUNDS FOR NON PROFIT ACTIVITIES.Expenses $9,227
- SUCCESSFULLY SET UP NON PROFIT ORGANIZATION AND WEBSITE TO BEGIN OPERATIONS.Expenses $2,475
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 92-1163960
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2023
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E60)
- Assets (IRS master file)
- $698,478
- Income (IRS master file)
- $664,066
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $664,066 | $11,702 | $698,478 | IRS |
| 990-EZ | December 2024 | $134,475 | $91,205 | $46,114 | XML |
| 990-EZ | December 2023 | $36,970 | $36,770 | $2,844 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 92-1163960).
Questions about SPIRIT OAK WELLNESS RETREAT
- What is the EIN of SPIRIT OAK WELLNESS RETREAT?
- The employer identification number (EIN) of SPIRIT OAK WELLNESS RETREAT is 92-1163960.
- Is SPIRIT OAK WELLNESS RETREAT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to SPIRIT OAK WELLNESS RETREAT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SPIRIT OAK WELLNESS RETREAT file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SPIRIT OAK WELLNESS RETREAT due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SPIRIT OAK WELLNESS RETREAT last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SPIRIT OAK WELLNESS RETREAT?
- The 990 for the year ended December 31, 2025 names PATRICK GUIMOND.
- Who are the officers and directors of SPIRIT OAK WELLNESS RETREAT?
- The 990 for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does SPIRIT OAK WELLNESS RETREAT have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $664,066, expenses of $11,702 and total assets of $698,478 at year end.
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