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Nonprofit · EIN 92-1163960

SPIRIT OAK WELLNESS RETREAT

Tax-exempt · SACRAMENTO, CA 95816

Financials

$37K$37K2023$134K$91K2024$664K$12K2025
Revenue Expenses · by fiscal year end
Financials of SPIRIT OAK WELLNESS RETREAT by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$664,066$11,702$652,364$698,478$0$698,478
December 31, 2024990-EZ$134,475$91,205$43,270$46,114–$46,114
December 31, 2023990-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.

NameTitleHours / weekCompensation
PATRICK GUIMONDCEO
Trustee or director, Officer
–$0
CATHERINE W SCHWIKERTSECRETARY
Trustee or director, Officer
–$0
990-EZ for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
PATRICK GUIMONDCEO0$0
CATHERINE W SCHWIKERTSECRETARY0$0
990-EZ for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
PATRICK GUIMONDCEO0$0
CATHERINE W SCHWIKERTSECRETARY0$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)

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.

990 for the year ended December 31, 2025

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-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

FormYear endedRevenueExpensesAssetsReturn
990December 2025$664,066$11,702$698,478IRS
990-EZDecember 2024$134,475$91,205$46,114XML
990-EZDecember 2023$36,970$36,770$2,844XML
990-EZDecember 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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