2025-06-02T10:08:15-05:00 2024-12-31 203565336 ROSELINE TAX ADVISORS PLLC 140 VIRGINIA STREET SUITE 300 RICHMOND VA 23219 990 2024-01-01 871481908 THE PEAVEY PROJECT PEAV 8049713778 11905 GLEN GARY COURT RICHMOND VA 23233 COLLIN MCCONAGHY OFFICER 8049713878 2025-06-02 1 1 RYAN Y THOMPSON P01547249 8045457440 2025-06-02 2024 2025-03-06 01:10:19Z COLLIN MCCONAGHY 11905 GLEN GARY COURT RICHMOND VA 23233 406353 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 93868 216819 44625 112800 0 49 0 -4580 138493 325088 0 630 0 0 87942 226165 0 0 51195 27062 64826 115004 291621 23489 33467 220028 253495 0 0 220028 253495 OUR MISSION IS TEACHING MINDFULNESS AS A TOOL TO ENHANCE PERSONAL HEALTH PERFORMANCE AND THE COMMUNITIES WE SERVE. 0 0 174417 630 112800 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. 174417 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 6 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 EVENTS/SECRETARY 3.00 X 0 0 0 BETH FALLON EVENTS/SECRETARY 3.00 X 0 0 0 SARAH PEAVEY LIFELONG BOARD MEMBER 3.00 X 0 0 0 ALEX PEAVEY LIFELONG BOARD MEMBER 3.00 X 0 0 0 WILL STETTINIUS PRESIDENT OF BOARD 3.00 X 0 0 0 JOHN REIFSNIDER STRATEGY 3.00 X 0 0 0 LUKE WALKER DEVELOPMENT 3.00 X 0 0 0 DASHON TIBBS MARKETING 3.00 X 0 0 0 WIT ROBERTSON VICE PRESIDENT/COMMUNITY BUILDER 3.00 X 0 0 0 COLLIN MCCONAGHY OFFICER 40.00 X 105000 0 0 JOHN E MCDONALD III OFFICER 40.00 X 105000 0 0 210000 0 0 2 0 0 0 0 216819 9684 216819 PROGRAM SERVICE FEES 611430 112800 112800 112800 1127 1078 49 49 49 75607 80187 -4580 -4580 325088 112800 0 -4531 630 630 210000 142800 35700 31500 16165 10992 2748 2425 114 114 13573 13573 1598 799 799 2642 2302 340 3400 3400 COST OF PROMOTIONAL ITE 10886 560 560 9766 RETIREMENT PLAN, EMPLOY 6300 4284 1071 945 MEALS 6000 2400 1200 2400 SOFTWARE EXPENSE 4908 2793 645 1470 15405 6857 5859 2689 291621 174417 66009 51195 220028 250078 3417 220028 253495 0 0 X 0 0 0 0 220028 253495 220028 253495 220028 253495 33467 0 X 0 0 0 X 1227 108619 178889 93868 333234 715837 3000 54950 157063 44625 71992 331630 4227 163569 335952 138493 405226 1047467 0 0 0 1047467 49 49 49 49 4227 163569 335952 138493 405275 1047516 X SCHEDULE A, PAGE VI THE ORGANIZATION REPORTED 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 X X X X 0 MUSIC ON A MISSION 66357 66357 21017 3500 14104 THE PEAVEY DOCUMENTARY 9250 9250 31174 75607 75607 21017 3500 45278 69795 5812 DOUGLAS AND ELIZABETH MONROE FAMILY MEMBER 5150 CHARITABLE CONTRIBUTION 0 BETH AND DOUG MONROE FAMILY FUND FAMILY MEMBER 15000 CHARITABLE CONTRIBUTION 0 122 AGENCY AVENUE LLC FAMILY MEMBER 500 CHARITABLE CONTRIBUTION 0 DOUGLAS R MONROE FAMILY MEMBER 603 CHARITABLE CONTRIBUTION 0 ANNIE STETTINIUS FAMILY MEMBER 208 CHARITABLE CONTRIBUTION 0 LAURIE STETTINIUS FAMILY MEMBER 1000 CHARITABLE CONTRIBUTION 0 LEIGH MCCONAGHY FAMILY MEMBER 104 CHARITABLE CONTRIBUTION 0 MAC MCDONALD FAMILY MEMBER 50 CHARITABLE CONTRIBUTION 0 WILLIAM STETTINIUS FAMILY MEMBER 1152 CHARITABLE CONTRIBUTION 0 DIXON MCDONALD FAMILY MEMBER 50 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.