Civic Intelligence

Wellness Gifts Inc

EIN 16-1599079 • 501(c)3 • Bath, NY

Profile

Camping Retreats for Families with Special Needs

7531 County Rt 13Bath, NY 14810

www.wellnessgifts.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

78th percentile

31%

Faster revenue growth than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$0

Down $38,772 (-100%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $20,330 (-100%) from 2020

Revenue

Up

$55,398

Up $13,083 (+31%) from 2020

Expenses

Up

$49,139

Up $16,057 (+49%) from 2020

Net Income

Down

$6,259

Down $2,974 (-32%) from 2020

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$20K$0-$20KAssets 2011: $28,305Liabilities 2011: $28,934Net Assets 2011: -$6292011Assets 2012: $29,734Liabilities 2012: $29,726Net Assets 2012: $82012Assets 2013: $28,580Liabilities 2013: $28,212Net Assets 2013: $3682013Assets 2014: $27,713Liabilities 2014: $29,142Net Assets 2014: -$1,4292014Assets 2015: $22,602Liabilities 2015: $28,432Net Assets 2015: -$5,8302015Assets 2016: $27,421Liabilities 2016: $28,980Net Assets 2016: -$1,5592016Assets 2017: $19,902Liabilities 2017: $20,443Net Assets 2017: -$5412017Assets 2018: $29,724Liabilities 2018: $25,316Net Assets 2018: $4,4082018Assets 2019: $27,113Liabilities 2019: $16,016Net Assets 2019: $11,0972019Assets 2020: $38,772Liabilities 2020: $18,442Net Assets 2020: $20,3302020Assets 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities-
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $63,942Expenses 2011: $62,538Net Income 2011: $1,4042011Revenue 2012: $62,196Expenses 2012: $61,559Net Income 2012: $6372012Revenue 2013: $60,632Expenses 2013: $60,272Net Income 2013: $3602013Revenue 2014: $65,631Expenses 2014: $67,428Net Income 2014: -$1,7972014Revenue 2015: $66,363Expenses 2015: $70,764Net Income 2015: -$4,4012015Revenue 2016: $80,694Expenses 2016: $76,423Net Income 2016: $4,2712016Revenue 2017: $96,730Expenses 2017: $95,712Net Income 2017: $1,0182017Revenue 2018: $103,269Expenses 2018: $98,320Net Income 2018: $4,9492018Revenue 2019: $103,365Expenses 2019: $96,676Net Income 2019: $6,6892019Revenue 2020: $42,315Expenses 2020: $33,082Net Income 2020: $9,2332020Revenue 2021: $55,398Expenses 2021: $49,139Net Income 2021: $6,2592021

Highlighted filing

2021

Revenue$55,398
Expenses$49,139
Net Income$6,259

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 12, 2022
Return Version
2021v4.1
Gross Receipts
$55,398
Mission and Program Overview

Mission

Camping Retreats for Families with Special Needs

Program Services

DescriptionGrantsExpenses
Families enjoyed THREE weekend retreats, where respite, educational seminars and sharing occurred with other families$44,446$49,139
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANET OPILA-LEHMANPresident-$0--
AMY ALBANESETreasurer-$0--
KEVIN KRISNOSKYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wellness Gifts Inc
EIN
16-1599079
In Care Of
% JANET OPILA-LEHMAN
Phone
6076843243
Address
7531 COUNTY RT 13, BATH, NY 14810

Signing Officer

Name
Janet Opila-lehman
Title
President
Phone
6076843243
Signed
2022-03-12
Discuss with paid preparer
Yes

Preparer

Firm
Randy S Lehman PLLC
Address
23 Tanbark Meadow Lane, Asheville, NC 28805
Preparer
Randy S Lehman
Phone
6073681174
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Telephone 689

Form 990-EZ, Part I, Line 16, Other Expenses

Miscellaneous 648

Form 990-EZ, Part I, Line 16, Other Expenses

Advertising 3,136

Form 990-EZ, Part I, Line 16, Other Expenses

Insurance 860

Form 990-EZ, Part I, Line 16, Other Expenses

Payroll Expenses 1,744

Form 990-EZ, Part I, Line 16, Other Expenses

Food for Participants 9,824

Form 990-EZ, Part I, Line 16, Other Expenses

Program Supplies 1,102

Form 990-EZ, Part I, Line 16, Other Expenses

Assistants Expenses 761

Form 990-EZ, Part I, Line 16, Other Expenses

Presenters/Instructors 640

Form 990-EZ, Part I, Line 16, Other Expenses

Clothing 1,832

Form 990-EZ, Part I, Line 16, Other Expenses

Office Expenses 1,068

Form 990-EZ, Part I, Line 16, Other Expenses

Scholarships 4,029

Form 990-EZ, Part I, Line 16, Other Expenses

TRAVEL 59

Form 990-EZ, Part I, Line 16, Other Expenses

DUES 50

Form 990-EZ, Part I, Line 16, Other Expenses

EQUIPMENT PURCHASES 466

Form 990-EZ, Part I, Line 16, Other Expenses

Prior year receivable 1,325

Form 990-EZ, Part I, Line 16, Other Expenses

FACILITY RENTAL 2,690

Form 990-EZ, Part I, Line 16, Other Expenses

Staff and board development 730

Form 990-EZ, Part I, Line 20, Net Assets

Transfer of cash to pathways -21,629

Form 990-EZ, Part I, Line 20, Net Assets

To reduce net assets based on overpayment in prior year -4,960

Form 990-EZ, Part II, Line 24, Other Assets

Accounts Receivable Beginning of year 1,330, End of year 0

Form 990-EZ, Part II, Line 26, Liabilities

PAYABLES Beginning of year 3,599, End of year 0

Form 990-EZ, Part II, Line 26, Liabilities

DUE TO STATE FOR OVERPAYMENT Beginning of year 14,843, End of year 0

Raw XML Appendix214 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/WebsiteAddressTxt0WWW.WELLNESSGIFTS.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt046353
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IRS990ScheduleA/PublicSupportCY170Pct00.74860
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0300264
IRS990ScheduleA/TotalSupportAmt0401077
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessor2Ind0false
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt0PATHWAYS INC
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02021-12-31
IRS990ScheduleN/DispositionOfAssetsDetail/EIN0161089007
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt021629
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IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0CORNING
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IRS990ScheduleN/RequiredToNotifyAGInd0true
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Miscellaneous 648
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Advertising 3,136
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance 860
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Payroll Expenses 1,744
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Food for Participants 9,824
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Program Supplies 1,102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Assistants Expenses 761
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Presenters/Instructors 640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Clothing 1,832
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Office Expenses 1,068
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Scholarships 4,029
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TRAVEL 59
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13DUES 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14EQUIPMENT PURCHASES 466
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15PRIOR YEAR RECEIVABLE 1,325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16FACILITY RENTAL 2,690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17STAFF AND BOARD DEVELOPMENT 730
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18TRANSFER OF CASH TO PATHWAYS -21,629
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19TO REDUCE NET ASSETS BASED ON OVERPAYMENT IN PRIOR YEAR -4,960
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990-EZ, Part I, Line 16, Other Expenses
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990-EZ, Part II, Line 26, Liabilities
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ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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