Civic Intelligence

Livingwell Institute

990EZ • Fiscal year 2017 • EIN 20-2210604

Jan 01, 2017 to Dec 31, 2017 • Filed on May 07, 2018

Organization ProfileN/A
20 Valley RoadHershey, PA 17033

(717) 533-0881

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$6,847

Flat from 2017

Net Assets

$6,847

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Flat

$52,485

Flat from 2017

Expenses

Flat

$45,638

Flat from 2017

Net Income

Flat

$6,847

Flat from 2017

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2017: $6,847Net Assets 2017: $6,8472017Assets 2017: $6,847Liabilities 2017: $02017Assets 2018: $8,793Liabilities 2018: $1,218Net Assets 2018: $7,5752018Assets 2019: $70,667Liabilities 2019: $614Net Assets 2019: $70,0532019Assets 2020: $175,354Liabilities 2020: $0Net Assets 2020: $175,3542020Assets 2021: $128,457Liabilities 2021: $3,733Net Assets 2021: $124,7242021Assets 2022: $72,871Liabilities 2022: $1,962Net Assets 2022: $70,9092022Assets 2023: $279,930Liabilities 2023: $0Net Assets 2023: $279,9302023Assets 2024: $213,837Liabilities 2024: $0Net Assets 2024: $213,8372024Assets 2025: $145,620Liabilities 2025: $0Net Assets 2025: $145,6202025

Highlighted filing

2017

Assets$6,847
Liabilities-
Net Assets$6,847
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2017: $52,485Expenses 2017: $45,638Net Income 2017: $6,8472017Revenue 2017: $52,485Expenses 2017: $45,638Net Income 2017: $6,8472017Revenue 2018: $108,357Expenses 2018: $107,629Net Income 2018: $7282018Revenue 2019: $353,746Expenses 2019: $291,268Net Income 2019: $62,4782019Revenue 2020: $528,266Expenses 2020: $422,965Net Income 2020: $105,3012020Revenue 2021: $573,545Expenses 2021: $624,175Net Income 2021: -$50,6302021Revenue 2022: $265,136Expenses 2022: $318,149Net Income 2022: -$53,0132022Revenue 2023: $1,296,386Expenses 2023: $1,088,276Net Income 2023: $208,1102023Revenue 2024: $747,369Expenses 2024: $813,462Net Income 2024: -$66,0932024Revenue 2025: $712,260Expenses 2025: $780,477Net Income 2025: -$68,2172025

Highlighted filing

2017

Revenue$52,485
Expenses$45,638
Net Income$6,847
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 7, 2018
Return Version
2017v2.3
Gross Receipts
$59,016
Mission and Program Overview

Mission

To educate, engage, and empower people to take responsibility for their health and to be well in mind, body, and spirit.

Program Services

DescriptionGrantsExpenses
LIVINGWELL INSTITUTE (LWI) PROVIDES LIFESTYLE EDUCATION PROGRAMS TO EMPOWER PEOPLE TO TAKE RESPONSIBILITY FOR THEIR HEALTH AND BE WELL IN MIND, BODY AND SPIRIT.-$45,638
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PENNY KOVALPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Livingwell Institute
EIN
20-2210604
Phone
7175330881
Address
20 VALLEY ROAD, HERSHEY, PA 17033

Signing Officer

Name
Penny Koval
Title
President
Phone
7175330881
Signed
2018-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Parks & Company
Address
815 E ARCH ST, PALMYRA, PA 17078
Preparer
David Beidler
Phone
7178382387
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Miscellaneous 210 total 210”

Form 990-ez, Part I, Line 16

“Expenses advertising 149 office supplies 175 technology/program/software 314 travel 25 meals 201 conference/convention/meeting 8 insurance 1,853 bank fees 124 registration fees 400 integrative services 21,871 merchant fees 232 total 25,352”

Form 990-ez, Part III

“To educate, engage, and empower people to take responsibility for their health and to be well in mind, body, and spirit.”

Raw XML Appendix122 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0JODI YOUNG
IRS990EZ/BooksInCareOfDetail/PhoneNum07175716810
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt020 VALLEY ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HERSHEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd017033
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06847
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt022332
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06847
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09860
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06847
IRS990EZ/FundraisingGrossIncomeAmt07880
IRS990EZ/GrossReceiptsAmt059016
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06847
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06847
IRS990EZ/OccupancyRentUtltsAndMaintAmt09500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PENNY KOVAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025352
IRS990EZ/OtherRevenueTotalAmt0210
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO EDUCATE, ENGAGE, AND EMPOWER PEOPLE TO TAKE RESPONSIBILITY FOR THEIR HEALTH AND TO BE WELL IN MIND, BODY, AND SPIRIT.
IRS990EZ/PrintingPublicationsPostageAmt0926
IRS990EZ/ProgramServiceRevenueAmt028594
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LIVINGWELL INSTITUTE (LWI) PROVIDES LIFESTYLE EDUCATION PROGRAMS TO EMPOWER PEOPLE TO TAKE RESPONSIBILITY FOR THEIR HEALTH AND BE WELL IN MIND, BODY AND SPIRIT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt045638
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06531
IRS990EZ/SpecialEventsNetIncomeLossAmt01349
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045638
IRS990EZ/TotalProgramServiceExpensesAmt045638
IRS990EZ/TotalRevenueAmt052485
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt022332
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt022332
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt028804
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt028804
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt07880
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt07880
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt059016
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt059016
IRS990ScheduleA/Total509Grp/TotalAmt059016
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt059016
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt059016
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 210 TOTAL 210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING 149 OFFICE SUPPLIES 175 TECHNOLOGY/PROGRAM/SOFTWARE 314 TRAVEL 25 MEALS 201 CONFERENCE/CONVENTION/MEETING 8 INSURANCE 1,853 BANK FEES 124 REGISTRATION FEES 400 INTEGRATIVE SERVICES 21,871 MERCHANT FEES 232 TOTAL 25,352
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO EDUCATE, ENGAGE, AND EMPOWER PEOPLE TO TAKE RESPONSIBILITY FOR THEIR HEALTH AND TO BE WELL IN MIND, BODY, AND SPIRIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PENNY KOVAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07175330881
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIVINGWELL INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0LIVI
ReturnHeader/Filer/EIN0202210604
ReturnHeader/Filer/PhoneNum07175330881
ReturnHeader/Filer/USAddress/AddressLine1Txt020 VALLEY ROAD
ReturnHeader/Filer/USAddress/CityNm0HERSHEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017033
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F06A939D1D2BFB2D4E2190E9A8D266094178FED8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F06A939D1D2BFB2D4E2190E9A8D266094178FED8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.114.153.24
ReturnHeader/FilingSecurityInformation/IPDt02018-08-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:11:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300503093
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PARKS & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0815 E ARCH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALMYRA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017078
ReturnHeader/PreparerPersonGrp/PhoneNum07178382387
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID BEIDLER
ReturnHeader/ReturnTs02018-08-06T10:11:22-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,847
Liabilities
-
Net assets
$6,847
Revenue
$52,485
Expenses
$45,638
Net income
$6,847
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.71$0.78$0.07
2024Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.75$0.81$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.28$1.30$1.09$0.21
2022Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.27$0.32$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.12$0.57$0.62$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.53$0.42$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.35$0.29$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.11$0.11$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.05$0.05$0.01
2017Summary only. Only limited summary data is available for this year.$0.01$0.00$0.05$0.05$0.01