Civic Intelligence

Wellness Foundation

990PF • Fiscal year 2013 • EIN 20-3265442

Jul 01, 2012 to Jun 30, 2013 • Filed on May 07, 2014

Organization ProfileN/A
65 Dunemere Lane11937
Siviq Scores

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

Liabilities / Assets

77th percentile

0.12x

Higher debt load relative to assets than 77% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

87th percentile

59%

Faster asset growth than 87% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$223,869

Up $83,366 (+59%) from 2012

Net Assets

Up

$197,434

Up $62,116 (+46%) from 2012

Liabilities

Up

$26,435

Up $21,250 (+410%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$521,647

Up $66,099 (+15%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$800K$600K$400K$200K$0Assets 2010: $83,114Liabilities 2010: $11,614Net Assets 2010: $71,5002010Assets 2011: $83,139Liabilities 2011: $1,389Net Assets 2011: $81,7502011Assets 2012: $140,503Liabilities 2012: $5,185Net Assets 2012: $135,3182012Assets 2013: $223,869Liabilities 2013: $26,435Net Assets 2013: $197,4342013Assets 2014: $177,246Liabilities 2014: $18,303Net Assets 2014: $158,9432014Assets 2016: $171,572Liabilities 2016: $14,449Net Assets 2016: $157,1232016Assets 2019: $466,370Liabilities 2019: $13,588Net Assets 2019: $452,7822019Assets 2020: $422,461Liabilities 2020: $106,474Net Assets 2020: $315,9872020Assets 2021: $630,517Liabilities 2021: $89,639Net Assets 2021: $540,8782021Assets 2022: $0Net Assets 2022: $02022

Highlighted filing

2013

Assets$223,869
Liabilities$26,435
Net Assets$197,434
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $347,6602010Expenses 2011: $421,0252011Expenses 2012: $455,5482012Expenses 2013: $521,6472013Revenue 2014: $471,718Expenses 2014: $510,748Net Income 2014: -$39,0302014Revenue 2016: $779,147Expenses 2016: $727,602Net Income 2016: $51,5452016Revenue 2019: $1,384,915Expenses 2019: $976,637Net Income 2019: $408,2782019Revenue 2020: $394,556Expenses 2020: $531,351Net Income 2020: -$136,7952020Revenue 2021: $683,957Expenses 2021: $459,066Net Income 2021: $224,8912021Revenue 2022: $96,242Expenses 2022: $637,120Net Income 2022: -$540,8782022

Highlighted filing

2013

Revenue-
Expenses$521,647
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 7, 2014
Return Version
2012v2.1
Mission and Program Overview

Mission

Wellness Foundation empowers children and adults to live their healthiest lives and prevent and reverse chronic disease through programs that teach four pillars of wellness: whole food plant-based nutrition, physical activity, stress management, and social connection.

Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUGLAS D MERCERPresident, TreasurerFT$0--
ANTHONY RH GERARDSecretary-$0--
LEASA MAYERDirector-$0--
H MICHAEL WORTHEN MDDirector-$0--
Filing and Contact Details

Filer

EIN
20-3265442
Raw XML AppendixShowing 400 of 782 raw XML fields

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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHighestPaidEmpl/USAddress/AddressLine1034 SPRING WOOD LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHighestPaidEmpl/USAddress/AddressLine1126 HARBORVIEW DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHighestPaidEmpl/USAddress/AddressLine12PO BOX 118
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHighestPaidEmpl/USAddress/City0EAST HAMPTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHighestPaidEmpl/USAddress/City1SAG HARBOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHighestPaidEmpl/USAddress/City2SAGAPONACK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHighestPaidEmpl/USAddress/State0NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHighestPaidEmpl/USAddress/State1NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHighestPaidEmpl/USAddress/State2NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHighestPaidEmpl/USAddress/ZIPCode011937
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHighestPaidEmpl/USAddress/ZIPCode111963
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHighestPaidEmpl/USAddress/ZIPCode211962
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition040.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition12.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition31.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0DOUGLAS D MERCER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ANTHONY RH GERARD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2LEASA MAYER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3H MICHAEL WORTHEN MD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT, TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1065 DUNEMERE LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11C/O 65 DUNEMERE LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12C/O 65 DUNEMERE LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13C/O 65 DUNEMERE LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0EAST HAMPTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1EAST HAMPTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2EAST HAMPTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3EAST HAMPTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode011937
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode111937
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode211937
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode311937
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/PrivateOperatingFoundations/DateOfRuling02006-05-16
IRS990PF/PrivateOperatingFoundations/GrossInvestmentIncome/Total00
IRS990PF/PrivateOperatingFoundations/LargestSupportFromEO/Total00
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/CurrentYear06855
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Total017762
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Year100
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Year205034
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Year305873
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/CurrentYear05827
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Total015098
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Year100
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Year204279
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Year304992
IRS990PF/PrivateOperatingFoundations/PublicSupport/Total00
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IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Total0970672
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Year10252437
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Year20242386
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Year30170981
IRS990PF/PrivateOperatingFoundations/QlfyDistriNotUsedDirectly/CurrentYear00
IRS990PF/PrivateOperatingFoundations/QlfyDistriNotUsedDirectly/Total00
IRS990PF/PrivateOperatingFoundations/QlfyDistriNotUsedDirectly/Year100
IRS990PF/PrivateOperatingFoundations/QlfyDistriNotUsedDirectly/Year200
IRS990PF/PrivateOperatingFoundations/QlfyDistriNotUsedDirectly/Year300
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/CurrentYear0304868
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Total0970672
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year10252437
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year20242386
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year30170981
IRS990PF/PrivateOperatingFoundations/Section4942j30X
IRS990PF/PrivateOperatingFoundations/TotalAssetsSect4942j3Bi/Total070007
IRS990PF/PrivateOperatingFoundations/TotalAssetsSect4942j3Bi/Year3070007
IRS990PF/PrivateOperatingFoundations/TotalAssets/Total070007
IRS990PF/PrivateOperatingFoundations/TotalAssets/Year3070007
IRS990PF/PrivateOperatingFoundations/TotalSupport/Total00
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Total00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0250326
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0250326
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio01.825891
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear102.602631
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear202.407609
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear301.455752

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$223,869
Liabilities
$26,435
Net assets
$197,434
Revenue
-
Expenses
$521,647
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.10$0.64$0.54
2021Detailed filing. Detailed filing data is available for this year.$0.63$0.09$0.54$0.68$0.46$0.22
2020Detailed filing. Detailed filing data is available for this year.$0.42$0.11$0.32$0.39$0.53$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.47$0.01$0.45$1.38$0.98$0.41
2016Detailed filing. Detailed filing data is available for this year.$0.17$0.01$0.16$0.78$0.73$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.18$0.02$0.16$0.47$0.51$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.22$0.03$0.20$0.52
2012Detailed filing. Detailed filing data is available for this year.$0.14$0.01$0.14$0.46
2011Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.42
2010Detailed filing. Detailed filing data is available for this year.$0.08$0.01$0.07$0.35