Civic Intelligence

Wellness Foundation

990 • Fiscal year 2019 • EIN 20-3265442

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 14, 2020

Organization Profilewww.wfeh.org
po box 1141sag harbor, NY 11963

(631) 329-2590

Siviq Scores

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

Liabilities / Assets

37th percentile

0.03x

Higher debt load relative to assets than 37% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

23rd percentile

0.01x

Higher debt load relative to revenue than 23% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

84th percentile

29%

Higher net margin than 84% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

80th percentile

$133,359

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

89th percentile

40%

Faster asset growth than 89% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2019

Revenue Growth

75th percentile

21%

Faster revenue growth than 75% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2019

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$466,370

Up $294,798 (+172%) from 2016

Net Assets

Up

$452,782

Up $295,659 (+188%) from 2016

Liabilities

Down

$13,588

Down $861 (-6.0%) from 2016

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin84th percentile

Revenue

Up

$1,384,915

Up $605,768 (+78%) from 2016

Expenses

Up

$976,637

Up $249,035 (+34%) from 2016

Net Income

Up

$408,278

Up $356,733 (+692%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2019

Assets$466,370
Liabilities$13,588
Net Assets$452,782
Open 2019 Filing

Operations Trend

Revenue Growth75th percentile

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

2019

Revenue$1,384,915
Expenses$976,637
Net Income$408,278
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 14, 2020
Return Version
2018v3.1
Gross Receipts
$1,384,915
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$24,687$431,953▲ $407,266
Land, Buildings, and Equipment, Net$37,023$29,758▼ $7,265
Inventories for Sale or Use$22,405$0▼ $22,405
Prepaid Expenses and Deferred Charges$2,087$0▼ $2,087
Accounts Receivable-$1,059-
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$90,369$466,370▲ $376,001
Other Assets Total$4,167$3,600▼ $567
Liabilities
Accounts Payable and Accrued Expenses$45,865$13,588▼ $32,277
Total Liabilities$45,865$13,588▼ $32,277
Net Assets / Fund Balance
Unrestricted Net Assets$44,504$450,115▲ $405,611
Temporarily Rstr Net Assets-$2,667-
Total Net Assets Fund Balance$44,504$452,782▲ $408,278
Total Liabilities and Net Assets / Fund Balance$90,369$466,370▲ $376,001

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$7,001$46,607$53,608
Leasehold Improvements$17,857$5,434$23,291
Equipment$4,900$9,969$14,869
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer TaylorVP / Executive DirectorFT$118,500$14,859$133,359
Michele SacconaghiPresident & CEOFT$95,000-$95,000

Board Members and Trustees

NameTitle
joe crossChairman
Barbara LaytonTrustee
Judiann Carmack FayyazTrustee
Robert MurphyTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
CCS Fundraisingconsulting527 Madison Ave 5th Floor, new york, NY 10022$120,000
Revenue and Support

Revenue Composition

Contributions and Grants
$1,352,510
Program Service Revenue
$30,677
Investment Income
$1,728
Other Revenue
$0
All Other Contributions
$1,352,510
Change in Net Assets
$408,278

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,384,915
Total Revenue per Audited Statements
$1,384,915
Total Revenue per Form 990
$1,384,915
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$550,714
Other Expenses$425,923
Total Fundraising Expense$238,452
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$169,820$43,989$55,800$269,609
Current Officers, Directors, Trustees, and Key Employees$140,708$42,781$44,870$228,359
Fees for Services Other$1,598$40,848$25,014$67,460
Occupancy-$48,106-$48,106
Payroll Taxes$25,065$6,206$8,519$39,790
All Other Expenses$12,345$11,049-$23,394
Office Expenses$13,065$8,493$21$21,579
Information Technology$7,310$12,510-$19,820
Fees for Services Accounting-$18,672-$18,672
Other Employee Benefits$5,431$6,929$596$12,956
Conferences and Meetings$9,501--$9,501
Other Expenses$66,655$8,481$103,632$8,481
Depreciation Depletion-$6,928-$6,928
Advertising$5,025$89-$5,114
Insurance-$4,076-$4,076
Fees for Services Legal-$100-$100
Total Functional Expenses$456,523$281,662$238,452$976,637

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$976,637
Total Expenses per Audited Statements$976,637
Total Expenses per Form 990$976,637
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The organization typically circulates the 990 to the board of directors for commentprior to the filing of the form.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Each member of the board of directors submits an annual signed statement eitherconfirming that they have no conflicts or disclosing potential conflicts for theboard to address, as appropriate.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Review by board of directors, comparable organization salaries: Compensation is done by looking at comparable salaries for similar jobs in their area of the country.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The president/ceo determines officers' compensation, which is reviewed by the boardof directors.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Wellness Foundation
EIN
20-3265442
Phone
6313292590
Address
po box 1141, sag harbor, NY 11963

Signing Officer

Name
Michele Sacconaghi
Title
President & CEO
Signed
2020-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michele Sacconaghi
Formed
2005
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
4
Employees
7
Volunteers
33

Preparer

Firm
Nawrocki Smith Llp
Address
290 BROADHOLLOW RD STE 115E, MELVILLE, NY 11747-4822
Preparer
David Tellier
Phone
6317569500
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: Supporting cultural changes at schools and championing wellness policies and practices”

Financial Statement Notes

Part X : FIN48 Footnote

“The organization does not believe there are any material uncertain tax positions and accordingly, it has not recognized any such liability. For the year ended june 30, 2019, there were no interest or penalties recorded or included in the financial statements. Returns filed for tax years ended on or after june 30, 2016, are subject to examination by federal and state authorities.”

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IRS990/OtherExpensesGrp/TotalAmt166655
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IRS990/OtherExpensesGrp/TotalAmt38481
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IRS990/PayrollTaxesGrp/ProgramServicesAmt025065
IRS990/PayrollTaxesGrp/TotalAmt039790
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IRS990/PrincipalOfficerNm0Michele Sacconaghi
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IRS990/ProgramServiceRevenueGrp/Desc0program income
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt030677
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt030677
IRS990/ProgSrvcAccomActy2Grp/Desc0Wellness Challenge 360: Preventing and reversing disease for adults. During our seven-week Wellness Challenge, adult participants gain the experience and support to follow a plant-based diet and healthy lifestyle that includes exercise and stress management. Lessons and interactive demonstrations are taught by a certified Wellness Challenge Facilitator, and blood work is taken pre- and post-challenge to measure results.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt065000
IRS990/ProgSrvcAccomActy3Grp/Desc0WKids: Building healthy lifestyle habits during youth. Our six- to ten-week programs provide groundbreaking nutrition and wellness education to children and parents through interactive lessons, food demos, physical activity and mindfulness activities. Our Wellness Zone Campaigns help schools build a culture of wellness and create lasting school-wide change. Lessons are presented by a certified WKids Educator.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt015000
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IRS990/PYContributionsGrantsAmt0945335
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IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0520013
IRS990/PYProgramServiceRevenueAmt021928
IRS990/PYRevenuesLessExpensesAmt0-88375
IRS990/PYSalariesCompEmpBnftPaidAmt0535625
IRS990/PYTotalExpensesAmt01055638
IRS990/PYTotalRevenueAmt0967263
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IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01728
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt052605
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02352178
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt09969
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IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt07001
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND ACCORDINGLY, IT HAS NOT RECOGNIZED ANY SUCH LIABILITY. FOR THE YEAR ENDED JUNE 30, 2019, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE FINANCIAL STATEMENTS. RETURNS FILED FOR TAX YEARS ENDED ON OR AFTER JUNE 30, 2016, ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleD/TotalExpensesPerForm990Amt0976637
IRS990ScheduleD/TotalRevenuePerForm990Amt01384915
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01384915
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: Supporting cultural changes at schools and championing wellness policies and practices
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION TYPICALLY CIRCULATES THE 990 TO THE BOARD OF DIRECTORS FOR COMMENTPRIOR TO THE FILING OF THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH MEMBER OF THE BOARD OF DIRECTORS SUBMITS AN ANNUAL SIGNED STATEMENT EITHERCONFIRMING THAT THEY HAVE NO CONFLICTS OR DISCLOSING POTENTIAL CONFLICTS FOR THEBOARD TO ADDRESS, AS APPROPRIATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Review by board of directors, comparable organization salaries: Compensation is done by looking at comparable salaries for similar jobs in their area of the country.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PRESIDENT/CEO DETERMINES OFFICERS' COMPENSATION, WHICH IS REVIEWED BY THE BOARDOF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0456523

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$466,370
Liabilities
$13,588
Net assets
$452,782
Revenue
$1,384,915
Expenses
$976,637
Net income
$408,278
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