Civic Intelligence

Wellness Global Foundation

990PF • Fiscal year 2018 • EIN 26-0414232

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 03, 2018

Organization Profile
4821 Raven RunBroomfield, CO 80023

(303) 588-4388

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

4th percentile

-265%

Higher net margin than 4% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

11th percentile

-38%

Faster asset growth than 11% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

95th percentile

144%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$2,842

Down $1,723 (-38%) from 2017

Net Assets

Down

$2,842

Down $1,723 (-38%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin4th percentile

Revenue

Up

$650

Up $384 (+144%) from 2017

Expenses

Down

$2,373

Down $2,504 (-51%) from 2017

Net Income

Up

-$1,723

Up $2,888 (+63%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$15K$10K$5.0K$0Assets 2016: $9,176Liabilities 2016: $0Net Assets 2016: $9,1762016Assets 2017: $4,565Liabilities 2017: $0Net Assets 2017: $4,5652017Assets 2018: $2,842Liabilities 2018: $0Net Assets 2018: $2,8422018Assets 2019: $1,500Liabilities 2019: $0Net Assets 2019: $1,5002019Assets 2020: $11,498Liabilities 2020: $0Net Assets 2020: $11,4982020Assets 2021: $9,666Liabilities 2021: $0Net Assets 2021: $9,6662021Assets 2022: $964Liabilities 2022: $0Net Assets 2022: $9642022Assets 2023: $6,052Liabilities 2023: $0Net Assets 2023: $6,0522023Assets 2024: $8,900Liabilities 2024: $0Net Assets 2024: $02024Assets 2025: $6,698Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2018

Assets$2,842
Liabilities$0
Net Assets$2,842
Open 2018 Filing

Operations Trend

Revenue Growth95th percentile

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

$30K$20K$10K$0-$10KRevenue 2016: $11,000Expenses 2016: $3,418Net Income 2016: $7,5822016Revenue 2017: $266Expenses 2017: $4,877Net Income 2017: -$4,6112017Revenue 2018: $650Expenses 2018: $2,373Net Income 2018: -$1,7232018Revenue 2019: $2,139Expenses 2019: $3,481Net Income 2019: -$1,3422019Revenue 2020: $20,200Expenses 2020: $10,202Net Income 2020: $9,9982020Revenue 2021: $10,000Expenses 2021: $11,832Net Income 2021: -$1,8322021Revenue 2022: $5,000Expenses 2022: $13,702Net Income 2022: -$8,7022022Revenue 2023: $15,000Expenses 2023: $9,912Net Income 2023: $5,0882023Revenue 2024: $15,000Expenses 2024: $12,152Net Income 2024: $2,8482024Revenue 2025: $5,000Expenses 2025: $7,202Net Income 2025: -$2,2022025

Highlighted filing

2018

Revenue$650
Expenses$2,373
Net Income-$1,723
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 3, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIM BEHANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wellness Global Foundation
EIN
26-0414232
Address
4821 RAVEN RUN, BROOMFIELD, CO 80023

Signing Officer

Name
Kim Behan
Title
Director
Signed
2018-10-03
Discuss with paid preparer
Yes

Preparer

Firm
Summit Accounting Solutions
Address
9360 STATION ST SUITE 400, LONE TREE, CO 80124
Preparer
Kristy Mcclurken CPA
Phone
3036886499
Raw XML Appendix199 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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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0214
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04282
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01500
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine2Txt0BEHAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum03035884388
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WELLNESSGLOBALFOUNDATION.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0DISTRIBUTION OF RICE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt01500
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PROGRAM EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01500
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0KIM BEHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELLNESS GLOBAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0260414232
ReturnHeader/Filer/USAddress/AddressLine1Txt04821 RAVEN RUN
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-10-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:29:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841151558
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SUMMIT ACCOUNTING SOLUTIONS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09360 STATION ST SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LONE TREE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080124
ReturnHeader/PreparerPersonGrp/PhoneNum03036886499
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTY MCCLURKEN CPA
ReturnHeader/ReturnTs02018-10-11T16:29:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,842
Liabilities
$0
Net assets
$2,842
Revenue
$650
Expenses
$2,373
Net income
-$1,723
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.70$0.00$0.00$5.00$7.20$2.20
2024Detailed filing. Detailed filing data is available for this year.$8.90$0.00$0.00$15.0$12.2$2.85
2023Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$15.0$9.91$5.09
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$5.00$13.7$8.70
2021Detailed filing. Detailed filing data is available for this year.$9.67$0.00$9.67$10.0$11.8$1.83
2020Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$20.2$10.2$10.00
2019Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$2.14$3.48$1.34
2018Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.65$2.37$1.72
2017Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.27$4.88$4.61
2016Detailed filing. Detailed filing data is available for this year.$9.18$0.00$9.18$11.0$3.42$7.58