Civic Intelligence

Living Well Collaborative Inc

990 • Fiscal year 2018 • EIN 26-0538164

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 15, 2018

Organization ProfileWWW.LIVEWELLCOLLABORATIVE.ORG
2900 Reading Road No 350Cincinnati, OH 45206

(513) 558-7348

Siviq Scores

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

Liabilities / Assets

58th percentile

0.12x

Higher debt load relative to assets than 58% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

63rd percentile

0.14x

Higher debt load relative to revenue than 63% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Net Margin

46th percentile

2.7%

Higher net margin than 46% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

60th percentile

$81,667

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Asset Growth

10th percentile

-17%

Faster asset growth than 10% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

6th percentile

-26%

Faster revenue growth than 6% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$851,206

Down $178,768 (-17%) from 2017

Net Assets

Up

$746,821

Up $20,573 (+2.8%) from 2017

Liabilities

Down

$104,385

Down $199,341 (-66%) from 2017

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin46th percentile

Revenue

Down

$768,233

Down $271,779 (-26%) from 2017

Expenses

Down

$747,660

Down $91,432 (-11%) from 2017

Net Income

Down

$20,573

Down $180,347 (-90%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $347,517Liabilities 2012: $100,337Net Assets 2012: $247,1802012Assets 2013: $423,812Liabilities 2013: $127,389Net Assets 2013: $296,4232013Assets 2014: $372,175Liabilities 2014: $49,599Net Assets 2014: $322,5762014Assets 2015: $586,556Liabilities 2015: $175,282Net Assets 2015: $411,2742015Assets 2016: $856,917Liabilities 2016: $331,589Net Assets 2016: $525,3282016Assets 2017: $1,029,974Liabilities 2017: $303,726Net Assets 2017: $726,2482017Assets 2018: $851,206Liabilities 2018: $104,385Net Assets 2018: $746,8212018Assets 2019: $934,736Liabilities 2019: $125,232Net Assets 2019: $809,5042019Assets 2020: $948,661Liabilities 2020: $140,086Net Assets 2020: $808,5752020Assets 2021: $936,974Liabilities 2021: $107,375Net Assets 2021: $829,5992021Assets 2022: $944,742Liabilities 2022: $105,445Net Assets 2022: $839,2972022Assets 2023: $1,370,456Liabilities 2023: $527,427Net Assets 2023: $843,0292023Assets 2024: $1,235,695Liabilities 2024: $412,276Net Assets 2024: $823,4192024

Highlighted filing

2018

Assets$851,206
Liabilities$104,385
Net Assets$746,821
Open 2018 Filing

Operations Trend

Revenue Growth6th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2012: $623,4982012Expenses 2013: $469,7892013Revenue 2014: $614,284Expenses 2014: $588,131Net Income 2014: $26,1532014Revenue 2015: $696,433Expenses 2015: $607,735Net Income 2015: $88,6982015Revenue 2016: $879,419Expenses 2016: $765,365Net Income 2016: $114,0542016Revenue 2017: $1,040,012Expenses 2017: $839,092Net Income 2017: $200,9202017Revenue 2018: $768,233Expenses 2018: $747,660Net Income 2018: $20,5732018Revenue 2019: $669,379Expenses 2019: $606,696Net Income 2019: $62,6832019Revenue 2020: $818,875Expenses 2020: $819,804Net Income 2020: -$9292020Revenue 2021: $864,422Expenses 2021: $843,398Net Income 2021: $21,0242021Revenue 2022: $760,669Expenses 2022: $750,971Net Income 2022: $9,6982022Revenue 2023: $800,396Expenses 2023: $796,664Net Income 2023: $3,7322023Revenue 2024: $867,352Expenses 2024: $886,962Net Income 2024: -$19,6102024

Highlighted filing

2018

Revenue$768,233
Expenses$747,660
Net Income$20,573
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 15, 2018
Return Version
2017v2.3
Gross Receipts
$768,233
Mission and Program Overview

Mission

From time to time, each strategic member will propose, and the organization will undertake "studio projects" using university of cincinnati-related human resources (including faculty and students) and capabilities to perform research in this area. Each strategic member will be entitled to sponsor at least one studio project in each calendar year. Studio projects will result in the creation of "deliverables", typically a written report disclosing the results of the research, including any intellectual property. Specific deliverables will become the property of the sponsoring member, but the faculty and students at the university of cincinnati will be allowed to publish the findings of each studio project, subject to the protections of intellectual property rights of the sponsoring member.

The purpose of the organization is to conduct leading-edge study and development of issues related to the aging of the "baby boomer" population and across the lifespan; and further develop know how and capabilities in this field and make them available to the organization's members in order to facilitate the members development and design of products and services in this area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$914,096$692,362▼ $221,734
Accounts Receivable$89,850$127,885▲ $38,035
Intangible Assets$21,733$17,782▼ $3,951
Land, Buildings, and Equipment, Net$1,795$10,677▲ $8,882
Total Assets$1,029,974$851,206▼ $178,768
Other Assets Total$2,500$2,500→ $0
Liabilities
Accounts Payable and Accrued Expenses$70,176$60,293▼ $9,883
Deferred Revenue$233,550$44,092▼ $189,458
Total Liabilities$303,726$104,385▼ $199,341
Net Assets / Fund Balance
Unrestricted Net Assets$726,248$746,821▲ $20,573
Total Net Assets Fund Balance$726,248$746,821▲ $20,573
Total Liabilities and Net Assets / Fund Balance$1,029,974$851,206▼ $178,768

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$10,677$37,153$47,830
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Linda DunseathSecretaryFT$81,667$81,667

Board Members and Trustees

NameTitle
Craig M Vogel MidPresident
Matthew J Doyle PhdVice President
Dean DanielsDirector
Gerard BaillelyDirector
Gisela Escoe PhdDirector
James Heubi MdDirector
Karen Bankston Phd Msn FacheDirector
Ralph Katerberg PhdDirector
John C ClarkTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$230,000
Program Service Revenue
$538,233
Investment Income
$0
Other Revenue
$0
All Other Contributions
$30,000
Change in Net Assets
$20,573
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$451,318
Other Expenses$296,342
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$333,181
Fees for Services Other---$104,645
Current Officers, Directors, Trustees, and Key Employees---$81,667
Occupancy---$65,278
Payroll Taxes---$36,470
Office Expenses---$16,857
Conferences and Meetings---$13,239
Travel---$8,014
Fees for Services Legal---$5,210
Fees for Services Accounting---$4,903
Depreciation Depletion---$4,814
Information Technology---$2,575
Other Expenses---$413
Total Functional Expenses$0$0$0$747,660
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has two classes of members, strategic members and the associate members”

Form 990, Part VI, Section A, Line 7A

“The strategic members appoint the board of directors”

Form 990, Part VI, Section B, Line 11B

“A copy of the tax return is supplied to the organization's governing body prior to being filed.”

Form 990, Part VI, Section B, Line 12

“It is the responsibility of the member to disclose any possible conflicts of interest with the board with regards to any proposed transactions or arrangements.”

Form 990, Part VI, Section C, Line 19

“Documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Living Well Collaborative Inc
EIN
26-0538164
Phone
5135587348
Address
2900 READING ROAD NO 350, CINCINNATI, OH 45206

Signing Officer

Name
John C Clark
Title
Treasurer
Phone
5135587348
Signed
2018-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John C Clark
Formed
2008
Legal Domicile
Oh
Voting Board Members
8
Independent Board Members
8
Employees
34
Volunteers
8

Preparer

Firm
Mcm Cpas & Advisors Llp
Address
3536 EDWARDS ROAD, CINCINNATI, OH 45208
Preparer
Karl L Dostal CPA
Phone
5138988800
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consulting fees 92,572. Interviewing fees 1,750. Other prof services fees 5,034. Payroll fees 5,289.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Raw XML Appendix341 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS TWO CLASSES OF MEMBERS, STRATEGIC MEMBERS AND THE ASSOCIATE MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE STRATEGIC MEMBERS APPOINT THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE TAX RETURN IS SUPPLIED TO THE ORGANIZATION'S GOVERNING BODY PRIOR TO BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IT IS THE RESPONSIBILITY OF THE MEMBER TO DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST WITH THE BOARD WITH REGARDS TO ANY PROPOSED TRANSACTIONS OR ARRANGEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONSULTING FEES 92,572. INTERVIEWING FEES 1,750. OTHER PROF SERVICES FEES 5,034. PAYROLL FEES 5,289.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01029974
IRS990/TotalAssetsEOYAmt0851206
IRS990/TotalAssetsGrp/BOYAmt01029974
IRS990/TotalAssetsGrp/EOYAmt0851206
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0230000
IRS990/TotalEmployeeCnt034
IRS990/TotalFunctionalExpensesGrp/TotalAmt0747660
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0303726
IRS990/TotalLiabilitiesEOYAmt0104385
IRS990/TotalLiabilitiesGrp/BOYAmt0303726
IRS990/TotalLiabilitiesGrp/EOYAmt0104385
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0726248
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0746821
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0538233
IRS990/TotalReportableCompFromOrgAmt081667
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0538233
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0768233
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01029974
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0851206
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt08014
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0726248
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0746821
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02728 VINE STREET
IRS990/USAddress/CityNm0CINCINNATI
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045219
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.LIVEWELLCOLLABORATIVE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN C CLARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05135587348
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIVING WELL COLLABORATIVE INC
ReturnHeader/Filer/BusinessNameControlTxt0LIVI
ReturnHeader/Filer/EIN0260538164
ReturnHeader/Filer/PhoneNum05135587348
ReturnHeader/Filer/USAddress/AddressLine1Txt02900 READING ROAD NO 350
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045206
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId085AE9BFC902B1AF08B7B375BB85CE48C22ACAC41
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08C17709A1589499F0E2331B8FB4FCD0F5D4E6562
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.135.99.226
ReturnHeader/FilingSecurityInformation/IPDt02018-10-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:51:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271235638
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCM CPAS & ADVISORS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03536 EDWARDS ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045208
ReturnHeader/PreparerPersonGrp/PhoneNum05138988800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARL L DOSTAL CPA
ReturnHeader/ReturnTs02018-10-23T12:25:20-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$851,206
Liabilities
$104,385
Net assets
$746,821
Revenue
$768,233
Expenses
$747,660
Net income
$20,573
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.24$0.41$0.82$0.87$0.89$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.53$0.84$0.80$0.80$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.11$0.84$0.76$0.75$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.11$0.83$0.86$0.84$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.14$0.81$0.82$0.82$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.13$0.81$0.67$0.61$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.85$0.10$0.75$0.77$0.75$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.03$0.30$0.73$1.04$0.84$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.86$0.33$0.53$0.88$0.77$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.18$0.41$0.70$0.61$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.05$0.32$0.61$0.59$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.13$0.30$0.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.10$0.25$0.62