Civic Intelligence

Living Well Collaborative Inc

990 • Fiscal year 2019 • EIN 26-0538164

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 05, 2020

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

61st percentile

0.13x

Higher debt load relative to assets than 61% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

70th percentile

0.19x

Higher debt load relative to revenue than 70% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Net Margin

68th percentile

9.4%

Higher net margin than 68% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

61st percentile

$82,029

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 12.3% of source-year revenue.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Asset Growth

62nd percentile

9.8%

Faster asset growth than 62% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

12th percentile

-13%

Faster revenue growth than 12% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$934,736

Up $83,530 (+9.8%) from 2018

Net Assets

Up

$809,504

Up $62,683 (+8.4%) from 2018

Liabilities

Up

$125,232

Up $20,847 (+20%) from 2018

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin68th percentile

Revenue

Down

$669,379

Down $98,854 (-13%) from 2018

Expenses

Down

$606,696

Down $140,964 (-19%) from 2018

Net Income

Up

$62,683

Up $42,110 (+205%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2019

Assets$934,736
Liabilities$125,232
Net Assets$809,504
Open 2019 Filing

Operations Trend

Revenue Growth12th 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

2019

Revenue$669,379
Expenses$606,696
Net Income$62,683
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 5, 2020
Return Version
2018v3.1
Gross Receipts
$674,345
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
Savings and Temporary Cash Investments$0$606,644▲ $606,644
Cash and Non-Interest-Bearing Accounts$692,362$233,648▼ $458,714
Accounts Receivable$127,885$70,000▼ $57,885
Intangible Assets$17,782$13,831▼ $3,951
Land, Buildings, and Equipment, Net$10,677$8,113▼ $2,564
Total Assets$851,206$934,736▲ $83,530
Other Assets Total$2,500$2,500→ $0
Liabilities
Deferred Revenue$44,092$75,000▲ $30,908
Accounts Payable and Accrued Expenses$60,293$50,232▼ $10,061
Total Liabilities$104,385$125,232▲ $20,847
Net Assets / Fund Balance
Unrestricted Net Assets$746,821$809,504▲ $62,683
Total Net Assets Fund Balance$746,821$809,504▲ $62,683
Total Liabilities and Net Assets / Fund Balance$851,206$934,736▲ $83,530

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,113$38,927$47,040
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Linda DunseathSecretaryFT$82,029$82,029

Board Members and Trustees

NameTitle
Craig M Vogel MidPresident
Matthew J Doyle PhdVice President
Dan Gruber PhdDirector
Gerard BaillelyDirector
Gisela Escoe PhdDirector
James Heubi MdDirector
Karen Bankston Phd Msn FacheDirector
Terrence PorterDirector
John C ClarkTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$200,000
Program Service Revenue
$461,859
Investment Income
$7,520
Other Revenue
$0
Change in Net Assets
$62,683
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$373,943
Other Expenses$232,753
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$259,194
Current Officers, Directors, Trustees, and Key Employees---$84,029
Fees for Services Other---$79,700
Occupancy---$52,523
Payroll Taxes---$30,720
Travel---$17,119
Office Expenses---$12,942
Conferences and Meetings---$9,088
Advertising---$8,294
Depreciation Depletion---$6,407
Fees for Services Accounting---$5,209
Information Technology---$4,772
Other Expenses---$106
Fees for Services Legal---$74
Total Functional Expenses$0$0$0$606,696
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
2020-02-05
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
27
Volunteers
9

Preparer

Firm
Mcm Cpas & Advisors Llp
Address
201 EAST FIFTH STREET SUITE 2100, CINCINNATI, OH 45202
Preparer
Karl L Dostal CPA
Phone
5135791717
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consulting fees 71,366. Interviewing fees 2,670. Other prof services fees 369. Payroll fees 5,295.”

FORM 990, PART XII, LINE 2C:

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

Raw XML Appendix355 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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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0606644
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt08113
IRS990ScheduleD/EquipmentGrp/DepreciationAmt038927
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt047040
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08113
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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 71,366. INTERVIEWING FEES 2,670. OTHER PROF SERVICES FEES 369. PAYROLL FEES 5,295.
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0851206
IRS990/TotalAssetsEOYAmt0934736
IRS990/TotalAssetsGrp/BOYAmt0851206
IRS990/TotalAssetsGrp/EOYAmt0934736
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0200000
IRS990/TotalEmployeeCnt027
IRS990/TotalFunctionalExpensesGrp/TotalAmt0606696
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0104385
IRS990/TotalLiabilitiesEOYAmt0125232
IRS990/TotalLiabilitiesGrp/BOYAmt0104385
IRS990/TotalLiabilitiesGrp/EOYAmt0125232
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0746821
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0809504
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0461859
IRS990/TotalReportableCompFromOrgAmt082029
IRS990/TotalRevenueGrp/ExclusionAmt07520
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0461859
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0669379
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0851206
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0934736
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt017119
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0746821
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0809504
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02900 READING ROAD NO 350
IRS990/USAddress/CityNm0CINCINNATI
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045206
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.LIVEWELLCOLLABORATIVE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN C CLARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05135587348
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-05
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/AtSubmissionCreationDeviceId07BC03200B59B8D135570A695E1C47AECE452BE89
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FEFCA5E7B5BE0FA2DB323D87F1788D4B266CDDAD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.135.99.226
ReturnHeader/FilingSecurityInformation/IPDt02020-02-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm009:54:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271235638
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCM CPAS & ADVISORS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 EAST FIFTH STREET SUITE 2100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045202
ReturnHeader/PreparerPersonGrp/PhoneNum05135791717
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARL L DOSTAL CPA
ReturnHeader/ReturnTs02020-03-11T12:09:50-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$934,736
Liabilities
$125,232
Net assets
$809,504
Revenue
$669,379
Expenses
$606,696
Net income
$62,683
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