Civic Intelligence

Living Well Collaborative Inc

990 • Fiscal year 2021 • EIN 26-0538164

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 14, 2022

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

57th percentile

0.11x

Higher debt load relative to assets than 57% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.12x

Higher debt load relative to revenue than 56% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Net Margin

30th percentile

2.4%

Higher net margin than 30% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

65th percentile

$88,000

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Asset Growth

20th percentile

-1.2%

Faster asset growth than 20% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

47th percentile

5.6%

Faster revenue growth than 47% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$936,974

Down $11,687 (-1.2%) from 2020

Net Assets

Up

$829,599

Up $21,024 (+2.6%) from 2020

Liabilities

Down

$107,375

Down $32,711 (-23%) from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin30th percentile

Revenue

Up

$864,422

Up $45,547 (+5.6%) from 2020

Expenses

Up

$843,398

Up $23,594 (+2.9%) from 2020

Net Income

Up

$21,024

Up $21,953 (+2363%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2021

Assets$936,974
Liabilities$107,375
Net Assets$829,599
Open 2021 Filing

Operations Trend

Revenue Growth47th 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

2021

Revenue$864,422
Expenses$843,398
Net Income$21,024
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 14, 2022
Return Version
2020v4.1
Gross Receipts
$864,422
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$613,801$613,862▲ $61
Cash and Non-Interest-Bearing Accounts$184,573$173,502▼ $11,071
Accounts Receivable$123,100$122,301▼ $799
Land, Buildings, and Equipment, Net$14,807$18,880▲ $4,073
Intangible Assets$9,880$5,929▼ $3,951
Total Assets$948,661$936,974▼ $11,687
Other Assets Total$2,500$2,500→ $0
Liabilities
Accounts Payable and Accrued Expenses$40,086$57,375▲ $17,289
Deferred Revenue$100,000$50,000▼ $50,000
Total Liabilities$140,086$107,375▼ $32,711
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$808,575$829,599▲ $21,024
Total Net Assets Fund Balance$808,575$829,599▲ $21,024
Total Liabilities and Net Assets / Fund Balance$948,661$936,974▼ $11,687

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$18,880$45,719$64,599
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Linda DunseathSecretaryFT$88,000$88,000

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$200,000
Program Service Revenue
$662,629
Investment Income
$61
Other Revenue
$1,732
Change in Net Assets
$21,024
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$581,240
Other Expenses$262,158
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$443,504
Current Officers, Directors, Trustees, and Key Employees---$90,500
Fees for Services Other---$86,320
Occupancy---$66,119
Payroll Taxes---$47,236
Information Technology---$24,781
Advertising---$18,608
Office Expenses---$11,444
Depreciation Depletion---$8,612
Fees for Services Accounting---$5,925
Conferences and Meetings---$4,341
Fees for Services Legal---$3,060
Travel---$1,819
Other Expenses---$259
Total Functional Expenses$0$0$0$843,398
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 35% controlled entity
No
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
2022-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John C Clark
Formed
2008
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
36
Volunteers
10

Preparer

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

Additional Explanations

Form 990, Part IX, Line 11G

“Consulting fees 78,155. Interviewing fees 1,114. Payroll fees 6,790. Other professional fees 261.”

FORM 990, PART XII, LINE 2C:

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

Raw XML Appendix364 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.

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt040086
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt057375
IRS990/AccountsReceivableGrp/BOYAmt0123100
IRS990/AccountsReceivableGrp/EOYAmt0122301
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AdvertisingGrp/TotalAmt018608
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LINDA DUNSEATH
IRS990/BooksInCareOfDetail/PhoneNum05135587348
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02900 READING ROAD SUITE 350
IRS990/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045206
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0184573
IRS990/CashNonInterestBearingGrp/EOYAmt0173502
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt090500
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt04341
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0200000
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt061
IRS990/CYOtherExpensesAmt0262158
IRS990/CYOtherRevenueAmt01732
IRS990/CYProgramServiceRevenueAmt0662629
IRS990/CYRevenuesLessExpensesAmt021024
IRS990/CYSalariesCompEmpBnftPaidAmt0581240
IRS990/CYTotalExpensesAmt0843398
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0864422
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0100000
IRS990/DeferredRevenueGrp/EOYAmt050000
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt08612
IRS990/Desc0PROGRAM SERVICES PROVIDE A FORUM TO CONDUCT LEADING EDGE STUDIES, DEVELOPMENT, AND DESIGN OF PRODUCTS AND SERVICES ON BABY BOOMER GENERATION ISSUES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt036
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt05925
IRS990/FeesForServicesLegalGrp/TotalAmt03060
IRS990/FeesForServicesOtherGrp/TotalAmt086320
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0GERARD BAILLELY
IRS990/Form990PartVIISectionAGrp/PersonNm1KAREN BANKSTON PHD MSN FACHE
IRS990/Form990PartVIISectionAGrp/PersonNm2TERRENCE J PORTER
IRS990/Form990PartVIISectionAGrp/PersonNm3GISELA ESCOE PHD
IRS990/Form990PartVIISectionAGrp/PersonNm4JAMES HEUBI MD
IRS990/Form990PartVIISectionAGrp/PersonNm5SUZANNE BURKE
IRS990/Form990PartVIISectionAGrp/PersonNm6SUZANNE MASTERSON
IRS990/Form990PartVIISectionAGrp/PersonNm7CRAIG M VOGEL MID
IRS990/Form990PartVIISectionAGrp/PersonNm8MATTHEW J DOYLE PHD
IRS990/Form990PartVIISectionAGrp/PersonNm9LINDA DUNSEATH
IRS990/Form990PartVIISectionAGrp/PersonNm10JOHN C CLARK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt988000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0864422
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt024781
IRS990/IntangibleAssetsGrp/BOYAmt09880
IRS990/IntangibleAssetsGrp/EOYAmt05929
IRS990/InvestmentIncomeGrp/ExclusionAmt061
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt061
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt045719
IRS990/LandBldgEquipBasisNetGrp/BOYAmt014807
IRS990/LandBldgEquipBasisNetGrp/EOYAmt018880
IRS990/LandBldgEquipCostOrOtherBssAmt064599
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0200000
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0FROM 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0808575
IRS990/NetAssetsOrFundBalancesEOYAmt0829599
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0808575
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0829599
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt066119
IRS990/OfficeExpensesGrp/TotalAmt011444
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02500
IRS990/OtherAssetsTotalGrp/EOYAmt02500
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0STUDIO EXPENSES
IRS990/OtherExpensesGrp/Desc1SUPPLIES & MATERIALS
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/Desc3PLOTTING & PROTOTYPING
IRS990/OtherExpensesGrp/TotalAmt017229
IRS990/OtherExpensesGrp/TotalAmt19447
IRS990/OtherExpensesGrp/TotalAmt24194
IRS990/OtherExpensesGrp/TotalAmt3259
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0DESIGN AWARD
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01732
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01732
IRS990/OtherRevenueTotalAmt01732
IRS990/OtherSalariesAndWagesGrp/TotalAmt0443504
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt047236
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOHN C CLARK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541820
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM STUDIO INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0662629
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0662629
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0225000
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07157
IRS990/PYOtherExpensesAmt0366533
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0586718
IRS990/PYRevenuesLessExpensesAmt0-929
IRS990/PYSalariesCompEmpBnftPaidAmt0453271
IRS990/PYTotalExpensesAmt0819804
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0818875
IRS990/ReconcilationRevenueExpnssAmt021024
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0613801
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0613862
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt018880
IRS990ScheduleD/EquipmentGrp/DepreciationAmt045719
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt064599
IRS990ScheduleD/TotalBookValueLandBuildingsAmt018880
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 78,155. INTERVIEWING FEES 1,114. PAYROLL FEES 6,790. OTHER PROFESSIONAL FEES 261.
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/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0948661
IRS990/TotalAssetsEOYAmt0936974
IRS990/TotalAssetsGrp/BOYAmt0948661
IRS990/TotalAssetsGrp/EOYAmt0936974
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0200000
IRS990/TotalEmployeeCnt036
IRS990/TotalFunctionalExpensesGrp/TotalAmt0843398
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0140086
IRS990/TotalLiabilitiesEOYAmt0107375
IRS990/TotalLiabilitiesGrp/BOYAmt0140086
IRS990/TotalLiabilitiesGrp/EOYAmt0107375
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0808575
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0829599
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0662629
IRS990/TotalReportableCompFromOrgAmt088000
IRS990/TotalRevenueGrp/ExclusionAmt061
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0664361
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0864422
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0948661
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0936974
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt01819
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02900 READING ROAD NO 350
IRS990/USAddress/CityNm0CINCINNATI
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045206
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.LIVEWELLCOLLABORATIVE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN C CLARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05135587348
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-14
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/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/PreparerPersonNm0ANNAMARIE REILLY CPA
ReturnHeader/ReturnTs02022-02-28T09:01:26-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CLARK
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$936,974
Liabilities
$107,375
Net assets
$829,599
Revenue
$864,422
Expenses
$843,398
Net income
$21,024
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
2021Detailed filing. Detailed filing data is available for this year.$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