Liabilities / Assets
90th percentile
Higher debt load relative to assets than 90% of similar nonprofits.
Bermuda Wellness Foundation
EIN 26-0802143 • 501(c)3 • Celebration, FL
Profile
The bermuda wellness foundation (bwf) seeks to build understanding and support for key initiatives that will create and sustain a world-class standard of healthcare in bermuda.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.67x
Liabilities / Revenue
98th percentile
Higher debt load relative to revenue than 98% of similar nonprofits.
Net Margin
5th percentile
Higher net margin than 5% of similar nonprofits.
Top Officer Pay
Score unavailable
No filing with officer rows is available for this organization yet.
Asset Growth
26th percentile
Faster asset growth than 26% of similar nonprofits.
Revenue Growth
93rd percentile
Faster revenue growth than 93% of similar nonprofits.
Balance Sheet
Assets
Down$313,623
Down $114,914 (-27%) from 2017
Liabilities
Down$211,254
Down $2,247 (-1.1%) from 2017
Net Assets
Down$102,369
Down $112,667 (-52%) from 2017
Revenue
Up$36,429
Up $19,693 (+118%) from 2017
Expenses
Down$149,194
Down $72,219 (-33%) from 2017
Net Income
Up-$112,765
Up $91,912 (+45%) from 2017
Trend Graphs
Filings
Most recent year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $313,623
- Liabilities
- $211,254
- Net assets
- $102,369
- Revenue
- $36,429
- Expenses
- $149,194
- Net income
- -$112,765
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2018 to Dec 31, 2018
- Signed
- Oct 9, 2019
- Return Version
- 2018v3.1
- Gross Receipts
- $36,429
Mission and Program Overview
Mission
The bermuda wellness foundation seeks to build understanding and support for key initiatives that will create and sustain a world-class standard of healthcare in bermuda.
The bermuda wellness foundation (bwf) seeks to build understanding and support for key initiatives that will create and sustain a world-class standard of healthcare in bermuda.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| BWF FOCUSES ON CENTRAL HEALTHCARE ISSUES AS WELL AS ON WELLNESS PROGRAMS THAT SUPPORT AND ENCOURAGE HEALTHY LIFESTYLES, EARLY TESTING AND PREVENTATIVE MEASURES. WORK HAS BEGUN WITH THE JOHNS HOPKINS BLOOMBERG SCHOOL OF PUBLIC HEALTH TO CREATE A COMPREHENSIVE NATIONAL WELLNESS STRATEGY FOR BERMUDA. DR. MALCOLM BROCK, A MEMBER OF OUR BOARD OF DIRECTORS, IS LEADING THE INITIATIVE ALONG WITH A TASK FORCE OF HEALTH PROFESSIONALS, LOCAL HEALTH PROVIDERS AND OTHER KEY STAKEHOLDERS. PHASE I OF THIS EFFORT IS TO COLLECT THE DATA REQUIRED TO FULLY UNDERSTAND THE ISSUES TO BE ADDRESSED. IN ADDITION, BWF HAS SUPPORTED THE BERMUDA HOSPITAL REDEVELOPMENT PROJECT. | $0 | $52,282 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JERRY M DE ST PAER | CEO/President | PT | $0 | - | - |
| CLAUDE LEBLANC | Treasurer | PT | $0 | - | - |
| MICHAEL DARLING | Secretary | PT | $0 | - | - |
| JONATHAN BREWIN | Director | PT | $0 | - | - |
| DR MALCOLM BROCK | Director | PT | $0 | - | - |
| PHILIP M BUTTERFIELD | Director | PT | $0 | - | - |
| DAVID KENDELL | Director | PT | $0 | - | - |
| IVY KUSINGA | Director - Until 06/2018 | PT | $0 | - | - |
| PENNY PASCUAL MACINTYRE | Director | PT | $0 | - | - |
| RALPH RICHARDSON | Director - Until 06/2018 | PT | $0 | - | - |
| JENNY RIDDELL | Director | PT | $0 | - | - |
| VENETTA SYMONDS | Director | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Bermuda Wellness Foundation
- EIN
- 26-0802143
- Phone
- 6787785727
- Address
- 834 DEER WOODS ROAD NO 301, CELEBRATION, FL 34747
Signing Officer
- Name
- Claude Leblanc
- Title
- Treasurer
- Phone
- 6787785727
- Signed
- 2019-10-09
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Marcum Llp
- Address
- 1899 L STREET NW SUITE 850, WASHINGTON, DC 20036
- Preparer
- Frank H Smith
- Phone
- 2022274000
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest income. Amount: 67.”
Form 990-ez, Part I, Line 8 - Other Revenue
“Description: miscellaneous income. Amount: 512.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: travel. Amount: 1,438. Description: bank fees, permits, and taxes. Amount: 2,993. Description: office supplies. Amount: 15. Total to form 990-ez, line 16: 4,446.”
Form 990-ez, Part I, Line 20 - Other Changes in Net Assets
“Description: unrealized gain. Amount: 98.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: prepaid expenses. Beg. Of year amount: 2,080. End of year amount: 0.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: accounts payable and accrued expenses. Beg. Of year amount: 8,447. End of year amount: 14,077. Description: notes payable - bhct. Beg. Of year amount: 205,054. End of year amount: 197,177.”
Raw XML Appendix226 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/AddressChangeInd | 0 | X |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | JERRY M DE ST PAER |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6787785727 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 834 DEER WOODS ROAD NO 301 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | CELEBRATION |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 34747 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 426457 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 313623 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 35850 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -112765 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 46354 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 428537 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 313623 |
| IRS990EZ/GrossReceiptsAmt | 0 | 36429 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIVInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 67 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 215036 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 102369 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 215036 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 102369 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 16.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JERRY M DE ST PAER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | CLAUDE LEBLANC |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | MICHAEL DARLING |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JONATHAN BREWIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | DR MALCOLM BROCK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | PHILIP M BUTTERFIELD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | DAVID KENDELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | IVY KUSINGA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | PENNY PASCUAL MACINTYRE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | RALPH RICHARDSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | JENNY RIDDELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | VENETTA SYMONDS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | CEO/PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR - UNTIL 06/2018 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | DIRECTOR - UNTIL 06/2018 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 2080 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 98 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 4446 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 512 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE BERMUDA WELLNESS FOUNDATION (BWF) SEEKS TO BUILD UNDERSTANDING AND SUPPORT FOR KEY INITIATIVES THAT WILL CREATE AND SUSTAIN A WORLD-CLASS STANDARD OF HEALTHCARE IN BERMUDA. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 458 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | BWF FOCUSES ON CENTRAL HEALTHCARE ISSUES AS WELL AS ON WELLNESS PROGRAMS THAT SUPPORT AND ENCOURAGE HEALTHY LIFESTYLES, EARLY TESTING AND PREVENTATIVE MEASURES. WORK HAS BEGUN WITH THE JOHNS HOPKINS BLOOMBERG SCHOOL OF PUBLIC HEALTH TO CREATE A COMPREHENSIVE NATIONAL WELLNESS STRATEGY FOR BERMUDA. DR. MALCOLM BROCK, A MEMBER OF OUR BOARD OF DIRECTORS, IS LEADING THE INITIATIVE ALONG WITH A TASK FORCE OF HEALTH PROFESSIONALS, LOCAL HEALTH PROVIDERS AND OTHER KEY STAKEHOLDERS. PHASE I OF THIS EFFORT IS TO COLLECT THE DATA REQUIRED TO FULLY UNDERSTAND THE ISSUES TO BE ADDRESSED. IN ADDITION, BWF HAS SUPPORTED THE BERMUDA HOSPITAL REDEVELOPMENT PROJECT. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 52282 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 97936 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | IL |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 1 | MA |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 2 | MD |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 3 | NC |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 4 | NJ |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 5 | PA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 213501 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 211254 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 149194 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 52282 |
| IRS990EZ/TotalRevenueAmt | 0 | 36429 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.BERMUDAWELLNESSFOUNDATION.COM |
| IRS990ScheduleA/FactsAndCircumstancesTestTxt | 0 | I. BACKGROUNDBWF'S MISSION IS TO BUILD UNDERSTANDING AND SUPPORT FOR KEY INITIATIVES THAT WILL CREATE AND SUSTAIN A WORLD-CLASS STANDARD OF HEALTHCARE AND WELLNESS IN BERMUDA AND TO BE A LEADING EXAMPLE FOR OTHER SIMILAR NATIONS. FUNDS ARE RAISED THROUGH, GRANTS, AND DONATIONS FROM THE GENERAL PUBLIC.II. ANALYSISBWF QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION DESCRIBED UNDER SECTION 170(B)(1)(A)(VI) AND THEREFORE AS AN ORGANIZATION DESCRIBED IN SECTION 509(A)(1) BECAUSE IT SATISFIES THE FACTS AND CIRCUMSTANCES TEST SET FORTH IN SECTION 1.170A-9(E)(3) OF THE TREASURY REGULATIONS.A. THRESHOLD REQUIREMENTSBWF IS ELIGIBLE FOR A DETERMINATION OF PUBLIC SUPPORT UNDER THE FACTS AND CIRCUMSTANCES TEST BECAUSE IT MEETS THE TWO THRESHOLD REQUIREMENTS FOR CONSIDERATION. FIRST, THE PORTION OF BWF'S SUPPORT THAT QUALIFIES AS ELIGIBLE PUBLIC SUPPORT IS 22.51%, WHICH EXCEEDS THE 10% THRESHOLD REQUIRED UNDER TREASURY REGULATION SECTION 1.170A-9(E)(3)(I). SECOND, BWF'S OPERATIONS ENSURE THAT IT WILL CONTINUE TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT, AS REQUIRED BY TREASURY REGULATION SECTION 1.170A-9(E)(3)(II). BWF HAS AN ACTIVE FUNDRAISING PROGRAM TARGETING FOUNDATIONS, INDIVIDUALS, AND VARIOUS BUSINESSES THAT SUPPORT ITS MISSION, THEREBY SATISFYING THE OTHER THRESHOLD REQUIREMENT FOR QUALIFYING AS PUBLICLY SUPPORTED UNDER THE FACTS AND CIRCUMSTANCES TEST.B. OTHER RELEVANT FACTORSIN DETERMINING WHETHER BWF MEETS THE "FACTS AND CIRCUMSTANCES TEST," THE TREASURY REGULATIONS ALSO PROVIDE A LIST OF FACTORS THAT SERVE AS INDICIA OF WHETHER AN ORGANIZATION QUALIFIES AS PUBLICLY SUPPORTED. THE HIGHER THE PERCENTAGE OF SUPPORT ABOVE THE 10% REQUIREMENT, THE LOWER THE ORGANIZATION'S BURDEN IN ESTABLISHING ITS PUBLICLY SUPPORTED NATURE WITH OTHER FACTORS. THESE ADDITIONAL FACTORS, DISCUSSED BELOW, PROVIDE FURTHER EVIDENCE THAT BWF SATISFIES THE FACTS AND CIRCUMSTANCES TEST. BECAUSE BWF'S PERCENTAGE OF SUPPORT IS 22.51% BWF HAS A SOMEWHAT LESSER BURDEN IN PROVING ITS PUBLICLY SUPPORTED NATURE THROUGH THESE FACTORS.1. SOURCES OF SUPPORTBWF RECEIVES ITS PUBLIC SUPPORT FROM A WIDE VARIETY OF UNRELATED CONTRIBUTORS AND DOES NOT DEPEND ON A SINGLE FAMILY FOR CONTRIBUTIONS, TWO FACTS THAT PROVIDE FURTHER SUPPORT FOR BWF'S QUALIFICATION AS A "PUBLICLY SUPPORTED" ENTITY. THESE DONORS INCLUDE A NUMBER OF TAX-EXEMPT ENTITIES, FOR-PROFIT CORPORATIONS, AND INDIVIDUALS. DURING FISCAL YEAR 2017, BWF SOLICITED FUNDS FROM MANY VISITORS TO THE MAIN WEBSITE, WWW.BERMUDAWELLNESSFOUNDATION.COM, ENCOURAGING THEM TO MAKE A DONATION TO BWF DIRECTLY THROUGH THE SITE. BWF CONTINUES TO EXPLORE ADDITIONAL METHODS OF ONLINE FUNDRAISING TO BROADEN THE OUTREACH TO POTENTIAL DONORS. IN ADDITION, BWF RECEIVED FUNDING FROM MORE THAN TEN OTHER FUNDING SOURCES, INCLUDING VARIOUS FOUNDATIONS, CORPORATIONS, ETC.2. REPRESENTATIVE GOVERNING BODYTHE REPRESENTATIVE NATURE OF AN ORGANIZATION'S GOVERNING BODY IS ALSO A FACTOR IN DETERMINING WHETHER IT QUALIFIES UNDER THE "FACTS AND CIRCUMSTANCES TEST." IN CONSIDERING WHETHER A BOARD IS REPRESENTATIVE, SUCH FACTORS AS THE MEMBERS' EXPERTISE IN THE RELEVANT FIELD, THEIR HISTORY OF LEADERSHIP IN THE COMMUNITY AND THEIR TRADITION OF PUBLIC SERVICE ARE RELEVANT. BWF'S BOARD OF DIRECTORS INCLUDES A VARIETY OF INDIVIDUALS WITH EXCEPTIONAL BACKGROUNDS, EXPERIENCE AND EDUCATION. THE BOARD OF DIRECTORS INCLUDES REPRESENTATION FROM VARIOUS COMMUNITIES AND NONPROFIT LEADERS IN THE UNITED STATES AND BERMUDA, ALL WITH AN INTEREST IN BUILDING UNDERSTANDING AND SUPPORT FOR KEY INITIATIVES THAT WILL CREATE AND SUSTAIN A WORLD-CLASS STANDARD OF HEALTHCARE AND WELLNESS IN BERMUDA; ACCORDINGLY, IT "REPRESENTS A BROAD CROSS-SECTION OF THE VIEWS AND INTERESTS OF THE COMMUNITIES BWF SERVES." THE BWF BOARD OF DIRECTORS INCLUDES:JERRY M. DE ST. PAER, CEO/PRESIDENT OF BWF, PROVIDES EXTENSIVE EXPERIENCE GUIDING NON-PROFITS INCLUDING SERVING ON THE BOARD OF DIRECTORS OF THE RONALD MCDONALD HOUSE OF NEW YORK AND OF THE PAUL H. NITZE SCHOOL OF ADVANCED INTERNATIONAL S |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | MICHAEL DARLING IS THE EXECUTIVE DIRECTOR/INTERNATIONAL CLIENT ADVISOR AT MORGAN STANLEY WEALTH MANAGEMENT. MICHAEL HAS BEEN IN THE FINANCIAL SERVICES INDUSTRY SINCE 1984. HE BRINGS AN EXTENSIVE BACKGROUND IN THE INTERNATIONAL FINANCIAL ARENA TO BWF. IN ADDITION TO BERMUDA WELLNESS FOUNDATION, MICHAEL SERVES ON THE BOARD OF DIRECTORS OF THE NATIONAL STROKE ASSOCIATION, THE BERMUDA MARITIME MUSEUM, AND FORMERLY SERVED ON THE BERMUDA HOSPITALS TRUST, PROVIDING DEEP KNOWLEDGE AND UNDERSTANDING OF THE NON-PROFIT WORLD. JONATHAN BREWIN IS THE CHAIRMAN OF THE BOARD OF TRUSTEES WITH THE BERMUDA HOSPITALS CHARITABLE TRUST. AS A FORMER CHAIRMAN OF BERMUDA HOSPITALS BOARD, ON TWO SEPARATE OCCASIONS, AND A FOUNDING BHCT TRUSTEE, MR. BREWIN HAS MORE THAN 20 YEARS OF EXPERIENCE IN HOSPITAL ADMINISTRATION AND HEALTHCARE MANAGEMENT. HE IS GENERAL MANAGER OF SOL PETROLEUM BERMUDA LTD AND WAS COMMODORE OF THE ROYAL BERMUDA YACHT CLUB IN 2012-13. HE IS A BOARD MEMBER OF THE BERMUDA CHAMBER OF COMMERCE AND AGE CONCERN. DR. MALCOLM BROCK HAS IMPRESSIVE MEDICAL EXPERIENCE AS A PROFESSOR OF SURGERY AND ONCOLOGY AT THE JOHNS HOPKINS UNIVERSITY SCHOOL OF MEDICINE AND HELPS GUIDE BWF'S WELLNESS INITIATIVES. HE IS A NIH-FUNDED, ACTIVE MEDICAL RESEARCHER AND CLINICIAN STUDYING MOLECULAR MARKERS TO DETECT, PROGNOSE AND TREAT LUNG AND ESOPHAGEAL CANCER. HE HAS GIVEN NUMEROUS PRESENTATIONS WORLDWIDE AND HAS PUBLISHED OVER 100 PAPERS IN PEER-REVIEWED SCIENTIFIC JOURNALS. PHILIP M. BUTTERFIELD IS THE RECENT CHAIRMAN OF THE BOARD OF HSBC BANK BERMUDA LIMITED; HE SERVED AS THE CHIEF EXECUTIVE OFFICER FROM FEBRUARY 2004 UNTIL MAY 2012. HIS POSITION AS CHIEF OPERATING OFFICER WITH RESPONSIBILITY FOR THE DIRECTION AND OVERSIGHT GLOBALLY OF HSBC BANK BERMUDA LIMITED'S OPERATIONS, SYSTEMS, HUMAN RESOURCES, AUDIT, COMPLIANCE, LEGAL AND PROGRAMME MANAGEMENT OFFICE PROVIDES INVALUABLE OVERSIGHT AND LEADERSHIP TO BWF. HIS NON-PROFIT EXPERIENCE INCLUDES FORMER CHAIRMAN OF THE BERMUDA HOSPITALS CHARITABLE TRUST, A MEMBER OF THE STEERING COMMITTEE FOR BERMUDA FIRST, PRESIDENT OF BERMUDA HEALTH FOUNDATION, CHAIRMAN OF THE ADVISORY COMMITTEE FOR THE BERMUDA ENVIRONMENTAL ALLIANCE, CHAIRMAN OF THE VICTOR SCOTT SCHOOL ALUMNI ASSOCIATION, BOARD MEMBER OF THE BANK OF BERMUDA FOUNDATION, JOHNS HOPKINS MEDICINE AND THE AMERICAN CLASSICAL ORCHESTRA AND ENDURANCE SPECIALTY HOLDINGS LTD. AND TRUSTEE OF THE BERMUDA INSTITUTE OF OCEAN SCIENCES. DAVID KENDELL WAS APPOINTED AS THE FIRST DIRECTOR OF HEALTH IN 2014, AFTER SERVING AS ACTING DIRECTOR, AND IS TASKED WITH THE DAY TO DAY OPERATIONS AND RESPONSIBILITIES FOR THE DEPARTMENT OF HEALTH. DAVID PROVIDES LEADERSHIP TO A TEAM OF DIVERSE HEALTH PROFESSIONALS (MEDICAL OFFICERS, DENTISTS, NURSES, THERAPISTS, DIETICIANS, LABORATORY ANALYSTS AND ENVIRONMENTAL AND SAFETY OFFICERS) TO ENSURE THAT PUBLIC HEALTH SERVICES ARE STRATEGICALLY DEVELOPED AND DELIVERED. DAVID IS ACCOUNTABLE FOR THE DELIVERY OF BERMUDA'S NATIONAL WELLNESS AND HEALTH PROMOTION STRATEGY AND ENSURES THE PROVISION OF PUBLIC HEALTH RESEARCH, ASSESSMENT, POLICY DEVELOPMENT, ASSURANCE, EDUCATION, AND INFORMATION MANAGEMENT FOR EVIDENCE-BASED PUBLIC HEALTH DECISION-MAKING. HE HAS WORKED FOR THE DEPARTMENT OF HEALTH SINCE 1991 WHERE HE BEGAN AS A TRAINEE ENVIRONMENTAL HEALTH OFFICER BEFORE BECOMING ENVIRONMENTAL HEALTH OFFICER IN 1995, PROGRAM MANAGER FOR VECTOR CONTROL IN 1998 AND CHIEF ENVIRONMENTAL HEALTH OFFICER IN 2007. HE IS A MEMBER OF THE CHARTERED INSTITUTE OF ENVIRONMENTAL HEALTH AND HAS BEEN IN THE ROLE OF ACTING DIRECTOR OF HEALTH SINCE MAY 2013. IVY KUSINGA IS THE GLOBAL TALENT MANAGEMENT AND CULTURE OFFICER FOR CHUBB. WITHIN THIS ROLE IVY IS RESPONSIBLE FOR SUPPORTING THE CONTINUOUS EXECUTION TALENT MANAGEMENT STRATEGY AND REINFORCING THE COMPANY'S PRINCIPLES OF MERITOCRACY AND THE ATTRIBUTES OF CULTURE INCLUDING DISCIPLINE, AN EXECUTION ORIENTATION, A CAN-DO ATTITUDE AND AN INCLUSIVE WORKFORCE. WITH OVER 17 YEARS OF WORK EXPERIENCE WITHIN HUMAN RESOURCES, IVY IS |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 1 | 3. PUBLIC PARTICIPATION IN PROGRAMS UNDER SECTION 1.170A-9(E)(3)(VI)(C)(1) OF THE TREASURY REGULATIONS, ONE FACTOR INDICATING THAT AN ORGANIZATION QUALIFIES AS PUBLICLY SUPPORTED UNDER THE FACTS AND CIRCUMSTANCES TEST IS THAT "MEMBERS OF THE PUBLIC HAVING SPECIALIZED KNOWLEDGE OR EXPERTISE, PUBLIC OFFICIALS, OR CIVIC OR COMMUNITY LEADERS" PARTICIPATE IN, OR SPONSOR, THE ORGANIZATION'S PROGRAMS. AS DISCUSSED ABOVE, ALL OF BWF'S DIRECTORS ARE EXPERTS AND LEADERS IN THEIR RESPECTIVE FIELDS. III. CONCLUSION IN SUMMARY, BWF HAS THE CHARACTERISTICS OF A "PUBLICLY SUPPORTED ORGANIZATION, BASED ON THE FACTS AND CIRCUMSTANCES TEST DESCRIBED IN SECTION 1.170A-9(E)(3) OF THE TREASURY REGULATIONS. SPECIFICALLY, A SMALL NUMBER OF DONORS DO NOT CONTROL BWF; RATHER BWF IS A GROWING INSTITUTION THAT BEARS MANY OF THE INDICIA OF A "PUBLICLY SUPPORTED ORGANIZATION, INCLUDING PUBLIC SUPPORT FROM A WIDE CROSS-SECTION OF DONORS, WITH A REPRESENTATIVE GOVERNING BODY. MOREOVER, BWF IS CONTINUING TO SEEK NEW SOURCES OF SUPPORT FROM THE GENERAL PUBLIC AS WELL AS OTHER ORGANIZATIONS. ACCORDINGLY, BWF QUALIFIES AS A "PUBLICLY SUPPORTED ORGANIZATION DESCRIBED IN SECTION 170(B)(1)(A)(VI). |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | PART II, SECTION C, LINE 17A CON'T |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 1 | PART II, SECTION C, LINE 17A CON'T |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 35850 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 16660 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 517105 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 323750 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 541236 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 1434601 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 67 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 66 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 935 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 1068 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.22510 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.23430 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 323144 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 1111457 |
| IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 35850 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 16660 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 517105 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 323750 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 541236 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 1434601 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 1435669 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 67. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 512. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: TRAVEL. AMOUNT: 1,438. DESCRIPTION: BANK FEES, PERMITS, AND TAXES. AMOUNT: 2,993. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 15. TOTAL TO FORM 990-EZ, LINE 16: 4,446. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: UNREALIZED GAIN. AMOUNT: 98. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 2,080. END OF YEAR AMOUNT: 0. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 8,447. END OF YEAR AMOUNT: 14,077. DESCRIPTION: NOTES PAYABLE - BHCT. BEG. OF YEAR AMOUNT: 205,054. END OF YEAR AMOUNT: 197,177. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | CLAUDE LEBLANC |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6787785727 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-10-09 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | BERMUDA WELLNESS FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | BERM |
| ReturnHeader/Filer/EIN | 0 | 260802143 |
| ReturnHeader/Filer/PhoneNum | 0 | 6787785727 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 834 DEER WOODS ROAD NO 301 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CELEBRATION |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 34747 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 6B99CC596846389D72FF8F2B1D58952714C72983 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 47.19.127.190 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-10-09 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | ED |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 14:15:51 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 111986323 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | MARCUM LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1899 L STREET NW SUITE 850 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WASHINGTON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | DC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 20036 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2022274000 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2019-10-09 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | FRANK H SMITH |
| ReturnHeader/ReturnTs | 0 | 2019-10-09T14:15:54-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-12-31 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.