Civic Intelligence

Bermuda Wellness Foundation

990 • Fiscal year 2014 • EIN 26-0802143

Jan 01, 2014 to Dec 31, 2014 • Filed on May 13, 2015

Organization ProfileWWW.BERMUDAWELLNESSFOUNDATION.COM
641 Shunpike Road No 101Chatham, NJ 07928-1567

(441) 299-5488

Siviq Scores

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

Liabilities / Assets

87th percentile

0.68x

Higher debt load relative to assets than 87% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

85th percentile

0.58x

Higher debt load relative to revenue than 85% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

94th percentile

63%

Higher net margin than 94% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

98th percentile

306%

Faster asset growth than 98% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

98th percentile

371%

Faster revenue growth than 98% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$466,721

Up $351,721 (+306%) from 2013

Net Assets

Up

$150,411

Up $343,435 (+178%) from 2013

Liabilities

Up

$316,310

Up $8,286 (+2.7%) from 2013

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin94th percentile

Revenue

Up

$542,171

Up $427,171 (+371%) from 2013

Expenses

Up

$202,604

Up $54,138 (+36%) from 2013

Net Income

Up

$339,567

Up $373,033 (+1115%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$1.0M$500K$0-$500KAssets 2012: $0Liabilities 2012: $130,880Net Assets 2012: -$130,8802012Assets 2013: $115,000Liabilities 2013: $308,024Net Assets 2013: -$193,0242013Assets 2014: $466,721Liabilities 2014: $316,310Net Assets 2014: $150,4112014Assets 2015: $439,726Liabilities 2015: $303,851Net Assets 2015: $135,8752015Assets 2016: $677,520Liabilities 2016: $257,713Net Assets 2016: $419,8072016Assets 2017: $428,537Liabilities 2017: $213,501Net Assets 2017: $215,0362017Assets 2018: $313,623Liabilities 2018: $211,254Net Assets 2018: $102,3692018

Highlighted filing

2014

Assets$466,721
Liabilities$316,310
Net Assets$150,411
Open 2014 Filing

Operations Trend

Revenue Growth98th percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2012: $97,3032012Revenue 2013: $115,000Expenses 2013: $148,466Net Income 2013: -$33,4662013Revenue 2014: $542,171Expenses 2014: $202,604Net Income 2014: $339,5672014Revenue 2015: $324,839Expenses 2015: $338,595Net Income 2015: -$13,7562015Revenue 2016: $517,105Expenses 2016: $233,346Net Income 2016: $283,7592016Revenue 2017: $16,736Expenses 2017: $221,413Net Income 2017: -$204,6772017Revenue 2018: $36,429Expenses 2018: $149,194Net Income 2018: -$112,7652018

Highlighted filing

2014

Revenue$542,171
Expenses$202,604
Net Income$339,567
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 13, 2015
Return Version
2014v5.0
Gross Receipts
$542,171
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.

Build understanding & support of initiatives to create & sustain a world-class standard of healthcare in bermuda.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$115,000$361,677▲ $246,677
Investments in Publicly Traded Securities-$55,044-
Pledges and Grants Receivable-$50,000-
Total Assets$115,000$466,721▲ $351,721
Liabilities
Unsecured Notes Loans Payable$302,000$304,716▲ $2,716
Accounts Payable and Accrued Expenses$6,024$11,594▲ $5,570
Total Liabilities$308,024$316,310▲ $8,286
Net Assets / Fund Balance
Temporarily Rstr Net Assets-$212,468-
Unrestricted Net Assets$-193,024$-62,057▲ $130,967
Total Net Assets Fund Balance$-193,024$150,411▲ $343,435
Total Liabilities and Net Assets / Fund Balance$115,000$466,721▲ $351,721
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Jerry M De St PaerCEO/president
Deborah TuzoDirector
Dr Malcolm BrockDirector
Ivy KusingaDirector
Michael DarlingDirector
Phillip ButterfieldDirector
Ralph RichardsonDirector
Dianne BrewerDirector (thru 05/01/14)
Bonnie GraySecretary
Wendy AugustusSecretary (thru 03/20/14)
Claude LeblancTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$541,236
Program Service Revenue
$0
Investment Income
$935
Other Revenue
$0
All Other Contributions
$541,236
Change in Net Assets
$339,567

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$51,161Market Value
Total Noncash Contributions1$51,161-

Audited Revenue Reconciliation

Revenue per Audited Statements
$542,171
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$3,883
Total Revenue per Audited Statements
$546,054
Total Revenue per Form 990
$542,171
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$152,913
Total Fundraising Expense$105,385
Professional Fundraising Fees$49,691
Grants and Similar Amounts Paid$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$51,065$2,353-$53,418
Fees for Services Professional Fundraising--$49,691$49,691
Fees for Services Legal$18,246$1,825$16,422$36,493
Fees for Services Accounting$12,502$1,250$11,252$25,004
Travel$7,392$739$6,909$15,040
Conferences and Meetings$625$62$12,568$13,255
Advertising--$7,500$7,500
Office Expenses$671$67$698$1,436
Other Expenses$216$22$195$433
Information Technology$167$17$150$334
Total Functional Expenses$90,884$6,335$105,385$202,604

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$202,604
Total Expenses per Audited Statements$202,604
Total Expenses per Form 990$202,604
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$49,691
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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 B, Line 11

“The foundation's form 990 is reviewed by the board of directors prior to being filed with the internal revenue service.”

Form 990, Part VI, Section C, Line 19

“The foundation makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Bermuda Wellness Foundation
EIN
26-0802143
Phone
4412995488
Address
641 SHUNPIKE ROAD NO 101, CHATHAM, NJ 07928-1567

Signing Officer

Name
Jerry M De St Paer
Title
CEO/president
Phone
4412995488
Signed
2015-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jerry M De St Paer
Formed
2007
Legal Domicile
De
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
11

Preparer

Firm
Raffa Pc
Address
1899 L STREET NW SUITE 900, WASHINGTON, DC 20036
Preparer
Frank H Smith
Phone
2028225000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consulting: program service expenses 51,065. Management and general expenses 2,353. Fundraising expenses 0. Total expenses 53,418.”

Financial Statement Notes

PART X, LINE 2:

“Bwf does not believe its financial statements include any uncertain tax provisions, and has no unrecognized tax benefits or liabilities that need to be recorded for the year ended december 31, 2014.”

Raw XML AppendixShowing 400 of 429 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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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0202604
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03883
IRS990ScheduleD/RevenueNotReportedAmt03883
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0542171
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0BWF DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX PROVISIONS, AND HAS NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEED TO BE RECORDED FOR THE YEAR ENDED DECEMBER 31, 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0202604
IRS990ScheduleD/TotalRevenuePerForm990Amt0542171
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0546054
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0202604
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0PROFESSIONAL FUNDRAISING SERVICES
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt0-55071
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0WINEINGER & ASSOCIATES
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt055071
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt02488 SANCTUARY DRIVE
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0WILLIAMSBURG
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd023185
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/LicensedStatesCd1CT
IRS990ScheduleG/LicensedStatesCd2FL
IRS990ScheduleG/LicensedStatesCd3IL
IRS990ScheduleG/LicensedStatesCd4MA
IRS990ScheduleG/LicensedStatesCd5MD
IRS990ScheduleG/LicensedStatesCd6NJ
IRS990ScheduleG/LicensedStatesCd7NY
IRS990ScheduleG/LicensedStatesCd8PA
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/TotalNetToOrganizationAmt0-55071
IRS990ScheduleG/TotalRetainedByContractorsAmt055071
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0MARKET VALUE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt051161
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION RECEIVED THE FOLLOWING NON-CASH CONTRIBUTION FROM ONE CONTRIBUTOR: 396 SHARES UNITED TECHS CORP. COM. AND 80 SHARES VERTEX PHAMCTLS INC. THE FOUNDATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN COLUMN B ON SCHEDULE M.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, COLUMN (B):
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO BEING FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONSULTING: PROGRAM SERVICE EXPENSES 51,065. MANAGEMENT AND GENERAL EXPENSES 2,353. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 53,418.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/StatesWhereCopyOfReturnIsFldCd1CT
IRS990/StatesWhereCopyOfReturnIsFldCd2FL
IRS990/StatesWhereCopyOfReturnIsFldCd3MD
IRS990/StatesWhereCopyOfReturnIsFldCd4MA
IRS990/StatesWhereCopyOfReturnIsFldCd5NJ
IRS990/StatesWhereCopyOfReturnIsFldCd6NY
IRS990/StatesWhereCopyOfReturnIsFldCd7PA
IRS990/StatesWhereCopyOfReturnIsFldCd8IL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0212468
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0115000
IRS990/TotalAssetsEOYAmt0466721
IRS990/TotalAssetsGrp/BOYAmt0115000
IRS990/TotalAssetsGrp/EOYAmt0466721
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0541236
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0105385
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06335
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt090884
IRS990/TotalFunctionalExpensesGrp/TotalAmt0202604
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0308024
IRS990/TotalLiabilitiesEOYAmt0316310
IRS990/TotalLiabilitiesGrp/BOYAmt0308024
IRS990/TotalLiabilitiesGrp/EOYAmt0316310
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-193024
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0150411
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt090884
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0935
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0542171
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0115000
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0466721
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt06909
IRS990/TravelGrp/ManagementAndGeneralAmt0739
IRS990/TravelGrp/ProgramServicesAmt07392
IRS990/TravelGrp/TotalAmt015040
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-193024
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-62057
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0302000
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0304716
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0641 SHUNPIKE ROAD NO 101
IRS990/USAddress/CityNm0CHATHAM
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd0079281567
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.BERMUDAWELLNESSFOUNDATION.COM

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$466,721
Liabilities
$316,310
Net assets
$150,411
Revenue
$542,171
Expenses
$202,604
Net income
$339,567
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$3.14$2.11$1.02$0.36$1.49$1.13
2017Detailed filing. Detailed filing data is available for this year.$4.29$2.14$2.15$0.17$2.21$2.05
2016Detailed filing. Detailed filing data is available for this year.$6.78$2.58$4.20$5.17$2.33$2.84
2015Detailed filing. Detailed filing data is available for this year.$4.40$3.04$1.36$3.25$3.39$0.14
2014Detailed filing. Detailed filing data is available for this year.$4.67$3.16$1.50$5.42$2.03$3.40
2013Detailed filing. Detailed filing data is available for this year.$1.15$3.08$1.93$1.15$1.48$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$1.31$1.31$0.97