Civic Intelligence

Integrative Health Initiative

990 • Fiscal year 2019 • EIN 27-0743419

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 18, 2020

4201 Wilson Blvd 110-341Arlington, VA 22203

(703) 662-1603

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

46th percentile

1.6%

Higher net margin than 46% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

33rd percentile

-6.5%

Faster asset growth than 33% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

89th percentile

70%

Faster revenue growth than 89% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$91,531

Down $6,394 (-6.5%) from 2018

Net Assets

Up

$91,017

Up $4,824 (+5.6%) from 2018

Liabilities

Down

$514

Down $11,218 (-96%) from 2018

Revenue

Up

$300,944

Up $124,386 (+70%) from 2018

Expenses

Up

$296,120

Up $114,987 (+63%) from 2018

Net Income

Up

$4,824

Up $9,399 (+205%) from 2018

Historical Trend

Balance Sheet Trend

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

$200K$100K$0-$100KAssets 2010: $2,238Liabilities 2010: $0Net Assets 2010: $2,2382010Assets 2011: $9,280Liabilities 2011: $0Net Assets 2011: $9,2802011Assets 2012: $23,637Liabilities 2012: $0Net Assets 2012: $23,6372012Assets 2013: $37,644Liabilities 2013: $0Net Assets 2013: $37,6442013Assets 2014: $61,435Liabilities 2014: $0Net Assets 2014: $61,4352014Assets 2015: $82,271Liabilities 2015: $0Net Assets 2015: $82,2712015Assets 2017: $96,188Liabilities 2017: $5,420Net Assets 2017: $90,7682017Assets 2018: $97,925Liabilities 2018: $11,732Net Assets 2018: $86,1932018Assets 2019: $91,531Liabilities 2019: $514Net Assets 2019: $91,0172019Assets 2020: $53,121Liabilities 2020: $63,393Net Assets 2020: -$10,2722020Assets 2021: $105,849Liabilities 2021: $279Net Assets 2021: $105,5702021Assets 2022: $98,458Liabilities 2022: $99Net Assets 2022: $98,3592022Assets 2023: $185,710Liabilities 2023: $12,294Net Assets 2023: $173,4162023Assets 2024: $193,531Liabilities 2024: $8,535Net Assets 2024: $184,9962024

Highlighted filing

2019

Assets$91,531
Liabilities$514
Net Assets$91,017

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $1,1922010Expenses 2011: $15,0622011Expenses 2012: $19,1682012Revenue 2013: $49,797Expenses 2013: $35,040Net Income 2013: $14,7572013Revenue 2014: $64,083Expenses 2014: $40,292Net Income 2014: $23,7912014Revenue 2015: $73,251Expenses 2015: $50,415Net Income 2015: $22,8362015Revenue 2017: $126,722Expenses 2017: $134,234Net Income 2017: -$7,5122017Revenue 2018: $176,558Expenses 2018: $181,133Net Income 2018: -$4,5752018Revenue 2019: $300,944Expenses 2019: $296,120Net Income 2019: $4,8242019Revenue 2020: $208,032Expenses 2020: $309,321Net Income 2020: -$101,2892020Revenue 2021: $515,765Expenses 2021: $399,923Net Income 2021: $115,8422021Revenue 2022: $502,860Expenses 2022: $510,071Net Income 2022: -$7,2112022Revenue 2023: $679,229Expenses 2023: $604,172Net Income 2023: $75,0572023Revenue 2024: $768,683Expenses 2024: $757,103Net Income 2024: $11,5802024

Highlighted filing

2019

Revenue$300,944
Expenses$296,120
Net Income$4,824
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 18, 2020
Return Version
2019v5.0
Gross Receipts
$300,944
Mission and Program Overview

Mission

Provides complementary therapy services, such as massage and acupuncture, to individuals in inpatient and outpatient settings including those unable to afford such compliments to their healthca

Healwell improves the quality of life for people affected by acute, chronic and serious illness. Our organization partners with clinical facilities and hospitals to conduct massage therapy research and to provide massage therapy to hospitalized patients and people receiving healthcare in their homes or other facilities. We also provide post-graduate/advanced training for massage therapists and other healthcare professionals in support of meaningful integration of massage therapy and a more compassionate and skilled healthcare system.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$76,505$58,611▼ $17,894
Accounts Receivable$13,438$32,520▲ $19,082
Prepaid Expenses and Deferred Charges$7,982$400▼ $7,582
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$97,925$91,531▼ $6,394
Other Assets Total-$0-
Liabilities
Deferred Revenue$7,424--
Accounts Payable and Accrued Expenses$4,308$514▼ $3,794
Total Liabilities$11,732$514▼ $11,218
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$84,693$90,017▲ $5,324
Net Assets With Donor Restrictions$1,500$1,000▼ $500
Total Net Assets Fund Balance$86,193$91,017▲ $4,824
Total Liabilities and Net Assets / Fund Balance$97,925$91,531▼ $6,394
Compensation and Service Providers

Board Members and Trustees

NameTitle
Katherine LavelleChairman
Mary EsterVice Chair
Cindy OdenDirector
Demara StamlerSecretary
Michael ReynoldsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$52,459
Program Service Revenue
$247,959
Investment Income
$526
Other Revenue
$0
All Other Contributions
$52,459
Change in Net Assets
$4,824
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$213,782
Salaries, Compensation, and Employee Benefits$82,338
Total Fundraising Expense$21,386
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$151,894$16,800-$168,694
Other Salaries and Wages$48,710$10,024$16,941$75,675
Insurance$6,207$1,185-$7,392
All Other Expenses$6,261-$579$6,840
Travel$6,708--$6,708
Payroll Taxes$4,331$866$1,466$6,663
Office Expenses-$4,042-$4,042
Fees for Services Accounting-$3,543-$3,543
Fees for Services Legal-$2,660-$2,660
Other Expenses$2,500-$2,400$2,400
Conferences and Meetings$1,920--$1,920
Total Functional Expenses$235,614$39,120$21,386$296,120
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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, Line 11B: Form 990 Review Process

Executive director and operations director review the 990 before filing.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Healwell
EIN
27-0743419
Phone
7036621603
Address
4201 WILSON BLVD 110-341, ARLINGTON, VA 22203

Signing Officer

Name
Lauren Cates
Title
Executive Director
Signed
2020-06-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katherine Lavelle
Formed
2009
Legal Domicile
Va
Voting Board Members
5
Independent Board Members
0
Employees
12

Preparer

Firm
Jay E Reiner CPA Pllc
Address
2111 WILSON BLVD STE 700, ARLINGTON, VA 22201
Preparer
Jay E Reiner CPA
Phone
7033515011
Raw XML Appendix393 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/Desc0SERVICE/RESEARCH: THE ORGANIZATION PROVIDED MORE THAN 5,000 MASSAGE THERAPY SESSIONS TO HOSPITALIZED PATIENTS, THEIR FAMILY MEMBERS AND TO PEOPLE LIVING WITH ACUTE,CHRONIC AND SERIOUS ILLNESS IN THE DC METROPOLITAN AND NORTHERN VIRGINIA AREA COMMUNITY, PROVIDING MASSAGE THERAPY AT VIRGINIA HOSPITAL CENTER, CHILDREN'S NATIONAL MEDICAL CENTER, MEDSTAR WASHINGTON HOSPITAL CENTER, INOVA SCHAR CANCER INSTITUTE, LIFE WITH CANCER, SILVERADO MEMORY CARE, INOVA ALEXANDRIA HOSPITAL, GOODWIN HOUSE, AND IN PATIENTSHOMES THROUGHOUT THE DC METRO AND NORTHERN VIRGINIA REGION. THE ORGANIZATION APPLIED FOR A GRANT TO THE BOARD OF VISITORS AT CHILDRENS NATIONAL MEDICAL CENTER TO GROW ITS PRESENCE AT THAT INSTITUTION. THE GRANT HAS NOT YET BEEN REVIEWED. HEALWELL PARTNERED WITH MEDSTAR WASHINGTON HOSPITAL CENTER'S HEART AND VASCULAR INSTITUTE TO LAUNCH A STUDY WITH PATIENTS WHO RECEIVED LEFT-VENTRICULAR ASSIST DEVICES TO MEASURE THE ROLE OF MASSAGE THERAPY ON SELF-EFFICACY.THE STUDY IS FUNDED BY THE MASSAGE THERAPY FOUNDATION AND WILL CONTINUE INTO 2020. HEALWELL AND CLINICAL PARTNERS FROM MEDSTAR WASHINGTON HOSPITAL CENTERS PALLIATIVE CARE TEAM SUBMITTED A QUALITATIVE RESEARCH PAPER TO A PEER-REVIEWED JOURNAL FOR PUBLICATION OF FINDINGS FROM 2018 PALLIATIVE CARE MASSAGE THERAPY DOSING STUDY FUNDED BY THE PALMER FOUNDATION. HEALWELL PARTNERED WITH DRS. SHANA JACOBS AT CHILDRENS NATIONAL AND TRACEY JUBILIER AT CHILDRENS HOSPITAL OF PHILADELPHIA FOR A MULTI-YEAR, DUAL-SITE STUDY OF MASSAGE THERAPY WITH PEDIATRIC BONE MARROW TRANSPLANT PATIENTS. THE APPLICATION HAS NOT YET BEEN REVIEWED.
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IRS990/MissionDesc0HEALWELL IMPROVES THE QUALITY OF LIFE FOR PEOPLE AFFECTED BY ACUTE, CHRONIC AND SERIOUS ILLNESS. OUR ORGANIZATION PARTNERS WITH CLINICAL FACILITIES AND HOSPITALS TO CONDUCT MASSAGE THERAPY RESEARCH AND TO PROVIDE MASSAGE THERAPY TO HOSPITALIZED PATIENTS AND PEOPLE RECEIVING HEALTHCARE IN THEIR HOMES OR OTHER FACILITIES. WE ALSO PROVIDE POST-GRADUATE/ADVANCED TRAINING FOR MASSAGE THERAPISTS AND OTHER HEALTHCARE PROFESSIONALS IN SUPPORT OF MEANINGFUL INTEGRATION OF MASSAGE THERAPY AND A MORE COMPASSIONATE AND SKILLED HEALTHCARE SYSTEM.
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt073422
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1174537
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATION; THE ORGANIZATION TAUGHT OVER 200 STUDENTS IN 9 DIFFERENT LIVE COURSES AND INVITED TWO GUEST INSTRUCTORS (FROM CANADA AND FLORIDA) TO SUPPORT THE ORGANIZATION'S EDUCATION PROGRAM WITH THEIR SPECIALIZED COURSES. THE ORGANIZATION RAN A NEW 4-DAY, HOSPITAL-BASED PEDIATRIC MASSAGE THERAPY COURSE AT CHILDRENS NATIONAL MEDICAL CENTER ATTENDED BY 10 STUDENTS FROM THE US, CANADA AND SPAIN. HEALWELL HOSTED 7 MASSAGE THERAPISTS FROM ACROSS THE US IN OUR 9-DAY HOSPITAL-BASED MASSAGE THERAPY STEWARDSHIP PROGRAM. TWO OF THE ORGANIZATION'S INSTRUCTORS TRAVELED TO VANCOUVER IN EARLY 2019 TO PROVIDE KEYNOTE AND SUPPLEMENTAL PRESENTATIONS FOR THE ONCOLOGY-FOCUSED ANNUAL SYMPOSIUM HOSTED BY THE REGISTERED MASSAGE THERAPISTS OF BRITISH COLUMBIA. THE ORGANIZATION'S THERAPISTS EDUCATED PATIENTS AND CAREGIVERS IN BASIC MASSAGE THERAPY TECHNIQUES THROUGH A PARTNERSHIP WITH MEDSTAR WASHINGTON CANCER INSTITUTE IN SUPPORT OF CANCER SURVIVORSHIP PROGRAMMING. TWO OF THE ORGANIZATION'S STAFF MEMBERS PUBLISHED ARTICLES IN INDUSTRY TRADE JOURNALS. THE ORGANIZATION PARTNERED WITH WILLIAM COLLINGE & ASSOCIATES TO SUBMIT A GRANT FOR NIH FUNDING TO SUPPORT THE CREATION OF A MULTI-MEDIA CAREGIVER EDUCATION PROGRAM TO ADDRESS CHEMOTHERAPY-INDUCED PERIPHERAL NEUROPATHY. THE APPLICATION WILL BE REVIEWED IN JULY 2020.
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXECUTIVE DIRECTOR AND OPERATIONS DIRECTOR REVIEW THE 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAUREN CATES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEALWELL
ReturnHeader/Filer/BusinessNameControlTxt0HEAL
ReturnHeader/Filer/EIN0270743419
ReturnHeader/Filer/PhoneNum07036621603
ReturnHeader/Filer/USAddress/AddressLine1Txt04201 WILSON BLVD 110-341
ReturnHeader/Filer/USAddress/CityNm0ARLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022203
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0050545354
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAY E REINER CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02111 WILSON BLVD STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022201
ReturnHeader/PreparerPersonGrp/PhoneNum07033515011
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAY E REINER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-06-18T08:04:47-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.94$0.09$1.85$7.69$7.57$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.86$0.12$1.73$6.79$6.04$0.75
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$5.03$5.10$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$5.16$4.00$1.16
2020Detailed filing. Detailed filing data is available for this year.$0.53$0.63$0.10$2.08$3.09$1.01
2019Detailed filing. Detailed filing data is available for this year.$0.92$0.01$0.91$3.01$2.96$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.12$0.86$1.77$1.81$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.96$0.05$0.91$1.27$1.34$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.73$0.50$0.23
2014Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.64$0.40$0.24
2013Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.50$0.35$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.00$0.24$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.00$0.09$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.00$0.02$0.01