Civic Intelligence

First Coast Worksite Wellness

EIN 27-0974577 • 501(c)3 • Jacksonville, FL

Profile

To improve the health of the first coast community by sharing resources and providing guidance through our member businesses.

4720 Salisbury RoadJacksonville, FL 32256

firstcoastwwc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

16th percentile

-41%

Higher net margin than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

30th percentile

-23%

Faster asset growth than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

35th percentile

-18%

Faster revenue growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$117,473

Down $35,936 (-23%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$117,473

Down $35,936 (-23%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin16th percentile

Revenue

Down

$86,645

Down $18,706 (-18%) from 2024

Expenses

Up

$122,580

Up $34,553 (+39%) from 2024

Net Income

Down

-$35,935

Down $53,259 (-307%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2015: $73,442Net Assets 2015: $73,4422015Assets 2016: $109,971Net Assets 2016: $109,9712016Assets 2018: $113,886Net Assets 2018: $113,8862018Assets 2019: $168,246Net Assets 2019: $168,2462019Assets 2021: $152,642Net Assets 2021: $152,6422021Assets 2024: $153,409Net Assets 2024: $153,4092024Assets 2025: $117,473Net Assets 2025: $117,4732025

Highlighted filing

2025

Assets$117,473
Liabilities-
Net Assets$117,473
Open 2025 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2015: $16,064Expenses 2015: $3,029Net Income 2015: $13,0352015Revenue 2016: $39,889Expenses 2016: $3,359Net Income 2016: $36,5302016Revenue 2018: $13,509Expenses 2018: $31,515Net Income 2018: -$18,0062018Revenue 2019: $61,157Expenses 2019: $6,798Net Income 2019: $54,3592019Revenue 2021: -$20,462Expenses 2021: $9,603Net Income 2021: -$30,0652021Revenue 2024: $105,351Expenses 2024: $88,027Net Income 2024: $17,3242024Revenue 2025: $86,645Expenses 2025: $122,580Net Income 2025: -$35,9352025

Highlighted filing

2025

Revenue$86,645
Expenses$122,580
Net Income-$35,935
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$117,473
Liabilities
-
Net assets
$117,473
Revenue
$86,645
Expenses
$122,580
Net income
-$35,935
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.17$1.17$0.87$1.23$0.36
2024Detailed filing. Detailed filing data is available for this year.$1.53$1.53$1.05$0.88$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.53$1.53$0.20$0.10$0.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$1.68$0.61$0.07$0.54
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$1.14$0.14$0.32$0.18
2016Detailed filing. Detailed filing data is available for this year.$1.10$1.10$0.40$0.03$0.37
2015Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.16$0.03$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 19, 2025
Return Version
2024v5.0
Gross Receipts
$86,645
Mission and Program Overview

Mission

To improve the health of the first coast community by sharing resources and providing guidance through our member businesses.

Program Services

DescriptionGrantsExpenses
TO IMPROVE THE HEALTH OF THE FIRST COAST COMMUNITY BY SHARING RESOURCES AND PROVIDING GUIDANCE THROUGH OUR MEMBER BUSINESSES.-$16,410
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARLY MCKIMMChairPT$0--
JAIME KENNEDYSenior AdvisPT$0--
MEGHAN ACKERMANSecretaryPT$0--
MICHAEL A CLOUSERLegal & CompPT$0--
DAVID SNEEDSponsorshipPT$0--
JAY NOLESVice ChairPT$0--
EBONY BERRYEvents Co-DiPT$0--
KIMBERLEE FLYNNEvents Co-DiPT$0--
GINA GONNELLAMembershipPT$0--
CASSIE BRUCESenior AdvisPT$0--
KATIE SIMSMarketingPT$0--
TORI SNOWHealthiest CPT$0--
BRANDON NORMANTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
First Coast Worksite Wellness
EIN
27-0974577
Phone
9043573012
Address
4720 SALISBURY ROAD, JACKSONVILLE, FL 32256

Signing Officer

Name
Brandon Norman
Title
Treasurer
Phone
9043573012
Signed
2025-09-19
Discuss with paid preparer
Yes

Preparer

Firm
Financial Solution Advisors LLC
Address
4350 PABLO PROFESSIONAL CT STE 200, JACKSONVILLE, FL 32224
Preparer
Shawn Retherford CPA
Phone
9042962024
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office expense 6,990 dues & subscriptions 1,284 professional 2,089 total 10,363”

Form 990-ez, Part III

“To improve the health of the first coast community by sharing resources and providing guidance through our member businesses.”

Raw XML Appendix169 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JACKSONVILLE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARLY MCKIMM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAIME KENNEDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MEGHAN ACKERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL A CLOUSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID SNEED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JAY NOLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6EBONY BERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KIMBERLEE FLYNN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12BRANDON NORMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SENIOR ADVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3LEGAL & COMP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SPONSORSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6EVENTS CO-DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7EVENTS CO-DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9SENIOR ADVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10MARKETING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11HEALTHIEST C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010363
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO IMPROVE THE HEALTH OF THE FIRST COAST COMMUNITY BY SHARING RESOURCES AND PROVIDING GUIDANCE THROUGH OUR MEMBER BUSINESSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016410
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSE 6,990 DUES & SUBSCRIPTIONS 1,284 PROFESSIONAL 2,089 TOTAL 10,363
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO IMPROVE THE HEALTH OF THE FIRST COAST COMMUNITY BY SHARING RESOURCES AND PROVIDING GUIDANCE THROUGH OUR MEMBER BUSINESSES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRANDON NORMAN
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ReturnHeader/BusinessOfficerGrp/PhoneNum09043573012
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FIRST COAST WORKSITE WELLNESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COUNCIL
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ReturnHeader/Filer/EIN0270974577
ReturnHeader/Filer/PhoneNum09043573012
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ReturnHeader/Filer/USAddress/CityNm0JACKSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032256
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461041593
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSONVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032224
ReturnHeader/PreparerPersonGrp/PhoneNum09042962024
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN RETHERFORD CPA
ReturnHeader/ReturnTs02025-12-29T15:29:42-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits