Civic Intelligence

First Coast Worksite Wellness Council Inc.

990EZ • Fiscal year 2023 • EIN 27-0974577

Jul 01, 2022 to Jun 30, 2023 • Filed on Mar 21, 2025

Organization ProfileFIRSTCOASTWWC.ORG
4720 Salisbury RoadJacksonville, FL 32256

(904) 598-7465

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

11th percentile

-47%

Higher net margin than 11% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

27th percentile

-15%

Faster asset growth than 27% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

21st percentile

-26%

Faster revenue growth than 21% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$136,087

Down $16,555 (-11%) from 2021

Net Assets

Down

$136,087

Down $16,555 (-11%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin11th percentile

Revenue

Up

$49,500

Up $69,962 (+342%) from 2021

Expenses

Up

$72,784

Up $63,181 (+658%) from 2021

Net Income

Up

-$23,284

Up $6,781 (+23%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$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 2023: $136,087Net Assets 2023: $136,0872023Assets 2024: $153,409Net Assets 2024: $153,4092024Assets 2025: $117,473Net Assets 2025: $117,4732025

Highlighted filing

2023

Assets$136,087
Liabilities-
Net Assets$136,087
Open 2023 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income across loaded years, with this 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 2023: $49,500Expenses 2023: $72,784Net Income 2023: -$23,2842023Revenue 2024: $105,351Expenses 2024: $88,027Net Income 2024: $17,3242024Revenue 2025: $86,645Expenses 2025: $122,580Net Income 2025: -$35,9352025

Highlighted filing

2023

Revenue$49,500
Expenses$72,784
Net Income-$23,284
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Mar 21, 2025
Return Version
2022v5.0
Gross Receipts
$49,500
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.-$18,574
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARLY MCKIMMChair-$0--
JAIME KENNEDYVice Chair-$0--
SARA FALKSecretary-$0--
MICHAEL A CLOUSERLegal & Comp-$0--
KENYON SUTTONSponsorship-$0--
JAY NOLESTreasurer-$0--
EBONY BERRYEvents Co-Di-$0--
KIMBERLEE FLYNNEvents Co-Di-$0--
GINA GONNELLAMembership-$0--
CASSIE BRUCESenior Advis-$0--
RACHEL MCELREATH MILLERSenior Advis-$0--
ELIOT ASYRE PHDSenior Advis-$0--
KATIE SIMSMarketing-$0--
TORI SNOWHealthiest C-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Carly Mckimm
Title
Chair
Phone
9042532277
Signed
2025-03-21
Discuss with paid preparer
Yes

Preparer

Firm
Financial Solution Advisors Pllc
Address
4350 PABLO PROFESSIONAL CT STE 200, JACKSONVILLE, FL 32224-3224
Preparer
Donald L Drummond CPA
Phone
9042962024
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office expense 4,840 insurance 1,940 dues & subscriptions 2,150 bank charges 1,573 professional 2,697 total 13,200”

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 Appendix174 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARLY MCKIMM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAIME KENNEDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARA FALK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL A CLOUSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KENYON SUTTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JAY NOLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6EBONY BERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KIMBERLEE FLYNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8GINA GONNELLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9CASSIE BRUCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10RACHEL MCELREATH MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ELIOT ASYRE PHD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12KATIE SIMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13TORI SNOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3LEGAL & COMP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SPONSORSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6EVENTS CO-DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7EVENTS CO-DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9SENIOR ADVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10SENIOR ADVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11SENIOR ADVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12MARKETING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13HEALTHIEST C
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt013200
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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/ProgramServiceExpensesAmt018574
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt072784
IRS990EZ/TotalProgramServiceExpensesAmt018574
IRS990EZ/TotalRevenueAmt049500
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0FIRSTCOASTWWC.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt049500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt066871
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt021646
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt019286
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt022143
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0179446
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03080
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt044526
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt088631
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0136237
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0315683
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt049500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066871
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt024726
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt063812
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0110774
IRS990ScheduleA/Total509Grp/TotalAmt0315683
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt049500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt066871
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0110774
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSE 4,840 INSURANCE 1,940 DUES & SUBSCRIPTIONS 2,150 BANK CHARGES 1,573 PROFESSIONAL 2,697 TOTAL 13,200
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/PersonNm0CARLY MCKIMM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum09042532277
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FIRST COAST WORKSITE WELLNESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COUNCIL
ReturnHeader/Filer/BusinessNameControlTxt0FIRS
ReturnHeader/Filer/EIN0270974577
ReturnHeader/Filer/USAddress/AddressLine1Txt04720 SALISBURY ROAD
ReturnHeader/Filer/USAddress/CityNm0JACKSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032256
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461041593
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FINANCIAL SOLUTION ADVISORS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04350 PABLO PROFESSIONAL CT STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSONVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0322243224
ReturnHeader/PreparerPersonGrp/PhoneNum09042962024
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD L DRUMMOND CPA
ReturnHeader/ReturnTs02025-03-21T15:05:59-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$136,087
Liabilities
-
Net assets
$136,087
Revenue
$49,500
Expenses
$72,784
Net income
-$23,284
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
2023Detailed filing. Detailed filing data is available for this year.$1.36$1.36$0.50$0.73$0.23
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