Civic Intelligence

First Coast Worksite Wellness Council Inc.

990EZ • Fiscal year 2024 • EIN 27-0974577

Jul 01, 2023 to Jun 30, 2024 • Filed on Mar 26, 2025

Organization ProfileFIRSTCOASTWWC.ORG
4720 Salisbury RoadJacksonville, FL 32256

(904) 357-3012

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

70th percentile

16%

Higher net margin than 70% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

113%

Faster revenue growth than 92% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$153,409

Up $767 (+0.5%) from 2021

Net Assets

Up

$153,409

Up $767 (+0.5%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin70th percentile

Revenue

Up

$105,351

Up $125,813 (+615%) from 2021

Expenses

Up

$88,027

Up $78,424 (+817%) from 2021

Net Income

Up

$17,324

Up $47,389 (+158%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth66th 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 2024: $153,409Net Assets 2024: $153,4092024Assets 2025: $117,473Net Assets 2025: $117,4732025

Highlighted filing

2024

Assets$153,409
Liabilities-
Net Assets$153,409
Open 2024 Filing

Operations Trend

Revenue Growth92nd 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 2024: $105,351Expenses 2024: $88,027Net Income 2024: $17,3242024Revenue 2025: $86,645Expenses 2025: $122,580Net Income 2025: -$35,9352025

Highlighted filing

2024

Revenue$105,351
Expenses$88,027
Net Income$17,324
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 26, 2025
Return Version
2023v6.0
Gross Receipts
$105,351
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.-$16,213
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARLY MCKIMMChairPT$0--
JAIME KENNEDYSenior AdvisPT$0--
SARA FALKSecretaryPT$0--
MICHAEL A CLOUSERLegal & CompPT$0--
KENYON SUTTONSponsorshipPT$0--
JAY NOLESVice ChairPT$0--
EBONY BERRYEvents Co-DiPT$0--
KIMBERLEE FLYNNEvents Co-DiPT$0--
GINA GONNELLAMembershipPT$0--
CASSIE BRUCESenior AdvisPT$0--
RACHEL MCELREATH MILLERSenior AdvisPT$0--
ELIOT ASYRE PHDSenior 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
Carly Mckimm
Title
Chair
Phone
9043573012
Signed
2025-03-26
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office expense 6,179 dues & subscriptions 1,435 professional 2,188 total 9,802”

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 Appendix178 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
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032256
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0136085
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0153409
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IRS990EZ/ExcessOrDeficitForYearAmt017324
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt070753
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/NetAssetsOrFundBalancesBOYAmt0136085
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IRS990EZ/OccupancyRentUtltsAndMaintAmt07472
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt125.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt145.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
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/PersonNm14BRANDON 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/TitleTxt10SENIOR ADVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11SENIOR ADVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12MARKETING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13HEALTHIEST C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09802
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO IMPROVE THE HEALTH OF THE FIRST COAST COMMUNITY BY SHARING RESOURCES AND PROVIDING GUIDANCE THROUGH OUR MEMBER BUSINESSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO IMPROVE THE HEALTH OF THE FIRST COAST COMMUNITY BY SHARING RESOURCES AND PROVIDING GUIDANCE THROUGH OUR MEMBER BUSINESSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016213
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt088027
IRS990EZ/TotalProgramServiceExpensesAmt016213
IRS990EZ/TotalRevenueAmt0105351
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0FIRSTCOASTWWC.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0105351
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt049500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt066871
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt021646
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt019286
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0262654
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03080
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt044526
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt047606
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0310260
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0105351
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt049500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt066871
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt024726
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt063812
IRS990ScheduleA/Total509Grp/TotalAmt0310260
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0105351
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt049500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt066871
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt024726
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt063812
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0310260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSE 6,179 DUES & SUBSCRIPTIONS 1,435 PROFESSIONAL 2,188 TOTAL 9,802
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/PhoneNum09043573012
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FIRST COAST WORKSITE WELLNESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COUNCIL
ReturnHeader/Filer/BusinessNameControlTxt0FIRS
ReturnHeader/Filer/EIN0270974577
ReturnHeader/Filer/PhoneNum09043573012
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/PreparationDt02025-05-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN RETHERFORD CPA
ReturnHeader/ReturnTs02025-05-21T18:26:52-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$153,409
Liabilities
-
Net assets
$153,409
Revenue
$105,351
Expenses
$88,027
Net income
$17,324
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