Civic Intelligence

Living Well Foundation

EIN 27-5317208 • 501(c)3

Profile

To assist Community Residents at risk of losing Community housing or healthcare services due to economic hardships or poverty. The Foundation will make cash grants on behalf of Residents establishing their needs and meeting the strict eligibility requirements.

10706 Sikes Place28277
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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

98th percentile

100%

Higher net margin than 98% of similar nonprofits.

NTEE T30 • <$500k nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

NTEE T30 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$426,060

Up $291,845 (+217%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$426,060

Up $291,845 (+217%) from 2013

Operations
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

Up

$100,016

Up $99,955 (+163861%) from 2013

Expenses

Down

$22

Down $2,600 (-99%) from 2013

Net Income

Up

$99,994

Up $102,555 (+4004%) from 2013

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2011: $138,125Net Assets 2011: $138,1252011Assets 2012: $136,776Net Assets 2012: $136,7762012Assets 2013: $134,215Net Assets 2013: $134,2152013Assets 2023: $426,060Net Assets 2023: $426,0602023

Highlighted filing

2023

Assets$426,060
Liabilities-
Net Assets$426,060
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $150,527Expenses 2011: $12,402Net Income 2011: $138,1252011Revenue 2012: $26,607Expenses 2012: $27,956Net Income 2012: -$1,3492012Revenue 2013: $61Expenses 2013: $2,622Net Income 2013: -$2,5612013Revenue 2023: $100,016Expenses 2023: $22Net Income 2023: $99,9942023

Highlighted filing

2023

Revenue$100,016
Expenses$22
Net Income$99,994
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$426,060
Liabilities
-
Net assets
$426,060
Revenue
$100,016
Expenses
$22
Net income
$99,994
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.26$4.26$1.00$0.00$1.00
2013Detailed filing. Detailed filing data is available for this year.$1.34$1.34$0.00$0.03$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$1.37$0.27$0.28$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$1.38$1.51$0.12$1.38
Latest Detailed Filing

The latest 2023 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2013 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 14, 2014
Return Version
2013v3.1
Gross Receipts
$61
Mission and Program Overview

Mission

Living Well Foundation was established to receive, invest and administer tax-deductible contributions for the benevolent support of residents in need of financial assistance, residing within any of the Senior Living Communities.

To assist Community Residents at risk of losing Community housing or healthcare services due to economic hardships or poverty. The Foundation will make cash grants on behalf of Residents establishing their needs and meeting the strict eligibility requirements.

Program Services

DescriptionGrantsExpenses
Cash grants on behalf of residents who establish their needs and who meet strict eligibility requirements.$2,000$2,000
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katie HuffstetlerPresident-$0--
Bill ReidDirector-$0--
Nicole ChittyDirector-$0--
Michael FulginitiSec/Treas-$0--
Filing and Contact Details

Filer

EIN
27-5317208
Phone
7042461614

Signing Officer

Name
Mary Katherine Huffstetler
Title
President
Signed
2014-08-14
Discuss with paid preparer
Yes

Preparer

Preparer
Terry W Lancaster
Phone
7043721515
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $150”

Other Expenses.1

“Bank/credit card fees $472”

Raw XML Appendix130 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Gary Ventola
IRS990EZ/BooksInCareOfDetail/PhoneNum07042461610
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1010706 Sikes Place
IRS990EZ/BooksInCareOfDetail/USAddress/City0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/State0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode028277
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0136776
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0134215
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2561
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0136776
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0134215
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02000
IRS990EZ/GrossReceiptsAmt061
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt061
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0136776
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0134215
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0136776
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0134215
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Katie Huffstetler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Bill Reid
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Nicole Chitty
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Michael Fulginiti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Sec/Treas
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0622
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To assist Community Residents at risk of losing Community housing or healthcare services due to economic hardships or poverty. The Foundation will make cash grants on behalf of Residents establishing their needs and meeting the strict eligibility requirements.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Cash grants on behalf of residents who establish their needs and who meet strict eligibility requirements.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02622
IRS990EZ/TotalProgramServiceExpensesAmt02000
IRS990EZ/TotalRevenueAmt061
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.living-well-foundation.com
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt026406
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0150500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0176906
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt061
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0201
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt027
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0289
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt08188
IRS990ScheduleA/SubstantialContributorsTotAmt0168718
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt026406
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0150500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0176906
IRS990ScheduleA/TotalSupportAmt0177195
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank/credit card fees $472
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mary Katherine Huffstetler
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10Living Well Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LIVI
ReturnHeader/Filer/EIN0275317208
ReturnHeader/Filer/PhoneNum07042461614
ReturnHeader/Filer/USAddress/AddressLine1010706 Sikes Place
ReturnHeader/Filer/USAddress/City0Charlotte
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028277
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10C DeWitt Foard & Co PA CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101001 Morehead Square DrSte450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode028203
ReturnHeader/PreparerPersonGrp/PhoneNum07043721515
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terry W Lancaster
ReturnHeader/ReturnTs02014-08-14T10:48:51-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. NTEE T30 • <$500k nonprofits