Civic Intelligence

Wellness Forum Foundation Inc

990 • Fiscal year 2023 • EIN 31-1724655

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 10, 2024

co Boytan 800B Cross Pointe RdGahanna, OH 43230

(614) 841-7700

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

17th percentile

-25%

Higher net margin than 17% 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

24th percentile

-19%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

14th percentile

-40%

Faster revenue growth than 14% of similar nonprofits.

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

Assets

Down

$152,413

Down $36,087 (-19%) from 2022

Net Assets

Down

$152,413

Down $36,087 (-19%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$354,906

Down $235,980 (-40%) from 2022

Expenses

Down

$442,098

Down $167,615 (-27%) from 2022

Net Income

Down

-$87,192

Down $68,365 (-363%) from 2022

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2013: $8,289Liabilities 2013: $0Net Assets 2013: $8,2892013Assets 2021: $207,327Liabilities 2021: $0Net Assets 2021: $207,3272021Assets 2022: $188,500Liabilities 2022: $0Net Assets 2022: $188,5002022Assets 2023: $152,413Liabilities 2023: $0Net Assets 2023: $152,4132023Assets 2024: $143,525Liabilities 2024: $0Net Assets 2024: $143,5252024

Highlighted filing

2023

Assets$152,413
Liabilities$0
Net Assets$152,413

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2013: $0Expenses 2013: $2,269Net Income 2013: -$2,2692013Revenue 2021: $278,350Expenses 2021: $71,023Net Income 2021: $207,3272021Revenue 2022: $590,886Expenses 2022: $609,713Net Income 2022: -$18,8272022Revenue 2023: $354,906Expenses 2023: $442,098Net Income 2023: -$87,1922023Revenue 2024: $353,455Expenses 2024: $362,343Net Income 2024: -$8,8882024

Highlighted filing

2023

Revenue$354,906
Expenses$442,098
Net Income-$87,192
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 10, 2024
Return Version
2023v5.1
Gross Receipts
$354,906
Mission and Program Overview

Mission

health education in schools

The Wellness Forum Foundation empowers youth and families through outreach, research, advocacy and education to enjoy stronger health through better nutrition.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pd in Cap Srpls Land Bldg Eqp Fund$239,605$239,605→ $0
Cash and Non-Interest-Bearing Accounts$239,605$152,413▼ $87,192
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$-87,192▼ $87,192
Total Assets$239,605$152,413▼ $87,192
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$239,605$152,413▼ $87,192
Total Liabilities and Net Assets / Fund Balance$239,605$152,413▼ $87,192
Compensation and Service Providers

Board Members and Trustees

NameTitle
Pamela PopperDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$354,906
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$354,906
Change in Net Assets
$-87,192
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$442,098
Total Fundraising Expense$6,605
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal$365,718--$365,718
Advertising$10,624--$10,624
Other Expenses$11,776$7,063$6,605$6,605
All Other Expenses$4,693--$4,693
Fees for Services Accounting-$1,419-$1,419
Total Functional Expenses$392,811$42,682$6,605$442,098
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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, Section B, line 11B

Return reviewed by Board prior to filing.

Form 990, Part VI, Section C, line 19

Nonprofit returns are available for public inspection with appointment at the organization's office.

Filing and Contact Details

Filer

Filer Name
Wellness Forum Foundation Inc
EIN
31-1724655
Phone
6148417700
Address
co Boytan 800B Cross Pointe Rd, Gahanna, OH 43230

Signing Officer

Name
Dr Pamela Popper
Title
Director
Phone
6148417700
Signed
2024-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pam Popper
Formed
2020
Legal Domicile
Oh
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
12

Preparer

Firm
Boytan & Associates LLP
Address
800 Cross Pointe Road Suite B, Gahanna, OH 43230
Preparer
Alex Boytan CPA
Phone
6149470888
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