Civic Intelligence

Cordelia Knott Wellness Foundation

990EZ • Fiscal year 2013 • EIN 33-0368943

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 10, 2014

Organization Profilewww.ckwellnesscenter.org
PO Box 1909Suite92856-1909

(714) 569-0318

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

2nd percentile

-229%

Higher net margin than 2% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

18th percentile

-23%

Faster asset growth than 18% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$43,196

Down $13,184 (-23%) from 2012

Net Assets

Down

$43,196

Down $13,184 (-23%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin2nd percentile

Revenue

$5,751

No earlier filing loaded for comparison.

Expenses

Down

$18,933

Down $1,291,573 (-99%) from 2012

Net Income

-$13,182

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$1.0M$500K$0Assets 2011: $863,196Liabilities 2011: $15,837Net Assets 2011: $847,3592011Assets 2012: $56,380Liabilities 2012: $0Net Assets 2012: $56,3802012Assets 2013: $43,196Liabilities 2013: $0Net Assets 2013: $43,1962013Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2013

Assets$43,196
Liabilities$0
Net Assets$43,196
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $301,9572011Expenses 2012: $1,310,5062012Revenue 2013: $5,751Expenses 2013: $18,933Net Income 2013: -$13,1822013Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015

Highlighted filing

2013

Revenue$5,751
Expenses$18,933
Net Income-$13,182
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 10, 2014
Return Version
2013v3.1
Gross Receipts
$5,751
Mission and Program Overview

Mission

The cordelia knott wellness foundation is dedicated to the support of cancer patients and committed to educating the community on the importance of a healthy mind, body and spirit.

Program Services

DescriptionGrantsExpenses
NONE--
NONE--
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELODIA CAMALICHDirector-$0--
PAULETTE CORUMDirector-$0--
SEAN P KELLYTreasurer-$0--
SHIRLEY J MORETTIPresidentFT$0--
GERI MUSGRAVESecretaryFT$0--
MARY REAFSNYDERVice President-$0--
ROBIN MATHERSONDirector-$0--
VANA SURMANIANDirector-$0--
ANNE WESTHOFFDirector-$0--
Filing and Contact Details

Filer

EIN
33-0368943
In Care Of
% SHIRLEY J MORETTI
Phone
7145690318

Signing Officer

Name
Shirley Moretti
Title
President
Phone
7143368991
Signed
2014-11-10
Discuss with paid preparer
Yes

Preparer

Preparer
Sean Kelly
Phone
7143368991
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 16

“Description:INSURANCE Amount:2108”

Form 990EZ Part I Line 16

“Description:LICENSES & FEES Amount:75”

Form 990EZ Part I Line 16

“Description:STATE TAX Amount:35”

Form 990EZ Part I Line 16

“Description:BANK FEES Amount:205”

Form 990EZ Part I Line 16

“Description:COMPUTER SERVICES Amount:115”

Raw XML Appendix195 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/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELODIA CAMALICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAULETTE CORUM
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHIRLEY J MORETTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GERI MUSGRAVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARY REAFSNYDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROBIN MATHERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7VANA SURMANIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ANNE WESTHOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt02538
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE CORDELIA KNOTT WELLNESS FOUNDATION IS DEDICATED TO THE SUPPORT OF CANCER PATIENTS AND COMMITTED TO EDUCATING THE COMMUNITY ON THE IMPORTANCE OF A HEALTHY MIND, BODY AND SPIRIT.
IRS990EZ/PrintingPublicationsPostageAmt0268
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NONE
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0902
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018933
IRS990EZ/TotalRevenueAmt05751
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0www.ckwellnesscenter.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05751
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0501244
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0350912
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0309561
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0201349
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt022902
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt091190
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IRS990ScheduleA/PublicSupportCY170Pct00.93754
IRS990ScheduleA/PublicSupportPY170Pct00.92513
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IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
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IRS990ScheduleA/TotalSupportAmt01460007
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description:INSURANCE Amount:2108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:LICENSES & FEES Amount:75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:STATE TAX Amount:35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:BANK FEES Amount:205
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:COMPUTER SERVICES Amount:115
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990EZ PART I LINE 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHIRLEY MORETTI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07143368991
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10CORDELIA KNOTT WELLNESS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CORD
ReturnHeader/Filer/EIN0330368943
ReturnHeader/Filer/InCareOfNm0% SHIRLEY J MORETTI
ReturnHeader/Filer/PhoneNum07145690318
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1909
ReturnHeader/Filer/USAddress/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0ORANGE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0928561909
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine108105 IRVINE CENTER DRIVE SUITE 650
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092618
ReturnHeader/PreparerPersonGrp/PhoneNum07143368991
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SEAN KELLY
ReturnHeader/ReturnTs02014-11-17T12:17:46-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,196
Liabilities
$0
Net assets
$43,196
Revenue
$5,751
Expenses
$18,933
Net income
-$13,182
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.01$0.02$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.00$0.06$1.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.02$0.85$0.30