Civic Intelligence

Wellness House Foundation Inc.

990 • Fiscal year 2015 • EIN 36-4418434

Jul 01, 2014 to Jun 30, 2015 • Filed on Mar 22, 2016

Organization ProfileWWW.WELLNESSHOUSE.ORG
131 N County Line RoadHinsdale, IL 60521

(630) 323-5150

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

6th percentile

0.00x

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

98th percentile

89%

Higher net margin than 98% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

75th percentile

$191,061

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

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

Source year 2015

Revenue Growth

Score unavailable

No value available

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

Source year 2015

Balance Sheet
Liabilities / Assets6th percentile

Assets

$8,760,874

No earlier filing loaded for comparison.

Net Assets

$8,760,874

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin98th percentile

Revenue

$3,665,335

No earlier filing loaded for comparison.

Expenses

$406,154

No earlier filing loaded for comparison.

Net Income

$3,259,181

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15M$10M$5.0M$0Assets 2015: $8,760,874Liabilities 2015: $0Net Assets 2015: $8,760,8742015Assets 2016: $9,696,498Liabilities 2016: $0Net Assets 2016: $9,696,4982016Assets 2017: $10,969,574Liabilities 2017: $0Net Assets 2017: $10,969,5742017Assets 2019: $11,382,563Liabilities 2019: $684Net Assets 2019: $11,381,8792019Assets 2020: $10,907,588Liabilities 2020: $6,375Net Assets 2020: $10,901,2132020Assets 2021: $13,342,083Liabilities 2021: $6,375Net Assets 2021: $13,335,7082021Assets 2022: $11,304,864Liabilities 2022: $1,626Net Assets 2022: $11,303,2382022Assets 2023: $11,728,578Liabilities 2023: $0Net Assets 2023: $11,728,5782023Assets 2024: $12,652,698Liabilities 2024: $1,726Net Assets 2024: $12,650,9722024Assets 2025: $13,223,208Liabilities 2025: $1,726Net Assets 2025: $13,221,4822025

Highlighted filing

2015

Assets$8,760,874
Liabilities$0
Net Assets$8,760,874
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MRevenue 2015: $3,665,335Expenses 2015: $406,154Net Income 2015: $3,259,1812015Revenue 2016: $1,534,334Expenses 2016: $435,903Net Income 2016: $1,098,4312016Revenue 2017: $1,006,129Expenses 2017: $482,327Net Income 2017: $523,8022017Revenue 2019: $2,254,637Expenses 2019: $618,591Net Income 2019: $1,636,0462019Revenue 2020: $496,383Expenses 2020: $648,436Net Income 2020: -$152,0532020Revenue 2021: $346,486Expenses 2021: $634,451Net Income 2021: -$287,9652021Revenue 2022: $442,180Expenses 2022: $657,415Net Income 2022: -$215,2352022Revenue 2023: $315,971Expenses 2023: $687,184Net Income 2023: -$371,2132023Revenue 2024: $745,616Expenses 2024: $692,549Net Income 2024: $53,0672024Revenue 2025: $564,429Expenses 2025: $701,603Net Income 2025: -$137,1742025

Highlighted filing

2015

Revenue$3,665,335
Expenses$406,154
Net Income$3,259,181
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Mar 22, 2016
Return Version
2014v6.0
Gross Receipts
$6,013,793
Mission and Program Overview

Mission

To provide financial support to wellness house, inc., a non-for-profit organization which encourages, educates, and emotionally supports people working to overcome the effects of cancer in their lives.

Wellness house envisions a community where all people affected by cancer thrive. Offered at no cost, and as a complement to medical treatment, our programs educate, support, empower participants so they will improve their physical and emotional well-being.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,782,613$6,745,041▲ $962,428
Investments Other Securities-$1,733,236-
Cash and Non-Interest-Bearing Accounts$327,618$282,597▼ $45,021
Total Assets$6,110,231$8,760,874▲ $2,650,643
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$5,047,708$7,698,351▲ $2,650,643
Permanently Rstr Net Assets$1,062,523$1,062,523→ $0
Total Net Assets Fund Balance$6,110,231$8,760,874▲ $2,650,643
Total Liabilities and Net Assets / Fund Balance$6,110,231$8,760,874▲ $2,650,643

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,733,236--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$6,110,231$3,065,970▼ $75,234$64,236$8,760,874
2013$5,674,324$10,000▲ $743,642$57,965$6,110,231
2012$4,109,587$211,007▲ $598,432$62,808$4,606,653
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleOtherTotal
Marie C FahrenbachDirector of Finance & Oper$56,523$56,523
Gaye E PrestonDirector of Finance & Operations$21,697$21,697

Board Members and Trustees

NameTitle
Richard GeorgePresident
Blair HaarlowDirector
Martin DuklerDirector
Richard M Burridge SrDirector
Thomas LeeDirector
Dorothy Jean CellaExecutive Director
Allen KorandaSecretary
James McmahonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,132,032
Program Service Revenue
$0
Investment Income
$533,303
Other Revenue
$0
All Other Contributions
$3,132,032
Change in Net Assets
$3,259,181

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$3,055,970Mean Value
Total Noncash Contributions3$3,055,970-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,665,335
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-550,413
Total Revenue per Audited Statements
$3,114,922
Total Revenue per Form 990
$3,665,335
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$275,857
Professional Fundraising Fees$66,062
Total Fundraising Expense$66,062
Other Expenses$64,235
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$275,857--$275,857
Fees for Services Professional Fundraising--$66,062$66,062
Fees for Service Investment Mgmnt Fees-$56,358-$56,358
Fees for Services Accounting-$4,500-$4,500
Other Expenses-$2,083-$2,083
Insurance-$1,294-$1,294
Total Functional Expenses$275,857$64,235$66,062$406,154

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$464,279
Expenses per Audited Statements$406,155
Total Expenses per Form 990$406,155
Expenses Not Reported on Form 990$58,124
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wellness HouseHinsdale, IL501 (c) 3General Support$275,857
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$66,062
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Blair HaarlowRmb CapitalManage InvestmentsNo$28,179
Richard BurridgeRmb CapitalManage InvestmentsNo$28,179
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“A member of the board of directors for wellness house and wellness house foundation, inc. Is chairman emeritus of the organization's investment advisor. His son is the founding partner and ceo of the investment advisor.”

Form 990, Part VI, Section B, Line 11

“The 990 will be reviewed by the board of directors prior to filing the return.”

Form 990, Part VI, Section B, Line 12C

“Monitored at board meeetings”

Form 990, Part VI, Section C, Line 19

“Documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Wellness House Foundation Inc
EIN
36-4418434
Phone
6303235150
Address
131 N COUNTY LINE ROAD, HINSDALE, IL 60521

Signing Officer

Name
James Mcmahon
Title
Treasurer
Phone
6303235150
Signed
2016-03-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard George
Formed
2000
Legal Domicile
Il
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
10

Preparer

Firm
Mueller & Co Llp
Address
1707 N RANDALL RD STE 200, ELGIN, IL 60123
Preparer
Beth Ulbrich
Phone
8478888600
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“To support the programs and mission of wellness house”

PART X, LINE 2:

“Wellness house foundation, inc. Has been determined to be exempt from income tax under section 501(c)(3) of the internal revenue code as a not-for-profit organization, and accordingly, no provision has been made for either federal or state income taxes. Wellness house foundation, inc. Has evaluated its tax positions taken for all open tax years. Currently, the 2011, 2012 and 2013 tax years are open and subject to examination by the internal revenue service. Based on wellness house foundation, inc.'s tax positions, management believes all positions taken would be upheld under an examination; therefore, no provision for the effects of uncertain tax positions has been recorded for the year ended june 30, 2015.”

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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0363636933
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0275857
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WELLNESS HOUSE INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0275857
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.53000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06110231
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt03065970
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt08760874
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0275857
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-75234
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt064236
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05674324
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt010000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06110231
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0259770
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0743642
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt057965
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04109587
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0211007
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04606653
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0249565
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0598432
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt062808
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt058124
IRS990ScheduleD/DonatedServicesUseFcltsAmt058124
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt058124
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0406155
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-608537
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01733236
IRS990ScheduleD/OtherSecuritiesGrp/Desc0LIMITED PARTNERSHIP INVESTMENT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.47000
IRS990ScheduleD/RevenueNotReportedAmt0-550413
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03665335
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT THE PROGRAMS AND MISSION OF WELLNESS HOUSE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1WELLNESS HOUSE FOUNDATION, INC. HAS BEEN DETERMINED TO BE EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS A NOT-FOR-PROFIT ORGANIZATION, AND ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR EITHER FEDERAL OR STATE INCOME TAXES. WELLNESS HOUSE FOUNDATION, INC. HAS EVALUATED ITS TAX POSITIONS TAKEN FOR ALL OPEN TAX YEARS. CURRENTLY, THE 2011, 2012 AND 2013 TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. BASED ON WELLNESS HOUSE FOUNDATION, INC.'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION; THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE YEAR ENDED JUNE 30, 2015.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01733236
IRS990ScheduleD/TotalExpensesPerForm990Amt0406155
IRS990ScheduleD/TotalRevenuePerForm990Amt03665335
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03114922
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0464279
IRS990ScheduleG/AgrmtProfFundraisingActyInd00
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0CAPITAL CAMPAIGN CONSULTANT
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt03055970
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt02989908
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0HUB INTERNATIONAL
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt066062
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt055 E JACKSON BLVD
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0CHICAGO
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd060604
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0CAPITAL CAMPAIGN CONSULTANT
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE G, PART I, LINE 2B, COLUMN (V)
IRS990ScheduleG/TotalGrossReceiptsAmt03055970
IRS990ScheduleG/TotalNetToOrganizationAmt02989908
IRS990ScheduleG/TotalRetainedByContractorsAmt066062
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0275857
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (C) 3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WELLNESS HOUSE
IRS990ScheduleI/RecipientTable/RecipientEIN0363636933
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0131 N COUNTY LINE ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HINSDALE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060521
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE GRANTEE PROVIDES PERIODIC REPORTS TO THE FOUNDATION
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0175866
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt06665
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt08530
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DOROTHY JEAN CELLA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0191061
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE CHAIR OF THE WELLNESS HOUSE BOARD OF DIRECTORS AND THE CHAIR OF THE WELLNESS HOUSE GOVERNANCE COMMITTEE USE SURVEY DATA FROM THE MANAGEMENT ASSOCIATION TO DEVELOP A RECOMMENDATION WHICH IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0RICHARD BURRIDGE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1BLAIR HAARLOW
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0RMB CAPITAL
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1RMB CAPITAL
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt028179
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt128179
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MANAGE INVESTMENTS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1MANAGE INVESTMENTS
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt03

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,760,874
Liabilities
$0
Net assets
$8,760,874
Revenue
$3,665,335
Expenses
$406,154
Net income
$3,259,181
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$0.56$0.70$0.14
2024Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.75$0.69$0.05
2023Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$0.32$0.69$0.37
2022Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.44$0.66$0.22
2021Detailed filing. Detailed filing data is available for this year.$13.3$0.01$13.3$0.35$0.63$0.29
2020Detailed filing. Detailed filing data is available for this year.$10.9$0.01$10.9$0.50$0.65$0.15
2019Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$2.25$0.62$1.64
2017Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$1.01$0.48$0.52
2016Detailed filing. Detailed filing data is available for this year.$9.70$0.00$9.70$1.53$0.44$1.10
2015Detailed filing. Detailed filing data is available for this year.$8.76$0.00$8.76$3.67$0.41$3.26