Civic Intelligence

Learning Well Inc

990 • Fiscal year 2016 • EIN 36-4509221

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 03, 2016

Organization Profilewww.learningwellinc.org

View Organization Page

429 E Vermont No 400Indianapolis, IN 46202

(317) 472-1473

Siviq Scores

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

Liabilities / Assets

97th percentile

1.59x

Higher debt load relative to assets than 97% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

89th percentile

1.63x

Higher debt load relative to revenue than 89% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

49th percentile

1.7%

Higher net margin than 49% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

84th percentile

$154,512

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

54th percentile

2.3%

Faster asset growth than 54% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

52nd percentile

3.6%

Faster revenue growth than 52% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$1,239,640

Up $28,078 (+2.3%) from 2015

Net Assets

Up

-$730,988

Up $20,963 (+2.8%) from 2015

Liabilities

Up

$1,970,628

Up $7,115 (+0.4%) from 2015

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin49th percentile

Revenue

Up

$1,212,370

Up $42,255 (+3.6%) from 2015

Expenses

Down

$1,191,407

Down $35,533 (-2.9%) from 2015

Net Income

Up

$20,963

Up $77,788 (+137%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $1,154,303Liabilities 2010: $1,324,103Net Assets 2010: -$169,8002010Assets 2012: $1,416,913Liabilities 2012: $2,062,577Net Assets 2012: -$645,6642012Assets 2013: $1,068,867Liabilities 2013: $1,872,243Net Assets 2013: -$803,3762013Assets 2014: $1,220,871Liabilities 2014: $1,915,997Net Assets 2014: -$695,1262014Assets 2015: $1,211,562Liabilities 2015: $1,963,513Net Assets 2015: -$751,9512015Assets 2016: $1,239,640Liabilities 2016: $1,970,628Net Assets 2016: -$730,9882016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2016

Assets$1,239,640
Liabilities$1,970,628
Net Assets-$730,988
Open 2016 Filing

Operations Trend

Revenue Growth52nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $3,346,3582010Expenses 2012: $2,955,2342012Expenses 2013: $2,490,8722013Revenue 2014: $2,386,756Expenses 2014: $2,278,506Net Income 2014: $108,2502014Revenue 2015: $1,170,115Expenses 2015: $1,226,940Net Income 2015: -$56,8252015Revenue 2016: $1,212,370Expenses 2016: $1,191,407Net Income 2016: $20,9632016Revenue 2017: $2,185,261Expenses 2017: $1,454,273Net Income 2017: $730,9882017

Highlighted filing

2016

Revenue$1,212,370
Expenses$1,191,407
Net Income$20,963
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 3, 2016
Return Version
2015v2.1
Gross Receipts
$1,212,370
Mission and Program Overview

Mission

To improve the health, well-being, and school performance of students in marion county through improved access to integrated, preventive, and primary health care services provided by collaborative partnerships.

See schedule o.to improve the health, well-being, and school performance of students in marion county through improved access to integrated, preventive, and primary health care services provided by collaborative partnerships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,122,518$1,063,423▼ $59,095
Pledges and Grants Receivable$75,600$0▼ $75,600
Prepaid Expenses and Deferred Charges$5,359$4,664▼ $695
Land, Buildings, and Equipment, Net$4,389$2,269▼ $2,120
Total Assets$1,211,562$1,239,640▲ $28,078
Other Assets Total$3,696$169,284▲ $165,588
Liabilities
Accounts Payable and Accrued Expenses$1,026,485$985,660▼ $40,825
Other Liabilities$937,028$984,968▲ $47,940
Total Liabilities$1,963,513$1,970,628▲ $7,115
Net Assets / Fund Balance
Unrestricted Net Assets$-751,951$-730,988▲ $20,963
Total Net Assets Fund Balance$-751,951$-730,988▲ $20,963
Total Liabilities and Net Assets / Fund Balance$1,211,562$1,239,640▲ $28,078

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,269$28,589$30,858
Other Assets Org$164,658--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donna a StephensCEOFT$145,312$9,200$154,512

Board Members and Trustees

NameTitle
Jimmy BrownChair
Franklin D GilesVice Chair
Betty WilsonMember
Cynthia RobbinsMember
Greg PorterMember
KennETH HullMember
Lewis FerebeeMember
Lisa Harrismember
Thomas J Little JrMember
Virginia CaineMember
Leonardo Ortega MDSecretary/Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Shalom Health Care Center IncHealthcare provider3400 Lafayette Rd Ste 200, Indianapolis, IN 46222$321,752
NursefindersHealthcare provider8925 N Meridian St 110, indianapolis, IN 46260$151,040
Maxim Healthcare ServicesHealthcare provider12558 Collections Center Drive, Chicago, IL 60693$145,816
HealthNetHealthcare provider3401 East Raymond Street, Indianapolis, IN 46203$110,043
Revenue and Support

Revenue Composition

Contributions and Grants
$612,755
Program Service Revenue
$597,504
Investment Income
$2,111
Other Revenue
$0
All Other Contributions
$185,000
Change in Net Assets
$20,963

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,212,370
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$7,200
Total Revenue per Audited Statements
$1,219,570
Total Revenue per Form 990
$1,212,370
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$964,051
Salaries, Compensation, and Employee Benefits$227,356
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$888,870--$888,870
Current Officers, Directors, Trustees, and Key Employees-$145,312-$145,312
Interest-$47,940-$47,940
Other Salaries and Wages-$41,425-$41,425
Other Employee Benefits-$27,975-$27,975
Payroll Taxes-$12,644-$12,644
Fees for Services Accounting$8,922--$8,922
Office Expenses-$5,645-$5,645
Insurance-$5,165-$5,165
Fees for Services Legal$2,975--$2,975
Depreciation Depletion-$2,120-$2,120
Other Expenses-$35-$35
Total Functional Expenses$900,767$290,640$0$1,191,407

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,198,607
Expenses per Audited Statements$1,191,407
Total Expenses per Form 990$1,191,407
Expenses Not Reported on Form 990$7,200
Expenses Not Reported on Financial Statements$0
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Betty WilsonBoard MemberSee belowNo$800,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Line of Credit$800,000
Accrued Interest Payable$184,968
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
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 7A

“The board of directors are appointed by the following individuals or entities: (a) certain marion county, Indiana health care providers, (b) certain marion county, Indiana school systems, and (c) certain Marion County, Indiana Community Partners.”

Form 990, Part VI, Section B, line 11

“The process of reviewing the Form 990 includes a detailed review of the form and required schedules by the organization's executive committee and accounting personnel. The executive committee reviews and approves the Form 990 and a copy of the completed Form 990 is made available for Each voting member of the governing body upon request.”

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

“A conflicts of interest form is required of staff and board members at the request of the executive committee. The CEO can personally check any financial conflicts when signing both contracts and checks.”

Form 990, Part VI, Section B, line 15

“A formal review/evaluation is done by the Compensation Committee (ad hoc committee off of the Executive Committee). Recommendations are then made to the Executive Committee (as representative of the Governing Board).”

Form 990, Part VI, Section C, line 19

“The organization does make the governing documents, conflict of interest policy, or financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Learning Well Inc
EIN
36-4509221
Phone
3174721473
Address
429 E Vermont No 400, Indianapolis, IN 46202

Signing Officer

Name
Donna a Stephens
Title
CEO
Phone
3174721473
Signed
2016-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donna a Stephens
Formed
2002
Legal Domicile
In
Voting Board Members
11
Independent Board Members
11
Employees
2
Volunteers
0

Preparer

Firm
Blue & Co LLC
Address
500 N Meridian St Suite 200, Indianapolis, IN 46204
Preparer
Amber Kocher CPA
Phone
3176334705
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Purchased Services: Program service expenses 33,374. Management and general expenses 0. Fundraising expenses 0. Total expenses 33,374. Professional Services/Fees: Program service expenses 22,228. Management and general expenses 0. Fundraising expenses 0. Total expenses 22,228. Other Services: Program service expenses 833,268. Management and general expenses 0. Fundraising expenses 0. Total expenses 833,268.”

Form 990, Part XI, Line 2C, Audit Oversight

“The Board of Directors assumes responsibility for oversight of the audit of the financial statements and no processes have changed from prior year.”

Financial Statement Notes

Part X, Line 2:

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by learning well and recognize a tax liability if learning well has taken an uncertain position that more likely than not would not be sustained upon examination by various federal and state taxing authorities. Management has analyzed the tax positions taken by learning well, and has concluded that as of june 30, 2016 and 2015, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the accompanying financial statements. Learning well is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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IRS990/Desc0LEARNING WELL, INC. PROVIDES PRIMARY AND PREVENTIVE HEALTH CARE SERVICES IN 27 SCHOOL-BASED CLINICS THROUGHOUT MARION COUNTY, INDIANA. THESE CLINICS ARE ASSISTING FAMILIES TO BECOME ENROLLED WITH A PRIMARY CARE PHYSICIAN AND ASSISTING STUDENTS BY REDUCING STUDENT ABSENTEEISM THROUGH ACCESSIBLE HEALTH CARE AT THE SCHOOL SITE.NUMBER OF STUDENTS SEEN: 10,481NUMBER OF OFFICE VISITS: 121,221NUMBER OF SERVICES PROVIDED: 177,946 SIGNIFICANT OUTCOME: 91.6 PERCENT OF STUDENTS RETURNED TO CLASS
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To improve the health, well-being, and school performance of students in Marion County through integrated primary healthcare services provided by collaborative partnerships.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-751951
IRS990/NetAssetsOrFundBalancesEOYAmt0-730988
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05645
IRS990/OfficeExpensesGrp/TotalAmt05645
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03696
IRS990/OtherAssetsTotalGrp/EOYAmt0169284
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt027975
IRS990/OtherEmployeeBenefitsGrp/TotalAmt027975
IRS990/OtherExpensesGrp/Desc0Parking
IRS990/OtherExpensesGrp/Desc1Dues & Subscriptions
IRS990/OtherExpensesGrp/Desc2Misc Exp
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01879
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1500
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt235
IRS990/OtherExpensesGrp/TotalAmt01879
IRS990/OtherExpensesGrp/TotalAmt1500
IRS990/OtherExpensesGrp/TotalAmt235
IRS990/OtherLiabilitiesGrp/BOYAmt0937028
IRS990/OtherLiabilitiesGrp/EOYAmt0984968
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt041425
IRS990/OtherSalariesAndWagesGrp/TotalAmt041425
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012644
IRS990/PayrollTaxesGrp/TotalAmt012644
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt075600
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05359
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04664
IRS990/PrincipalOfficerNm0DONNA A STEPHENS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/Desc0School District Revenu
IRS990/ProgramServiceRevenueGrp/Desc1Medicaid Payments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0580000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt117504
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0580000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt117504
IRS990/ProgSrvcAccomActy2Grp/Desc0MOST FREQUENT DIAGNOSIS/TREATMENT/SCREENING: 1) HEALTH EDUCATION COUNSELING: 26,714 (INCLUDING ASTHMA MANAGEMENT) 2) MEDICATION ADMINISTRATION: 66,290 3) BMI (BODY MASS INDEX) SCREENINGS: 3,510 (20.6 PERCENT ABNORMAL) 4) VITALS MONITORING: 5,418 5) MENTAL HEALTH COUNSELING: 2,800 6) EPSDT (EARLY AND PERIODIC SCREENING, DIAGNOSIS, TREATMENT): 3,504 7) NUTRITIONAL COUNSELING: 2,805 8) COLD PACKS, TEMPERATURE: 17,919 9) WOUND CLEANING/BANDAGES: 3,54610) REFERRALS (PHYSICIAN, DENTISTS, ETC.): 615
IRS990/ProgSrvcAccomActy3Grp/Desc0BOTH SHORT-TERM AND LONG-TERM GOALS FOR THE SCHOOL-BASED CLINIC PROGRAM ARE TO OBTAIN THE MISSION OF LEARNING WELL, INC.
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IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-1684
IRS990/PYOtherExpensesAmt01003781
IRS990/PYOtherRevenueAmt012220
IRS990/PYProgramServiceRevenueAmt0505024
IRS990/PYRevenuesLessExpensesAmt0-56825
IRS990/PYSalariesCompEmpBnftPaidAmt0223159
IRS990/PYTotalExpensesAmt01226940
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01170115
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt020963
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0597504
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01122518
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01063423
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0612755
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0654555
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01689702
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02294727
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02786887
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt08038626
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02111
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02328
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02209
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02853
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03939
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt013440
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01611875
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt012220
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0228249
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0240469
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.48130
IRS990ScheduleA/PublicSupportPY170Pct00.41630
IRS990ScheduleA/PublicSupportTotal170Amt03990841
IRS990ScheduleA/SubstantialContributorsTotAmt04047785
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0612755
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0654555
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01689702
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02294727
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02786887
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt08038626
IRS990ScheduleA/TotalSupportAmt08292535
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/DonatedServicesAndUseFcltsAmt07200
IRS990ScheduleD/DonatedServicesUseFcltsAmt07200
IRS990ScheduleD/EquipmentGrp/BookValueAmt02269
IRS990ScheduleD/EquipmentGrp/DepreciationAmt028589
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt030858
IRS990ScheduleD/ExpensesNotReportedAmt07200
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01191407
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt04626
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1164658
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Medicaid Receivable
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Other Receivable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0800000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1184968
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Line of Credit
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Accrued Interest Payable
IRS990ScheduleD/RevenueNotReportedAmt07200
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01212370
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY LEARNING WELL AND RECOGNIZE A TAX LIABILITY IF LEARNING WELL HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY LEARNING WELL, AND HAS CONCLUDED THAT AS OF JUNE 30, 2016 AND 2015, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. LEARNING WELL IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt0169284
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IRS990ScheduleD/TotalRevenuePerForm990Amt01212370
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01219570
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01198607
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0145312

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,239,640
Liabilities
$1,970,628
Net assets
-$730,988
Revenue
$1,212,370
Expenses
$1,191,407
Net income
$20,963
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$2.19$1.45$0.73
2016Detailed filing. Detailed filing data is available for this year.$1.24$1.97$0.73$1.21$1.19$0.02
2015Summary only. Only limited summary data is available for this year.$1.21$1.96$0.75$1.17$1.23$0.06
2014Summary only. Only limited summary data is available for this year.$1.22$1.92$0.70$2.39$2.28$0.11
2013Summary only. Only limited summary data is available for this year.$1.07$1.87$0.80$2.49
2012Summary only. Only limited summary data is available for this year.$1.42$2.06$0.65$2.96
2010Summary only. Only limited summary data is available for this year.$1.15$1.32$0.17$3.35
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits