Civic Intelligence

Learning Well Inc

990 • Fiscal year 2015 • EIN 36-4509221

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 13, 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

1.62x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

89th percentile

1.68x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

28th percentile

-4.9%

Higher net margin than 28% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

85th percentile

$156,013

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 13.3% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

43rd percentile

-0.8%

Faster asset growth than 43% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-51%

Faster revenue growth than 5% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$1,211,562

Down $9,309 (-0.8%) from 2014

Net Assets

Down

-$751,951

Down $56,825 (-8.2%) from 2014

Liabilities

Up

$1,963,513

Up $47,516 (+2.5%) from 2014

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin28th percentile

Revenue

Down

$1,170,115

Down $1,216,641 (-51%) from 2014

Expenses

Down

$1,226,940

Down $1,051,566 (-46%) from 2014

Net Income

Down

-$56,825

Down $165,075 (-152%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2015

Assets$1,211,562
Liabilities$1,963,513
Net Assets-$751,951
Open 2015 Filing

Operations Trend

Revenue Growth5th 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

2015

Revenue$1,170,115
Expenses$1,226,940
Net Income-$56,825
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 13, 2016
Return Version
2014v6.0
Gross Receipts
$1,174,127
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$989,829$1,122,518▲ $132,689
Pledges and Grants Receivable$0$75,600▲ $75,600
Prepaid Expenses and Deferred Charges$5,158$5,359▲ $201
Land, Buildings, and Equipment, Net$13,679$4,389▼ $9,290
Total Assets$1,220,871$1,211,562▼ $9,309
Other Assets Total$212,205$3,696▼ $208,509
Liabilities
Accounts Payable and Accrued Expenses$1,024,576$1,026,485▲ $1,909
Other Liabilities$891,421$937,028▲ $45,607
Total Liabilities$1,915,997$1,963,513▲ $47,516
Net Assets / Fund Balance
Unrestricted Net Assets$-695,126$-751,951▼ $56,825
Total Net Assets Fund Balance$-695,126$-751,951▼ $56,825
Total Liabilities and Net Assets / Fund Balance$1,220,871$1,211,562▼ $9,309

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,389$26,469$30,858
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donna a StephensCEOFT$148,318$7,695$156,013

Board Members and Trustees

NameTitle
Jimmy BrownChair
Franklin D GilesVice Chair
Betty WilsonMember
Chuck BrandenburgMember
Cynthia RobbinsMember
Greg PorterMember
Kenneth HullMember
Lewis FerebeeMember
Lisa HarrisMember
Thomas J Little JrMember
Virginia CaineMember
Leonardo Ortega MdSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Maxim Healthcare ServicesHealthcare Provider12558 COLLECTIONS CENTER DRIVE, Chicago, IL 60693$351,769
Shalom Health Care Center INCHealthcare Provider3400 LAFAYETTE RD STE 200, Indianapolis, IN 46222$253,782
Allied Healthcare StaffingHealthcare ProviderFILE 54318, Los Angeles, CA 90074$185,357
NursefindersHealthcare Provider8925 N MERIDIAN ST 110, Indianapolis, IN 46260$176,286
Marion County Public Health DepartmentHealthcare Provider3838 N RURAL STREET, Indianapolis, IN 46205$105,976
Revenue and Support

Revenue Composition

Contributions and Grants
$654,555
Program Service Revenue
$505,024
Investment Income
$-1,684
Other Revenue
$12,220
All Other Contributions
$226,800
Change in Net Assets
$-56,825

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,174,127
Revenue Not Reported on Financial Statements
$-4,012
Revenue Not Reported on Form 990
$7,200
Other Revenue Adjustments
$-4,012
Total Revenue per Audited Statements
$1,181,327
Total Revenue per Form 990
$1,170,115
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,003,781
Salaries, Compensation, and Employee Benefits$223,159
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$917,318$2,362-$919,680
Current Officers, Directors, Trustees, and Key Employees-$151,013-$151,013
Interest-$45,607-$45,607
Other Salaries and Wages-$33,108-$33,108
Other Employee Benefits-$25,910-$25,910
Payroll Taxes-$13,128-$13,128
Fees for Services Accounting$11,440--$11,440
Insurance-$7,269-$7,269
Office Expenses-$6,939-$6,939
Depreciation Depletion-$5,277-$5,277
Fees for Services Legal$3,952--$3,952
Travel-$914-$914
All Other Expenses-$548-$548
Other Expenses-$542-$542
Total Functional Expenses$932,710$294,230$0$1,226,940

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,238,152
Expenses per Audited Statements$1,226,940
Total Expenses per Form 990$1,226,940
Expenses Not Reported on Form 990$11,212
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$137,028
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
2016-01-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donna a Stephens
Formed
2002
Legal Domicile
In
Voting Board Members
12
Independent Board Members
12
Employees
3
Volunteers
0

Preparer

Firm
Blue & Co LLC
Address
500 N MERIDIAN STREET SUITE 200, INDIANAPOLIS, IN 46204
Preparer
Angela N Crawford
Phone
3176334705
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Purchased services: program service expenses 33,738. Management and general expenses 2,362. Fundraising expenses 0. Total expenses 36,100. Professional services: program service expenses 25,006. Management and general expenses 0. Fundraising expenses 0. Total expenses 25,006. Provider school services: program service expenses 858,574. Management and general expenses 0. Fundraising expenses 0. Total expenses 858,574.”

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, 2015 and 2014, 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.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Loss on disposal of assets -4,012.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Loss on disposal of assets 4,012.”

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IRS990/Desc0LEARNING WELL, INC. PROVIDES PRIMARY AND PREVENTIVE HEALTH CARE SERVICES IN 88 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: 12,715NUMBER OF OFFICE VISITS: 149,686NUMBER OF SERVICES PROVIDED: 218,145 SIGNIFICANT OUTCOME: 91.2 PERCENT OF STUDENTS RETURNED TO CLASS
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IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12CEO
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IRS990/FormationYr02002
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IRS990/FSAuditedInd01
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt0427755
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01174127
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
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IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt07269
IRS990/InsuranceGrp/TotalAmt07269
IRS990/InterestGrp/ManagementAndGeneralAmt045607
IRS990/InterestGrp/TotalAmt045607
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02328
IRS990/InvestmentInJointVentureInd00
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IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt0382
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0382
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-695126
IRS990/NetAssetsOrFundBalancesEOYAmt0-751951
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-4012
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-4012
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06939
IRS990/OfficeExpensesGrp/TotalAmt06939
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0212205
IRS990/OtherAssetsTotalGrp/EOYAmt03696
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt025910
IRS990/OtherEmployeeBenefitsGrp/TotalAmt025910
IRS990/OtherExpensesGrp/Desc0PARKING
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01613
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1542
IRS990/OtherExpensesGrp/TotalAmt01613
IRS990/OtherExpensesGrp/TotalAmt1542
IRS990/OtherLiabilitiesGrp/BOYAmt0891421
IRS990/OtherLiabilitiesGrp/EOYAmt0937028
IRS990/OtherRevenueMiscGrp/BusinessCd0624100
IRS990/OtherRevenueMiscGrp/Desc0BACKCASTING INCOME
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IRS990/OtherRevenueTotalAmt012220
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt033108
IRS990/OtherSalariesAndWagesGrp/TotalAmt033108
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt013128
IRS990/PayrollTaxesGrp/TotalAmt013128
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt075600
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05158
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05359
IRS990/PrincipalOfficerNm0DONNA A STEPHENS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL DISTRICT REVENU
IRS990/ProgramServiceRevenueGrp/Desc1MEDICAID PAYMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0272352
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1232672
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0272352
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1232672
IRS990/ProgSrvcAccomActy2Grp/Desc0MOST FREQUENT DIAGNOSIS/TREATMENT/SCREENING: 1) HEALTH EDUCATION COUNSELING: 41,824 (INCLUDING ASTHMA MANAGEMENT) 2) MEDICATION ADMINISTRATION: 85,722 3) BMI (BODY MASS INDEX) SCREENINGS: 2,104 (21.5 PERCENT ABNORMAL) 4) IMMUNIZATIONS: 203 5) MENTAL HEALTH COUNSELING: 6,380 6) EPSDT (EARLY AND PERIODIC SCREENING, DIAGNOSIS, TREATMENT): 1,040 7) NUTRITIONAL COUNSELING: 8,595 8) COLD PACKS, TEMPERATURE: 19,631 9) WOUND CLEANING/BANDAGES: 3,71110) REFERRALS (PHYSICIAN, DENTISTS, ETC.): 641
IRS990/ProgSrvcAccomActy3Grp/Desc0BOTH SHORT-TERM AND LONG-TERM GOALS FOR THE SCHOOL-BASED CLINIC PROGRAM ARE TO OBTAIN THE MISSION OF LEARNING WELL, INC.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01689702
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-5607
IRS990/PYOtherExpensesAmt01994666
IRS990/PYOtherRevenueAmt0228249
IRS990/PYProgramServiceRevenueAmt0474412
IRS990/PYRevenuesLessExpensesAmt0108250
IRS990/PYSalariesCompEmpBnftPaidAmt0283840
IRS990/PYTotalExpensesAmt02278506
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02386756
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-56825
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0516862
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0989829
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01122518
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01689702
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02294727
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02786887
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03304612
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010730483
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02328
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02209
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02853
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03939
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03968
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt015297
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01611875
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt012220
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0228249
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt02850
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0243319
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.41630
IRS990ScheduleA/PublicSupportPY170Pct00.36570
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010730483
IRS990ScheduleA/TotalSupportAmt010989099
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt07200
IRS990ScheduleD/DonatedServicesUseFcltsAmt07200
IRS990ScheduleD/EquipmentGrp/BookValueAmt04389
IRS990ScheduleD/EquipmentGrp/DepreciationAmt026469
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt030858
IRS990ScheduleD/ExpensesNotReportedAmt011212
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01226940
IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0800000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1137028
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LINE OF CREDIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED INTEREST PAYABLE
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-4012
IRS990ScheduleD/RevenueNotReportedAmt07200
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-4012
IRS990ScheduleD/RevenueSubtotalAmt01174127
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, 2015 AND 2014, 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/ExplanationTxt1LOSS ON DISPOSAL OF ASSETS -4,012.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2LOSS ON DISPOSAL OF ASSETS 4,012.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04389

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,211,562
Liabilities
$1,963,513
Net assets
-$751,951
Revenue
$1,170,115
Expenses
$1,226,940
Net income
-$56,825
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
2016Summary only. Only limited summary data is available for this year.$1.24$1.97$0.73$1.21$1.19$0.02
2015Detailed filing. Detailed filing 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. 2015 filings • 501(c)3 • $1M-$5M nonprofits