Civic Intelligence

Learning Well Inc

990 • Fiscal year 2017 • EIN 36-4509221

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 11, 2017

Organization Profilewww.learningwellinc.org

View Organization Page

Refreshing map…

1028 Forest Commons DrAvon, IN 46123

(317) 698-9519

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

86th percentile

33%

Higher net margin than 86% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

80%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,239,640 (-100%) from 2016

Net Assets

Up

$0

Up $730,988 (+100%) from 2016

Liabilities

Down

$0

Down $1,970,628 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin86th percentile

Revenue

Up

$2,185,261

Up $972,891 (+80%) from 2016

Expenses

Up

$1,454,273

Up $262,866 (+22%) from 2016

Net Income

Up

$730,988

Up $710,025 (+3387%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth1st 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

2017

Assets$0
Liabilities$0
Net Assets$0
Open 2017 Filing

Operations Trend

Revenue Growth91st 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

2017

Revenue$2,185,261
Expenses$1,454,273
Net Income$730,988
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 11, 2017
Return Version
2016v3.0
Gross Receipts
$2,187,047
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$1,063,423$0▼ $1,063,423
Prepaid Expenses and Deferred Charges$4,664$0▼ $4,664
Land, Buildings, and Equipment, Net$2,269$0▼ $2,269
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,239,640$0▼ $1,239,640
Other Assets Total$169,284$0▼ $169,284
Liabilities
Accounts Payable and Accrued Expenses$985,660$0▼ $985,660
Other Liabilities$984,968$0▼ $984,968
Total Liabilities$1,970,628$0▼ $1,970,628
Net Assets / Fund Balance
Unrestricted Net Assets$-730,988$0▲ $730,988
Total Net Assets Fund Balance$-730,988$0▲ $730,988
Total Liabilities and Net Assets / Fund Balance$1,239,640$0▼ $1,239,640
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donna a StephensCEOFT$151,774$7,665$159,439

Board Members and Trustees

NameTitle
Leonardo Ortega MDChair
KennETH HullVice Chair
Betty WilsonMember
Cynthia RobbinsMember
Greg PorterMember
Lewis FerebeeMember
Lisa Harrismember
Virginia Cainemember
Rick DiazMember-term began 1/1/17
Thomas J Little JrMember-term ended 8/30/16
Larry FlickSecretary/Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Shalom Health Care Center IncHealthcare provider3400 Lafayette Rd Ste 200, Indianapolis, IN 46222$410,203
mAXIM HEALTHCARE SERVICEShealthcare provider12558 Collections Center Drive, chicago, IL 60693$153,258
healthNetHealthcare provider3401 East Raymond Street, indianapolis, IN 46203$126,328
Revenue and Support

Revenue Composition

Contributions and Grants
$1,550,895
Program Service Revenue
$633,568
Investment Income
$798
Other Revenue
$0
All Other Contributions
$1,123,140
Change in Net Assets
$730,988
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,062,509
Salaries, Compensation, and Employee Benefits$391,764
Total Fundraising Expense$9,410
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$951,716--$951,716
Other Salaries and Wages-$194,308-$194,308
Current Officers, Directors, Trustees, and Key Employees-$151,774-$151,774
Interest-$64,778-$64,778
Other Employee Benefits-$27,501-$27,501
Payroll Taxes-$18,181-$18,181
Fees for Services Accounting$13,950--$13,950
Insurance-$10,633-$10,633
Office Expenses-$6,772-$6,772
Fees for Services Legal$1,597--$1,597
Depreciation Depletion-$1,272-$1,272
Other Expenses-$500$9,410$500
All Other Expenses-$68-$68
Total Functional Expenses$967,263$477,600$9,410$1,454,273
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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 11B

“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
3176989519
Address
1028 Forest Commons Dr, Avon, IN 46123

Signing Officer

Name
Donna a Stephens
Title
CEO
Phone
3176989519
Signed
2017-10-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donna a Stephens
Formed
2002
Legal Domicile
In
Voting Board Members
10
Independent Board Members
10
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 32,919. Management and general expenses 0. Fundraising expenses 0. Total expenses 32,919. Professional Services/Fees: Program service expenses 35,477. Management and general expenses 0. Fundraising expenses 0. Total expenses 35,477. Other Services: Program service expenses 883,320. Management and general expenses 0. Fundraising expenses 0. Total expenses 883,320.”

Form 990, Part XI, Line 6, Donated Services and Use of Facilities

“DONATED SERVICES FOR YEAR ENDED 6/30/17: REVENUE: $7,200. EXPENSES: ($7,200.) ============ Part XI, Line 6 $0.”

Raw XML AppendixShowing 400 of 517 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.

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0985660
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SEE 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.
IRS990/AddressChangeInd0X
IRS990/AllOtherContributionsAmt01123140
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt068
IRS990/AllOtherExpensesGrp/TotalAmt068
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0DONNA A STEPHENS CEO
IRS990/BooksInCareOfDetail/PhoneNum03176989519
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01028 Forest Commons Dr
IRS990/BooksInCareOfDetail/USAddress/CityNm0Avon
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046123
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd01
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0151774
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0151774
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0410203
IRS990/ContractorCompensationGrp/CompensationAmt1153258
IRS990/ContractorCompensationGrp/CompensationAmt2126328
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt03400 Lafayette Rd Ste 200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt112558 Collections Center Drive
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt23401 East Raymond Street
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Indianapolis
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1chicago
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2indianapolis
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0IN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2IN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd046222
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd160693
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd246203
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Shalom Health Care Center Inc
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1mAXIM HEALTHCARE SERVICES
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2healthNet
IRS990/ContractorCompensationGrp/ServicesDesc0Healthcare provider
IRS990/ContractorCompensationGrp/ServicesDesc1healthcare provider
IRS990/ContractorCompensationGrp/ServicesDesc2Healthcare provider
IRS990/ContractTerminationInd0X
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01550895
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0798
IRS990/CYOtherExpensesAmt01062509
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0633568
IRS990/CYRevenuesLessExpensesAmt0730988
IRS990/CYSalariesCompEmpBnftPaidAmt0391764
IRS990/CYTotalExpensesAmt01454273
IRS990/CYTotalFundraisingExpenseAmt09410
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02185261
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01272
IRS990/DepreciationDepletionGrp/TotalAmt01272
IRS990/Desc0LEARNING WELL, INC. PROVIDES PRIMARY AND PREVENTIVE HEALTH CARE SERVICES IN 29 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: 7,069NUMBER OF OFFICE VISITS: 75,099NUMBER OF SERVICES PROVIDED: 115,188 SIGNIFICANT OUTCOME: 92.3 PERCENT OF STUDENTS RETURNED TO CLASS
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0967263
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt013950
IRS990/FeesForServicesAccountingGrp/TotalAmt013950
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt01597
IRS990/FeesForServicesLegalGrp/TotalAmt01597
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0951716
IRS990/FeesForServicesOtherGrp/TotalAmt0951716
IRS990/FinalReturnInd0X
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt117665
IRS990/Form990PartVIISectionAGrp/PersonNm0Leonardo Ortega MD
IRS990/Form990PartVIISectionAGrp/PersonNm1KennETH Hull
IRS990/Form990PartVIISectionAGrp/PersonNm2Larry Flick
IRS990/Form990PartVIISectionAGrp/PersonNm3Virginia Caine
IRS990/Form990PartVIISectionAGrp/PersonNm4Rick Diaz
IRS990/Form990PartVIISectionAGrp/PersonNm5Lewis Ferebee
IRS990/Form990PartVIISectionAGrp/PersonNm6Lisa Harris
IRS990/Form990PartVIISectionAGrp/PersonNm7Greg Porter
IRS990/Form990PartVIISectionAGrp/PersonNm8Cynthia Robbins
IRS990/Form990PartVIISectionAGrp/PersonNm9Betty Wilson
IRS990/Form990PartVIISectionAGrp/PersonNm10Thomas J Little Jr
IRS990/Form990PartVIISectionAGrp/PersonNm11DONNA A STEPHENS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11151774
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Member-term began 1/1/17
IRS990/Form990PartVIISectionAGrp/TitleTxt5Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Member-term ended 8/30/16
IRS990/Form990PartVIISectionAGrp/TitleTxt11CEO
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-1786
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt0427755
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02187047
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt010633
IRS990/InsuranceGrp/TotalAmt010633
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt064778
IRS990/InterestGrp/TotalAmt064778
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt02584
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02584
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02269
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01786
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
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/NetAssetsOrFundBalancesBOYAmt0-730988
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1786
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1786
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06772
IRS990/OfficeExpensesGrp/TotalAmt06772
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0169284
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt027501
IRS990/OtherEmployeeBenefitsGrp/TotalAmt027501
IRS990/OtherExpensesGrp/Desc0Event Expense
IRS990/OtherExpensesGrp/Desc1Parking
IRS990/OtherExpensesGrp/Desc2Dues & Subscriptions
IRS990/OtherExpensesGrp/FundraisingAmt09410
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01813
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1500
IRS990/OtherExpensesGrp/TotalAmt09410
IRS990/OtherExpensesGrp/TotalAmt11813
IRS990/OtherExpensesGrp/TotalAmt2500
IRS990/OtherLiabilitiesGrp/BOYAmt0984968
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0194308
IRS990/OtherSalariesAndWagesGrp/TotalAmt0194308
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt018181
IRS990/PayrollTaxesGrp/TotalAmt018181
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04664
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0DONNA A STEPHENS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/Desc0School District Revenu
IRS990/ProgramServiceRevenueGrp/Desc1Net Patient Services R
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0620000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt113568
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0620000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt113568
IRS990/ProgSrvcAccomActy2Grp/Desc0MOST FREQUENT DIAGNOSIS/TREATMENT/SCREENING: 1) HEALTH EDUCATION COUNSELING: 19,108 (INCLUDING ASTHMA MANAGEMENT) 2) MEDICATION ADMINISTRATION: 42,246 3) BMI (BODY MASS INDEX) SCREENINGS: 2,916 (21.2 PERCENT ABNORMAL) 4) VITALS MONITORING: 4,408 5) MENTAL HEALTH COUNSELING: 1,523 6) EPSDT (EARLY AND PERIODIC SCREENING, DIAGNOSIS, TREATMENT): 1,817 7) NUTRITIONAL COUNSELING: 1,172 8) COLD PACKS, TEMPERATURE: 10,887 9) WOUND CLEANING/BANDAGES: 2,19310) REFERRALS (PHYSICIAN, DENTISTS, ETC.): 521
IRS990/ProgSrvcAccomActy3Grp/Desc0BOTH SHORT-TERM AND LONG-TERM GOALS FOR THE SCHOOL-BASED CLINIC PROGRAM ARE TO OBTAIN THE MISSION OF LEARNING WELL, INC. "To improve the health, well-being and school performance of students in Marion County through integrated primary healthcare services provided by collaborative partnerships."
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0612755
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02111
IRS990/PYOtherExpensesAmt0964051
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0597504
IRS990/PYRevenuesLessExpensesAmt020963
IRS990/PYSalariesCompEmpBnftPaidAmt0227356
IRS990/PYTotalExpensesAmt01191407
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01212370
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0730988
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0633568
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01063423
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01550895
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0612755
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0654555
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01689702
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02294727
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06802634
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02584
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02111
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02328
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02209
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02853
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt012085
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02842947
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt012220
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0228249
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0240469
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.58000
IRS990ScheduleA/PublicSupportPY170Pct00.48130
IRS990ScheduleA/PublicSupportTotal170Amt04092323
IRS990ScheduleA/SubstantialContributorsTotAmt02710311
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01550895
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0612755
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0654555
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01689702
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02294727
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06802634
IRS990ScheduleA/TotalSupportAmt07055188
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
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0151774
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt07200
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt0465
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DONNA A STEPHENS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0159439
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Betty Wilson
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Board Member
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0800000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0See below
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0(A) NAME OF PERSON: BETTY WILSON(D) MS. WILSON IS THE EXECUTIVE DIRECTOR OF THE HEALTH FOUNDATION OF GREATER INDIANAPOLIS, INC. THE HEALTH FOUNDATION IS A MAJOR CONTRIBUTOR TO LEARNING WELL, INC. THE AMOUNT LISTED REPRESENTS THE AMOUNT OF SUPPORT PROVIDED FROM THE HEALTH FOUNDATION DURING THE FISCAL YEAR ENDED JUNE 30, 2017. THE HEALTH FOUNDATION EXTENDED A LINE OF CREDIT IN THE AMOUNT OF $1,050,000 OF WHICH the outstanding $800,000 WAS paid in full AS OF FISCAL YEAR ENDED JUNE 30, 2017.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Sch L, Part IV, Business Transactions Involving Interested Persons:
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$2,185,261
Expenses
$1,454,273
Net income
$730,988
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing 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
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. 2017 filings • 501(c)3 • $1M-$5M nonprofits