Civic Intelligence

Wellness Warrior Education Fund

990EZ • Fiscal year 2016 • EIN 45-2881152

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 11, 2017

Organization ProfileN/A
1840 Neale StreetSan Diego, CA 92103

(619) 295-2372

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

38th percentile

-1.0%

Higher net margin than 38% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

27th percentile

-12%

Faster asset growth than 27% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-50%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$10,061

Down $1,377 (-12%) from 2015

Net Assets

Down

$10,061

Down $1,377 (-12%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin38th percentile

Revenue

Down

$139,752

Down $139,823 (-50%) from 2015

Expenses

Down

$141,129

Down $30,790 (-18%) from 2015

Net Income

Down

-$1,377

Down $109,033 (-101%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$200K$100K$0-$100KAssets 2012: $7,492Liabilities 2012: $02012Assets 2013: $88,976Liabilities 2013: $50,0002013Assets 2014: $65,155Liabilities 2014: $161,373Net Assets 2014: -$96,2182014Assets 2015: $11,438Liabilities 2015: $0Net Assets 2015: $11,4382015Assets 2016: $10,061Liabilities 2016: $0Net Assets 2016: $10,0612016Assets 2017: $4,429Net Assets 2017: $4,4292017Assets 2018: $0Net Assets 2018: $02018

Highlighted filing

2016

Assets$10,061
Liabilities$0
Net Assets$10,061
Open 2016 Filing

Operations Trend

Revenue Growth9th percentile

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

$400K$200K$0-$200KRevenue 2012: $92,938Expenses 2012: $95,446Net Income 2012: -$2,5082012Revenue 2013: $199,132Expenses 2013: $167,648Net Income 2013: $31,4842013Revenue 2014: $25,524Expenses 2014: $160,718Net Income 2014: -$135,1942014Revenue 2015: $279,575Expenses 2015: $171,919Net Income 2015: $107,6562015Revenue 2016: $139,752Expenses 2016: $141,129Net Income 2016: -$1,3772016Revenue 2017: $2,220Expenses 2017: $7,852Net Income 2017: -$5,6322017Revenue 2018: $131Expenses 2018: $4,560Net Income 2018: -$4,4292018

Highlighted filing

2016

Revenue$139,752
Expenses$141,129
Net Income-$1,377
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 11, 2017
Return Version
2016v3.0
Gross Receipts
$139,752
Mission and Program Overview

Mission

To promote general and rehabilitative health and wellness throughout the community.

Program Services

DescriptionGrantsExpenses
PROMOTED GENERAL AND REHABILITATIVE HEALTH AND WELLNESS THROUGHOUT THE COMMUNITY.$121,787-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBORAH SZEKELYPresident-$0--
MARY-ELIZABETH GIFFORDDirector-$0--
PETER JENSENDirector-$0--
Marion NestleDirector-$0--
Kenneth PelletierDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wellness Warrior Education Fund
EIN
45-2881152
Address
1840 NEALE STREET, SAN DIEGO, CA 92103

Signing Officer

Name
Deborah Szekely
Title
President
Signed
2017-11-11
Discuss with paid preparer
Yes

Preparer

Firm
West Rhode & Roberts
Address
2741 4th Ave, San Diego, CA 92103
Preparer
Christopher M Roberts
Phone
6196155380
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $60”

Other Expenses.1002

“Office Expenses $998”

Other Expenses.1005

“Travel $19247”

Other Expenses.1

“Contract services $102540”

Other Expenses.2

“WEB DESIGN $5108”

Other Expenses.3

“Telecommunications $1523”

Other Expenses.4

“BANK FEES $760”

Other Expenses.5

“MISCELLANEOUS $658”

Other Expenses.7

“Reimbursement expense $226”

Other Expenses.9

“OTHER EXPENSE $120”

Other Expenses.10

“TAXES $75”

Raw XML Appendix183 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum06192952372
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01840 NEALE STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092103
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011438
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEBORAH SZEKELY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY-ELIZABETH GIFFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PETER JENSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Marion Nestle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kenneth Pelletier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0131315
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE GENERAL AND REHABILITATIVE HEALTH AND WELLNESS THROUGHOUT THE COMMUNITY.
IRS990EZ/PrintingPublicationsPostageAmt0625
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTED GENERAL AND REHABILITATIVE HEALTH AND WELLNESS THROUGHOUT THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0121787
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0141129
IRS990EZ/TotalProgramServiceExpensesAmt0121787
IRS990EZ/TotalRevenueAmt0139752
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt013402
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0250000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt075000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt075000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0413402
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0139752
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0277266
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt025524
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt087939
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt092938
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0623419
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt02309
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02309
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.33560
IRS990ScheduleA/PublicSupportPY509Pct00.18890
IRS990ScheduleA/PublicSupportTotal509Amt0210017
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt013402
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0250000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt075000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt075000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0413402
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0139752
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0277266
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt025524
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt087939
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt092938
IRS990ScheduleA/Total509Grp/TotalAmt0623419
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0139752
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0279575
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt025524
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt087939
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt092938
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0625728
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $998
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $19247
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONTRACT SERVICES $102540
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WEB DESIGN $5108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Telecommunications $1523
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK FEES $760
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MISCELLANEOUS $658
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8REIMBURSEMENT EXPENSE $226
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9OTHER EXPENSE $120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TAXES $75
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBORAH SZEKELY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELLNESS WARRIOR EDUCATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0452881152
ReturnHeader/Filer/USAddress/AddressLine1Txt01840 NEALE STREET
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0West Rhode & Roberts
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02741 4th Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092103
ReturnHeader/PreparerPersonGrp/PhoneNum06196155380
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER M ROBERTS
ReturnHeader/ReturnTs02017-11-12T10:26:23-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$10,061
Liabilities
$0
Net assets
$10,061
Revenue
$139,752
Expenses
$141,129
Net income
-$1,377
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.05$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.04$0.02$0.08$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$1.40$1.41$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$2.80$1.72$1.08
2014Detailed filing. Detailed filing data is available for this year.$0.65$1.61$0.96$0.26$1.61$1.35
2013Summary only. Only limited summary data is available for this year.$0.89$0.50$1.99$1.68$0.31
2012Summary only. Only limited summary data is available for this year.$0.07$0.00$0.93$0.95$0.03