Civic Intelligence

Optimal Wellness Research Foundation Inc.

990EZ • Fiscal year 2021 • EIN 46-1224385

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 02, 2022

Organization ProfileN/A
10005 Old Columbia RoadColumbia, MD 21046

(301) 412-6466

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

52nd percentile

9.9%

Higher net margin than 52% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

87th percentile

$28,000

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 28.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

64th percentile

18%

Faster asset growth than 64% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

46th percentile

0.0%

Faster revenue growth than 46% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$65,655

Up $9,884 (+18%) from 2020

Net Assets

Up

$65,655

Up $9,884 (+18%) from 2020

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin52nd percentile

Revenue

Flat

$100,000

Flat from 2020

Expenses

Up

$90,116

Up $44,872 (+99%) from 2020

Net Income

Down

$9,884

Down $44,872 (-82%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$80K$60K$40K$20K$0Assets 2018: $50,000Liabilities 2018: $02018Assets 2019: $1,015Net Assets 2019: $1,0152019Assets 2020: $55,771Net Assets 2020: $55,7712020Assets 2021: $65,655Liabilities 2021: $0Net Assets 2021: $65,6552021Assets 2022: $304Liabilities 2022: $0Net Assets 2022: $3042022Assets 2023: $854Liabilities 2023: $0Net Assets 2023: $8542023Assets 2024: $86Liabilities 2024: $0Net Assets 2024: $862024

Highlighted filing

2021

Assets$65,655
Liabilities$0
Net Assets$65,655
Open 2021 Filing

Operations Trend

Revenue Growth46th percentile

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

$200K$100K$0-$100KRevenue 2018: $50,000Expenses 2018: $0Net Income 2018: $50,0002018Revenue 2019: $75,007Expenses 2019: $123,992Net Income 2019: -$48,9852019Revenue 2020: $100,000Expenses 2020: $45,244Net Income 2020: $54,7562020Revenue 2021: $100,000Expenses 2021: $90,116Net Income 2021: $9,8842021Revenue 2022: $100,000Expenses 2022: $165,351Net Income 2022: -$65,3512022Revenue 2023: $150,000Expenses 2023: $149,450Net Income 2023: $5502023Revenue 2024: $101,000Expenses 2024: $101,768Net Income 2024: -$7682024

Highlighted filing

2021

Revenue$100,000
Expenses$90,116
Net Income$9,884
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 2, 2022
Return Version
2021v4.2
Gross Receipts
$100,000
Mission and Program Overview

Mission

Medical Research

Program Services

DescriptionGrantsExpenses
Training, Education and Research using Cutting edge Topics$100,000$24,640
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark SivieriPresidentPT$28,000-$28,000
Lynn DudleyVice PresidentPT$28,000-$28,000
Filing and Contact Details

Filer

Filer Name
Optimal Wellness Research Found Inc
EIN
46-1224385
Address
10005 Old Columbia Road, Columbia, MD 21046

Signing Officer

Name
Mark Sivieri
Title
President
Signed
2022-06-02
Discuss with paid preparer
No

Preparer

Firm
John Salan CPA PC
Address
103 Centennial Street Unit E, La Plata, MD 20646
Preparer
John Salan CPA
Phone
3019327544
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Medical payments for Low/zero income individuals Grantee Mark Sivieri MD, P.A, Street 10005 Old Columbia Road City, State, Zip Columbia, MD 21046Relationship officer owns 100 percent Amount 24,640”

Description of other expenses Part I line 16

“Description AmountTraining 500Payroll Taxes 4,829Payroll Processing Fees 2,031Fine 381Bank Service Charges 125”

Raw XML Appendix140 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.

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IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherExpensesTotalAmt07866
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt056660
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt090116
IRS990EZ/TotalProgramServiceExpensesAmt024640
IRS990EZ/TotalRevenueAmt0100000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0100000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0100000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt075000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt050000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0325000
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/Total509Grp/TotalAmt0325000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0325000
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Medical payments for Low/zero income individuals Grantee Mark Sivieri MD, P.A, Street 10005 Old Columbia Road City, State, Zip Columbia, MD 21046Relationship officer owns 100 percent Amount 24,640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountTraining 500Payroll Taxes 4,829Payroll Processing Fees 2,031Fine 381Bank Service Charges 125
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ReturnHeader/Filer/EIN0461224385
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ReturnHeader/ReturnTs02022-06-06T13:16:07-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mark
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Sivieri
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,655
Liabilities
$0
Net assets
$65,655
Revenue
$100,000
Expenses
$90,116
Net income
$9,884
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.01$1.02$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$1.50$1.49$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.00$1.65$0.65
2021Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$1.00$0.90$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.56$0.56$1.00$0.45$0.55
2019Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.75$1.24$0.49
2018Summary only. Only limited summary data is available for this year.$0.50$0.00$0.50$0.00$0.50