Civic Intelligence

Medicare Health Benefits Community Resource Center

EIN 46-2255057 • 501(c)3 • Tucson, AZ

990-N Coverage

Profile

To provide assistance and education supporting community health and well-being for all. We strive to ensure that every individual has access to federal and state funded programs for food, health and well-being services. We will serve all persons regardless of age, race, disability, sexual orientation, religious or political views.

4651 N Paseo AquimuriTucson, AZ 85750

healthandwellnesscrc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

99th percentile

19.51x

Higher debt load relative to assets than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

92nd percentile

0.50x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

20th percentile

-28%

Higher net margin than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

99th percentile

5567%

Faster asset growth than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

17th percentile

-53%

Faster revenue growth than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$2,890

Up $2,839 (+5567%) from 2019

Liabilities

Up

$56,372

Up $18,760 (+50%) from 2019

Net Assets

Down

-$53,482

Down $15,921 (-42%) from 2019

Revenue

Down

$112,517

Down $127,603 (-53%) from 2019

Expenses

Down

$144,365

Down $111,682 (-44%) from 2019

Net Income

Down

-$31,848

Down $15,921 (-100%) from 2019

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0-$50K-$100KAssets 2015: $23,476Liabilities 2015: $14,314Net Assets 2015: $9,1622015Assets 2016: $50,602Liabilities 2016: $36,982Net Assets 2016: $13,6202016Assets 2017: $18,271Liabilities 2017: $38,453Net Assets 2017: -$20,1822017Assets 2018: $15,977Liabilities 2018: $37,611Net Assets 2018: -$21,6342018Assets 2019: $51Liabilities 2019: $37,612Net Assets 2019: -$37,5612019Assets 2020: $2,890Liabilities 2020: $56,372Net Assets 2020: -$53,4822020

Highlighted filing

2020

Assets$2,890
Liabilities$56,372
Net Assets-$53,482

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2015: $146,678Expenses 2015: $185,516Net Income 2015: -$38,8382015Revenue 2016: $276,366Expenses 2016: $271,908Net Income 2016: $4,4582016Revenue 2017: $279,646Expenses 2017: $313,448Net Income 2017: -$33,8022017Revenue 2018: $373,208Expenses 2018: $372,160Net Income 2018: $1,0482018Revenue 2019: $240,120Expenses 2019: $256,047Net Income 2019: -$15,9272019Revenue 2020: $112,517Expenses 2020: $144,365Net Income 2020: -$31,8482020

Highlighted filing

2020

Revenue$112,517
Expenses$144,365
Net Income-$31,848

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$112,517
Mission and Program Overview

Mission

To provide assistance and education supporting community health and well-being for all. We strive to ensure that every individual has access to federal and state funded programs for food, health and well-being services. We will serve all persons regardless of age, race, disability, sexual orientation, religious or political views.

To provide assistance and education supporting community health and well- being for all. We strive to ensure that every individual has access to federal and state funded programs for food, health and well-being services. We will serve all persons regardless of age, race, disability, sexual orientation, religious or political views.

Program Services

DescriptionGrantsExpenses
TO PROVIDE ASSISTANCE AND EDUCATION SUPPORTING COMMUNITY HEALTH AND WELL- BEING FOR ALL. WE STRIVE TO ENSURE THAT EVERY INDIVIDUAL HAS ACCESS TO FEDERAL AND STATE FUNDED PROGRAMS FOR FOOD, HEALTH AND WELL-BEING SERVICES. WE WILL SERVE ALL PERSONS REGARDLESS OF AGE, RACE, DISABILITY, SEXUAL ORIENTATION, RELIGIOUS OR POLITICAL VIEWS.-$108,280
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REV DR FRANK WILLIAMSPresidentPT$0--
MS KELLY FICKLESecretary-$0--
MS JESUS ELENA RODRIGUEZTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Medicare Health Benfs Comm Res Ctr
EIN
46-2255057
Phone
5206237817
Address
4651 N PASEO AQUIMURI, TUCSON, AZ 85750

Signing Officer

Name
Jennifer Kierstead
Title
CEO
Phone
5206237817
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Lora Vega CPA
Address
310 S WILLIAMS BLVD SUITE 260, TUCSON, AZ 85711
Preparer
Lora Vega
Phone
5202713230
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising 338 postage and shipping 29 contract services 1,171 registration fees 10 computer expenses 3,255 internet fees 1,282 telephone expenses 4,205 payroll processing fees 2,903 total 13,193

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 37,611 56,372

Form 990-ez, Part III

To provide assistance and education supporting community health and well- being for all. We strive to ensure that every individual has access to federal and state funded programs for food, health and well-being services. We will serve all persons regardless of age, race, disability, sexual orientation, religious or political views.

Form 990-ez, Part III, Line 28

To provide assistance and education supporting community health and well- being for all. We strive to ensure that every individual has access to federal and state funded programs for food, health and well-being services. We will serve all persons regardless of age, race, disability, sexual orientation, religious or political views.

Raw XML Appendix144 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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CompensationExplanation/CompensationExplanationGrp/PersonNm0REV DR FRANK WILLIAMS
CompensationExplanation/CompensationExplanationGrp/PersonNm1MS KELLY FICKLE
CompensationExplanation/CompensationExplanationGrp/PersonNm2MS JESUS ELENA RODRIGUEZ
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TUCSON
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-53482
IRS990EZ/OccupancyRentUtltsAndMaintAmt055626
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt013193
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE ASSISTANCE AND EDUCATION SUPPORTING COMMUNITY HEALTH AND WELL- BEING FOR ALL. WE STRIVE TO ENSURE THAT EVERY INDIVIDUAL HAS ACCESS TO FEDERAL AND STATE FUNDED PROGRAMS FOR FOOD, HEALTH AND WELL-BEING SERVICES. WE WILL SERVE ALL PERSONS REGARDLESS OF AGE, RACE, DISABILITY, SEXUAL ORIENTATION, RELIGIOUS OR POLITICAL VIEWS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE ASSISTANCE AND EDUCATION SUPPORTING COMMUNITY HEALTH AND WELL- BEING FOR ALL. WE STRIVE TO ENSURE THAT EVERY INDIVIDUAL HAS ACCESS TO FEDERAL AND STATE FUNDED PROGRAMS FOR FOOD, HEALTH AND WELL-BEING SERVICES. WE WILL SERVE ALL PERSONS REGARDLESS OF AGE, RACE, DISABILITY, SEXUAL ORIENTATION, RELIGIOUS OR POLITICAL VIEWS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0108280
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt072846
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt037611
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt056372
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0144365
IRS990EZ/TotalProgramServiceExpensesAmt0108280
IRS990EZ/TotalRevenueAmt0112517
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HEALTHANDWELLNESSCRC.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0112517
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0240120
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0373131
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0279640
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0276362
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01281770
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt077
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt082
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportPY170Pct00.30220
IRS990ScheduleA/PublicSupportTotal170Amt01281770
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0112517
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0240120
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0373131
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0279640
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0276362
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01281770
IRS990ScheduleA/TotalSupportAmt01281852
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 338 POSTAGE AND SHIPPING 29 CONTRACT SERVICES 1,171 REGISTRATION FEES 10 COMPUTER EXPENSES 3,255 INTERNET FEES 1,282 TELEPHONE EXPENSES 4,205 PAYROLL PROCESSING FEES 2,903 TOTAL 13,193
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 37,611 56,372
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE ASSISTANCE AND EDUCATION SUPPORTING COMMUNITY HEALTH AND WELL- BEING FOR ALL. WE STRIVE TO ENSURE THAT EVERY INDIVIDUAL HAS ACCESS TO FEDERAL AND STATE FUNDED PROGRAMS FOR FOOD, HEALTH AND WELL-BEING SERVICES. WE WILL SERVE ALL PERSONS REGARDLESS OF AGE, RACE, DISABILITY, SEXUAL ORIENTATION, RELIGIOUS OR POLITICAL VIEWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE ASSISTANCE AND EDUCATION SUPPORTING COMMUNITY HEALTH AND WELL- BEING FOR ALL. WE STRIVE TO ENSURE THAT EVERY INDIVIDUAL HAS ACCESS TO FEDERAL AND STATE FUNDED PROGRAMS FOR FOOD, HEALTH AND WELL-BEING SERVICES. WE WILL SERVE ALL PERSONS REGARDLESS OF AGE, RACE, DISABILITY, SEXUAL ORIENTATION, RELIGIOUS OR POLITICAL VIEWS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER KIERSTEAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum05206237817
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MEDICARE HEALTH BENFS COMM RES CTR
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ReturnHeader/Filer/EIN0462255057
ReturnHeader/Filer/PhoneNum05206237817
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831459360
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LORA VEGA CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0310 S WILLIAMS BLVD SUITE 260
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUCSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085711
ReturnHeader/PreparerPersonGrp/PhoneNum05202713230
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORA VEGA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-15T17:47:14-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KIERSTEAD
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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