Civic Intelligence

Center for Wellness Leadership Inc

EIN 46-5090279 • 501(c)3 • Portland, ME

Profile

To educate the public and medical practitioners about alternative medicine and natural medicine, conducting research about those topics and making grants to other tax-exempt organizations in support of these purposes.

770 Congress StPortland, ME 04102

www.wellnessleadership.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2019

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2019

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$0

Down $3,997 (-100%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $3,947 (-100%) from 2018

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$3,118

Down $82,652 (-96%) from 2018

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0-$50KAssets 2015: $81,571Liabilities 2015: $4Net Assets 2015: $81,5672015Assets 2016: $36,279Liabilities 2016: $24,670Net Assets 2016: $11,6092016Assets 2017: $10,011Liabilities 2017: $11,672Net Assets 2017: -$1,6612017Assets 2018: $3,997Liabilities 2018: $50Net Assets 2018: $3,9472018Assets 2019: $0Net Assets 2019: $02019

Highlighted filing

2019

Assets$0
Liabilities-
Net Assets$0

Operations Trend

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

$200K$100K$0-$100KRevenue 2015: $118,535Expenses 2015: $45,869Net Income 2015: $72,6662015Revenue 2016: $116,073Expenses 2016: $160,846Net Income 2016: -$44,7732016Revenue 2017: $126,544Expenses 2017: $139,814Net Income 2017: -$13,2702017Revenue 2018: $91,378Expenses 2018: $85,770Net Income 2018: $5,6082018Expenses 2019: $3,1182019

Highlighted filing

2019

Revenue-
Expenses$3,118
Net Income-

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.0
Mission and Program Overview

Mission

To educate the public and medical practitioners about alternative medicine and natural medicine, conducting research about those topics and making grants to other tax-exempt organizations in support of these purposes.

Program Services

DescriptionGrantsExpenses
1) PRODUCED A SYMPOSIUM IN MAY 2018: INTEGRATIVE HEALTH & CHRONIC PAIN HAD A 130 PARTICIPANTS AND 10 KEYNOTES SPEAKERS IN PORTLAND, ME. 2) SOCIAL MEDIA CAMPAIGNS: FACEBOOK, TWITTER, LINKEDIN, AND YOUTUBE. 3) POLICY DEVELOPMENT: RESEARCH POLICY, GIFT ACCEPTANCE POLICY. 4) CONTINUATION OF ACADEMIC PARTNERSHIPS WITH BOWDOIN COLLEGE AND HUSSON UNIVERSITY VIA RESEARCH. CONTINUED PARTNERSHIPS WITH HIPPOCRATES CAF AT UNE AND THE REC AND LEISURE STUDIES DEPARTMENT AT USM. 5) CONTINUED PARTICIPATION IN SEMINARS AND CONFERENCES BOTH LOCALLY AND NATIONALLY AROUND INTEGRATIVE MEDICINE. 6) UPDATES TO WEBSITE ADDING FEATURES AND CONTENT RELATED TO INTEGRATIVE MEDICINE. 7) CREATION OF ORIGINAL CONTENT AND RESEARCH INFORMATION: A. EXTENSIVE INFORMATION DATABASE HAS BEEN INTEGRATED AS WELL AS AN INTEGRATIVE MEDICINE WEB DIRECTORY, PROVIDER DIRECTORY, AND HISTORY OF INTEGRATED MEDICINE DATABASE. B. THE BLOG ON THE CWL SITE CONTAINS ARTICLES VETTED BY A PROFESSIONAL MEDICAL ADVISORY BOARD AS WELL AS GRADUATE MED STUDENTS. C. CWL HAS COLLABORATED WITH ONE OF THE MOST NATIONALLY READ INTEGRATIVE MEDICINE BLOGS IN THE COUNTRY. JOHN WEEK'S INTEGRATOR BLOG IS AVAILABLE TO READ ON THE CWL WEBSITE. D. PODCASTS FROM A POPULAR LOCAL SHOW AND VIDEOS OF SYMPOSIUM ARE AVAILABLE ON THE CWL WEBSITE. 8) DEVELOPMENT OF MARKETING COLLATERAL: A. EXTENSIVE MARKETING CAMPAIGN WAS CONDUCTED FOR SYMPOSIUM AND TO INCREASE CWL MEMBERSHIP. B. A DATABASE OF LOCAL IM PROVIDERS WAS ESTABLISHED AS WELL AS AN EXTENSIVE MAILING LIST FOR A QUARTERLY CWL NEWSLETTER. 9) NETWORKING RELATED TO THE DEVELOPMENT OF MEDICAL ADVISORY BOARD: A. NEW ADVISORY BOARD MEMBERS ENLISTED, INCLUDING LEADERS IN THE FIELD OF IM AND ONE OF THE FIRST NATUROPATHIC DOCTORS IN MAINE. THEY HAVE RE- DEVELOPED CWL'S MODALITY SYSTEM CREATING A GROUPING SYSTEM THAT IS ALIGNED WITH THE CURRENT UNDERSTANDING OF IM. 10) INITIATED RELATIONSHIPS WITH LOCAL PARTNERS: A. THE CWL COLLABORATED WITH MANY LOCAL CORPORATIONS AND CARE PROVIDERS FOR SYMPOSIUM, INCLUDING THE UNIVERSITY OF SOUTHERN MAINE, MAINE MAGAZINE, NORWAY SAVINGS BANK, OPUS CONSULTING GROUP, WELLNESS CONNECTION OF MAINE, PRETI-FLAHERTY, COASTAL PHARMACY AND WELLNESS, HIPPOCRATES CAFE, COFFEE BY DESIGN, STANDARD BAKING CO., AURORA PROVISIONS, EASTERN MOUNTAIN SPORTS, AND ESSENTIAL LIVING MAINE. 11) PUBLICATION OF INTEGRATIVE MEDICINE (IM) RESEARCH THROUGH GRANTS IN PARTNERSHIP WITH HUSSON UNIVERSITY AND BOWDOIN COLLEGE. 12) EXTEND ITS NETWORK TO WELLNESS PROVIDERS AND INTEGRATIVE MEDICINE EXPERTS, INCLUDING CONNECTION WITH LOCAL START-UP PROVIDING CONTENT AND EDUCATION.-$3,118
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACQUES SANTUCCIPresident-$0--
DAN WALKERSecretary-$0--
CONNOR YOSTBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Center for Wellness Leadership Inc
EIN
46-5090279
Phone
7814284991
Address
770 CONGRESS ST, PORTLAND, ME 04102

Signing Officer

Name
Jacques Santucci
Title
President
Phone
2074284991
Signed
2020-11-12
Discuss with paid preparer
Yes

Preparer

Firm
The Swanson Group LLC
Address
838 MAIN STREET, WESTBROOK, ME 04092-2847
Preparer
Ryanne Macloughlin Ea
Phone
2073703490
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses insurance refunded -49 payroll processing 158 office supplies 180 computer & it 1,294 total 1,583

Form 990-ez, Part I, Line 20

Decrease in unrestricted net assets -829

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 50 0

Form 990-ez, Part III

To educate the public and medical practitioners about alternative medicine and natural medicine, conducting research about those topics and making grants to other tax-exempt organizations in support of these purposes.

Form 990-ez, Part III, Line 28

1) produced a symposium in may 2018: integrative health & chronic pain had a 130 participants and 10 keynotes speakers in portland, me. 2) social media campaigns: facebook, twitter, linkedin, and youtube. 3) policy development: research policy, gift acceptance policy. 4) continuation of academic partnerships with bowdoin college and husson university via research. Continued partnerships with hippocrates caf at une and the rec and leisure studies department at usm. 5) continued participation in seminars and conferences both locally and nationally around integrative medicine. 6) updates to website adding features and content related to integrative medicine. 7) creation of original content and research information: a. Extensive information database has been integrated as well as an integrative medicine web directory, provider directory, and history of integrated medicine database. B. The blog on the cwl site contains articles vetted by a professional medical advisory board as well as graduate med students. C. Cwl has collaborated with one of the most nationally read integrative medicine blogs in the country. John week's integrator blog is available to read on the cwl website. D. Podcasts from a popular local show and videos of symposium are available on the cwl website. 8) development of marketing collateral: a. Extensive marketing campaign was conducted for symposium and to increase cwl membership. B. A database of local im providers was established as well as an extensive mailing list for a quarterly cwl newsletter. 9) networking related to the development of medical advisory board: a. New advisory board members enlisted, including leaders in the field of im and one of the first naturopathic doctors in maine. They have re- developed cwl's modality system creating a grouping system that is aligned with the current understanding of im. 10) initiated relationships with local partners: a. The cwl collaborated with many local corporations and care providers for symposium, including the university of southern maine, maine magazine, norway savings bank, opus consulting group, wellness connection of maine, preti-flaherty, coastal pharmacy and wellness, hippocrates cafe, coffee by design, standard baking co., aurora provisions, eastern mountain sports, and essential living maine. 11) publication of integrative medicine (im) research through grants in partnership with husson university and bowdoin college. 12) extend its network to wellness providers and integrative medicine experts, including connection with local start-up providing content and education.

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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTBROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0040922847
ReturnHeader/PreparerPersonGrp/PhoneNum02073703490
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYANNE MACLOUGHLIN EA
ReturnHeader/ReturnTs02020-11-16T10:34:35-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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