Civic Intelligence

Be Well Therapy Inc.

EIN 47-2321179 • 501(c)3 • Oceanside, CA

Pub. 78 Eligible990-N Coverage

Profile

To provide low cost yoga theraphy

PO Box 102Oceanside, CA 92049

bewelltherapy.net

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

81st percentile

30%

Higher net margin than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

87th percentile

$19,181

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

86th percentile

52%

Faster asset growth than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

45%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$113,905

Up $38,940 (+52%) from 2023

Liabilities

Down

$0

Down $578 (-100%) from 2023

Net Assets

Up

$113,905

Up $39,518 (+53%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin81st percentile

Revenue

Up

$116,234

Up $36,062 (+45%) from 2023

Expenses

Down

$81,828

Down $12,210 (-13%) from 2023

Net Income

Up

$34,406

Up $48,272 (+348%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

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

$150K$100K$50K$0Assets 2018: $35,690Liabilities 2018: $1,356Net Assets 2018: $34,3342018Assets 2019: $44,423Liabilities 2019: $2,715Net Assets 2019: $41,7082019Assets 2020: $40,356Liabilities 2020: $1,557Net Assets 2020: $38,7992020Assets 2021: $82,652Liabilities 2021: $6,654Net Assets 2021: $75,9982021Assets 2022: $100,518Liabilities 2022: $6,401Net Assets 2022: $94,1172022Assets 2023: $74,965Liabilities 2023: $578Net Assets 2023: $74,3872023Assets 2024: $113,905Liabilities 2024: $0Net Assets 2024: $113,9052024

Highlighted filing

2024

Assets$113,905
Liabilities$0
Net Assets$113,905
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

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

$150K$100K$50K$0-$50KRevenue 2018: $91,454Expenses 2018: $71,945Net Income 2018: $19,5092018Revenue 2019: $71,644Expenses 2019: $61,135Net Income 2019: $10,5092019Revenue 2020: $87,044Expenses 2020: $91,947Net Income 2020: -$4,9032020Revenue 2021: $112,464Expenses 2021: $81,522Net Income 2021: $30,9422021Revenue 2022: $94,928Expenses 2022: $74,914Net Income 2022: $20,0142022Revenue 2023: $80,172Expenses 2023: $94,038Net Income 2023: -$13,8662023Revenue 2024: $116,234Expenses 2024: $81,828Net Income 2024: $34,4062024

Highlighted filing

2024

Revenue$116,234
Expenses$81,828
Net Income$34,406
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$113,905
Liabilities
$0
Net assets
$113,905
Revenue
$116,234
Expenses
$81,828
Net income
$34,406
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$1.16$0.82$0.34
2023Detailed filing. Detailed filing data is available for this year.$0.75$0.01$0.74$0.80$0.94$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.06$0.94$0.95$0.75$0.20
2021Detailed filing. Detailed filing data is available for this year.$0.83$0.07$0.76$1.12$0.82$0.31
2020Detailed filing. Detailed filing data is available for this year.$0.40$0.02$0.39$0.87$0.92$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.44$0.03$0.42$0.72$0.61$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.36$0.01$0.34$0.91$0.72$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 6, 2025
Return Version
2024v5.0
Gross Receipts
$152,745
Mission and Program Overview

Mission

To provide low cost yoga theraphy

Program Services

DescriptionGrantsExpenses
TO PROVIDE YOGA THERAPHY FOR CANCER PATIENTS AND THEIR CAREGIVERS$31,595$15,566
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY BAKERPresident-$19,181-$19,181
HEIDI BORSCHVice Pres-$16,465-$16,465
SU YEN KUHNSecrectary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Community-ba----
Gala----
Filing and Contact Details

Filer

Filer Name
Be Well Therapy Inc
EIN
47-2321179
In Care Of
% MARY J BAKER
Phone
7606379154
Address
PO BOX 102, OCEANSIDE, CA 92049

Signing Officer

Name
Mary J Baker
Title
CEO
Phone
7605006238
Signed
2025-02-06
Discuss with paid preparer
Yes

Preparer

Firm
Joseph J Davis CPA Tax Services
Address
PO Box 72058, San Diego, CA 92172
Preparer
Joseph J Davis CPA
Phone
6195729297
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountcc rebates 408int income 16”

Description of other expenses Part I line 16

“Description amountadvertising 2,674bank charges 814computer expenses 2,329insurance 363dues and subscriptions 2,642contributions 1,082office materials and supplies 661int paid - 2024 46”

Other changes in net assets or fund balances Part I line 20

“Description amountprior year - 2024 adjust 5,112”

Description of other assets Part II line 24

“Category beginning of year end of yearother assets - investments 0 30,000other assets - ccd overpaymen 0 2,470”

Description of total liabilities Part II line 26

“Category beginning of year end of yearcredit cards 578 0”

Raw XML Appendix187 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/PersonNm0MARY BAKER
IRS990EZ/BooksInCareOfDetail/PhoneNum07606379154
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 102
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OCEANSIDE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092049
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt074965
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt081435
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt055033
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt034406
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt014428
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt074965
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0113905
IRS990EZ/FundraisingGrossIncomeAmt097288
IRS990EZ/GrossReceiptsAmt0152745
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt074387
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0113905
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt074387
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0113905
IRS990EZ/OccupancyRentUtltsAndMaintAmt01000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt019181
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt116465
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HEIDI BORSCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SU YEN KUHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRECTARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt032470
IRS990EZ/OtherChangesInNetAssetsAmt05112
IRS990EZ/OtherExpensesTotalAmt010611
IRS990EZ/OtherRevenueTotalAmt0424
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE LOW COST YOGA THERAPHY
IRS990EZ/PrintingPublicationsPostageAmt01827
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE YOGA THERAPHY FOR CANCER PATIENTS AND THEIR CAREGIVERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt031595
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015566
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt053962
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt036511
IRS990EZ/SpecialEventsNetIncomeLossAmt060777
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0578
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt081828
IRS990EZ/TotalProgramServiceExpensesAmt015566
IRS990EZ/TotalRevenueAmt0116234
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0[email protected]
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06858
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt053325
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0108223
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0102024
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt075961
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0346391
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt032535
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt060926
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04569
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt011358
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03630
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0113018
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0112928
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt06619
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt01282
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt09218
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0130047
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0408
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0308
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0716
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99880
IRS990ScheduleA/PublicSupportPY509Pct00.99940
IRS990ScheduleA/PublicSupportTotal509Amt0589456
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0152321
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0114251
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0119411
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0114664
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt088809
IRS990ScheduleA/Total509Grp/TotalAmt0589456
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0152729
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0114567
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0119411
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0114664
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt088809
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0590180
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
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COMMUNITY-BA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTCC REBATES 408INT INCOME 16
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTADVERTISING 2,674BANK CHARGES 814COMPUTER EXPENSES 2,329INSURANCE 363DUES AND SUBSCRIPTIONS 2,642CONTRIBUTIONS 1,082OFFICE MATERIALS AND SUPPLIES 661INT PAID - 2024 46
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTPRIOR YEAR - 2024 ADJUST 5,112
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEAROTHER ASSETS - INVESTMENTS 0 30,000OTHER ASSETS - CCD OVERPAYMEN 0 2,470
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CATEGORY BEGINNING OF YEAR END OF YEARCREDIT CARDS 578 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of total liabilities Part II line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY J BAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum07605006238
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BE WELL THERAPY INC
ReturnHeader/Filer/BusinessNameControlTxt0BEWE
ReturnHeader/Filer/EIN0472321179
ReturnHeader/Filer/InCareOfNm0% MARY J BAKER
ReturnHeader/Filer/PhoneNum07606379154
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 102
ReturnHeader/Filer/USAddress/CityNm0OCEANSIDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092049
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Joseph J Davis CPA Tax Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 72058
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092172
ReturnHeader/PreparerPersonGrp/PhoneNum06195729297
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH J DAVIS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-02-16T23:53:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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