Civic Intelligence

Be Well Therapy Inc.

990EZ • Fiscal year 2018 • EIN 47-2321179

Jan 01, 2018 to Dec 31, 2018 • Filed on Jan 26, 2019

Organization Profile[email protected]
PO Box 102Oceanside, CA 92049

(760) 637-9154

Siviq Scores

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

Liabilities / Assets

71st percentile

0.04x

Higher debt load relative to assets than 71% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets71st percentile

Assets

$35,690

No earlier filing loaded for comparison.

Net Assets

$34,334

No earlier filing loaded for comparison.

Liabilities

$1,356

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin77th percentile

Revenue

$91,454

No earlier filing loaded for comparison.

Expenses

$71,945

No earlier filing loaded for comparison.

Net Income

$19,509

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2018

Assets$35,690
Liabilities$1,356
Net Assets$34,334
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$91,454
Expenses$71,945
Net Income$19,509
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jan 26, 2019
Return Version
2018v3.1
Gross Receipts
$91,454
Mission and Program Overview

Mission

To provide low cost yoga theraphy

Program Services

DescriptionGrantsExpenses
TO PROVIDE YOGA THERAPHY FOR CANCER PATIENTS AND THEIR CAREGIVERS-$71,894
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEIDI BORSCHCEO-$0--
MARY BAKERCFO-$0--
MEGHAN KELLYSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Be Well Therapy Inc
EIN
47-2321179
Address
PO BOX 102, OCEANSIDE, CA 92049

Signing Officer

Name
Mary Baker
Title
CFO
Phone
7606379154
Signed
2019-01-26
Discuss with paid preparer
Yes

Preparer

Firm
JJ Davis and Associates
Address
3914 Murphy Canyon Road Ste A164, San Diego, CA 92123
Preparer
Joseph J Davis MBA CPA
Phone
6195729297
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountin-kind contributions 4,875”

Description of other expenses Part I line 16

“Description amountadvertising 2,991bank charges 101auto 92donations 6,000events - total for 2018 21,566in-kind svcs 4,875insurance 695interest 228dues 413off supplies 905sales tax 33fees 1,139refund 714printing 908workshops 429travel 1,159misc 3,005other 1,137recon item 51”

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

“Description amountopening net asset balance 14,825”

Description of other assets Part II line 24

“Category beginning of year end of yearother assets 0 6,545”

Description of total liabilities Part II line 26

“Category beginning of year end of yearcredit cards 0 1,356”

Raw XML Appendix143 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0HEIDI BORSCH
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0VOLUNTEER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029145
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt078590
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt019509
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03711
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035690
IRS990EZ/GrossReceiptsAmt091454
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034334
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034334
IRS990EZ/OccupancyRentUtltsAndMaintAmt010914
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEIDI BORSCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MEGHAN KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06545
IRS990EZ/OtherChangesInNetAssetsAmt014825
IRS990EZ/OtherExpensesTotalAmt046441
IRS990EZ/OtherRevenueTotalAmt04875
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE LOW COST YOGA THERAPHY
IRS990EZ/PrintingPublicationsPostageAmt0254
IRS990EZ/ProgramServiceRevenueAmt07989
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE YOGA THERAPHY FOR CANCER PATIENTS AND THEIR CAREGIVERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt071894
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt010625
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01356
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt071945
IRS990EZ/TotalProgramServiceExpensesAmt071894
IRS990EZ/TotalRevenueAmt091454
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0[email protected]
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt086579
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt086579
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt04875
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt04875
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt091454
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt091454
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt091454
IRS990ScheduleA/TotalSupportAmt091454
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTIN-KIND CONTRIBUTIONS 4,875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTADVERTISING 2,991BANK CHARGES 101AUTO 92DONATIONS 6,000EVENTS - TOTAL FOR 2018 21,566IN-KIND SVCS 4,875INSURANCE 695INTEREST 228DUES 413OFF SUPPLIES 905SALES TAX 33FEES 1,139REFUND 714PRINTING 908WORKSHOPS 429TRAVEL 1,159MISC 3,005OTHER 1,137RECON ITEM 51
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTOPENING NET ASSET BALANCE 14,825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEAROTHER ASSETS 0 6,545
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CATEGORY BEGINNING OF YEAR END OF YEARCREDIT CARDS 0 1,356
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY BAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum07606379154
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BE WELL THERAPY INC
ReturnHeader/Filer/BusinessNameControlTxt0BEWE
ReturnHeader/Filer/EIN0472321179
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 102
ReturnHeader/Filer/USAddress/CityNm0OCEANSIDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092049
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CD95689D1A5F3B0E8AB798AC9B489DC4B513D186
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CD95689D1A5F3B0E8AB798AC9B489DC4B513D186
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03066492019035uzzjswu
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-02-04
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.95.120.186
ReturnHeader/FilingSecurityInformation/IPDt02019-02-04
ReturnHeader/FilingSecurityInformation/IPTm017:32:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271201082
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JJ Davis and Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03914 Murphy Canyon Road Ste A164
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092123
ReturnHeader/PreparerPersonGrp/PhoneNum06195729297
ReturnHeader/PreparerPersonGrp/PreparationDt02019-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph J Davis MBA CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-01-30T19:53:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,690
Liabilities
$1,356
Net assets
$34,334
Revenue
$91,454
Expenses
$71,945
Net income
$19,509
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