Liabilities / Assets
75th percentile
Higher debt load relative to assets than 75% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.06x
Liabilities / Revenue
75th percentile
Higher debt load relative to revenue than 75% of similar nonprofits.
Net Margin
70th percentile
Higher net margin than 70% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
75th percentile
Faster asset growth than 75% of similar nonprofits.
Revenue Growth
23rd percentile
Faster revenue growth than 23% of similar nonprofits.
Balance Sheet
Assets
Up$44,423
Up $8,733 (+24%) from 2018
Net Assets
Up$41,708
Up $7,374 (+21%) from 2018
Liabilities
Up$2,715
Up $1,359 (+100%) from 2018
Revenue And Expenses
Revenue
Down$71,644
Down $19,810 (-22%) from 2018
Expenses
Down$61,135
Down $10,810 (-15%) from 2018
Net Income
Down$10,509
Down $9,000 (-46%) from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2019 to Dec 31, 2019
- Signed
- Mar 6, 2020
- Return Version
- 2019v5.0
- Gross Receipts
- $107,867
Mission and Program Overview
Mission
To provide low cost yoga theraphy
Program Services
| Description | Grants | Expenses |
|---|---|---|
| TO PROVIDE YOGA THERAPHY FOR CANCER PATIENTS AND THEIR CAREGIVERS | $2,332 | $2,332 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| HEIDI BORSCH | CEO | - | $0 | - | - |
| MARY BAKER | CFO | - | $0 | - | - |
| MEGHAN KELLY | Secretary | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Gala 2019 | $10,100 | $10,100 | $14,916 | $-4,816 |
| Total Events | $10,100 | $10,100 | $14,916 | $-4,816 |
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
- 2020-03-06
- Discuss with paid preparer
- Yes
Preparer
- Firm
- JJ Davis and Associates
- Address
- 3914 Murphy Canyon Rd 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 amountwf cash back reward 331”
Description of other expenses Part I line 16
“Description amountadvertising 4,164bank charges 330sales tax 11fees 1,878refund 40reiki trng 5,735workshops 245travel 14ytt expenses 5,066websites 410brd mtgs. 209auto expense 813meals and entertainment 1,734other mtgs 182contractors 7,325dues and subscriptions 2,241frhd expenses (8,710)office supplies 1,748other business expenses 264photos 650props 1,025other reimbursed expenses 186licenses 344”
Other changes in net assets or fund balances Part I line 20
“Description amountadjustment to net asset balance (3,135)”
Description of other assets Part II line 24
“Category beginning of year end of yearother assets 6,545 6,545”
Description of total liabilities Part II line 26
“Category beginning of year end of yearcredit cards 1,356 2,268p/r liab 0 447”
Raw XML Appendix166 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/PersonNm | 0 | HEIDI BORSCH |
| CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt | 0 | VOLUNTEER |
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | MARY BAKER |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7606379154 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 102 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | OCEANSIDE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 92049 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 29145 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 37878 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 21432 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 10509 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 636 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 35690 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 44423 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 60994 |
| IRS990EZ/GrossReceiptsAmt | 0 | 107867 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 34334 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 41708 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 34334 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 41708 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 1291 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | HEIDI BORSCH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | MARY BAKER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | MEGHAN KELLY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | CEO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | CFO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 6545 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 6545 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -3135 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 25904 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 331 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROVIDE LOW COST YOGA THERAPHY |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 767 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 25110 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO PROVIDE YOGA THERAPHY FOR CANCER PATIENTS AND THEIR CAREGIVERS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 2332 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 2332 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 32537 |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 36223 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 24771 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 1356 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 2715 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 61135 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 2332 |
| IRS990EZ/TotalRevenueAmt | 0 | 71644 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | [email protected] |
| IRS990ScheduleA/First5Years170Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 21432 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 86579 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 108011 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt | 0 | 4875 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt | 0 | 4875 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 105044 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 7842 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 21432 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 91454 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 112886 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 112886 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 14916 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | GALA 2019 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 10100 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 10100 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 10100 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 10100 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | -4816 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 14916 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 14916 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION AMOUNTWF CASH BACK REWARD 331 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION AMOUNTADVERTISING 4,164BANK CHARGES 330SALES TAX 11FEES 1,878REFUND 40REIKI TRNG 5,735WORKSHOPS 245TRAVEL 14YTT EXPENSES 5,066WEBSITES 410BRD MTGS. 209AUTO EXPENSE 813MEALS AND ENTERTAINMENT 1,734OTHER MTGS 182CONTRACTORS 7,325DUES AND SUBSCRIPTIONS 2,241FRHD EXPENSES (8,710)OFFICE SUPPLIES 1,748OTHER BUSINESS EXPENSES 264PHOTOS 650PROPS 1,025OTHER REIMBURSED EXPENSES 186LICENSES 344 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION AMOUNTADJUSTMENT TO NET ASSET BALANCE (3,135) |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | CATEGORY BEGINNING OF YEAR END OF YEAROTHER ASSETS 6,545 6,545 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | CATEGORY BEGINNING OF YEAR END OF YEARCREDIT CARDS 1,356 2,268P/R LIAB 0 447 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Description of other revenue Part I line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other changes in net assets or fund balances Part I line 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Description of other assets Part II line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Description of total liabilities Part II line 26 |
| ReturnHeader/BuildTS | 0 | 2020-09-23 17:36:50Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MARY BAKER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CFO |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7606379154 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-03-06 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | BE WELL THERAPY INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | BEWE |
| ReturnHeader/Filer/EIN | 0 | 472321179 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 102 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | OCEANSIDE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92049 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | CD95689D1A5F3B0E8AB798AC9B489DC4B513D186 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | CD95689D1A5F3B0E8AB798AC9B489DC4B513D186 |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId | 0 | 30664920200672ypmiyg |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt | 0 | 2020-03-07 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 70.95.120.186 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-03-07 |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 12:15:42 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 271201082 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | JJ Davis and Associates |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 3914 Murphy Canyon Rd Ste A164 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | San Diego |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 92123 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6195729297 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2020-03-06 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Joseph J Davis MBA CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2020-03-06T15:52:21-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-12-31 |
| ReturnHeader/TaxYr | 0 | 2019 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $44,423
- Liabilities
- $2,715
- Net assets
- $41,708
- Revenue
- $71,644
- Expenses
- $61,135
- Net income
- $10,509