Civic Intelligence

Be Well Therapy Inc.

990EZ • Fiscal year 2022 • EIN 47-2321179

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 14, 2023

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

77th percentile

0.06x

Higher debt load relative to assets than 77% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

79th percentile

0.07x

Higher debt load relative to revenue than 79% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

71st percentile

21%

Higher net margin than 71% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

72nd percentile

22%

Faster asset growth than 72% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

27th percentile

-16%

Faster revenue growth than 27% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$100,518

Up $17,866 (+22%) from 2021

Net Assets

Up

$94,117

Up $18,119 (+24%) from 2021

Liabilities

Down

$6,401

Down $253 (-3.8%) from 2021

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin71st percentile

Revenue

Down

$94,928

Down $17,536 (-16%) from 2021

Expenses

Down

$74,914

Down $6,608 (-8.1%) from 2021

Net Income

Down

$20,014

Down $10,928 (-35%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

2022

Assets$100,518
Liabilities$6,401
Net Assets$94,117
Open 2022 Filing

Operations Trend

Revenue Growth27th percentile

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

2022

Revenue$94,928
Expenses$74,914
Net Income$20,014
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 14, 2023
Return Version
2022v5.0
Gross Receipts
$119,411
Mission and Program Overview

Mission

To provide low cost yoga theraphy

Program Services

DescriptionGrantsExpenses
TO PROVIDE YOGA THERAPHY FOR CANCER PATIENTS AND THEIR CAREGIVERS$6,619$24,483
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEIDI BORSCHCEO-$0--
MARY BAKERCFO-$0--
SU YEN KHUNSecretary-$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
7605006238
Signed
2023-07-14
Discuss with paid preparer
No

Preparer

Firm
Joseph J Davis CPA
Address
PO Box 720758, San Diego, CA 92172
Preparer
Joseph J Davis CPA
Phone
6195729297
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountadvertising 4,606bank charges 790computer expenses 370insurance 625meals and entertainment 1,147dues and subscriptions 642gift expenses 332contributions 850”

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

“Description amountprior prior adjustment (1,895)”

Description of total liabilities Part II line 26

“Category beginning of year end of yearcredit cards 1,130 877p/r liab 5,524 5,524”

Raw XML Appendix160 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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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/BOYAmt082652
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IRS990EZ/ExcessOrDeficitForYearAmt020014
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEIDI BORSCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SU YEN KHUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-1895
IRS990EZ/OtherExpensesTotalAmt09362
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE LOW COST YOGA THERAPHY
IRS990EZ/PrintingPublicationsPostageAmt03408
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE YOGA THERAPHY FOR CANCER PATIENTS AND THEIR CAREGIVERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06619
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024483
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt033005
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt024483
IRS990EZ/SpecialEventsNetIncomeLossAmt0-13295
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt06654
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06401
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074914
IRS990EZ/TotalProgramServiceExpensesAmt024483
IRS990EZ/TotalRevenueAmt094928
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0[email protected]
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0108223
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0102024
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt075961
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt021432
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt086579
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0394219
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus4YearsAmt04875
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt04875
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04569
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt011358
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03630
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt025110
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt044667
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt06619
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt01282
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt09218
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt060994
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt078113
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0521874
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0119411
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0114664
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt088809
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0107536
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt091454
IRS990ScheduleA/Total509Grp/TotalAmt0521874
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0119411
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt091454
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0521874
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTADVERTISING 4,606BANK CHARGES 790COMPUTER EXPENSES 370INSURANCE 625MEALS AND ENTERTAINMENT 1,147DUES AND SUBSCRIPTIONS 642GIFT EXPENSES 332CONTRIBUTIONS 850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTPRIOR PRIOR ADJUSTMENT (1,895)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARCREDIT CARDS 1,130 877P/R LIAB 5,524 5,524
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY BAKER
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ReturnHeader/BusinessOfficerGrp/PhoneNum07605006238
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BE WELL THERAPY INC
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ReturnHeader/Filer/EIN0472321179
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 102
ReturnHeader/Filer/USAddress/CityNm0OCEANSIDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092049
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Joseph J Davis CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 720758
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
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ReturnHeader/PreparerPersonGrp/PhoneNum06195729297
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph J Davis CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-07-14T14:49:26-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BAKER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$100,518
Liabilities
$6,401
Net assets
$94,117
Revenue
$94,928
Expenses
$74,914
Net income
$20,014
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