Civic Intelligence

Wellness & Prevention Foundation

990EZ • Fiscal year 2018 • EIN 47-2443093

Jul 01, 2017 to Jun 30, 2018 • Filed on May 09, 2019

700 Avenida PicoSan Clemente, CA 92673

(949) 680-0516

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

73rd percentile

17%

Higher net margin than 73% 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

99th percentile

2769%

Faster asset growth than 99% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

78th percentile

29%

Faster revenue growth than 78% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$29,061

Up $28,048 (+2769%) from 2017

Net Assets

$29,061

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$162,808

Up $36,787 (+29%) from 2017

Expenses

Down

$134,760

Down $107 (-0.1%) from 2017

Net Income

Up

$28,048

Up $36,894 (+417%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2016: $9,859Liabilities 2016: $02016Assets 2017: $1,013Liabilities 2017: $02017Assets 2018: $29,061Liabilities 2018: $0Net Assets 2018: $29,0612018Assets 2019: $27,605Liabilities 2019: $0Net Assets 2019: $27,6052019Assets 2020: $89,468Liabilities 2020: $0Net Assets 2020: $89,4682020Assets 2021: $94,702Liabilities 2021: $0Net Assets 2021: $94,7022021Assets 2022: $96,013Liabilities 2022: $3,749Net Assets 2022: $92,2642022Assets 2023: $312,625Liabilities 2023: $32,550Net Assets 2023: $280,0752023Assets 2024: $997,253Liabilities 2024: $505,704Net Assets 2024: $491,5492024

Highlighted filing

2018

Assets$29,061
Liabilities$0
Net Assets$29,061

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2016: $26,548Expenses 2016: $25,619Net Income 2016: $9292016Revenue 2017: $126,021Expenses 2017: $134,867Net Income 2017: -$8,8462017Revenue 2018: $162,808Expenses 2018: $134,760Net Income 2018: $28,0482018Revenue 2019: $218,773Expenses 2019: $220,229Net Income 2019: -$1,4562019Revenue 2020: $355,987Expenses 2020: $294,124Net Income 2020: $61,8632020Revenue 2021: $299,199Expenses 2021: $293,965Net Income 2021: $5,2342021Revenue 2022: $634,022Expenses 2022: $636,460Net Income 2022: -$2,4382022Revenue 2023: $801,518Expenses 2023: $613,707Net Income 2023: $187,8112023Revenue 2024: $1,432,765Expenses 2024: $1,261,784Net Income 2024: $170,9812024

Highlighted filing

2018

Revenue$162,808
Expenses$134,760
Net Income$28,048
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 9, 2019
Return Version
2017v2.3
Gross Receipts
$181,066
Mission and Program Overview

Mission

Mission: helping youth and families lead healthy and productive lives. The wellness & prevention center provides school based therapeutic services that address the social and emotional needs of our youth.the center provides a safe place for students to discuss stressors and conflict while working on positive solutions. School wide programming and individual services are designed to encourage healthy coping mechanisms for the overwhelming demands on our local youth while promoting evidence based prevention models. The wellness & prevention center is the lead agency for the wellness & prevention coalition. The coalition uses long-term strategic planning to implement community wide prevention interventions designed to rescue youth substance use, build developmental assets and strengthen families.

To provide support to the community's youth and assist them to lead healthy and productive lives

Program Services

DescriptionGrantsExpenses
MENTAL HEALTH SERVICES AND COUNSELING$0$0
COMMUNITY EDUCATION$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARCI MEDNICKPresident-$0--
MARK MURPHYTreasurer-$0--
LESLIE DAVISVice President-$0--
JENNIFER ANTHONYSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Friendraiser$22,429$18,679$2,797$15,882
Semi-annual Friendraiser$11,966$3,081$260$2,821
Total Events$34,395$21,760$18,258$3,502
Filing and Contact Details

Filer

Filer Name
Wellness & Prevention Foundation
EIN
47-2443093
Phone
9496800516
Address
700 AVENIDA PICO, SAN CLEMENTE, CA 92673

Signing Officer

Name
Mark Murphy
Title
Treasurer
Phone
9496502771
Signed
2019-05-09
Discuss with paid preparer
No

Preparer

Firm
Ltsp Inc
Address
4685 MACARTHUR COURT SUITE 300, NEWPORT BEACH, CA 92660
Preparer
Mark D Murphy
Phone
9496502771
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: program services. Amount: 112,303. Description: grant administration. Amount: 18,627. Description: bank charges. Amount: 678. Description: accounting services. Amount: 3,055. Description: business license. Amount: 97. Total to form 990-ez, line 16: 134,760.

Raw XML Appendix189 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/PhoneNum09496502771
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEWPORT BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPORT TO THE COMMUNITY'S YOUTH AND ASSIST THEM TO LEAD HEALTHY AND PRODUCTIVE LIVES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MENTAL HEALTH SERVICES AND COUNSELING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMUNITY EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt018258
IRS990EZ/SpecialEventsNetIncomeLossAmt016137
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/WebsiteAddressTxt0WWW.WELLNESSANDPREVENTIONSANCLEMENTE.COM
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0126021
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0286712
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0TO PROMOTE THE FOUNDATION AND EDUCATE THE COMMUNITY ON THE M
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt036250
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt036250
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0ANNUAL FRIENDRAISER
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt0700 AVENIDA PICO
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0SAN CLEMENTE
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL FRIENDRAISER
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04353
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt09300
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/SolicitationOfGovtGrantsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/TotalGrossReceiptsAmt036250
IRS990ScheduleG/TotalNetToOrganizationAmt036250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: PROGRAM SERVICES. AMOUNT: 112,303. DESCRIPTION: GRANT ADMINISTRATION. AMOUNT: 18,627. DESCRIPTION: BANK CHARGES. AMOUNT: 678. DESCRIPTION: ACCOUNTING SERVICES. AMOUNT: 3,055. DESCRIPTION: BUSINESS LICENSE. AMOUNT: 97. TOTAL TO FORM 990-EZ, LINE 16: 134,760.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK MURPHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09496502771
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELLNESS & PREVENTION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0472443093
ReturnHeader/Filer/PhoneNum09496800516
ReturnHeader/Filer/USAddress/AddressLine1Txt0700 AVENIDA PICO
ReturnHeader/Filer/USAddress/CityNm0SAN CLEMENTE
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ReturnHeader/Filer/USAddress/ZIPCd092673
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02019-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:30:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953864890
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LTSP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04685 MACARTHUR COURT SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWPORT BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092660
ReturnHeader/PreparerPersonGrp/PhoneNum09496502771
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK D MURPHY
ReturnHeader/ReturnTs02019-05-10T14:01:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings