Civic Intelligence

Ctznwell Institute Inc

EIN 47-3286184 • 501(c)3 • New York, NY

Profile

Our theory of change begins with people. Through personal practice, community building, and collective action we transform ourselves and restructure our world to support the conditions of wellbeing for all. CTZN Circles Guide activate communities in shared practice and collective action to respond to the critical issues of our time.

PO Box 20121New York, NY 10011

www.ctznwell.org

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.06x

Higher debt load relative to assets than 73% of similar nonprofits.

NTEE E70 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

NTEE E70 • <$500k nonprofits • Source year 2024

Net Margin

31st percentile

-2.5%

Higher net margin than 31% of similar nonprofits.

NTEE E70 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

NTEE E70 • <$500k nonprofits • Source year 2024

Asset Growth

37th percentile

-12%

Faster asset growth than 37% of similar nonprofits.

NTEE E70 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

36%

Faster revenue growth than 67% of similar nonprofits.

NTEE E70 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$52,487

Down $6,971 (-12%) from 2023

Liabilities

Flat

$3,000

Flat from 2023

Net Assets

Down

$49,487

Down $6,971 (-12%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin31st percentile

Revenue

Up

$275,874

Up $73,235 (+36%) from 2023

Expenses

Up

$282,845

Up $83,131 (+42%) from 2023

Net Income

Down

-$6,971

Down $9,896 (-338%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$100K$50K$0-$50KAssets 2015: $233Liabilities 2015: $3,500Net Assets 2015: -$3,2672015Assets 2016: $10,717Liabilities 2016: $39,611Net Assets 2016: -$28,8942016Assets 2017: $689Liabilities 2017: $02017Assets 2018: $5,644Net Assets 2018: $5,6442018Assets 2019: $24,620Net Assets 2019: $24,6202019Assets 2020: $15,351Liabilities 2020: $2,000Net Assets 2020: $13,3512020Assets 2021: $21,899Liabilities 2021: $2,000Net Assets 2021: $19,8992021Assets 2022: $56,533Liabilities 2022: $3,000Net Assets 2022: $53,5332022Assets 2023: $59,458Liabilities 2023: $3,000Net Assets 2023: $56,4582023Assets 2024: $52,487Liabilities 2024: $3,000Net Assets 2024: $49,4872024

Highlighted filing

2024

Assets$52,487
Liabilities$3,000
Net Assets$49,487
Open 2024 Filing

Operations Trend

Revenue Growth67th percentile

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

$300K$200K$100K$0-$100KRevenue 2015: $41,438Expenses 2015: $44,311Net Income 2015: -$2,8732015Revenue 2016: $133,173Expenses 2016: $158,900Net Income 2016: -$25,7272016Revenue 2017: $96,138Expenses 2017: $66,555Net Income 2017: $29,5832017Revenue 2018: $52,015Expenses 2018: $47,060Net Income 2018: $4,9552018Revenue 2019: $51,752Expenses 2019: $32,776Net Income 2019: $18,9762019Revenue 2020: $28,884Expenses 2020: $40,153Net Income 2020: -$11,2692020Revenue 2021: $36,045Expenses 2021: $29,497Net Income 2021: $6,5482021Revenue 2022: $274,861Expenses 2022: $241,227Net Income 2022: $33,6342022Revenue 2023: $202,639Expenses 2023: $199,714Net Income 2023: $2,9252023Revenue 2024: $275,874Expenses 2024: $282,845Net Income 2024: -$6,9712024

Highlighted filing

2024

Revenue$275,874
Expenses$282,845
Net Income-$6,971
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$52,487
Liabilities
$3,000
Net assets
$49,487
Revenue
$275,874
Expenses
$282,845
Net income
-$6,971
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.03$0.49$2.76$2.83$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.59$0.03$0.56$2.03$2.00$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.57$0.03$0.54$2.75$2.41$0.34
2021Detailed filing. Detailed filing data is available for this year.$0.22$0.02$0.20$0.36$0.29$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.15$0.02$0.13$0.29$0.40$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.52$0.33$0.19
2018Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.52$0.47$0.05
2017Summary only. Only limited summary data is available for this year.$0.01$0.00$0.96$0.67$0.30
2016Detailed filing. Detailed filing data is available for this year.$0.11$0.40$0.29$1.33$1.59$0.26
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.04$0.03$0.41$0.44$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$275,874
Mission and Program Overview

Mission

Our theory of change begins with people. Through personal practice, community building, and collective action we transform ourselves and restructure our world to support the conditions of wellbeing for all. CTZN Circles Guide activate communities in shared practice and collective action to respond to the critical issues of our time.

Through personal practice, community building, and collective action we transform ourselves and restructure our world to support the conditions of wellbeing for all.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$59,458$52,487▼ $6,971
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$59,458$52,487▼ $6,971
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$3,000$3,000→ $0
Total Liabilities$3,000$3,000→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$56,458$49,487▼ $6,971
Total Net Assets Fund Balance$56,458$49,487▼ $6,971
Total Liabilities and Net Assets / Fund Balance$59,458$52,487▼ $6,971
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Kerri KellyPresident
Anasa TroutmanDirector
Donnie FowlerDirector
Kristin RothballerDirector
Rebecca ParekhDirector
Heidi SieckSecretary
Robin BourdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$275,874
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$275,874
Change in Net Assets
$-6,971
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$282,845
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$176,096--$176,096
Fees for Services Other$82,000$18,000-$100,000
Travel$5,874$875-$6,749
Total Functional Expenses$263,970$18,875$0$282,845
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
CTZNWELL Institute Inc
EIN
47-3286184
Phone
4159716383
Address
PO Box 20121, New York, NY 10011

Signing Officer

Name
Kerri Kelly
Title
President
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Formed
2015
Voting Board Members
7
Independent Board Members
6
Employees
0

Preparer

Firm
Morse & Company CPAs LLP
Address
28445 Highgate Drive, Bonita Springs, FL 34135
Preparer
Dexter A Morse CPA
Phone
2127652200
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0275874
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0202500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0270045
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt036045
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt028884
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0813348
IRS990ScheduleA/TotalSupportAmt0813348
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990/ScheduleJRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TotalAssetsBOYAmt059458
IRS990/TotalAssetsEOYAmt052487
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IRS990/TotalContributionsAmt0275874
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018875
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0263970
IRS990/TotalFunctionalExpensesGrp/TotalAmt0282845
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03000
IRS990/TotalLiabilitiesEOYAmt03000
IRS990/TotalLiabilitiesGrp/BOYAmt03000
IRS990/TotalLiabilitiesGrp/EOYAmt03000
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IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0275874
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt059458
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt052487
IRS990/TravelGrp/ManagementAndGeneralAmt0875
IRS990/TravelGrp/ProgramServicesAmt05874
IRS990/TravelGrp/TotalAmt06749
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0PO Box 20121
IRS990/USAddress/CityNm0New York
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010011
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.ctznwell.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kerri Kelly
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CTZNWELL Institute Inc
ReturnHeader/Filer/BusinessNameControlTxt0CTZN
ReturnHeader/Filer/EIN0473286184
ReturnHeader/Filer/PhoneNum04159716383
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 20121
ReturnHeader/Filer/USAddress/CityNm0New York
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010011
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263957706
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Morse & Company CPAs LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt028445 Highgate Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bonita Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034135
ReturnHeader/PreparerPersonGrp/PhoneNum02127652200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dexter A Morse CPA
ReturnHeader/ReturnTs02025-11-17T19:32:15-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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