Civic Intelligence

Byron Wellness System Inc

990 • Fiscal year 2017 • EIN 47-5285597

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization ProfileN/A
12101 Lima RoadFort Wayne, IN 46818

(260) 637-3166

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

11th percentile

0.01x

Higher debt load relative to revenue than 11% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

82nd percentile

26%

Higher net margin than 82% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

76th percentile

$198,317

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 81.5% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

49th percentile

3.7%

Faster asset growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

73rd percentile

18%

Faster revenue growth than 73% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$5,760,428

Up $204,786 (+3.7%) from 2016

Net Assets

Up

$5,758,390

Up $208,046 (+3.7%) from 2016

Liabilities

Down

$2,038

Down $3,260 (-62%) from 2016

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin82nd percentile

Revenue

Up

$243,324

Up $36,784 (+18%) from 2016

Expenses

Up

$180,884

Up $129,087 (+249%) from 2016

Net Income

Down

$62,440

Down $92,303 (-60%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$6.0M$4.0M$2.0M$0Assets 2015: $4,977,539Liabilities 2015: $0Net Assets 2015: $4,977,5392015Assets 2016: $5,555,642Liabilities 2016: $5,298Net Assets 2016: $5,550,3442016Assets 2017: $5,760,428Liabilities 2017: $2,038Net Assets 2017: $5,758,3902017Assets 2018: $3,413,894Liabilities 2018: $18,817Net Assets 2018: $3,395,0772018Assets 2019: $3,530,043Liabilities 2019: $21,169Net Assets 2019: $3,508,8742019Assets 2020: $3,476,271Liabilities 2020: $0Net Assets 2020: $3,476,2712020Assets 2021: $3,436,835Liabilities 2021: $57,145Net Assets 2021: $3,379,6902021Assets 2022: $2,837,398Liabilities 2022: $212,254Net Assets 2022: $2,625,1442022Assets 2023: $2,997,159Liabilities 2023: $490,348Net Assets 2023: $2,506,8112023Assets 2024: $3,148,360Liabilities 2024: $948,859Net Assets 2024: $2,199,5012024

Highlighted filing

2017

Assets$5,760,428
Liabilities$2,038
Net Assets$5,758,390
Open 2017 Filing

Operations Trend

Revenue Growth73rd percentile

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

$500K$0-$500KRevenue 2015: $41,757Expenses 2015: $25Net Income 2015: $41,7322015Revenue 2016: $206,540Expenses 2016: $51,797Net Income 2016: $154,7432016Revenue 2017: $243,324Expenses 2017: $180,884Net Income 2017: $62,4402017Revenue 2018: $357,185Expenses 2018: $251,056Net Income 2018: $106,1292018Revenue 2019: $178,228Expenses 2019: $280,380Net Income 2019: -$102,1522019Revenue 2020: $178,696Expenses 2020: $330,190Net Income 2020: -$151,4942020Revenue 2021: $236,595Expenses 2021: $453,618Net Income 2021: -$217,0232021Revenue 2022: $163,499Expenses 2022: $409,320Net Income 2022: -$245,8212022Revenue 2023: $190,396Expenses 2023: $340,844Net Income 2023: -$150,4482023Revenue 2024: $23,844Expenses 2024: $372,449Net Income 2024: -$348,6052024

Highlighted filing

2017

Revenue$243,324
Expenses$180,884
Net Income$62,440
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$243,324
Mission and Program Overview

Mission

To develop, support, promote, and/or conduct educational programs, scientific research, human service programs, and other charitable activities, all in promotion and support of the interests and purposes of recovery health services and the byron foundation.

To support and/or develop educational programs, scientific research, human service programs, and other charitable activities in promotion of supported organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,342,739$5,708,638▲ $365,899
Cash and Non-Interest-Bearing Accounts$212,903$51,790▼ $161,113
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$5,555,642$5,760,428▲ $204,786
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$5,298$2,038▼ $3,260
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$5,298$2,038▼ $3,260
Net Assets / Fund Balance
Unrestricted Net Assets$5,550,344$5,758,390▲ $208,046
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$5,550,344$5,758,390▲ $208,046
Total Liabilities and Net Assets / Fund Balance$5,555,642$5,760,428▲ $204,786
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Debra J LambertPresident/CEOPT$8,682$189,635$8,682

Board Members and Trustees

NameTitle
John MauchChairman
Carolyn BrodyVice Chairman
Eugene FaleyBoard Member
Paul WilsonBoard Member
Charles ClarkSecretary
Robert PlantTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$230,374
Other Revenue
$12,950
Change in Net Assets
$62,440

Audited Revenue Reconciliation

Revenue per Audited Statements
$233,242
Revenue Not Reported on Financial Statements
$10,082
Revenue Not Reported on Form 990
$145,606
Total Revenue per Audited Statements
$378,848
Total Revenue per Form 990
$243,324
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$169,993
Salaries, Compensation, and Employee Benefits$10,891
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$66,549-$66,549
Fees for Services Legal-$55,628-$55,628
Travel$12,142$1,349-$13,491
Insurance$11,612$1,290-$12,902
Fees for Service Investment Mgmnt Fees-$10,082-$10,082
Current Officers, Directors, Trustees, and Key Employees-$8,682-$8,682
Conferences and Meetings$4,950$550-$5,500
Fees for Services Accounting-$4,320-$4,320
Other Salaries and Wages-$2,209-$2,209
Advertising$1,292$144-$1,436
Office Expenses$45$5-$50
Other Expenses$31$4-$35
Total Functional Expenses$30,072$150,812$0$180,884

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$180,884
Expenses per Audited Statements$170,802
Total Expenses per Audited Statements$170,802
Expenses Not Reported on Financial Statements$10,082
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1B

“Debra lambert is a compensated employee of recovery health services, inc., a related organization and is therefore considered a non-independent voting member of the governing board. Form 990, part vi, section a, line 7a one member of the board of directors is appointed by recovery health services, inc., a supported organization and one member is appointed by the byron foundation, inc., a supported organization.”

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

“The form 990 is reviewed in detail by the executive officers and the president of the board. After any changes and/or questions are addressed, the form 990 is provided to each member of the governing body for review prior to filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policies are completed annually by all board members and staff. The policy statements are reviewed annually by officers of the organization. When organization business is being conducted and there is a conflict, the board member involved will abstain from voting on related matters. This is documented in the board minutes. In the event that there is a failure to disclose a conflict of interest, the board of directors shall take appropriate disciplinary and corrective action.”

Form 990, Part VI, Section B, Line 15A

“Byron wellness system does not engage in a compensation review process because all compensation for calendar year 2017 is paid by a related organization, recovery health services, inc. The process for determining compensation is completed by recovery health services.”

Filing and Contact Details

Filer

Filer Name
Byron Wellness System Inc
EIN
47-5285597
In Care Of
% DEBRA LAMBERT
Phone
2606373166
Address
12101 LIMA ROAD, FORT WAYNE, IN 46818

Signing Officer

Name
Debra Lambert
Title
Chairman & Director
Phone
2606373166
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Debra Lambert
Formed
2015
Legal Domicile
In
Voting Board Members
7
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Bkd Llp
Address
200 E Main St Suite 700, Fort Wayne, IN 46802
Preparer
Lauren R Denton
Phone
2604604000
Supplemental Narrative

Financial Statement Notes

Asc 740 Footnote

“Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.”

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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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IRS990/OfficeExpensesGrp/ProgramServicesAmt045
IRS990/OfficeExpensesGrp/TotalAmt050
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04
IRS990/OtherExpensesGrp/ProgramServicesAmt031
IRS990/OtherExpensesGrp/TotalAmt035
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt012950
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt012950
IRS990/OtherRevenueTotalAmt012950
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02209
IRS990/OtherSalariesAndWagesGrp/TotalAmt02209
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0DEBRA LAMBERT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0206540
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt051797
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0154743
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt051797
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0206540
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt062440
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0351826036
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0RECOVERY HEALTH SERVICES INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt010082
IRS990ScheduleD/ExpensesSubtotalAmt0170802
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt010082
IRS990ScheduleD/InvestmentExpensesNotIncldAmt010082
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0145606
IRS990ScheduleD/RevenueNotReportedAmt0145606
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt010082
IRS990ScheduleD/RevenueSubtotalAmt0233242
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0ASC 740 FOOTNOTE
IRS990ScheduleD/TotalExpensesPerForm990Amt0180884
IRS990ScheduleD/TotalRevenuePerForm990Amt0243324
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0378848
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0170802
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt08682
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt06671
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0175831
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt04837
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt02296
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DEBRA J LAMBERT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt08682
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0189635
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DEBRA LAMBERT IS A COMPENSATED EMPLOYEE OF RECOVERY HEALTH SERVICES, INC., A RELATED ORGANIZATION AND IS THEREFORE CONSIDERED A NON-INDEPENDENT VOTING MEMBER OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION A, LINE 7A ONE MEMBER OF THE BOARD OF DIRECTORS IS APPOINTED BY RECOVERY HEALTH SERVICES, INC., A SUPPORTED ORGANIZATION AND ONE MEMBER IS APPOINTED BY THE BYRON FOUNDATION, INC., A SUPPORTED ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED IN DETAIL BY THE EXECUTIVE OFFICERS AND THE PRESIDENT OF THE BOARD. AFTER ANY CHANGES AND/OR QUESTIONS ARE ADDRESSED, THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE GOVERNING BODY FOR REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICIES ARE COMPLETED ANNUALLY BY ALL BOARD MEMBERS AND STAFF. THE POLICY STATEMENTS ARE REVIEWED ANNUALLY BY OFFICERS OF THE ORGANIZATION. WHEN ORGANIZATION BUSINESS IS BEING CONDUCTED AND THERE IS A CONFLICT, THE BOARD MEMBER INVOLVED WILL ABSTAIN FROM VOTING ON RELATED MATTERS. THIS IS DOCUMENTED IN THE BOARD MINUTES. IN THE EVENT THAT THERE IS A FAILURE TO DISCLOSE A CONFLICT OF INTEREST, THE BOARD OF DIRECTORS SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BYRON WELLNESS SYSTEM DOES NOT ENGAGE IN A COMPENSATION REVIEW PROCESS BECAUSE ALL COMPENSATION FOR CALENDAR YEAR 2017 IS PAID BY A RELATED ORGANIZATION, RECOVERY HEALTH SERVICES, INC. THE PROCESS FOR DETERMINING COMPENSATION IS COMPLETED BY RECOVERY HEALTH SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 1B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1RHC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0RECOVERY HEALTH SYSTEMS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1THE BYRON FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0351826036
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1475265010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,760,428
Liabilities
$2,038
Net assets
$5,758,390
Revenue
$243,324
Expenses
$180,884
Net income
$62,440
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.95$2.20$0.02$0.37$0.35
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.00$0.49$2.51$0.19$0.34$0.15
2022Detailed filing. Detailed filing data is available for this year.$2.84$0.21$2.63$0.16$0.41$0.25
2021Detailed filing. Detailed filing data is available for this year.$3.44$0.06$3.38$0.24$0.45$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.48$0.00$3.48$0.18$0.33$0.15
2019Detailed filing. Detailed filing data is available for this year.$3.53$0.02$3.51$0.18$0.28$0.10
2018Detailed filing. Detailed filing data is available for this year.$3.41$0.02$3.40$0.36$0.25$0.11
2017Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.24$0.18$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.56$0.01$5.55$0.21$0.05$0.15
2015Summary only. Only limited summary data is available for this year.$4.98$0.00$4.98$0.04$0.00$0.04