Civic Intelligence

Byron Wellness System Inc

990 • Fiscal year 2021 • EIN 47-5285597

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization ProfileN/A
1661 Beacon StreetFort Wayne, IN 46805

(260) 637-3166

Siviq Scores

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

Liabilities / Assets

34th percentile

0.02x

Higher debt load relative to assets than 34% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

68th percentile

0.24x

Higher debt load relative to revenue than 68% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

3rd percentile

-92%

Higher net margin than 3% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

93rd percentile

$247,863

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 104.8% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

23rd percentile

-1.1%

Faster asset growth than 23% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

68th percentile

32%

Faster revenue growth than 68% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$3,436,835

Down $39,436 (-1.1%) from 2020

Net Assets

Down

$3,379,690

Down $96,581 (-2.8%) from 2020

Liabilities

Up

$57,145

Up $57,145 from 2020

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin3rd percentile

Revenue

Up

$236,595

Up $57,899 (+32%) from 2020

Expenses

Up

$453,618

Up $123,428 (+37%) from 2020

Net Income

Down

-$217,023

Down $65,529 (-43%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2021

Assets$3,436,835
Liabilities$57,145
Net Assets$3,379,690
Open 2021 Filing

Operations Trend

Revenue Growth68th 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

2021

Revenue$236,595
Expenses$453,618
Net Income-$217,023
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$557,870
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$3,397,177$3,403,031▲ $5,854
Cash and Non-Interest-Bearing Accounts$51,419$33,804▼ $17,615
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$3,476,271$3,436,835▼ $39,436
Other Assets Total$27,675$0▼ $27,675
Liabilities
Other Liabilities$0$55,770▲ $55,770
Accounts Payable and Accrued Expenses$0$1,375▲ $1,375
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$57,145▲ $57,145
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,476,271$3,379,690▼ $96,581
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$3,476,271$3,379,690▼ $96,581
Total Liabilities and Net Assets / Fund Balance$3,476,271$3,436,835▼ $39,436
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Debra J LambertPresident/CEOFT$206,941$40,922$247,863
Audra GuyCFOPT$62,193$81,221$143,414

Board Members and Trustees

NameTitle
Paul Wilson Start 0121Board Chair
Tom Trent Start 0121Board Chair
Charles ClarkChair
Cheri BeckerVice Chairman
Eugene FaleyBoard Member
Tim Miller Start 0121Board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$236,595
Other Revenue
$0
Change in Net Assets
$-217,023

Audited Revenue Reconciliation

Revenue per Audited Statements
$230,412
Revenue Not Reported on Financial Statements
$6,183
Revenue Not Reported on Form 990
$120,442
Total Revenue per Audited Statements
$350,854
Total Revenue per Form 990
$236,595
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$327,942
Other Expenses$125,676
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$232,332$77,724-$310,056
Advertising$88,928$29,642-$118,570
Payroll Taxes$13,415$4,471-$17,886
Fees for Service Investment Mgmnt Fees-$6,183$0$6,183
Fees for Services Legal-$825-$825
Other Expenses$74$24-$98
Total Functional Expenses$334,749$118,869$0$453,618

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$453,618
Expenses per Audited Statements$447,435
Total Expenses per Audited Statements$447,435
Expenses Not Reported on Financial Statements$6,183
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Rhs$40,304
Due to Affiliate$15,466
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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 byron wellness system, inc. 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

“Process to establish compensation of ceo the board uses comparability data, including compensation surveys and forms 990 of other organizations, to determine and propose a reasonable compensation amount for the chief executive officer. The board of directors approves the proposed compensation for the ceo. The review and approval of the ceo is documented in the board minutes and all compensation reviews are included in employee files. This process was last undertaken in 2021.”

Form 990, Part VII, Section A

“Debra j. Lambert is the president and ceo of the byron foundation, byron wellness center, and recovery health services. Her compensation, paid through byron wellness center, reflects her duties between all three organizations.”

Filing and Contact Details

Filer

Filer Name
Byron Wellness System Inc
EIN
47-5285597
In Care Of
% DEBRA J LAMBERT
Phone
2606373166
Address
1661 BEACON STREET, FORT WAYNE, IN 46805

Signing Officer

Name
Charles Clark
Title
Chairman
Phone
2606373166
Signed
2022-11-15
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
2
Volunteers
6

Preparer

Firm
Forvis Llp
Address
111 E Wayne St Suite 600, 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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IRS990/MissionDesc0TO 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.
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IRS990/PrincipalOfficerNm0DEBRA LAMBERT
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IRS990/PYTotalRevenueAmt0178696
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0RECOVERY HEALTH SERVICES INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt00
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IRS990ScheduleD/ExpensesSubtotalAmt0447435
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
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IRS990ScheduleD/InvestmentExpensesNotIncldAmt06183
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0120442
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt140304
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RHS
IRS990ScheduleD/RevenueNotReportedAmt0120442
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt06183
IRS990ScheduleD/RevenueSubtotalAmt0230412
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
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IRS990ScheduleD/TotalLiabilityAmt055770
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DEBRA J LAMBERT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0247863
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DEBRA LAMBERT IS A COMPENSATED EMPLOYEE OF BYRON WELLNESS SYSTEM, INC. AND IS THEREFORE CONSIDERED A NON-INDEPENDENT VOTING MEMBER OF THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ONE 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/ExplanationTxt2THE 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/ExplanationTxt3THE 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/ExplanationTxt4PROCESS TO ESTABLISH COMPENSATION OF CEO THE BOARD USES COMPARABILITY DATA, INCLUDING COMPENSATION SURVEYS AND FORMS 990 OF OTHER ORGANIZATIONS, TO DETERMINE AND PROPOSE A REASONABLE COMPENSATION AMOUNT FOR THE CHIEF EXECUTIVE OFFICER. THE BOARD OF DIRECTORS APPROVES THE PROPOSED COMPENSATION FOR THE CEO. THE REVIEW AND APPROVAL OF THE CEO IS DOCUMENTED IN THE BOARD MINUTES AND ALL COMPENSATION REVIEWS ARE INCLUDED IN EMPLOYEE FILES. THIS PROCESS WAS LAST UNDERTAKEN IN 2021.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DEBRA J. LAMBERT IS THE PRESIDENT AND CEO OF THE BYRON FOUNDATION, BYRON WELLNESS CENTER, AND RECOVERY HEALTH SERVICES. HER COMPENSATION, PAID THROUGH BYRON WELLNESS CENTER, REFLECTS HER DUTIES BETWEEN ALL THREE ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 1B

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,436,835
Liabilities
$57,145
Net assets
$3,379,690
Revenue
$236,595
Expenses
$453,618
Net income
-$217,023
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