Civic Intelligence

Wellness Vision Trust

990PF • Fiscal year 2016 • EIN 47-6901725

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization Profile
1922 Shadow LaneLittle Rock, AR 72207

(501) 539-1532

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

8th percentile

-82%

Higher net margin than 8% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

47th percentile

$14,043

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 33.4% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

29th percentile

-3.1%

Faster asset growth than 29% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,072,258

Down $34,642 (-3.1%) from 2015

Net Assets

Down

$1,072,258

Down $34,642 (-3.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin8th percentile

Revenue

Down

$42,034

Down $1,125,716 (-96%) from 2015

Expenses

Up

$76,676

Up $15,826 (+26%) from 2015

Net Income

Down

-$34,642

Down $1,141,542 (-103%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$1.5M$1.0M$500K$0Assets 2015: $1,106,900Liabilities 2015: $0Net Assets 2015: $1,106,9002015Assets 2016: $1,072,258Liabilities 2016: $0Net Assets 2016: $1,072,2582016Assets 2017: $1,022,401Liabilities 2017: $0Net Assets 2017: $1,022,4012017Assets 2018: $938,872Liabilities 2018: $0Net Assets 2018: $938,8722018Assets 2019: $904,072Liabilities 2019: $0Net Assets 2019: $904,0722019Assets 2020: $949,580Liabilities 2020: $0Net Assets 2020: $949,5802020Assets 2021: $940,488Liabilities 2021: $0Net Assets 2021: $940,4882021Assets 2022: $894,689Liabilities 2022: $0Net Assets 2022: $894,6892022Assets 2023: $848,376Liabilities 2023: $0Net Assets 2023: $848,3762023Assets 2024: $821,088Liabilities 2024: $0Net Assets 2024: $821,0882024

Highlighted filing

2016

Assets$1,072,258
Liabilities$0
Net Assets$1,072,258
Open 2016 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $1,167,750Expenses 2015: $60,850Net Income 2015: $1,106,9002015Revenue 2016: $42,034Expenses 2016: $76,676Net Income 2016: -$34,6422016Revenue 2017: $15,627Expenses 2017: $65,484Net Income 2017: -$49,8572017Revenue 2018: $35,155Expenses 2018: $118,684Net Income 2018: -$83,5292018Revenue 2019: $67,945Expenses 2019: $102,745Net Income 2019: -$34,8002019Revenue 2020: $151,598Expenses 2020: $106,090Net Income 2020: $45,5082020Revenue 2021: $96,313Expenses 2021: $105,405Net Income 2021: -$9,0922021Revenue 2022: $70,705Expenses 2022: $116,504Net Income 2022: -$45,7992022Revenue 2023: $86,021Expenses 2023: $134,840Net Income 2023: -$48,8192023Revenue 2024: $91,549Expenses 2024: $124,472Net Income 2024: -$32,9232024

Highlighted filing

2016

Revenue$42,034
Expenses$76,676
Net Income-$34,642
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA TUCKERTrustee-$14,043-$14,043
Filing and Contact Details

Filer

Filer Name
Wellness Vision Trust
EIN
47-6901725
Phone
5015391532
Address
1922 SHADOW LANE, LITTLE ROCK, AR 72207

Signing Officer

Name
Rebecca Tucker
Title
Trustee
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Brown Rogers & Co PA
Address
1 Executive Center Court, Little Rock, AR 72211
Preparer
James N France CPA
Phone
5012253641
Raw XML Appendix259 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02433
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11330
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02433
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11330
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NON DIVIDEND DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/Desc1TAX EXEMPT INTEREST
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02924
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt15400
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA TUCKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELLNESS VISION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0476901725
ReturnHeader/Filer/PhoneNum05015391532
ReturnHeader/Filer/USAddress/AddressLine1Txt01922 SHADOW LANE
ReturnHeader/Filer/USAddress/CityNm0LITTLE ROCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AR
ReturnHeader/Filer/USAddress/ZIPCd072207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brown Rogers & Co PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 Executive Center Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Little Rock
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd072211
ReturnHeader/PreparerPersonGrp/PhoneNum05012253641
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James N France CPA
ReturnHeader/ReturnTs02017-11-15T06:53:02-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,072,258
Liabilities
$0
Net assets
$1,072,258
Revenue
$42,034
Expenses
$76,676
Net income
-$34,642
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.09$0.12$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.09$0.13$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.07$0.12$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.10$0.11$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.15$0.11$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.07$0.10$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.04$0.12$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.02$0.07$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.04$0.08$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$1.17$0.06$1.11