Civic Intelligence

Wellness Vision Trust

990PF • Fiscal year 2019 • EIN 47-6901725

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

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

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

10th percentile

-51%

Higher net margin than 10% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

66th percentile

$18,070

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 26.6% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

26th percentile

-3.7%

Faster asset growth than 26% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

92nd percentile

93%

Faster revenue growth than 92% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$904,072

Down $34,800 (-3.7%) from 2018

Net Assets

Down

$904,072

Down $34,800 (-3.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin10th percentile

Revenue

Up

$67,945

Up $32,790 (+93%) from 2018

Expenses

Down

$102,745

Down $15,939 (-13%) from 2018

Net Income

Up

-$34,800

Up $48,729 (+58%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2019

Assets$904,072
Liabilities$0
Net Assets$904,072
Open 2019 Filing

Operations Trend

Revenue Growth92nd 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

2019

Revenue$67,945
Expenses$102,745
Net Income-$34,800
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA TUCKERTrustee-$18,070-$18,070
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
2020-11-12
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 Appendix336 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0YOUTH HOME INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1ARKANSAS HUNGER RELIEF ALLIANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2TRINITY EPISCOPAL CATHEDRAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3ARKANSAS CINEMA SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4GREATER CHRIST TEMPLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5WOMEN'S FOUNDATION OF ARKANSAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6ARKANSAS REPERTORY THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt020400 COLONEL GLEN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11400 W MARKHAM ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2310 W 17TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 7644
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41200 LEWIS ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5200 RIVER MARKET AVE STE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6601 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LITTLE ROCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LITTLE ROCK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LITTLE ROCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LITTLE ROCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5LITTLE ROCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6LITTLE ROCK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd072210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd172201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd272206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd372217
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd472204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd572201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd672201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt072750
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt063921
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt063921
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03371
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012200
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08829
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03371
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt072750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08829
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012200
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03371
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0540
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0540
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK/INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03433
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt15575
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03433
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15575
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NON DIVIDEND DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/Desc1TAX EXEMPT INTEREST
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02133
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11700
TaxesSchedule/TaxesDetail/Amt0427
TaxesSchedule/TaxesDetail/CategoryTxt0FORM 990-PF TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0427
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA TUCKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
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/PreparerFirmEIN0710525335
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/ReturnTs02020-11-12T12:44:16-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$904,072
Liabilities
$0
Net assets
$904,072
Revenue
$67,945
Expenses
$102,745
Net income
-$34,800
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