Wellness Vision Trust

990PF • Fiscal year 2021 • EIN 47-6901725

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

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.

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

-9.4%

Higher net margin than 20% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

$22,000

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 22.8% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

-1.0%

Faster asset growth than 27% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

-36%

Faster revenue growth than 10% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets39th percentile

Assets

Down

$940,488

Down $9,092 (-1.0%) from 2020

Net Assets

Down

$940,488

Down $9,092 (-1.0%) from 2020

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue39th percentile Net Margin20th percentile

Revenue

Down

$96,313

Down $55,285 (-36%) from 2020

Expenses

Down

$105,405

Down $685 (-0.6%) from 2020

Net Income

Down

-$9,092

Down $54,600 (-120%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

Highlighted filing

2021

Assets$940,488

Liabilities$0

Net Assets$940,488

Open 2021 Filing

Operations Trend

Revenue Growth10th percentile

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

Highlighted filing

2021

Revenue$96,313

Expenses$105,405

Net Income-$9,092

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: Nov 14, 2022
Return Version: 2021v4.0

Compensation and Service Providers

Top Officer Pay69th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
REBECCA TUCKER	Trustee	-	$22,000	-	$22,000

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: 2022-11-14
Discuss with paid preparer: Yes

Preparer

Firm: Brown Rogers & Co LLC
Address: 1 Executive Center Court, Little Rock, AR 72211
Preparer: James N France CPA
Phone: 5012253641

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	AR VALUE INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	YOUTH HOME INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	ARKANSAS HUNGER RELIEF ALLIANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	TRINITY EPISCOPAL CATHEDRAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	3	ARKANSAS CINEMA SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	20400 COLONEL GLEN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	1400 W MARKHAM ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	310 W 17TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	PO BOX 7644
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	P O BOX 7626
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	LITTLE ROCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	LITTLE ROCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	LITTLE ROCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	LITTLE ROCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	LITTLE ROCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	72210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	72201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	72206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	72217
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	72217
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	75000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	75000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	76907
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	1907
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	7924
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	8829
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	3371
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	1907
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	18217
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	7924
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	8829
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	1464
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	75000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	18217
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	20124
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	0
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	750
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	750
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK & INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	408
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	1869
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	408
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	1869
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	NON DIVIDEND DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc	2	TAX EXEMPT INTEREST
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	4724
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	1019
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	2	231
TaxesSchedule/TaxesDetail/Amt	0	3338
TaxesSchedule/TaxesDetail/CategoryTxt	0	FORM 990-PF TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	3338
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	REBECCA TUCKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	WELLNESS VISION TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	WELL
ReturnHeader/Filer/EIN	0	476901725
ReturnHeader/Filer/PhoneNum	0	5015391532
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1922 SHADOW LANE
ReturnHeader/Filer/USAddress/CityNm	0	LITTLE ROCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	AR
ReturnHeader/Filer/USAddress/ZIPCd	0	72207
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	464195990
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Brown Rogers & Co LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1 Executive Center Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Little Rock
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	AR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	72211
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5012253641
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	James N France CPA
ReturnHeader/ReturnTs	0	2022-11-14T07:30:35-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	REBECCA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	TUCKER
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

Document Assets

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Filings

Displayed year

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

Open filing

Assets: $940,488
Liabilities: $0
Net assets: $940,488
Revenue: $96,313
Expenses: $105,405
Net income: -$9,092

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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