Civic Intelligence

Wellness Vision Trust

990T • Fiscal year 2022 • EIN 47-6901725

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

1922 Shadow LaneLittle Rock, AR 72207

(501) 539-1532

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Latest loaded filing

2024

Assets$821,088
Liabilities$0
Net Assets$821,088

Operations Trend

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

Latest loaded filing

2024

Revenue$91,549
Expenses$124,472
Net Income-$32,923
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v7.0
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
2023-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Brown Rogers & Co LLC
Address
1701 Centerview Drive Ste 314, Little Rock, AR 72211
Preparer
James N France CPA
Phone
5012253641
Raw XML Appendix66 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.

Path#Value
IRS990T/BooksInCareOfDetail/PersonNm0REBECCA TUCKER
IRS990T/BooksInCareOfDetail/PhoneNum05015391532
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01922 SHADOW LANE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0LITTLE ROCK
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AR
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd072207
IRS990T/BookValueAssetsEOYAmt0894689
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/NetRentIncomeAmt0-3799
IRS990TScheduleA/PrincipalBusinessActivityCd0531110
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalRentDeductionsAmt05799
IRS990TScheduleA/TotalRentIncomeAmt02000
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-3799
IRS990TScheduleA/TotUnrltTrdBusIncmAmt02000
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt05799
IRS990TScheduleA/TradeOrBusinessDesc0RENTAL REAL ESTATE
IRS990TScheduleA/UBIBeforeNOLDedAmt0-3799
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-3799
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt00
IRS990T/TaxExemptInterestAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalUBTIAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA TUCKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464195990
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brown Rogers & Co LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01701 Centerview Drive Ste 314
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Little Rock
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd072211
ReturnHeader/PreparerPersonGrp/PhoneNum05012253641
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James N France CPA
ReturnHeader/ReturnTs02023-11-14T12:08:22-08:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0REBECCA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TUCKER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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