Civic Intelligence

Unknown Organization

990EZ • Fiscal year 2014 • EIN 76-0814619

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 31, 2014

Organization Profilewww.wellnessinitiative.org
2845 Wilderness Place80301

(303) 865-3976

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

6th percentile

-67%

Higher net margin than 6% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

4th percentile

-76%

Faster asset growth than 4% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

10th percentile

-43%

Faster revenue growth than 10% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$21,899

Down $70,157 (-76%) from 2013

Net Assets

Down

$21,899

Down $70,157 (-76%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Down

$110,090

Down $83,388 (-43%) from 2013

Expenses

Up

$183,817

Up $33,720 (+22%) from 2013

Net Income

Down

-$73,727

Down $117,108 (-270%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$100K$50K$0Assets 2010: $65,465Liabilities 2010: $0Net Assets 2010: $65,4652010Assets 2011: $53,936Liabilities 2011: $0Net Assets 2011: $53,9362011Assets 2012: $48,675Liabilities 2012: $0Net Assets 2012: $48,6752012Assets 2013: $92,056Liabilities 2013: $0Net Assets 2013: $92,0562013Assets 2014: $21,899Liabilities 2014: $0Net Assets 2014: $21,8992014

Highlighted filing

2014

Assets$21,899
Liabilities$0
Net Assets$21,899
Open 2014 Filing

Operations Trend

Revenue Growth10th percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $180,926Expenses 2010: $154,781Net Income 2010: $26,1452010Expenses 2011: $230,2032011Expenses 2012: $232,1552012Revenue 2013: $193,478Expenses 2013: $150,097Net Income 2013: $43,3812013Revenue 2014: $110,090Expenses 2014: $183,817Net Income 2014: -$73,7272014

Highlighted filing

2014

Revenue$110,090
Expenses$183,817
Net Income-$73,727
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 31, 2014
Return Version
2013v3.1
Gross Receipts
$113,111
Mission and Program Overview

Mission

To improve the physical health, social and emotional development, and academic performance of low-income youth through yoga-based wellness programs.

Program Services

DescriptionGrantsExpenses
Yoga for students: served 1,315 students in 22 schools in 3 counties in the Denver metropolitan area. On average, students had 27 classes of yoga and over 35,000 hours of yoga.Tools for teachers: offered professional development training to 25 teachers.$124,557-
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Yoshi AonoDirector-$0--
Amy HiettDirector-$0--
Stephanie BaerExec DirectorFT$0--
Hollis HopeDirector-$0--
Marc CooperDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$24,066$8,930$2,621$6,309
Total Events$24,066$8,930$3,021$5,909
Filing and Contact Details

Filer

EIN
76-0814619
Phone
3038653976

Signing Officer

Name
Stephanie Baer
Title
Executive Director
Signed
2014-10-31
Discuss with paid preparer
Yes

Preparer

Preparer
Mark Kightlinger CPA
Phone
3034493830
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $2159”

Other Expenses.1002

“Office Expenses $5014”

Other Expenses.1003

“Information Technology $4580”

Other Expenses.1005

“Travel $3020”

Other Expenses.1012

“Insurance $4461”

Other Expenses.1

“Other $3932”

Other Expenses.2

“Teaching supplies $1427”

Raw XML Appendix176 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0The Organization
IRS990EZ/BooksInCareOfDetail/PhoneNum03038653976
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine102845 Wilderness Place Ste 207
IRS990EZ/BooksInCareOfDetail/USAddress/City0Boulder
IRS990EZ/BooksInCareOfDetail/USAddress/State0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode080301
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt092056
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021899
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt073588
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-73727
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt080639
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt092056
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021899
IRS990EZ/FundraisingGrossIncomeAmt09180
IRS990EZ/GrossProfitLossSlsOfInvntryAmt060
IRS990EZ/GrossReceiptsAmt0113111
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt060
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt092056
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021899
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt092056
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021899
IRS990EZ/OccupancyRentUtltsAndMaintAmt07054
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Yoshi Aono
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Amy Hiett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Stephanie Baer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Hollis Hope
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Marc Cooper
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Exec Dir
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt03570
IRS990EZ/OtherExpensesTotalAmt024593
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To improve the physical health, social and emotional development, and academic performance of low-income youth through yoga-based wellness programs.
IRS990EZ/ProgramServiceRevenueAmt030283
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Yoga for students: served 1,315 students in 22 schools in 3 counties in the Denver metropolitan area. On average, students had 27 classes of yoga and over 35,000 hours of yoga.Tools for teachers: offered professional development training to 25 teachers.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0124557
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt071531
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03021
IRS990EZ/SpecialEventsNetIncomeLossAmt06159
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0183817
IRS990EZ/TotalProgramServiceExpensesAmt0124557
IRS990EZ/TotalRevenueAmt0110090
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.wellnessinitiative.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt058452
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0373069
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0205786
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0164065
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0114659
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0916031
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt021
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt021
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0161041
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94360
IRS990ScheduleA/PublicSupportPY170Pct00.94480
IRS990ScheduleA/PublicSupportTotal170Amt0864364
IRS990ScheduleA/SubstantialContributorsTotAmt051667
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt058452
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0373069
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0205786
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0164065
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0114659
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0916031
IRS990ScheduleA/TotalSupportAmt0916052
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt015136
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt015136
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03021
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024066
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt024066
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08930
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt08930
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Yogathon
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05909
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02621
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02621
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0400
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $2159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $5014
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $4580
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $3020
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $4461
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Other $3932
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Teaching supplies $1427
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stephanie Baer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine10The Wellness Initiative
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0760814619
ReturnHeader/Filer/PhoneNum03038653976
ReturnHeader/Filer/USAddress/AddressLine102845 Wilderness Place
ReturnHeader/Filer/USAddress/City0Boulder
ReturnHeader/Filer/USAddress/State0CO
ReturnHeader/Filer/USAddress/ZIPCode080301
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Johnson Kightlinger & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102300 Broadway
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Boulder
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0803044107
ReturnHeader/PreparerPersonGrp/PhoneNum03034493830
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark Kightlinger CPA
ReturnHeader/ReturnTs02014-10-31T14:37:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,899
Liabilities
$0
Net assets
$21,899
Revenue
$110,090
Expenses
$183,817
Net income
-$73,727
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$1.10$1.84$0.74
2013Summary only. Only limited summary data is available for this year.$0.92$0.00$0.92$1.93$1.50$0.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.00$0.49$2.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.00$0.54$2.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.00$0.65$1.81$1.55$0.26