Civic Intelligence

Wellness Together

990 • Fiscal year 2019 • EIN 81-1653329

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 14, 2019

Organization ProfileWWW.WELLNESSTOGETHER.ORG

View Organization Page

5701 Lonetree Blvd Ste 210Rocklin, CA 95765

(916) 316-5688

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.18x

Higher debt load relative to assets than 63% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.02x

Higher debt load relative to revenue than 29% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

58th percentile

6.1%

Higher net margin than 58% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

98th percentile

185%

Faster asset growth than 98% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2019

Revenue Growth

86th percentile

42%

Faster revenue growth than 86% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$140,942

Up $123,625 (+714%) from 2017

Net Assets

Up

$115,771

Up $123,325 (+1633%) from 2017

Liabilities

Up

$25,171

Up $300 (+1.2%) from 2017

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin58th percentile

Revenue

Up

$1,069,585

Up $539,530 (+102%) from 2017

Expenses

Up

$1,004,506

Up $417,368 (+71%) from 2017

Net Income

Up

$65,079

Up $122,162 (+214%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2016: $61,262Liabilities 2016: $11,733Net Assets 2016: $49,5292016Assets 2017: $17,317Liabilities 2017: $24,871Net Assets 2017: -$7,5542017Assets 2019: $140,942Liabilities 2019: $25,171Net Assets 2019: $115,7712019Assets 2020: $2,043,417Liabilities 2020: $221,807Net Assets 2020: $1,821,6102020Assets 2021: $3,740,017Liabilities 2021: $611,141Net Assets 2021: $3,128,8762021Assets 2022: $3,014,904Liabilities 2022: $1,094,340Net Assets 2022: $1,920,5642022

Highlighted filing

2019

Assets$140,942
Liabilities$25,171
Net Assets$115,771
Open 2019 Filing

Operations Trend

Revenue Growth86th percentile

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

$10M$5.0M$0-$5.0MRevenue 2016: $192,890Expenses 2016: $143,361Net Income 2016: $49,5292016Revenue 2017: $530,055Expenses 2017: $587,138Net Income 2017: -$57,0832017Revenue 2019: $1,069,585Expenses 2019: $1,004,506Net Income 2019: $65,0792019Revenue 2020: $1,150,914Expenses 2020: $2,427,688Net Income 2020: -$1,276,7742020Revenue 2021: $4,936,044Expenses 2021: $3,628,778Net Income 2021: $1,307,2662021Revenue 2022: $5,855,889Expenses 2022: $7,064,201Net Income 2022: -$1,208,3122022

Highlighted filing

2019

Revenue$1,069,585
Expenses$1,004,506
Net Income$65,079
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$1,069,585
Mission and Program Overview

Mission

To partner with school districts and local universities to offer high quality, cost effective counseling services to students to ensure that each student is provided with the necessary developmental resources for academic achievement and success.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$63,226$132,569▲ $69,343
Loans From Officers Directors$12,767--
Land, Buildings, and Equipment, Net$4,037$8,373▲ $4,336
Total Assets$67,263$140,942▲ $73,679
Liabilities
Other Liabilities$3,804$25,171▲ $21,367
Total Liabilities$16,571$25,171▲ $8,600
Net Assets / Fund Balance
Unrestricted Net Assets$50,692$115,771▲ $65,079
Total Net Assets Fund Balance$50,692$115,771▲ $65,079
Total Liabilities and Net Assets / Fund Balance$67,263$140,942▲ $73,679

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,373$8,658$17,031
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Marlon MorganPresident/ceFT$85,908$85,908

Board Members and Trustees

NameTitle
Andrea ZimmermanBoard Member
Matthew GarciaBoard Member
Christopher BerryCFO
Robert TakemotoSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$34,783
Program Service Revenue
$1,034,780
Investment Income
$22
Other Revenue
$0
All Other Contributions
$34,783
Change in Net Assets
$65,079
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$572,086
Other Expenses$428,220
Grants and Similar Amounts Paid$4,200
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$376,245$56,221-$432,466
Fees for Services Other$153,139$171-$153,310
Conferences and Meetings$107,786$976-$108,762
Current Officers, Directors, Trustees, and Key Employees$74,740$11,168-$85,908
Payroll Taxes$41,724$6,235-$47,959
Occupancy$37,248$5,566-$42,814
Office Expenses$29,526$4,412-$33,938
Travel$17,926$2,201-$20,127
Advertising$18,402$1,330-$19,732
Insurance$8,855$1,323-$10,178
Other Employee Benefits$5,005$748-$5,753
Grants to Domestic Individuals$4,200--$4,200
Fees for Services Accounting$3,477$519-$3,996
Depreciation Depletion$1,957$293-$2,250
Fees for Services Legal$1,270$190-$1,460
Other Expenses$757$113-$870
Interest$13$2-$15
Total Functional Expenses$909,038$95,468$0$1,004,506
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Marlon MorganBrother Is EeWagesNo$36,283
Robert TakemotoWife Is EeWagesNo$25,309

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$12,767--
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$22,795
Employment Tax Liability$2,376
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Marlon morgan gabriel leporati pres/ceo program mgr brothers robert takemoto kelsey takemoto secretary specialist spouses”

Form 990, Page 6, Part VI, Line 11B

“Copies of the return are reviewed during a regularly scheduled board meeting. Board members provide comments and agree to accept for filing.”

Form 990, Page 6, Part VI, Line 12C

“Board members review contracts and expenses for possible conflicts of interest. In the event related party transactions occur, the secretary describes them for disclosure in the annual 990.”

Form 990, Page 6, Part VI, Line 15A

“The board reviews and approves the ceo's proposed compensation upon consideration of his credentials and hours worked. Board members also consider comparable salaries within the region, and the organization's operating budget.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Wellness Together
EIN
81-1653329
Phone
9163165688
Address
5701 LONETREE BLVD STE 210, ROCKLIN, CA 95765

Signing Officer

Name
Marlon Morgan
Title
President/CEO
Phone
9163165688
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marlon Morgan
Formed
2016
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
48

Preparer

Firm
Phillips Starbuck Cpas
Address
11661 BLOCKER DR STE 100, AUBURN, CA 95603-4649
Preparer
Jennifer Starbuck
Phone
5308236731
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Partner with school districts and local universities to offer high quality, cost effective counseling services to students to ensure that each student is provided with the necessary developmental resources for academic achievement and success.”

Form 990, Part IX, Line 11G

“Clinical supervisors 60,639 171 0 92,316 0 0 184 0 0 total 153,139 171 0”

Raw XML Appendix393 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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IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt08373
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08658
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt017031
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt022795
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12376
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1EMPLOYMENT TAX LIABILITY
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08373
IRS990ScheduleD/TotalLiabilityAmt025171
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0MARLON MORGAN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1ROBERT TAKEMOTO
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BROTHER IS EE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1WIFE IS EE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt036283
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt125309
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0WAGES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1WAGES
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PARTNER WITH SCHOOL DISTRICTS AND LOCAL UNIVERSITIES TO OFFER HIGH QUALITY, COST EFFECTIVE COUNSELING SERVICES TO STUDENTS TO ENSURE THAT EACH STUDENT IS PROVIDED WITH THE NECESSARY DEVELOPMENTAL RESOURCES FOR ACADEMIC ACHIEVEMENT AND SUCCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MARLON MORGAN GABRIEL LEPORATI PRES/CEO PROGRAM MGR BROTHERS ROBERT TAKEMOTO KELSEY TAKEMOTO SECRETARY SPECIALIST SPOUSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPIES OF THE RETURN ARE REVIEWED DURING A REGULARLY SCHEDULED BOARD MEETING. BOARD MEMBERS PROVIDE COMMENTS AND AGREE TO ACCEPT FOR FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEMBERS REVIEW CONTRACTS AND EXPENSES FOR POSSIBLE CONFLICTS OF INTEREST. IN THE EVENT RELATED PARTY TRANSACTIONS OCCUR, THE SECRETARY DESCRIBES THEM FOR DISCLOSURE IN THE ANNUAL 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD REVIEWS AND APPROVES THE CEO'S PROPOSED COMPENSATION UPON CONSIDERATION OF HIS CREDENTIALS AND HOURS WORKED. BOARD MEMBERS ALSO CONSIDER COMPARABLE SALARIES WITHIN THE REGION, AND THE ORGANIZATION'S OPERATING BUDGET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CLINICAL SUPERVISORS 60,639 171 0 92,316 0 0 184 0 0 TOTAL 153,139 171 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0140942
IRS990/TotalAssetsGrp/BOYAmt067263
IRS990/TotalAssetsGrp/EOYAmt0140942
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt034783
IRS990/TotalEmployeeCnt048
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt095468
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0909038
IRS990/TotalFunctionalExpensesGrp/TotalAmt01004506
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt016571
IRS990/TotalLiabilitiesEOYAmt025171
IRS990/TotalLiabilitiesGrp/BOYAmt016571
IRS990/TotalLiabilitiesGrp/EOYAmt025171
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt050692
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0115771
IRS990/TotalProgramServiceExpensesAmt0909038
IRS990/TotalProgramServiceRevenueAmt01034780
IRS990/TotalReportableCompFromOrgAmt085908
IRS990/TotalRevenueGrp/ExclusionAmt022
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01034780
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01069585
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt067263
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0140942
IRS990/TravelGrp/ManagementAndGeneralAmt02201
IRS990/TravelGrp/ProgramServicesAmt017926
IRS990/TravelGrp/TotalAmt020127
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt050692
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0115771
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.WELLNESSTOGETHER.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARLON MORGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum09163165688
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELLNESS TOGETHER
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0811653329
ReturnHeader/Filer/PhoneNum09163165688
ReturnHeader/Filer/USAddress/AddressLine1Txt05701 LONETREE BLVD STE 210
ReturnHeader/Filer/USAddress/CityNm0ROCKLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095765
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId026E54B1249237ACE734EAA352816821A096E73D6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00603DA11CF879EBCBCFFA0DE551751B66CD4AA8D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.135.150.221
ReturnHeader/FilingSecurityInformation/IPDt02020-01-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:00:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200434239
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PHILLIPS STARBUCK CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011661 BLOCKER DR STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUBURN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0956034649
ReturnHeader/PreparerPersonGrp/PhoneNum05308236731
ReturnHeader/PreparerPersonGrp/PreparationDt02019-12-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER STARBUCK
ReturnHeader/ReturnTs02020-01-20T11:00:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$140,942
Liabilities
$25,171
Net assets
$115,771
Revenue
$1,069,585
Expenses
$1,004,506
Net income
$65,079
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.01$1.09$1.92$5.86$7.06$1.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.74$0.61$3.13$4.94$3.63$1.31
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.22$1.82$1.15$2.43$1.28
2019Detailed filing. Detailed filing data is available for this year.$0.14$0.03$0.12$1.07$1.00$0.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.02$0.01$0.53$0.59$0.06
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.01$0.05$0.19$0.14$0.05