Civic Intelligence

Wellness Together

990 • Fiscal year 2020 • EIN 81-1653329

Jul 01, 2019 to Jun 30, 2020 • Filed on May 10, 2021

Organization ProfileWWW.WELLNESSTOGETHER.ORG

View Organization Page

5701 Lonetree Blvd Ste 210Rocklin, CA 95765

(916) 316-5688

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Balance Sheet

Assets

Up

$538,113

Up $397,171 (+282%) from 2019

Net Assets

Up

$316,306

Up $200,535 (+173%) from 2019

Liabilities

Up

$221,807

Up $196,636 (+781%) from 2019

Revenue And Expenses

Revenue

Up

$2,620,914

Up $1,551,329 (+145%) from 2019

Expenses

Up

$2,420,379

Up $1,415,873 (+141%) from 2019

Net Income

Up

$200,535

Up $135,456 (+208%) from 2019

Historical Trend

Balance Sheet Trend

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: $538,113Liabilities 2020: $221,807Net Assets 2020: $316,3062020Assets 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

2020

Assets$538,113
Liabilities$221,807
Net Assets$316,306
Open 2020 Filing

Operations Trend

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: $2,620,914Expenses 2020: $2,420,379Net Income 2020: $200,5352020Revenue 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

2020

Revenue$2,620,914
Expenses$2,420,379
Net Income$200,535
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 10, 2021
Return Version
2019v5.0
Gross Receipts
$2,620,914
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$132,569$508,805▲ $376,236
Land, Buildings, and Equipment, Net$8,373$29,308▲ $20,935
Total Assets$140,942$538,113▲ $397,171
Liabilities
Unsecured Notes Loans Payable-$213,200-
Other Liabilities$25,171$8,607▼ $16,564
Total Liabilities$25,171$221,807▲ $196,636
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$115,771$316,306▲ $200,535
Total Net Assets Fund Balance$115,771$316,306▲ $200,535
Total Liabilities and Net Assets / Fund Balance$140,942$538,113▲ $397,171

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$29,308$15,288$44,596
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Marlon MorganPresident/ceFT$128,477$128,477

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$1,497,888
Program Service Revenue
$1,122,895
Investment Income
$131
Other Revenue
$0
All Other Contributions
$1,497,888
Change in Net Assets
$200,535
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,524,668
Other Expenses$894,911
Grants and Similar Amounts Paid$800
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,078,645$161,177-$1,239,822
Office Expenses$173,609$25,942-$199,551
Occupancy$162,185$24,234-$186,419
Fees for Services Other$169,147--$169,147
Current Officers, Directors, Trustees, and Key Employees$111,775$16,702-$128,477
Payroll Taxes$109,353$16,340-$125,693
Travel$61,005$9,116-$70,121
Advertising$60,644$9,062-$69,706
Other Employee Benefits$26,688$3,988-$30,676
Insurance$20,237$3,024-$23,261
Other Expenses$17,249$2,577-$19,826
All Other Expenses$10,727$412-$11,139
Fees for Services Legal$6,678$998-$7,676
Depreciation Depletion$5,768$862-$6,630
Fees for Services Accounting$1,814$271-$2,085
Grants to Domestic Individuals$800--$800
Total Functional Expenses$2,128,859$291,520$0$2,420,379
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
Robert TakemotoWife Is EeWagesNo$60,171
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Employment Tax Liability$7,039
Credit Card Payable$1,568
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 35% controlled entity
No
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

“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
2021-05-10
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
119

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.”

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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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0EMPLOYMENT TAX LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CREDIT CARD PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt029308
IRS990ScheduleD/TotalLiabilityAmt08607
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0ROBERT TAKEMOTO
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0WIFE IS EE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt060171
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0WAGES
IRS990/ScheduleORequiredInd0true
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/ExplanationTxt1ROBERT 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/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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0140942
IRS990/TotalAssetsEOYAmt0538113
IRS990/TotalAssetsGrp/BOYAmt0140942
IRS990/TotalAssetsGrp/EOYAmt0538113
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01497888
IRS990/TotalEmployeeCnt0119
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0291520
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02128859
IRS990/TotalFunctionalExpensesGrp/TotalAmt02420379
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt025171
IRS990/TotalLiabilitiesEOYAmt0221807
IRS990/TotalLiabilitiesGrp/BOYAmt025171
IRS990/TotalLiabilitiesGrp/EOYAmt0221807
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0115771
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0316306
IRS990/TotalProgramServiceExpensesAmt02128859
IRS990/TotalProgramServiceRevenueAmt01122895
IRS990/TotalReportableCompFromOrgAmt0128477
IRS990/TotalRevenueGrp/ExclusionAmt0131
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01122895
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02620914
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0140942
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0538113
IRS990/TravelGrp/ManagementAndGeneralAmt09116
IRS990/TravelGrp/ProgramServicesAmt061005
IRS990/TravelGrp/TotalAmt070121
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0213200
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.WELLNESSTOGETHER.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARLON MORGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum09163165688
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
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/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/PreparationDt02021-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER STARBUCK
ReturnHeader/ReturnTs02021-05-17T15:29:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$538,113
Liabilities
$221,807
Net assets
$316,306
Revenue
$2,620,914
Expenses
$2,420,379
Net income
$200,535
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
2020Detailed filing. Detailed filing data is available for this year.$0.54$0.22$0.32$2.62$2.42$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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