Civic Intelligence

Wellness Together

990 • Fiscal year 2020 • EIN 81-1653329

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 25, 2022

Organization ProfileWWW.WELLNESSTOGETHER.ORG

View Organization Page

5701 Lonetree BlvdRocklin, CA 95765

(916) 316-5688

Siviq Scores

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

Liabilities / Assets

77th percentile

0.41x

Higher debt load relative to assets than 77% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

41st percentile

0.08x

Higher debt load relative to revenue than 41% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

55th percentile

7.7%

Higher net margin than 55% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

80th percentile

$131,357

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

97th percentile

282%

Faster asset growth than 97% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

95th percentile

145%

Faster revenue growth than 95% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets77th percentile

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
Liabilities / Revenue41st percentileNet Margin55th percentile

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

Asset Growth97th 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: $538,113Liabilities 2020: $221,807Net Assets 2020: $316,3062020Assets 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 Growth95th 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: $2,620,914Expenses 2020: $2,420,379Net Income 2020: $200,5352020Revenue 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
Apr 25, 2022
Return Version
2019v5.0
Gross Receipts
$1,150,914
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
Pledges and Grants Receivable-$1,500,000-
Cash and Non-Interest-Bearing Accounts$132,569$508,805▲ $376,236
Land, Buildings, and Equipment, Net$8,373$29,308▲ $20,935
Accounts Receivable-$5,304-
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$140,942$2,043,417▲ $1,902,475
Other Assets Total-$0-
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 With Donor Restrictions-$1,500,000-
Net Assets Without Donor Restrictions$115,771$321,610▲ $205,839
Total Net Assets Fund Balance$115,771$1,821,610▲ $1,705,839
Total Liabilities and Net Assets / Fund Balance$140,942$2,043,417▲ $1,902,475

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$29,308$15,288$44,596
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marlon MorganPresident & CEOFT$128,477$2,880$131,357

Board Members and Trustees

NameTitle
Andrea ZimmermanDirector
Matthew GarciaDirector
Christopher BerryCFO
Robert TakemotoSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$27,888
Program Service Revenue
$1,122,895
Investment Income
$131
Other Revenue
$0
All Other Contributions
$27,888
Change in Net Assets
$-1,276,774
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,604,433
Other Expenses$822,455
Total Fundraising Expense$57,430
Grants and Similar Amounts Paid$800
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,146,462$145,342$27,783$1,319,587
Office Expenses$111,749$87,802-$199,551
Fees for Services Other$169,147--$169,147
Current Officers, Directors, Trustees, and Key Employees$98,518$26,271$6,568$131,357
Payroll Taxes$106,839$15,712$3,142$125,693
Occupancy$95,322$13,981$4,660$113,963
Travel$64,932$5,189-$70,121
Advertising$54,371$3,485$11,850$69,706
Other Employee Benefits$23,914$3,259$623$27,796
Insurance$20,934$1,745$582$23,261
Other Expenses$13,997$5,750$79$19,826
All Other Expenses$10,026$835$278$11,139
Fees for Services Legal$6,908$576$192$7,676
Depreciation Depletion-$6,630-$6,630
Fees for Services Accounting-$2,085-$2,085
Grants to Domestic Individuals$800--$800
Total Functional Expenses$2,011,294$358,964$57,430$2,427,688
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabs$8,607
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
No
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, Part VI, Line 11B: Form 990 Review Process

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

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“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, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The board reviews and approves the ceop'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, Part VI, Line 19: Other Organization Documents Publicly Available

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

Filing and Contact Details

Filer

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

Signing Officer

Name
Marlon Morgan
Title
President & CEO
Signed
2022-04-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marlon Morgan
Formed
2016
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
4
Employees
119
Volunteers
4

Preparer

Firm
Fritzsche Associates
Address
1511 CORPORATE WAY STE 220, SACRAMENTO, CA 95831
Preparer
James H Fritzsche CPA
Phone
9164222111
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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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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt096054
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1616745
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2396196
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt313900
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt096054
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1616745
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2396196
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt313900
IRS990/ProgSrvcAccomActy2Grp/Desc0CONDUCTED PROFESSIONAL DEVELOPMENT COURSES TO BENEFIT APPROXIMATELY 1,450 STAFF MEMBERS OF FIVE LOCAL SCHOOL DISTRICTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0482711
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0410096
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDED LOW-COST COUNSELING SERVICES TO APPROXIMATELY 850 INDIVIDUALS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0301694
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt096054
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt034783
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt04200
IRS990/PYInvestmentIncomeAmt022
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0428220
IRS990/PYProgramServiceRevenueAmt01034780
IRS990/PYRevenuesLessExpensesAmt065079
IRS990/PYSalariesCompEmpBnftPaidAmt0572086
IRS990/PYTotalExpensesAmt01004506
IRS990/PYTotalRevenueAmt01069585
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-1276774
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0616745
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt027888
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt034783
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt062671
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt022
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01122895
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01034780
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0496540
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0192890
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02847105
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt022
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt01215716
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0561345
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0470004
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0480321
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0182390
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01694060
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0561345
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0470004
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0480321
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0182390
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt01694060
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01150783
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01069563
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0496540
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0192890
IRS990ScheduleA/Total509Grp/TotalAmt02909776
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01150783
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01069585
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0496540
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0192890
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02909798
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt029308
IRS990ScheduleD/EquipmentGrp/DepreciationAmt015288
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt044596
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt08607
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LIABS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt029308
IRS990ScheduleD/TotalLiabilityAmt08607
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COPIES OF THE RETURN ARE REVIEWED DURING A REGULARLY SCHEDULED BOARD MEETING. BOARD MEMBERS PROVIDE COMMENTS AND AGREE TO ACCEPT FOR FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD 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/ExplanationTxt2THE BOARD REVIEWS AND APPROVES THE CEOP'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/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0140942
IRS990/TotalAssetsEOYAmt02043417
IRS990/TotalAssetsGrp/BOYAmt0140942
IRS990/TotalAssetsGrp/EOYAmt02043417
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt027888
IRS990/TotalEmployeeCnt0119
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt057430
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0358964
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02011294
IRS990/TotalFunctionalExpensesGrp/TotalAmt02427688
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt025171
IRS990/TotalLiabilitiesEOYAmt0221807
IRS990/TotalLiabilitiesGrp/BOYAmt025171

Document Assets

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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
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