Civic Intelligence

Open Source Wellness

990EZ • Fiscal year 2017 • EIN 81-3440555

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 13, 2018

55 Lopez AvenueSan Francisco, CA 94116

(330) 807-5754

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

83rd percentile

$20,569

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 35.7% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Assets

$17,793

No earlier filing loaded for comparison.

Net Assets

$17,793

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$57,687

No earlier filing loaded for comparison.

Expenses

$50,411

No earlier filing loaded for comparison.

Net Income

$7,276

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 2017: $17,793Liabilities 2017: $0Net Assets 2017: $17,7932017Assets 2020: $56,806Liabilities 2020: $40,315Net Assets 2020: $16,4912020Assets 2021: $179,651Liabilities 2021: $1,941Net Assets 2021: $177,7102021Assets 2022: $463,000Liabilities 2022: $535Net Assets 2022: $462,4652022Assets 2023: $457,257Liabilities 2023: $8,726Net Assets 2023: $448,5312023Assets 2024: $1,099,580Liabilities 2024: $1,975Net Assets 2024: $1,097,6052024

Highlighted filing

2017

Assets$17,793
Liabilities$0
Net Assets$17,793

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2017: $57,687Expenses 2017: $50,411Net Income 2017: $7,2762017Revenue 2020: $384,638Expenses 2020: $406,135Net Income 2020: -$21,4972020Revenue 2021: $685,084Expenses 2021: $529,546Net Income 2021: $155,5382021Revenue 2022: $1,018,789Expenses 2022: $765,337Net Income 2022: $253,4522022Revenue 2023: $1,087,191Expenses 2023: $1,101,040Net Income 2023: -$13,8492023Revenue 2024: $1,627,390Expenses 2024: $1,145,948Net Income 2024: $481,4422024

Highlighted filing

2017

Revenue$57,687
Expenses$50,411
Net Income$7,276
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 13, 2018
Return Version
2017v2.2
Gross Receipts
$57,687
Mission and Program Overview

Mission

Open Source Wellness (Agency) is a California public benefit corporation incorporated May 2016. The Agency will facilitate the basic practices of wellness, including, but not limited to, physical exercise, healthy food, stress reduction, and social connection. The mission is to make these practices accessible, enjoyable, and sustainable in clinical, community, and housing-based settings. The Agency seeks to facilitate the adoption of healthy behavior patterns which will be sustained in lifestyle changes leading to improved health outcomes and the prevention of lifestyle-related disease. While the Agency may operate in several different settings with different operating and financial models, the core offerings of physical movement, healthy meals, stress reduction, and social support remain consistent across contexts.

Open Source Wellness (Agency) is a California public benefit corporation incorporated May 2016. The Agency will facilitate the basic practices of wellness, including, but not limited to, physical exercise, healthy food, stress reduction, and social connection. The mission is to make these practices accessible, enjoyable, and sustainable in clinical, community, and home-based settings. The Agency seeks to facilitate the adoption of healthy behavior patterns which will be sustained in lifestyle changes leading to improved health outcomes and the prevention of lifestyle-related disease. While the Agency may operate in several different settings with different operating and financial models, the core offerings of physical movement, healthy meals, stress reduction, and social support remain consistent across contexts.The Agency receives private donations as their major source of support and revenue.

Program Services

DescriptionGrantsExpenses
The Agency will facilitate the basic practices of wellness, including, but not limited to, physical exercise, healthy food, stress reduction, and social connection. The mission is to make these practices accessible, enjoyable, and sustainable in clinical, community, and home-based settings.$42,488-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Benjamin Emmert-AronsonTreasurerPT$20,569-$20,569
Vivian SiegelPresident-$0--
Elizabeth MarkleSecretary-$0--
Robert RowanTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Open Source Wellness
EIN
81-3440555
Address
55 Lopez Avenue, San Francisco, CA 94116

Signing Officer

Name
Benjamin Emmert-Aronson
Title
President
Signed
2018-06-13
Discuss with paid preparer
Yes

Preparer

Firm
Goranson and Associates Inc
Address
717 College Avenue First Floor, Santa Rosa, CA 95404
Preparer
Susan E Goranson
Phone
7075421256
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $3202

Other Expenses.1005

Travel $836

Other Expenses.1012

Insurance $681

Other Expenses.1

Event expense $3819

Other Expenses.2

training $1370

Other Expenses.3

Transportation expense $466

Other Expenses.4

supplies $424

Other Expenses.5

Other business expenses $114

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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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