Civic Intelligence

Youth Yoga Project

990 • Fiscal year 2023 • EIN 81-4719354

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 10, 2023

Organization ProfileWELLITYEDUCATION.COM

View Organization Page

5815 Carrington CTWorthington, OH 43085

(614) 327-1930

Siviq Scores

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

Liabilities / Assets

68th percentile

0.01x

Higher debt load relative to assets than 68% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

55th percentile

6.0%

Higher net margin than 55% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

60th percentile

7.1%

Faster asset growth than 60% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

58th percentile

12%

Faster revenue growth than 58% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$287,695

Up $19,010 (+7.1%) from 2022

Net Assets

Up

$283,758

Up $19,303 (+7.3%) from 2022

Liabilities

Down

$3,937

Down $293 (-6.9%) from 2022

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin55th percentile

Revenue

Up

$319,611

Up $33,738 (+12%) from 2022

Expenses

Up

$300,308

Up $69,657 (+30%) from 2022

Net Income

Down

$19,303

Down $35,919 (-65%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$300K$200K$100K$0Assets 2018: $103,070Liabilities 2018: $1,732Net Assets 2018: $101,3382018Assets 2019: $122,144Liabilities 2019: $3,028Net Assets 2019: $119,1162019Assets 2020: $203,196Liabilities 2020: $25,598Net Assets 2020: $177,5982020Assets 2021: $211,071Liabilities 2021: $1,838Net Assets 2021: $209,2332021Assets 2022: $268,685Liabilities 2022: $4,230Net Assets 2022: $264,4552022Assets 2023: $287,695Liabilities 2023: $3,937Net Assets 2023: $283,7582023Assets 2024: $160,379Liabilities 2024: $3,154Net Assets 2024: $157,2252024Assets 2025: $165,008Liabilities 2025: $1,573Net Assets 2025: $163,4352025

Highlighted filing

2023

Assets$287,695
Liabilities$3,937
Net Assets$283,758
Open 2023 Filing

Operations Trend

Revenue Growth58th percentile

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

$400K$200K$0-$200KRevenue 2018: $100,749Expenses 2018: $19,042Net Income 2018: $81,7072018Revenue 2019: $103,461Expenses 2019: $85,683Net Income 2019: $17,7782019Revenue 2020: $195,143Expenses 2020: $136,661Net Income 2020: $58,4822020Revenue 2021: $223,273Expenses 2021: $191,638Net Income 2021: $31,6352021Revenue 2022: $285,873Expenses 2022: $230,651Net Income 2022: $55,2222022Revenue 2023: $319,611Expenses 2023: $300,308Net Income 2023: $19,3032023Revenue 2024: $198,088Expenses 2024: $324,621Net Income 2024: -$126,5332024Revenue 2025: $189,636Expenses 2025: $183,427Net Income 2025: $6,2092025

Highlighted filing

2023

Revenue$319,611
Expenses$300,308
Net Income$19,303
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 10, 2023
Return Version
2022v5.0
Gross Receipts
$319,618
Mission and Program Overview

Mission

To provide educational and/or charitable services to improve the health and wellbeing of youth through social-emotional learning by providing youth & educators access to wellness programs & curriculum.

Wellity education stands for well-being + equity. We equip k-12 educators with tools to support the mental health of students through mindfulness, movement, and mindset training and curriculum.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$125,754$115,436▼ $10,318
Cash and Non-Interest-Bearing Accounts$79,488$90,760▲ $11,272
Intangible Assets-$45,910-
Pledges and Grants Receivable$59,087$19,390▼ $39,697
Investments in Publicly Traded Securities-$10,000-
Prepaid Expenses and Deferred Charges$2,480$2,994▲ $514
Inventories for Sale or Use$1,876$1,869▼ $7
Total Assets$268,685$287,695▲ $19,010
Other Assets Total-$1,336-
Liabilities
Accounts Payable and Accrued Expenses$3,662$3,390▼ $272
Other Liabilities$568$547▼ $21
Total Liabilities$4,230$3,937▼ $293
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$233,455$283,758▲ $50,303
Net Assets With Donor Restrictions$31,000--
Total Net Assets Fund Balance$264,455$283,758▲ $19,303
Total Liabilities and Net Assets / Fund Balance$268,685$287,695▲ $19,010
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Amy BorntragerBoard Member
Dianne RadiganBoard Member
Eric ConradBoard Member
Kate YoungBoard Member
Kirsten FraserBoard Member
Malik WilloughbyBoard Member
Mary Jo KilroyBoard Member
Sara MccainBoard Member
Shannon TaylorBoard Member
Rodney HarrelsonBoard Presid
Teresa EigelBoard Secret
Brendan MislinBoard Treasu
Revenue and Support

Revenue Composition

Contributions and Grants
$152,783
Program Service Revenue
$165,844
Investment Income
$955
Other Revenue
$29
All Other Contributions
$135,468
Change in Net Assets
$19,303
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$211,922
Other Expenses$86,386
Total Fundraising Expense$27,468
Professional Fundraising Fees$2,000
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$128,764$22,286$14,032$165,082
Office Expenses$31,471$647$327$32,445
Other Employee Benefits$20,290$3,512$2,211$26,013
Fees for Services Other$9,335$4,546$4,400$18,281
Payroll Taxes$11,136$1,927$1,214$14,277
Occupancy$5,428$1,496$482$7,406
Information Technology$3,820$2,261$1,141$7,222
Depreciation Depletion$5,226$848$989$7,063
Fees for Services Accounting-$6,570-$6,570
Pension Plan Contributions$5,109$884$557$6,550
Fees for Services Professional Fundraising--$2,000$2,000
Insurance-$1,462-$1,462
Travel$990--$990
Advertising$715--$715
All Other Expenses-$181-$181
Other Expenses$285$169$115$169
Total Functional Expenses$225,330$47,510$27,468$300,308
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$2,000
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Retirement Plan Contribution Payable$547
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
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

“Mary jo kilroy abstains from voting on items related to julia handelman's employment.”

Form 990, Page 6, Part VI, Line 2

“Mary jo kilroy julia handelman board member director mother - daughter”

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

“An outside public accounting firm prepares form 990. A completed draft of this form 990 is emailed to all board members for review and approval by the treasurer prior to filing.”

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

“Interested persons are required to disclose any potential conflicts on an ongoing basis; potential conflicts are reviewed by the board members, per policy.”

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

“Annual compensation of the organization's directors is evaluated and approved by the board members.”

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

“Annual compensation of the organization's directors is evaluated and approved by the board members.”

Form 990, Page 6, Part VI, Line 19

“The organization makes these documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Wellity Education
EIN
81-4719354
Phone
6143271930
Address
5815 CARRINGTON CT, WORTHINGTON, OH 43085

Signing Officer

Name
Brendan Mislin
Title
Board Treasurer
Phone
6143271930
Signed
2023-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brendan Mislin
Formed
2016
Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
12
Employees
3
Volunteers
20

Preparer

Firm
Robert E Mackey CPA LLC
Address
1243 GRANDVIEW AVE, GRANDVIEW HEIGHTS, OH 43212
Preparer
Robert E Mackey
Phone
6144074866
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

“Wellity education's training and curriculum equips educators to support children's mental health at school. We primarily serve k-12 schools in ohio with a particular focus on supporting under-resourced schools. This year, wellity trained over 2,000 ohio educators to successfully integrate research-based mindfulness curriculum into the school day, reaching over 100,000 students. Through our yearlong, standards-aligned curriculum, both educators and students learned breathing, movement, relaxation, and focused attention tools to support their mental health. Students who receive mindfulness instruction within their school year reported an average 70% increase in their ability to manage their stress. The curriculum teaches them tools to cope with stress in the moment, by regulating their nervous system with breathing, movement, and focused attention tools.”

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WELLITY EDUCATION'S TRAINING AND CURRICULUM EQUIPS EDUCATORS TO SUPPORT CHILDREN'S MENTAL HEALTH AT SCHOOL. WE PRIMARILY SERVE K-12 SCHOOLS IN OHIO WITH A PARTICULAR FOCUS ON SUPPORTING UNDER-RESOURCED SCHOOLS. THIS YEAR, WELLITY TRAINED OVER 2,000 OHIO EDUCATORS TO SUCCESSFULLY INTEGRATE RESEARCH-BASED MINDFULNESS CURRICULUM INTO THE SCHOOL DAY, REACHING OVER 100,000 STUDENTS. THROUGH OUR YEARLONG, STANDARDS-ALIGNED CURRICULUM, BOTH EDUCATORS AND STUDENTS LEARNED BREATHING, MOVEMENT, RELAXATION, AND FOCUSED ATTENTION TOOLS TO SUPPORT THEIR MENTAL HEALTH. STUDENTS WHO RECEIVE MINDFULNESS INSTRUCTION WITHIN THEIR SCHOOL YEAR REPORTED AN AVERAGE 70% INCREASE IN THEIR ABILITY TO MANAGE THEIR STRESS. THE CURRICULUM TEACHES THEM TOOLS TO COPE WITH STRESS IN THE MOMENT, BY REGULATING THEIR NERVOUS SYSTEM WITH BREATHING, MOVEMENT, AND FOCUSED ATTENTION TOOLS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MARY JO KILROY ABSTAINS FROM VOTING ON ITEMS RELATED TO JULIA HANDELMAN'S EMPLOYMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MARY JO KILROY JULIA HANDELMAN BOARD MEMBER DIRECTOR MOTHER - DAUGHTER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AN OUTSIDE PUBLIC ACCOUNTING FIRM PREPARES FORM 990. A COMPLETED DRAFT OF THIS FORM 990 IS EMAILED TO ALL BOARD MEMBERS FOR REVIEW AND APPROVAL BY THE TREASURER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INTERESTED PERSONS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS ON AN ONGOING BASIS; POTENTIAL CONFLICTS ARE REVIEWED BY THE BOARD MEMBERS, PER POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ANNUAL COMPENSATION OF THE ORGANIZATION'S DIRECTORS IS EVALUATED AND APPROVED BY THE BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ANNUAL COMPENSATION OF THE ORGANIZATION'S DIRECTORS IS EVALUATED AND APPROVED BY THE BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalLiabilitiesGrp/BOYAmt04230
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0264455

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$287,695
Liabilities
$3,937
Net assets
$283,758
Revenue
$319,611
Expenses
$300,308
Net income
$19,303
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.65$0.02$1.63$1.90$1.83$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.60$0.03$1.57$1.98$3.25$1.27
2023Detailed filing. Detailed filing data is available for this year.$2.88$0.04$2.84$3.20$3.00$0.19
2022Detailed filing. Detailed filing data is available for this year.$2.69$0.04$2.64$2.86$2.31$0.55
2021Detailed filing. Detailed filing data is available for this year.$2.11$0.02$2.09$2.23$1.92$0.32
2020Detailed filing. Detailed filing data is available for this year.$2.03$0.26$1.78$1.95$1.37$0.58
2019Detailed filing. Detailed filing data is available for this year.$1.22$0.03$1.19$1.03$0.86$0.18
2018Detailed filing. Detailed filing data is available for this year.$1.03$0.02$1.01$1.01$0.19$0.82
Peer Organizations

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