Civic Intelligence

Youth Yoga Project

990 • Fiscal year 2024 • EIN 81-4719354

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 11, 2024

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

0.02x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

8th percentile

-64%

Higher net margin than 8% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

13th percentile

-44%

Faster asset growth than 13% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-38%

Faster revenue growth than 15% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$160,379

Down $127,316 (-44%) from 2023

Net Assets

Down

$157,225

Down $126,533 (-45%) from 2023

Liabilities

Down

$3,154

Down $783 (-20%) from 2023

Revenue

Down

$198,088

Down $121,523 (-38%) from 2023

Expenses

Up

$324,621

Up $24,313 (+8.1%) from 2023

Net Income

Down

-$126,533

Down $145,836 (-756%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$160,379
Liabilities$3,154
Net Assets$157,225

Operations Trend

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

2024

Revenue$198,088
Expenses$324,621
Net Income-$126,533
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 11, 2024
Return Version
2023v5.0
Gross Receipts
$198,088
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$115,436$65,230▼ $50,206
Intangible Assets$45,910$58,355▲ $12,445
Cash and Non-Interest-Bearing Accounts$90,760$17,735▼ $73,025
Investments in Publicly Traded Securities$10,000$10,000→ $0
Pledges and Grants Receivable$19,390$5,854▼ $13,536
Prepaid Expenses and Deferred Charges$2,994--
Inventories for Sale or Use$1,869$1,869→ $0
Total Assets$287,695$160,379▼ $127,316
Other Assets Total$1,336$1,336→ $0
Liabilities
Accounts Payable and Accrued Expenses$3,390$2,254▼ $1,136
Other Liabilities$547$900▲ $353
Total Liabilities$3,937$3,154▼ $783
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$283,758$157,225▼ $126,533
Total Net Assets Fund Balance$283,758$157,225▼ $126,533
Total Liabilities and Net Assets / Fund Balance$287,695$160,379▼ $127,316
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dianne RadiganBoard Member
Kate YoungBoard Member
Omowale CrowderBoard Member
Rodney HarrelsonBoard Member
Ryan FrederickBoard Member
Sarah GaverBoard Member
Shannon TaylorBoard Member
Kirsten FraserBoard Presid
Teresa EigelBoard Secret
Brendan MislinBoard Treasu
Revenue and Support

Revenue Composition

Contributions and Grants
$87,482
Program Service Revenue
$107,702
Investment Income
$2,904
Other Revenue
$0
All Other Contributions
$87,482
Change in Net Assets
$-126,533
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$259,940
Other Expenses$61,531
Total Fundraising Expense$27,604
Professional Fundraising Fees$3,150
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$155,550$26,922$16,951$199,423
Other Employee Benefits$30,437$5,268$3,317$39,022
Payroll Taxes$11,298$1,774$1,231$14,303
Depreciation Depletion$9,734$1,579$1,842$13,155
Fees for Services Other$11,453$1,513-$12,966
Advertising$8,465--$8,465
Fees for Services Accounting-$7,800-$7,800
Office Expenses$5,568$1,749-$7,317
Pension Plan Contributions$5,610$971$611$7,192
Occupancy$350$4,000-$4,350
Information Technology$3,798$476-$4,274
Fees for Services Professional Fundraising--$3,150$3,150
Insurance-$1,372-$1,372
Travel$119$221-$340
Other Expenses$91$160$334$160
Total Functional Expenses$242,764$54,253$27,604$324,621
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$3,150
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$900
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, 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
2024-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brendan Mislin
Formed
2016
Legal Domicile
Oh
Voting Board Members
10
Independent Board Members
10
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/ExplanationTxt1AN 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/ExplanationTxt2INTERESTED PERSONS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS ON AN ONGOING BASIS; POTENTIAL CONFLICTS ARE REVIEWED BY THE BOARD MEMBERS, PER POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL COMPENSATION OF THE ORGANIZATION'S DIRECTORS IS EVALUATED AND APPROVED BY THE BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUAL COMPENSATION OF THE ORGANIZATION'S DIRECTORS IS EVALUATED AND APPROVED BY THE BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/USAddress/StateAbbreviationCd0OH
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELLITY EDUCATION

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