Civic Intelligence

Wellity Education

EIN 81-4719354 • 501(c)3 • Worthington, OH

Profile

Wellity education equips educators with tools to support the mental health of students through mindfulness, movement, and mindset training and curriculum.

5815 Carrington CtWorthington, OH 43085

wellityeducation.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

53rd percentile

3.3%

Higher net margin than 53% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

59th percentile

2.9%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

46th percentile

-4.3%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$165,008

Up $4,629 (+2.9%) from 2024

Liabilities

Down

$1,573

Down $1,581 (-50%) from 2024

Net Assets

Up

$163,435

Up $6,210 (+3.9%) from 2024

Revenue

Down

$189,636

Down $8,452 (-4.3%) from 2024

Expenses

Down

$183,427

Down $141,194 (-43%) from 2024

Net Income

Up

$6,209

Up $132,742 (+105%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2025

Assets$165,008
Liabilities$1,573
Net Assets$163,435

Operations Trend

Revenue, expenses, and net income by year, with the latest 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

2025

Revenue$189,636
Expenses$183,427
Net Income$6,209

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$189,643
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 is grounded in the principles of wellbeing and equity We provide K12 educators with evidencebased training and curriculum in mindfulness movement and mindset to support the mental health of students and educators alike

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$65,230$82,757▲ $17,527
Intangible Assets$58,355$42,641▼ $15,714
Cash and Non-Interest-Bearing Accounts$17,735$24,913▲ $7,178
Investments in Publicly Traded Securities$10,000$10,000→ $0
Inventories for Sale or Use$1,869$1,861▼ $8
Pledges and Grants Receivable$5,854$1,500▼ $4,354
Total Assets$160,379$165,008▲ $4,629
Other Assets Total$1,336$1,336→ $0
Liabilities
Accounts Payable and Accrued Expenses$2,254$1,270▼ $984
Other Liabilities$900$303▼ $597
Total Liabilities$3,154$1,573▼ $1,581
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$157,225$163,435▲ $6,210
Total Net Assets Fund Balance$157,225$163,435▲ $6,210
Total Liabilities and Net Assets / Fund Balance$160,379$165,008▲ $4,629
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kirsten FraserBoard President
Omowale CrowderBoard Member
Rodney HarrelsonBoard Member
Ryan FrederickBoard Member
Shannon TaylorBoard Member
Kate YoungBoard Secretary
Teresa EigelBoard Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$120,036
Program Service Revenue
$67,055
Investment Income
$2,487
Other Revenue
$58
All Other Contributions
$70,036
Change in Net Assets
$6,209
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$129,782
Other Expenses$53,645
Total Fundraising Expense$12,653
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$82,604$10,013$7,509$100,126
Other Employee Benefits$14,448$1,751$1,313$17,512
Fees for Services Other$14,475$1,733-$16,208
Depreciation Depletion$11,629$1,886$2,200$15,715
Payroll Taxes$6,684$810$608$8,102
Fees for Services Accounting-$6,468-$6,468
Pension Plan Contributions$3,335$404$303$4,042
Advertising$3,915-$18$3,933
Office Expenses$2,337$500$339$3,176
Information Technology$2,305$552$15$2,872
Occupancy$2,350$124-$2,474
Insurance-$1,372-$1,372
Travel$751--$751
Other Expenses$74$60$11$60
Total Functional Expenses$144,907$25,867$12,653$183,427
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Retirement Plan Contribut$303
Governance and Compliance

Governance Checklist

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

Part VI Line 11B

An accounting firm prepares Form 990. A complete draft is emailed to all

Part VI Line 11B

Board Members for review and approval by the Treasurer prior to filing.

Part VI Line 12C

Interested persons are required to disclose any potential conflicts on an

Part VI Line 12C

ongoing basis; potential conflicts are reviewed by Board Members per policy

Part VI Line 15A or B

Annual compensation of the organization's Director is evaluated and

Part VI Line 15A or B

approved by the Board Members.

Part VI Line 19

Wellity makes the documents required by IRC 6104 available for public

Part VI Line 19

inspections or copying upon written or verbal request.

Filing and Contact Details

Filer

Filer Name
Wellity Education
EIN
81-4719354
In Care Of
% Julia Handelman
Phone
6143271930
Address
5815 Carrington Ct, Worthington, OH 43085

Signing Officer

Name
Julia Handelman
Title
Director
Phone
6143271930
Signed
2025-11-13
Discuss with paid preparer
No

Organization Details

Principal Officer
Julia Handelman
Formed
2016
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
7
Employees
2
Volunteers
20

Preparer

Firm
RI Sterrett LLC
Address
509 N Yakima Ave Apt 106, Tacoma, WA 98403
Preparer
Rebecca I Sterrett
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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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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0125018
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0644797
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0187149
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0198088
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0319618
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0286644
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0208865
IRS990ScheduleA/Total509Grp/TotalAmt01200364
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0187149
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0198088
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0319618
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0286644
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0208865
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0303
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Retirement Plan Contribut
IRS990ScheduleD/TotalLiabilityAmt0303
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0An accounting firm prepares Form 990. A complete draft is emailed to all
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board Members for review and approval by the Treasurer prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Interested persons are required to disclose any potential conflicts on an
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ongoing basis; potential conflicts are reviewed by Board Members per policy
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Annual compensation of the organization's Director is evaluated and
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5approved by the Board Members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Wellity makes the documents required by IRC 6104 available for public
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7inspections or copying upon written or verbal request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VI Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part VI Line 15a or b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part VI Line 15a or b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part VI Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Part VI Line 19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0165008
IRS990/TotalAssetsGrp/BOYAmt0160379
IRS990/TotalAssetsGrp/EOYAmt0165008
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0120036
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt012653
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt025867
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0144907
IRS990/TotalFunctionalExpensesGrp/TotalAmt0183427
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03154
IRS990/TotalLiabilitiesEOYAmt01573
IRS990/TotalLiabilitiesGrp/BOYAmt03154
IRS990/TotalLiabilitiesGrp/EOYAmt01573
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0157225
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0163435
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0144906
IRS990/TotalProgramServiceRevenueAmt067055
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt069600
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0189636
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0160379
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0165008
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0751
IRS990/TravelGrp/TotalAmt0751
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05815 Carrington Ct
IRS990/USAddress/CityNm0Worthington
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043085
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0https://wellityeducation.com/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIA HANDELMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director

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