Civic Intelligence

Mother-Wise

990 • Fiscal year 2022 • EIN 84-2194719

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 29, 2022

180 N Main StLakeport, CA 95453

(707) 349-1210

Siviq Scores

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

Liabilities / Assets

70th percentile

0.02x

Higher debt load relative to assets than 70% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

69th percentile

0.02x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

48th percentile

3.3%

Higher net margin than 48% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

94th percentile

$57,917

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 37.7% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

55th percentile

4.2%

Faster asset growth than 55% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

19th percentile

-28%

Faster revenue growth than 19% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$120,338

Up $4,902 (+4.2%) from 2021

Net Assets

Up

$117,838

Up $4,902 (+4.3%) from 2021

Liabilities

Flat

$2,500

Flat from 2021

Revenue

Down

$153,642

Down $59,081 (-28%) from 2021

Expenses

Up

$148,571

Up $15,179 (+11%) from 2021

Net Income

Down

$5,071

Down $74,260 (-94%) from 2021

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2019: $1Liabilities 2019: $02019Assets 2020: $38,605Liabilities 2020: $5,0002020Assets 2021: $115,436Liabilities 2021: $2,500Net Assets 2021: $112,9362021Assets 2022: $120,338Liabilities 2022: $2,500Net Assets 2022: $117,8382022Assets 2023: $77,188Liabilities 2023: $2,500Net Assets 2023: $74,6882023Assets 2024: $32,444Liabilities 2024: $0Net Assets 2024: $32,4442024

Highlighted filing

2022

Assets$120,338
Liabilities$2,500
Net Assets$117,838

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $132,733Expenses 2020: $99,054Net Income 2020: $33,6792020Revenue 2021: $212,723Expenses 2021: $133,392Net Income 2021: $79,3312021Revenue 2022: $153,642Expenses 2022: $148,571Net Income 2022: $5,0712022Revenue 2023: $102,303Expenses 2023: $158,787Net Income 2023: -$56,4842023Revenue 2024: $183,625Expenses 2024: $225,356Net Income 2024: -$41,7312024

Highlighted filing

2022

Revenue$153,642
Expenses$148,571
Net Income$5,071
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 29, 2022
Return Version
2021v4.0
Gross Receipts
$155,058
Mission and Program Overview

Mission

Our mission is to help new moms and perinatal individuals understand that if they feel depressed, they are not alone, they are not to blame, and effective resources are available to support them.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$115,436$115,338▼ $98
Land, Buildings, and Equipment, Net-$5,000-
Loans From Officers Directors$2,500$2,500→ $0
Total Assets$115,436$120,338▲ $4,902
Liabilities
Total Liabilities$2,500$2,500→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$112,936$117,838▲ $4,902
Total Net Assets Fund Balance$112,936$117,838▲ $4,902
Total Liabilities and Net Assets / Fund Balance$115,436$120,338▲ $4,902

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,000-$5,000
Compensation and Service Providers

Employees

NameTitleBaseTotal
Elizabeth AndersonExecutive Di$57,917$57,917
Lea MirandaSecretary$1,368$1,368

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$15,745
Program Service Revenue
$135,411
Investment Income
$0
Other Revenue
$2,486
All Other Contributions
$15,745
Change in Net Assets
$5,071
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$115,315
Other Expenses$33,256
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$43,438$15,847-$59,285
Other Salaries and Wages$45,735--$45,735
Occupancy$11,999--$11,999
Payroll Taxes$8,370$1,325-$9,695
Office Expenses$4,603$4-$4,607
Insurance$3,794--$3,794
All Other Expenses$891$50-$941
Other Employee Benefits$600--$600
Other Expenses$530$1,140-$530
Advertising$15--$15
Total Functional Expenses$130,205$18,366$0$148,571
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$3,902
Fundraising Direct Expenses$1,416
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
VirginaBoard ChairLoan UnsecuredNo-

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$2,500$2,500→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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, Page 6, Part VI, Line 2

Virginia cerenio thomas jordan director director spouse

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

The board has a meeting to review the draft of the 990 and provide its approval to the tax preparer.

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

The board meets monthly to go over such things and has an open door policy on such matters.

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

The board determines compensation.

Form 990, Page 6, Part VI, Line 19

Form 990 and public documents are made public upon request and on the attoney general's website.

Filing and Contact Details

Filer

Filer Name
Mother-wise
EIN
84-2194719
Phone
7073491210
Address
180 N MAIN ST, LAKEPORT, CA 95453

Signing Officer

Name
Lorena Watson
Title
Chair
Phone
7073491820
Signed
2022-11-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lorena Watson
Formed
2018
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
8
Volunteers
8

Preparer

Firm
Robertson & Associates Cpas
Address
1101 N MAIN ST, LAKEPORT, CA 95453-3841
Preparer
John S Robertson
Phone
7072639012
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Volunteers only consists of the board. They meet every month to discuss business operations.

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

Saathi home visits - trained volunteers, aka saathis, are assigned a mom or mom-to-be and provide emotional and physical support to her at the mom's home. Moms in this category are more likely to have a very limited family or social network nearby. The volunteer visits the assigned (matched) mom(s) once a week and keeps in contact via telephone or social media. Volunteer training includes learning how to be an active listener, providing support in a value-neutral style, identifying the signs of postpartum depression, and referring the mom to available free and low-cost community services for any of her needs. Volunteers are solicited, identified, and trained by the executive director (20%) with the assistance of staff, consultants and volunteers. This was inactive for the fiscal year due to covid.

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

Social media engagement & advocacy - mother-wise conducts targeted outreach through digital platforms to raise awareness and reduce the shame and stigma that surround perinatal mental health disorders. Local moms, families, professionals, and the community at large are engaged through mother-wise's website, online moms' group, public facebook page, and other social media outlets. Mother-wise shares daily posts with information related to weekly group topics, local resources, community events, and pernatal mental health advocacy-in both english and spanish.

Form 990, Part XI, Line 9

50% MEALS -169

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IRS990/ProgSrvcAccomActyOtherGrp/Desc0SOCIAL MEDIA ENGAGEMENT & ADVOCACY - MOTHER-WISE CONDUCTS TARGETED OUTREACH THROUGH DIGITAL PLATFORMS TO RAISE AWARENESS AND REDUCE THE SHAME AND STIGMA THAT SURROUND PERINATAL MENTAL HEALTH DISORDERS. LOCAL MOMS, FAMILIES, PROFESSIONALS, AND THE COMMUNITY AT LARGE ARE ENGAGED THROUGH MOTHER-WISE'S WEBSITE, ONLINE MOMS' GROUP, PUBLIC FACEBOOK PAGE, AND OTHER SOCIAL MEDIA OUTLETS. MOTHER-WISE SHARES DAILY POSTS WITH INFORMATION RELATED TO WEEKLY GROUP TOPICS, LOCAL RESOURCES, COMMUNITY EVENTS, AND PERNATAL MENTAL HEALTH ADVOCACY-IN BOTH ENGLISH AND SPANISH.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt065102
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt067706
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IRS990/PYSalariesCompEmpBnftPaidAmt093852
IRS990/PYTotalExpensesAmt0133392
IRS990/PYTotalRevenueAmt0212723
IRS990/ReconcilationRevenueExpnssAmt05071
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IRS990/RevenueAmt040623
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07398
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt024893
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0475621
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01750
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt024893
IRS990ScheduleA/TotalSupportAmt024893
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05000
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0VIRGINA
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD CHAIR
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0LOAN UNSECURED
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
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IRS990ScheduleL/TotalBalanceDueAmt02500
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEERS ONLY CONSISTS OF THE BOARD. THEY MEET EVERY MONTH TO DISCUSS BUSINESS OPERATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SAATHI HOME VISITS - TRAINED VOLUNTEERS, AKA SAATHIS, ARE ASSIGNED A MOM OR MOM-TO-BE AND PROVIDE EMOTIONAL AND PHYSICAL SUPPORT TO HER AT THE MOM'S HOME. MOMS IN THIS CATEGORY ARE MORE LIKELY TO HAVE A VERY LIMITED FAMILY OR SOCIAL NETWORK NEARBY. THE VOLUNTEER VISITS THE ASSIGNED (MATCHED) MOM(S) ONCE A WEEK AND KEEPS IN CONTACT VIA TELEPHONE OR SOCIAL MEDIA. VOLUNTEER TRAINING INCLUDES LEARNING HOW TO BE AN ACTIVE LISTENER, PROVIDING SUPPORT IN A VALUE-NEUTRAL STYLE, IDENTIFYING THE SIGNS OF POSTPARTUM DEPRESSION, AND REFERRING THE MOM TO AVAILABLE FREE AND LOW-COST COMMUNITY SERVICES FOR ANY OF HER NEEDS. VOLUNTEERS ARE SOLICITED, IDENTIFIED, AND TRAINED BY THE EXECUTIVE DIRECTOR (20%) WITH THE ASSISTANCE OF STAFF, CONSULTANTS AND VOLUNTEERS. THIS WAS INACTIVE FOR THE FISCAL YEAR DUE TO COVID.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SOCIAL MEDIA ENGAGEMENT & ADVOCACY - MOTHER-WISE CONDUCTS TARGETED OUTREACH THROUGH DIGITAL PLATFORMS TO RAISE AWARENESS AND REDUCE THE SHAME AND STIGMA THAT SURROUND PERINATAL MENTAL HEALTH DISORDERS. LOCAL MOMS, FAMILIES, PROFESSIONALS, AND THE COMMUNITY AT LARGE ARE ENGAGED THROUGH MOTHER-WISE'S WEBSITE, ONLINE MOMS' GROUP, PUBLIC FACEBOOK PAGE, AND OTHER SOCIAL MEDIA OUTLETS. MOTHER-WISE SHARES DAILY POSTS WITH INFORMATION RELATED TO WEEKLY GROUP TOPICS, LOCAL RESOURCES, COMMUNITY EVENTS, AND PERNATAL MENTAL HEALTH ADVOCACY-IN BOTH ENGLISH AND SPANISH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3VIRGINIA CERENIO THOMAS JORDAN DIRECTOR DIRECTOR SPOUSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD HAS A MEETING TO REVIEW THE DRAFT OF THE 990 AND PROVIDE ITS APPROVAL TO THE TAX PREPARER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD MEETS MONTHLY TO GO OVER SUCH THINGS AND HAS AN OPEN DOOR POLICY ON SUCH MATTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD DETERMINES COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FORM 990 AND PUBLIC DOCUMENTS ARE MADE PUBLIC UPON REQUEST AND ON THE ATTONEY GENERAL'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt850% MEALS -169
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XI, LINE 9
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IRS990/TotalAssetsEOYAmt0120338
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IRS990/TotalContributionsAmt015745
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018366
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0130205
IRS990/TotalFunctionalExpensesGrp/TotalAmt0148571
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02500
IRS990/TotalLiabilitiesEOYAmt02500
IRS990/TotalLiabilitiesGrp/BOYAmt02500
IRS990/TotalLiabilitiesGrp/EOYAmt02500
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0112936
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0117838
IRS990/TotalOtherProgSrvcExpenseAmt065102
IRS990/TotalOtherProgSrvcRevenueAmt067706
IRS990/TotalProgramServiceExpensesAmt0130205
IRS990/TotalProgramServiceRevenueAmt0135411
IRS990/TotalReportableCompFromOrgAmt059285
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0135411
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0153642
IRS990/TotalVolunteersCnt08
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
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IRS990/USAddress/AddressLine1Txt0180 N MAIN STREET
IRS990/USAddress/CityNm0LAKEPORT
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095453
IRS990/VotingMembersGoverningBodyCnt08
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IRS990/WebsiteAddressTxt0HTTP://WWW.MOTHER-WISE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORENA WATSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum07073491820
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MOTHER-WISE
ReturnHeader/Filer/BusinessNameControlTxt0MOTH
ReturnHeader/Filer/EIN0842194719
ReturnHeader/Filer/PhoneNum07073491210
ReturnHeader/Filer/USAddress/AddressLine1Txt0180 N MAIN ST
ReturnHeader/Filer/USAddress/CityNm0LAKEPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095453
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680290978
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERTSON & ASSOCIATES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01101 N MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKEPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0954533841
ReturnHeader/PreparerPersonGrp/PhoneNum07072639012
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN S ROBERTSON
ReturnHeader/ReturnTs02023-01-12T15:53:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LORENA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WATSON

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