Civic Intelligence

Southeast Regional Wellness and Healing Inc.

990EZ • Fiscal year 2020 • EIN 85-2339973

Aug 03, 2020 to Dec 31, 2020 • Filed on Jun 17, 2021

Organization ProfileN/A
1919 Oxmoor Road No 271Homewood, AL 35209

(205) 335-4812

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

$103,539

No earlier filing loaded for comparison.

Net Assets

$103,539

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin98th percentile

Revenue

$105,000

No earlier filing loaded for comparison.

Expenses

$1,461

No earlier filing loaded for comparison.

Net Income

$103,539

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0Assets 2020: $103,539Liabilities 2020: $0Net Assets 2020: $103,5392020Assets 2023: $733,617Liabilities 2023: $0Net Assets 2023: $733,6172023Assets 2024: $891,852Liabilities 2024: $0Net Assets 2024: $891,8522024

Highlighted filing

2020

Assets$103,539
Liabilities$0
Net Assets$103,539
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0Revenue 2020: $105,000Expenses 2020: $1,461Net Income 2020: $103,5392020Revenue 2023: $720,479Expenses 2023: $111,891Net Income 2023: $608,5882023Revenue 2024: $324,635Expenses 2024: $187,599Net Income 2024: $137,0362024

Highlighted filing

2020

Revenue$105,000
Expenses$1,461
Net Income$103,539
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 3, 2020 to Dec 31, 2020
Signed
Jun 17, 2021
Return Version
2020v4.1
Gross Receipts
$105,000
Mission and Program Overview

Mission

Organization seeks to develop a regional wellness and retreat center that serves patients, families and careproviders of all disciplines from the southeast region. The services and programs to be provided focus on a variety of wellness and healing activities that assist individuals with chronic medical issues.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION IS SEEKING TO DEVELOP A REGIONAL WELLNESS AND RETREAT CENTER THAT SERVES PATIENTS, FAMILIES AND CARE PROVIDERS OF ALL DISCIPLINES FROM THE SOUTHEAST REGION. THE SERVICES AND PROGRAMS TO BE PROVIDED FOCUS ON A VARIETY OF WELLNESS AND HEALING ACTIVITIES THAT ASSIST INDIVIDUALS WITH CHRONIC MEDICAL ISSUES.$0$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MADELINE HARRISDirector President-$0--
RODNEY TUCKER MDDirector Vice President-$0--
MARC PERLMANDirector Secretary-$0--
KAY ARGODirector Treasurer-$0--
ASHLEY CONDONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Southeast Regional Wellness
EIN
85-2339973
Phone
2053354812
Address
1919 OXMOOR ROAD NO 271, HOMEWOOD, AL 35209

Signing Officer

Name
Madeline Harris
Title
Director President
Phone
2053354812
Signed
2021-06-17
Discuss with paid preparer
Yes

Preparer

Firm
Mauldin & Jenkins LLC
Address
2000 SOUTHBRIDGE PARKWAY STE 501, BIRMINGHAM, AL 35209
Preparer
Meredith Smith
Phone
2054452880
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank charges . Amount: 30. Description: business certification fees. Amount: 181. Description: professional fees . Amount: 1,250. Total to form 990-ez, line 16: 1,461.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: deposit. Beg. Of year amount: 0. End of year amount: 25,000.”

Raw XML Appendix157 raw XML fields

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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAY ARGO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ASHLEY CONDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, SHORT YEAR EXPLANATION:
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/BusinessOfficerGrp/PersonNm0MADELINE HARRIS
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ReturnHeader/BusinessOfficerGrp/PhoneNum02053354812
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AND HEALING INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0852339973
ReturnHeader/Filer/PhoneNum02053354812
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAULDIN & JENKINS LLC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035209
ReturnHeader/PreparerPersonGrp/PhoneNum02054452880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MEREDITH SMITH
ReturnHeader/ReturnTs02021-07-08T12:31:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MADELINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARRIS
ReturnHeader/TaxPeriodBeginDt02020-08-03
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$103,539
Liabilities
$0
Net assets
$103,539
Revenue
$105,000
Expenses
$1,461
Net income
$103,539
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.92$0.00$8.92$3.25$1.88$1.37
2023Detailed filing. Detailed filing data is available for this year.$7.34$0.00$7.34$7.20$1.12$6.09
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$1.05$0.01$1.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits