Civic Intelligence

Plant Based Wellness Foundation Inc

EIN 87-1822098 • 501(c)3 • Berkeley, CA

Profile

Our goal is to empower people to improve their health by educating them in plant based whole food diet and an active intermittent fasting based lifestyle.

4975 Grizzly Peak BlvdBerkeley, CA 94705

lmkhealth.com

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

26th percentile

-15%

Higher net margin than 26% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

23rd percentile

-38%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

72nd percentile

21%

Faster revenue growth than 72% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$10,336

Up $5,544 (+116%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$10,336

Up $5,544 (+116%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin26th percentile

Revenue

Up

$41,268

Up $16,818 (+69%) from 2022

Expenses

Up

$47,638

Up $22,979 (+93%) from 2022

Net Income

Down

-$6,370

Down $6,161 (-2948%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

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

$15K$10K$5.0K$0Assets 2022: $4,792Liabilities 2022: $0Net Assets 2022: $4,7922022Assets 2024: $10,336Liabilities 2024: $0Net Assets 2024: $10,3362024

Highlighted filing

2024

Assets$10,336
Liabilities$0
Net Assets$10,336
Open 2024 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2022: $24,450Expenses 2022: $24,659Net Income 2022: -$2092022Revenue 2024: $41,268Expenses 2024: $47,638Net Income 2024: -$6,3702024

Highlighted filing

2024

Revenue$41,268
Expenses$47,638
Net Income-$6,370
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$10,336
Liabilities
$0
Net assets
$10,336
Revenue
$41,268
Expenses
$47,638
Net income
-$6,370
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$0.00$10.3$41.3$47.6$6.37
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.79$0.00$4.79$24.5$24.7$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 28, 2025
Return Version
2024v5.0
Gross Receipts
$41,268
Mission and Program Overview

Mission

Our goal is to empower people to improve their health by educating them in plant based whole food diet and an active intermittent fasting based lifestyle.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$15,049$8,679▼ $6,370
Total Assets$16,706$10,336▼ $6,370
Other Assets Total$1,657$1,657→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,706$10,336▼ $6,370
Total Net Assets Fund Balance$16,706$10,336▼ $6,370
Total Liabilities and Net Assets / Fund Balance$16,706$10,336▼ $6,370

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,657--
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Lalit KapoorLalit Kapoor
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$41,268
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-6,370
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$47,638
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$27,663--$27,663
Fees for Services Other$3,816$15,000-$18,816
Office Expenses$939--$939
Advertising$220--$220
Total Functional Expenses$32,638$15,000$0$47,638
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Plant Based Wellness Foundation Inc
EIN
87-1822098
Phone
9252842581
Address
4975 GRIZZLY PEAK BLVD, BERKELEY, CA 94705

Signing Officer

Name
Lalit Kapoor
Title
Lalit Kapoor
Phone
9252842581
Signed
2025-07-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lalit Kapoor
Formed
2022
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Fortune & Fortune Cpas
Address
2815 MITCHELL DRIVE STE 104, WALNUT CREEK, CA 94598
Preparer
Paul R Fortune
Phone
9256762187
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Bank charges 394 0 0 meals 1,551 0 0 legal & professional fees 1,871 0 0 consulting 0 15,000 0 total 3,816 15,000 0”

Raw XML Appendix224 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0OUR GOAL IS TO EMPOWER PEOPLE TO IMPROVE THEIR HEALTH BY EDUCATING THEM IN PLANT BASED WHOLE FOOD DIET AND AN ACTIVE INTERMITTENT FASTING BASED LIFESTYLE.
IRS990/AdvertisingGrp/ProgramServicesAmt0220
IRS990/AdvertisingGrp/TotalAmt0220
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0LALIT KAPOOR
IRS990/BooksInCareOfDetail/PhoneNum09252842581
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04975 GRIZZLY PEAK BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0BERKELEY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094705
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt015049
IRS990/CashNonInterestBearingGrp/EOYAmt08679
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt047638
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt041268
IRS990/CYRevenuesLessExpensesAmt0-6370
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt047638
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt041268
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0OUR GOAL IS TO EMPOWER PEOPLE TO IMPROVE THEIR HEALTH BY EDUCATING THEM IN PLANT BASED WHOLE FOOD DIET AND AN ACTIVE INTERMITTENT FASTING BASED LIFESTYLE.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt032638
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt015000
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt03816
IRS990/FeesForServicesOtherGrp/TotalAmt018816
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0LALIT KAPOOR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0LALIT KAPOOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02022
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt041268
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0OUR GOAL IS TO EMPOWER PEOPLE TO IMPROVE THEIR HEALTH BY EDUCATING THEM IN PLANT BASED WHOLE FOOD DIET AND AN ACTIVE INTERMITTENT FASTING BASED LIFESTYLE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt016706
IRS990/NetAssetsOrFundBalancesEOYAmt010336
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt016706
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010336
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt0939
IRS990/OfficeExpensesGrp/TotalAmt0939
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01657
IRS990/OtherAssetsTotalGrp/EOYAmt01657
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0LALIT KAPOOR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0SALES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt041268
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt041268
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt013926
IRS990/PYProgramServiceRevenueAmt034183
IRS990/PYRevenuesLessExpensesAmt020257
IRS990/PYTotalExpensesAmt013926
IRS990/PYTotalRevenueAmt034183
IRS990/ReconcilationRevenueExpnssAmt0-6370
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt041268
IRS990ScheduleA/TestPublicSafetyInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01657
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0COMPUTER
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01657
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK CHARGES 394 0 0 MEALS 1,551 0 0 LEGAL & PROFESSIONAL FEES 1,871 0 0 CONSULTING 0 15,000 0 TOTAL 3,816 15,000 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt016706
IRS990/TotalAssetsEOYAmt010336
IRS990/TotalAssetsGrp/BOYAmt016706
IRS990/TotalAssetsGrp/EOYAmt010336
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015000
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt032638
IRS990/TotalFunctionalExpensesGrp/TotalAmt047638
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt016706
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010336
IRS990/TotalProgramServiceExpensesAmt032638
IRS990/TotalProgramServiceRevenueAmt041268
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt041268
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt041268
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt016706
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010336
IRS990/TravelGrp/ProgramServicesAmt027663
IRS990/TravelGrp/TotalAmt027663
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt04975 GRIZZLY PEAK BLVD
IRS990/USAddress/CityNm0BERKELEY
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094705
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0HTTPS://LMKHEALTH.COM/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LALIT KAPOOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0LALIT KAPOOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09252842581
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLANT BASED WELLNESS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PLAN
ReturnHeader/Filer/EIN0871822098
ReturnHeader/Filer/PhoneNum09252842581
ReturnHeader/Filer/USAddress/AddressLine1Txt04975 GRIZZLY PEAK BLVD
ReturnHeader/Filer/USAddress/CityNm0BERKELEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094705
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463607913
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORTUNE & FORTUNE CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02815 MITCHELL DRIVE STE 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALNUT CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094598
ReturnHeader/PreparerPersonGrp/PhoneNum09256762187
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL R FORTUNE
ReturnHeader/ReturnTs02025-08-08T14:22:09-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.