Civic Intelligence

Perspective Wellness Inc.

990 • Fiscal year 2023 • EIN 87-2002513

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization ProfilePERSPECTIVEWELLNESS.ORG
7332 W State Street Suite 6Wauwatosa, WI 53213

(414) 367-6649

Siviq Scores

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

Liabilities / Assets

51st percentile

0.00x

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

2023 filings • NTEE F • <$500k nonprofits • Source year 2023

Liabilities / Revenue

52nd percentile

0.00x

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

2023 filings • NTEE F • <$500k nonprofits • Source year 2023

Net Margin

92nd percentile

85%

Higher net margin than 92% of similar nonprofits.

2023 filings • NTEE F • <$500k nonprofits • Source year 2023

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2023 filings • NTEE F30 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

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

Source year 2023

Revenue Growth

Score unavailable

No value available

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

Source year 2023

Balance Sheet
Liabilities / Assets51st percentile

Assets

$292,200

No earlier filing loaded for comparison.

Net Assets

$292,200

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin92nd percentile

Revenue

$313,001

No earlier filing loaded for comparison.

Expenses

$46,425

No earlier filing loaded for comparison.

Net Income

$266,576

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.

$400K$300K$200K$100K$0Assets 2023: $292,200Liabilities 2023: $0Net Assets 2023: $292,2002023Assets 2024: $351,993Liabilities 2024: $0Net Assets 2024: $351,9932024

Highlighted filing

2023

Assets$292,200
Liabilities$0
Net Assets$292,200
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$300K$200K$100K$0Revenue 2023: $313,001Expenses 2023: $46,425Net Income 2023: $266,5762023Revenue 2024: $117,807Expenses 2024: $58,014Net Income 2024: $59,7932024

Highlighted filing

2023

Revenue$313,001
Expenses$46,425
Net Income$266,576
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.0
Gross Receipts
$313,001
Mission and Program Overview

Mission

Perspective wellness, inc's mission is to make the world a better place by promoting, providing and facilitating access to breakthrough mental health treatments regardless of race, gender, age, income, sexual orientation, or socio-cultural background.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$25,624$292,200▲ $266,576
Savings and Temporary Cash Investments-$203,482-
Cash and Non-Interest-Bearing Accounts$225,374$88,468▼ $136,906
Intangible Assets$250$250→ $0
Total Assets$225,624$292,200▲ $66,576
Liabilities
Unsecured Notes Loans Payable$200,000--
Total Liabilities$200,000$0▼ $200,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$25,624$292,200▲ $266,576
Total Liabilities and Net Assets / Fund Balance$225,624$292,200▲ $66,576
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Justin LubinPresident
Thomas FrankSecretary
Ben MccauleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$200,000
Program Service Revenue
$109,519
Investment Income
$3,482
Other Revenue
$0
All Other Contributions
$200,000
Change in Net Assets
$266,576
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$46,425
Total Fundraising Expense$3,503
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$25,839--$25,839
Advertising--$3,503$3,503
Insurance$3,142--$3,142
Conferences and Meetings$1,814--$1,814
Information Technology$1,256--$1,256
Office Expenses$281$281-$562
Travel$399--$399
Other Expenses$254--$254
All Other Expenses$28--$28
Total Functional Expenses$42,641$281$3,503$46,425
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
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 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“Perspective wellness inc governing documents, conflict of interest policy, and financial statements are available up on request from any board member.”

Filing and Contact Details

Filer

Filer Name
Perspective Wellness Inc
EIN
87-2002513
Phone
4143676649
Address
7332 W STATE STREET SUITE 6, WAUWATOSA, WI 53213

Signing Officer

Name
Justin Lubin
Title
President
Phone
4143676649
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Justin Lubin
Formed
2021
Legal Domicile
Wi
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
2

Preparer

Firm
James David and Associates LLC
Address
6980 N PORT WASHINGTON RD STE 205, MILWAUKEE, WI 53217
Preparer
James D Broughton
Phone
4143511040
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Perspective wellness, inc's mission is to make the world a better place by promoting, providing and facilitating access to breakthrough mental health treatments regardless of race, gender, age, income, sexual orientation, or socio-cultural background.”

Form 990, Part IX, Line 11G

“Contract labor 25,268 0 0 professional development 571 0 0 total 25,839 0 0”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PERSPECTIVE WELLNESS, INC'S MISSION IS TO MAKE THE WORLD A BETTER PLACE BY PROMOTING, PROVIDING AND FACILITATING ACCESS TO BREAKTHROUGH MENTAL HEALTH TREATMENTS REGARDLESS OF RACE, GENDER, AGE, INCOME, SEXUAL ORIENTATION, OR SOCIO-CULTURAL BACKGROUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PERSPECTIVE WELLNESS INC GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UP ON REQUEST FROM ANY BOARD MEMBER.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES DAVID AND ASSOCIATES LLC
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES D BROUGHTON
ReturnHeader/ReturnTs02024-11-15T20:58:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$292,200
Liabilities
$0
Net assets
$292,200
Revenue
$313,001
Expenses
$46,425
Net income
$266,576
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.52$0.00$3.52$1.18$0.58$0.60
2023Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$3.13$0.46$2.67