Civic Intelligence

Local Wellness Foundation

990EZ • Fiscal year 2024 • EIN 93-2701121

Jul 01, 2023 to Jun 30, 2024 • Filed on Apr 07, 2026

Organization Profile
7081 Worsham DrWhittier, CA 90602

(562) 321-7691

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2024 filings • NTEE F • <$500k nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.00x

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

2024 filings • NTEE F • <$500k nonprofits • Source year 2024

Net Margin

72nd percentile

28%

Higher net margin than 72% of similar nonprofits.

2024 filings • NTEE F • <$500k nonprofits • Source year 2024

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2024 filings • NTEE F • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Balance Sheet
Liabilities / Assets54th percentile

Assets

$33,037

No earlier filing loaded for comparison.

Net Assets

$33,037

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin72nd percentile

Revenue

$119,182

No earlier filing loaded for comparison.

Expenses

$86,145

No earlier filing loaded for comparison.

Net Income

$33,037

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.

$40K$30K$20K$10K$0Assets 2024: $33,037Liabilities 2024: $0Net Assets 2024: $33,0372024

Highlighted filing

2024

Assets$33,037
Liabilities$0
Net Assets$33,037
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0Revenue 2024: $119,182Expenses 2024: $86,145Net Income 2024: $33,0372024

Highlighted filing

2024

Revenue$119,182
Expenses$86,145
Net Income$33,037
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 7, 2026
Return Version
2023v6.0
Gross Receipts
$119,182
Mission and Program Overview

Mission

wellness programs and events

Program Services

DescriptionGrantsExpenses
Take Action LA Event--
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER ELLISSecretary-$0--
LORI OCHOADirector-$0--
Brandy RamettaPresident-$0--
Leilonni SavaliTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Local Wellness Foundation
EIN
93-2701121
Address
7081 WORSHAM DR, Whittier, CA 90602

Signing Officer

Name
Brandy Rametta
Title
President
Phone
5623217691
Signed
2026-04-07
Discuss with paid preparer
Yes

Preparer

Firm
Juan Bravo De Rueda CPA Inc
Address
12737 ROSECRANS AVE SPACE 56, Norwalk, CA 90650
Preparer
Juan Bravo de Rueda
Phone
5623147097
Supplemental Narrative

Additional Explanations

General explanation attachment

“The organization initially filed Form 990-N for the tax year ended June 30, 2024. Upon further review, it was determined that gross receipts exceeded the threshold for Form 990-N filing. Therefore, Form 990-EZ is being filed to provide complete and accurate financial reporting for the year.”

Description of other expenses Part I line 16

“Description AmountAdvertisement 5,694Travelling expenses 2,000Dues & subscriptions 3,000Meals & Entertainment 7,571Membership Fee 3,116Telephone & Internet 2,005Website 970Office Rent 16,500Other 2,800Car Expenses 5,489”

Raw XML Appendix135 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Brandy Rametta
IRS990EZ/BooksInCareOfDetail/PhoneNum05623217691
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07081 WORSHAM DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Whittier
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090602
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033037
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0119182
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt033037
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt037000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033037
IRS990EZ/GrossReceiptsAmt0119182
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033037
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033037
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEATHER ELLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LORI OCHOA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Brandy Rametta
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Leilonni Savali
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt049145
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0wellness programs and events
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Take Action LA Event
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt086145
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0119182
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0114850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0114850
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0114850
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0114850
IRS990ScheduleA/Total509Grp/TotalAmt0114850
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0114850
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0114850
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization initially filed Form 990-N for the tax year ended June 30, 2024. Upon further review, it was determined that gross receipts exceeded the threshold for Form 990-N filing. Therefore, Form 990-EZ is being filed to provide complete and accurate financial reporting for the year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAdvertisement 5,694Travelling expenses 2,000Dues & subscriptions 3,000Meals & Entertainment 7,571Membership Fee 3,116Telephone & Internet 2,005Website 970Office Rent 16,500Other 2,800Car Expenses 5,489
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brandy Rametta
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05623217691
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL WELLNESS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0932701121
ReturnHeader/Filer/USAddress/AddressLine1Txt07081 WORSHAM DR
ReturnHeader/Filer/USAddress/CityNm0Whittier
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090602
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0932428273
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JUAN BRAVO DE RUEDA CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012737 ROSECRANS AVE SPACE 56
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Norwalk
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090650
ReturnHeader/PreparerPersonGrp/PhoneNum05623147097
ReturnHeader/PreparerPersonGrp/PreparationDt02026-04-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Juan Bravo de Rueda
ReturnHeader/ReturnTs02026-04-08T20:32:01-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,037
Liabilities
$0
Net assets
$33,037
Revenue
$119,182
Expenses
$86,145
Net income
$33,037
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$1.19$0.86$0.33