Civic Intelligence

Wellness Works Community Health Center

990EZ • Fiscal year 2021 • EIN 95-4554824

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

2500 Honolulu Ave 246Montrose, CA 91020

(657) 504-8814

Siviq Scores

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

Liabilities / Assets

78th percentile

0.11x

Higher debt load relative to assets than 78% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

81st percentile

0.13x

Higher debt load relative to revenue than 81% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

30th percentile

-3.4%

Higher net margin than 30% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

49th percentile

4.5%

Faster asset growth than 49% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

17th percentile

-50%

Faster revenue growth than 17% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$54,027

Up $2,349 (+4.5%) from 2020

Net Assets

Down

$48,318

Down $1,453 (-2.9%) from 2020

Liabilities

Up

$5,709

Up $3,802 (+199%) from 2020

Revenue

Down

$42,437

Down $41,752 (-50%) from 2020

Expenses

Down

$43,890

Down $58,840 (-57%) from 2020

Net Income

Up

-$1,453

Up $17,088 (+92%) from 2020

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $88,559Liabilities 2011: $0Net Assets 2011: $88,5592011Assets 2012: $59,283Net Assets 2012: $59,2832012Assets 2013: $38,056Liabilities 2013: $1,017Net Assets 2013: $37,0392013Assets 2014: $24,179Liabilities 2014: $1,733Net Assets 2014: $22,4462014Assets 2015: $28,694Liabilities 2015: $2,650Net Assets 2015: $26,0442015Assets 2016: $31,019Liabilities 2016: $2,326Net Assets 2016: $28,6932016Assets 2017: $41,601Liabilities 2017: $35,369Net Assets 2017: $6,2322017Assets 2018: $93,115Liabilities 2018: $24,391Net Assets 2018: $68,7242018Assets 2019: $69,914Liabilities 2019: $1,602Net Assets 2019: $68,3122019Assets 2020: $51,678Liabilities 2020: $1,907Net Assets 2020: $49,7712020Assets 2021: $54,027Liabilities 2021: $5,709Net Assets 2021: $48,3182021Assets 2022: $142,497Net Assets 2022: $142,4972022Assets 2023: $106,623Liabilities 2023: $1,120Net Assets 2023: $105,5032023Assets 2024: $67,804Net Assets 2024: $67,8042024

Highlighted filing

2021

Assets$54,027
Liabilities$5,709
Net Assets$48,318

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $187,0252011Revenue 2012: $152,789Expenses 2012: $182,065Net Income 2012: -$29,2762012Revenue 2013: $110,575Expenses 2013: $132,818Net Income 2013: -$22,2432013Revenue 2014: $118,980Expenses 2014: $133,573Net Income 2014: -$14,5932014Revenue 2015: $196,316Expenses 2015: $192,718Net Income 2015: $3,5982015Revenue 2016: $158,305Expenses 2016: $155,656Net Income 2016: $2,6492016Revenue 2017: $159,918Expenses 2017: $182,379Net Income 2017: -$22,4612017Revenue 2018: $286,302Expenses 2018: $223,810Net Income 2018: $62,4922018Revenue 2019: $251,574Expenses 2019: $251,986Net Income 2019: -$4122019Revenue 2020: $84,189Expenses 2020: $102,730Net Income 2020: -$18,5412020Revenue 2021: $42,437Expenses 2021: $43,890Net Income 2021: -$1,4532021Revenue 2022: $172,545Expenses 2022: $50,068Net Income 2022: $122,4772022Revenue 2023: $1,847Expenses 2023: $38,841Net Income 2023: -$36,9942023Revenue 2024: $3,712Expenses 2024: $41,411Net Income 2024: -$37,6992024

Highlighted filing

2021

Revenue$42,437
Expenses$43,890
Net Income-$1,453
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.1
Gross Receipts
$42,437
Mission and Program Overview

Mission

Wellness Works engages the community in restoring hope and a sense of wholeness of body and soul to veterans and their families by providing holistic, alternative and emerging healing modalities to treat post-traumatic stress, traumatic brain injury, chronic pain and military sexual trauma in a military culturally competent setting.

Program Services

DescriptionGrantsExpenses
Wellness Works is engaged in the community to restore hope and a sense of wholeness to veterans and their families and provided over 1,000 service units in holistic therapies during the year.-$27,541
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH V PALESANOChairman-$0--
RICCO DE LA CRUZSecretary-$0--
KATHY LYNCHClinic D/TreasuFT$0--
CLARA A SCHWARTZDirector-$0--
NEFRETERI X ALVARODirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Wellnessworks
EIN
95-4554824
Phone
6575048814
Address
2500 HONOLULU AVE 246, MONTROSE, CA 91020

Signing Officer

Name
Kathy Lynch
Title
Clinic Director
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Gavigan & Company
Address
959 E Walnut Street Suite 250, Pasadena, CA 91106
Preparer
Michelle Y Gavigan CPA
Phone
6268447914
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $553

Other Expenses.1012

Insurance $5193

Other Expenses.1

Other Expenses $3315

Other Expenses.2

Network & IT $1857

Other Expenses.3

Program expenses $241

Other Expenses.4

Bank service charges $237

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $1907 Accounts Payable and Accrued Expenses - Ending $5709

Changes to Organizing or Governing Documents

Filed new Articles of Incorporation.

Raw XML Appendix175 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Kathy Lynch
IRS990EZ/BooksInCareOfDetail/PhoneNum08182472062
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0540 W Broadway
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Glendale
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091204
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt051678
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt054027
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0true
IRS990EZ/ContributionsGiftsGrantsEtcAmt028176
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1453
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01080
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt051678
IRS990EZ/Form990TotalAssetsGrp/EOYAmt054027
IRS990EZ/FundraisingGrossIncomeAmt01211
IRS990EZ/GrossReceiptsAmt042437
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt012750
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049771
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048318
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt049771
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048318
IRS990EZ/OccupancyRentUtltsAndMaintAmt031414
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt235.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt420.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSEPH V PALESANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICCO DE LA CRUZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHY LYNCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CLARA A SCHWARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NEFRETERI X ALVARO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CLINIC D/TREASU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011396
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Wellness Works engages the community in restoring hope and a sense of wholeness of body and soul to veterans and their families by providing holistic, alternative and emerging healing modalities to treat post-traumatic stress, traumatic brain injury, chronic pain and military sexual trauma in a military culturally competent setting.
IRS990EZ/ProgramServiceRevenueAmt0300
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Wellness Works is engaged in the community to restore hope and a sense of wholeness to veterans and their families and provided over 1,000 service units in holistic therapies during the year.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027541
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt01211
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01907
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05709
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt043890
IRS990EZ/TotalProgramServiceExpensesAmt027541
IRS990EZ/TotalRevenueAmt042437
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.wellnessworksglendale.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt028176
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt077263
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0237481
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0270755
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0127073
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0740748
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0600
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02560
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02700
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05215
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt011075
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98530
IRS990ScheduleA/PublicSupportPY170Pct00.97640
IRS990ScheduleA/PublicSupportTotal170Amt0740748
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt028176
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt077263
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0237481
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0270755
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0127073
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0740748
IRS990ScheduleA/TotalSupportAmt0751823
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ExplanationTxt0Office Expenses $553
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $5193
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other Expenses $3315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Network & IT $1857
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Program expenses $241
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK SERVICE CHARGES $237
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Payable and Accrued Expenses - Beginning $1907 Accounts Payable and Accrued Expenses - Ending $5709
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Filed new Articles of Incorporation.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Changes to Organizing or Governing Documents
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY LYNCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CLINIC DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELLNESSWORKS
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0954554824
ReturnHeader/Filer/PhoneNum06575048814
ReturnHeader/Filer/USAddress/AddressLine1Txt02500 HONOLULU AVE 246
ReturnHeader/Filer/USAddress/CityNm0MONTROSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091020
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262938649
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gavigan & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0959 E Walnut Street Suite 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pasadena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091106
ReturnHeader/PreparerPersonGrp/PhoneNum06268447914
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michelle Y Gavigan CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-14T13:43:55-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LYNCH
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.04$0.41$0.38
2023Detailed filing. Detailed filing data is available for this year.$1.07$0.01$1.06$0.02$0.39$0.37
2022Detailed filing. Detailed filing data is available for this year.$1.42$1.42$1.73$0.50$1.22
2021Detailed filing. Detailed filing data is available for this year.$0.54$0.06$0.48$0.42$0.44$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.52$0.02$0.50$0.84$1.03$0.19
2019Detailed filing. Detailed filing data is available for this year.$0.70$0.02$0.68$2.52$2.52$0.00
2018Summary only. Only limited summary data is available for this year.$0.93$0.24$0.69$2.86$2.24$0.62
2017Detailed filing. Detailed filing data is available for this year.$0.42$0.35$0.06$1.60$1.82$0.22
2016Detailed filing. Detailed filing data is available for this year.$0.31$0.02$0.29$1.58$1.56$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.29$0.03$0.26$1.96$1.93$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.24$0.02$0.22$1.19$1.34$0.15
2013Detailed filing. Detailed filing data is available for this year.$0.38$0.01$0.37$1.11$1.33$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.59$1.53$1.82$0.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.00$0.89$1.87