Wellness Foundation FY2020 filing

Sag Harbor, NYUnknown exempt organizationEIN 20-3265442

Wellness Foundation empowers children and adults to live their healthiest lives and prevent and reverse chronic disease through programs that teach four pillars of wellness: whole food plant-based nutrition, physical activity, stress management, and social connection.

52¢ of each $1 spent went to programs.
$115K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2022
latest Form 990
Worth a look: the latest return is for FY2022, 4 tax years back; more than 3 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 2
filings with a surplus
Average surplus $44K a year · 8% of revenue · last 2 filings
Worth a look: a surplus in 1 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Spent on programs
52%
of spending
Worth a look: 52% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$115K
to officers and key staff · 22% of spending
Worth a look: pay to officers and key staff is 22% of spending; over 20%.
Pt VII · Sec A
Cash reserves
9 mo
of spending, in cash
Looks good: 9.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $15K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$106K
25% of total assets
Looks good: liabilities are 25% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 5 voting members
Looks good: 4 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$395K
Spent
$531K
To programs
52%
Net assets
$316K
By yearFY2020–FY2022
Revenue
$395K
FY2020
Revenue by fiscal year
FY2020$395K
FY2021$684K
FY2022$96K
Expenses
$531K
FY2020
Expenses by fiscal year
FY2020$531K
FY2021$459K
FY2022Not on file
Net assets
$316K
FY2020
Net assets by fiscal year
FY2020$316K
FY2021$541K
FY2022Not on file

From the FY2020 Form 990 (year ending June 2020) · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2022) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2022.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

52 cents of each dollar spent went to programs.

Program services 52% · $275K Management & general 27% · $142K Fundraising 21% · $114K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

6 people listed on the 990; $115K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
VP / Exe Direct
$115,000Pt VII · Sec A
Chairman
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
President & CEO
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2021FY2020
Jennifer Taylor$119,423—
Jennifer Taylor—$115,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Teaches healthy living through nutrition, exercise, stress relief, and connection to prevent and reverse disease.

Provided by the organization

This section is blank until Wellness Foundation claims this page.

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3 program services account for $272K of program spending, described in the organization's own filed words · FY2019.
01

Supporting cultural changes at schools and championing wellness policies and practices

$223Kprogram expense
02

Wellness Challenge 360

Preventing and reversing disease for adults. During our seven-week Wellness Challenge, adult participants gain the experience and support to follow a plant-based diet and healthy lifestyle that includes exercise and stress management.

$39Kprogram expense
03

Wkids

Building healthy lifestyle habits during youth. Our six- to ten-week programs provide groundbreaking nutrition and wellness education to children and parents through interactive lessons, food demos, physical activity and mindfulness activities.

$9Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2021
Total grants receivedfrom 1 funder$15K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$395K
Ln 12
Gifts and grantsLn 1h$385K
Fees for servicesLn 2g$8K
Other incomeLn 4–11$588
Money outPt IX
$531K
Ln 25
Programscol B$275K
Managementcol C$142K
Fundraisingcol D$114K
Owns and owesPt X
$316K
net assets · Ln 32
Cash and savingsLn 1–2$410K
Total assetsLn 16$422K
LiabilitiesLn 26$106K
PeoplePt VI, VII
6
listed · VII A
PaidVII A1
Voting boardVI 1a5
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$385K
Fees for servicesLn 2g$8K
Investment incomeLn 3$252
Other incomeLn 4–11$588
Gains on assetsLn 7$0
Total revenueLn 12$395K
Assets in detailPt X, end of year
CashLn 1$410K
SavingsLn 2$0
Cash and savings togetherLn 1–2$410K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$10K
Other assetsLn 15$0
Total assetsLn 16$422K
LiabilitiesLn 26$106K
Net assetsLn 32$316K
OperationsPt I, VI
EmployeesI 56
VolunteersI 64
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$432K$410K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$30K$10K
Total assetsLn 16$466K$422K
LiabilitiesLn 26$14K$106K
Net assetsLn 32$453K$316K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$129K$78K$26K$24K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$221K$139K$36K$46K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$5K$2K$3K$253
Payroll taxesLn 10$29K$18K$4K$6K
Management feesLn 11a$0
Legal feesLn 11b$100$100
Accounting feesLn 11c$18K$18K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$34K$9K$25K
Advertising and promotionLn 12$2K$2K
Office expensesLn 13$9K$3K$6K
Information technologyLn 14$23K$13K$10K
RoyaltiesLn 15$0
OccupancyLn 16$802$802
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$4K$4K
InsuranceLn 23$4K$4K
Other expenses (24a–d)Ln 24$49K$20K$18K$12K
All other expensesLn 24e$3K$2K$2K
Total functional expensesLn 25$531K$275K$142K$114K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2022 Latest $96K 990 PDF
FY2021 $684K$459K$225K$541K 990 PDF
FY2020 Viewing $395K$531K−$137K$316K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (4 parts)
Part VIII · Statement of revenue $394,556 across 10 lines filed
VIII-1f All other contributions, gifts and grants$385,457
VIII-1h Total contributions, gifts and grants$385,457
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $8,259$8,259
VIII-3 Investment incomeRelated to mission $252$252
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $588$588
VIII-12 Total revenueRelated to mission $9,099$394,556
Part IX · Statement of functional expenses $531,351 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $78,332 · Management $26,285 · Fundraising $24,448$129,065
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $139,301 · Management $36,083 · Fundraising $45,771$221,155
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $2,304 · Management $2,939 · Fundraising $253$5,496
IX-10 Payroll taxesPrograms $17,998 · Management $4,456 · Fundraising $6,117$28,571
IX-11a Management fees$0
IX-11b Legal feesManagement $100$100
IX-11c Accounting feesManagement $18,430$18,430
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesManagement $8,601 · Fundraising $25,350$33,951
IX-12 Advertising and promotionManagement $2,249$2,249
IX-13 Office expensesPrograms $3,199 · Management $5,883$9,082
IX-14 Information technologyPrograms $13,080 · Management $9,595$22,675
IX-15 Royalties$0
IX-16 OccupancyManagement $802$802
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationManagement $3,903$3,903
IX-23 InsuranceManagement $3,649$3,649
IX-24 Other expenses (24a–d)Programs $19,506 · Management $17,773 · Fundraising $11,623$48,902
IX-24e All other expensesPrograms $1,745 · Management $1,576$3,321
IX-25 Total functional expensesPrograms $275,465 · Management $142,324 · Fundraising $113,562$531,351
Part X · Balance sheet $422,461 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $431,953$410,280
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $1,059$370
X-8 Inventories for sale or use$398
X-9 Prepaid expenses and deferred charges$1,741
X-10c Land, buildings and equipment, netStart of year $29,758$9,672
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $3,600$0
X-16 Total assetsStart of year $466,370$422,461
X-17 Accounts payable and accrued expensesStart of year $13,588$21,474
X-26 Total liabilitiesStart of year $13,588$106,474
X-27 Net assets without donor restrictionsStart of year $450,115$313,320
X-28 Net assets with donor restrictionsStart of year $2,667$2,667
X-32 Total net assets or fund balancesStart of year $452,782$315,987
X-33 Total liabilities and net assetsStart of year $466,370$422,461
Part XI · Reconciliation of net assets $315,987 net assets at year end
XI-1 Total revenue$394,556
XI-2 Total expenses$531,351
XI-3 Revenue less expenses−$136,795
XI-4 Net assets at start of year$452,782
XI-10 Net assets at end of year$315,987

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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