WELLFIT INCORPORATED: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WELLFIT INCORPORATED (EIN 75-3147883)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-10-01
- IRS object ID
- 201312749349200021
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-01T13:46:51-07:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Monahan & Monahan CPAS PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 State Street Suite 500 | AddressLine1 |
| City | Erie | City |
| State | PA | State |
| ZIP Code | 16507 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 753147883 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLFIT INCORPORATED | BusinessNameLine1 |
| Business Name Line2 | CO KATHY IORIO | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WELL | NameControl |
| Phone | 8144591849 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 WEST 10TH STREET | AddressLine1 |
| City | ERIE | City |
| State | PA | State |
| ZIP Code | 16502 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROSS A SNOW MD | Name |
| Title | President | Title |
| Date Signed | 2013-10-01 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARYBETH STOCKTON CPA | Name |
| PTIN | P00805434 | PTIN |
| Phone | 8144594345 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 164996 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 164996 | ContributionsGiftsGrantsEtc |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Fundraising Gross Income | 0 | FundraisingGrossIncome |
| Special Events Direct Expenses | 0 | SpecialEventsDirectExpenses |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Total Revenue | 164996 | TotalRevenue |
| Fees And Oth Pymt To Ind Contractors | 900 | FeesAndOthPymtToIndContractors |
| Printing Publications Postage | 7487 | PrintingPublicationsPostage |
| Other Expenses Total | 117600 | OtherExpensesTotal |
| Total Expenses | 125987 | TotalExpenses |
| Excess Or Deficit For Year | 39009 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 102918 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 141927 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102918 | BOY |
| EOY | 141927 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102918 | BOY |
| EOY | 141927 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102918 | BOY |
| EOY | 141927 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TO INFORM FAMILIES ABOUT PROPER EATING HABITS AND PHYSICAL ACTIVITY | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | TO INFORM AND EMPOWER CHILDREN AND FAMILIES TO EMBRACE REGULAR PHYSICAL ACTIVITY, ADOPT HEALTHIER EATING HABITS AND MAKE MORE POSITIVE LIFESYLE CHOICES THROUGH AN INTERACTIVE WEBSITE, IN-SCHOOL LIVE PERFORMANCES AND NUMEROUS EDUCATIONAL MATERIALS. | DescriptionProgramServiceAccom |
| Grants And Allocations | 119893 | GrantsAndAllocations |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 119893 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (3 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|
| DR JUDY SMITH | ||
| SEC/TREAS | 0 | 0 |
| KATHY T IORIO | ||
| Vice President | 0 | 0 |
| DR ANTHONY SNOW | ||
| President | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Organization Filed990 T | false | OrganizationFiled990T |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Initiation Fees And Capital Contri | 0 | InitiationFeesAndCapitalContri |
| Gross Receipts For Public Use | 0 | GrossReceiptsForPublicUse |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KATHY IORIO | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 WEST 10TH STREET | AddressLine1 |
| City | ERIE | City |
| State | PA | State |
| ZIP Code | 16502 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8144591849 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Form720 Filed | false | Form720Filed |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Related Org Section527 Org | false | RelatedOrgSection527Org |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 67766 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 238864 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 117545 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 235266 | CurrentTaxYearMinus1Year |
| Current Tax Year | 165176 | CurrentTaxYear |
| Total | 824617 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 67766 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 238864 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 117545 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 235266 | CurrentTaxYearMinus1Year |
| Current Tax Year | 165176 | CurrentTaxYear |
| Total | 824617 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18466 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4652 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9132 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4910 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4617 | CurrentTaxYear |
| Total | 41777 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18466 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4652 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9132 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4910 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4617 | CurrentTaxYear |
| Total | 41777 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 782840 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 67766 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 238864 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 117545 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 235266 | CurrentTaxYearMinus1Year |
| Current Tax Year | 165176 | CurrentTaxYear |
| Total | 824617 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.94930 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.93620 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990-EZ, Part I, Line 16.7 | Other Expenses.7 | OTHER EXPENSES $941 |
| Form 990-EZ, Part I, Line 16.6 | Other Expenses.6 | EQUIPMENT RENTAL $1753 |
| Form 990-EZ, Part I, Line 16.5 | Other Expenses.5 | SUPPLIES $3303 |
| Form 990-EZ, Part I, Line 16.4 | Other Expenses.4 | WEB EXPENSES $4000 |
| Form 990-EZ, Part I, Line 16.2 | Other Expenses.2 | OUTSIDE SERVICES $11081 |
| Form 990-EZ, Part I, Line 16.1 | Other Expenses.1 | PRODUCTION EXPENSES $95454 |
| Form 990-EZ, Part I, Line 16.1005 | Other Expenses.1005 | Travel $792 |
| Form 990-EZ, Part I, Line 16.1001 | Other Expenses.1001 | Advertising and Promotion $276 |
| Client Note 1 - SCHEDULE A - PAGE 4, LINE 27g -PUBLIC SUPPORT TESTThe organization has failed the public support test for the fiscal years ended June 30, 2006 and 2007 as calculated on Schedule A.We are a new organization with our first year being the year ended June 30, 2006 in which the applicable percentage was 33.23% and the year ended June 30, 2007 was 29.77%.A major reason for not meeting the one-third of the income test, is that we are a new organization, and have applied for various government grants and corporate sponsorships. Because we are a new organization it has taken longer than anticipated to receive this type of funding. The sources of local funding have been reduced due to the economic conditions in our area. This has required the disqualified persons to contribute more funds in order to keep the organization operating.The worksheet attached shows the projected support schedule for the year ended June 30, 2008 with a publicsupport percentage of 55.86%. |