BeWell in School
Fiscal Year
Fiscal Year Start
07/01/2023
Fiscal Year End
06/30/2024
Projected Revenue
$1,036,600.00
Projected Expenses
$997,351.00
Organizational Budgets and Other Documents
| BWS Budget Projections | 2024 |
| BWS Projections | 2023 |
| BWS Projections | 2022 |
| BeWell Budget | 2020 |
| BeWell Budget | 2019 |
IRS Letter of Exemption
| BeWell Letter of Determination | 2019 |
Detailed Financials
Revenue and Expenses
| Fiscal Year | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Revenue | $410,110.00 | $147,098.00 | $29,561.00 |
| Total Expenses | $257,492.00 | $151,239.00 | $5,166.00 |
| Revenue Less Expenses | $152,618.00 | ($4,141.00) | $24,395.00 |
Revenue Sources
| Fiscal Year | 2023 | 2022 | 2021 |
|---|---|---|---|
| Foundation and Corporation Contributions | $0.00 | $0.00 | $20,000.00 |
| Government - Federal | $0.00 | $0.00 | $0.00 |
| Government - State | $0.00 | $0.00 | $0.00 |
| Government - Local | $0.00 | $0.00 | $0.00 |
| Government - Unspecified | $259,946.00 | $0.00 | $0.00 |
| Contributions, Gifts, and Grants | $0.00 | $114,922.00 | $9,561.00 |
| Indirect Public Support | $0.00 | $0.00 | $0.00 |
| Earned Revenue | $150,164.00 | $30,240.00 | $0.00 |
| Investment Income, Net of Losses | $0.00 | $0.00 | $0.00 |
| Membership Dues | $0.00 | $0.00 | $0.00 |
| Special Events | $0.00 | $0.00 | $0.00 |
| Revenue In-Kind | $0.00 | $0.00 | $0.00 |
| Other | $0.00 | $1,936.00 | $0.00 |
Expense Allocation
| Fiscal Year | 2023 | 2022 | 2021 |
|---|---|---|---|
| Program Expense | $122,937.00 | $120,043.00 | $3,494.00 |
| Administration Expense | $92,324.00 | $27,055.00 | $1,672.00 |
| Fundraising Expense | $42,231.00 | $0.00 | $0.00 |
| Total Revenue/Total Expenses | 159% | 100% | 572% |
| Program Expense/Total Expenses | 48% | 82% | 68% |
| Fundraising Expense/Contributed Revenue | 16% | 0% | 0% |
Top Funding Sources
| Fiscal Year | 2023 | 2022 | 2021 |
|---|---|---|---|
| Top Funding Source & Dollar Amount | Government Grants $259,946.00 | Contributions, Gifts, Grants $114,922.00 | Foundations and Corporations $20,000.00 |
| Second Highest Funding Source & Dollar Amount | Program Revenue $150,164.00 | Program Revenue $30,240.00 | Contributions, Gifts, and Grants $9,561.00 |
| Third Highest Funding Source & Dollar Amount | $0.00 | Other Revenue $1,936.00 | $0.00 |
Assets and Liabilities
| Fiscal Year | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $204,825.00 | $50,498.00 | $53,989.00 |
| Current Assets | $204,825.00 | $50,498.00 | $53,989.00 |
| Long-Term Liabilities | $2,359.00 | $650.00 | $0.00 |
| Current Liabilities | $0.00 | $0.00 | $0.00 |
| Total Net Assets | $202,466.00 | $49,848.00 | $53,989.00 |
Endowment Info
Do you have an endowment?
No
Capital Campaign Info
Are you currently in a Capital Campaign?
No
Solicitation Permit Info
State Charitable Solicitations Permit
Yes
Permit Expiration Month
December
Permit Expiration Year
2024
Solicitations Permit
Form 990s
| IRS Tax Form 990 | 2023 |
| 990 EZ BWS | 2022 |
| 990 EZ BWS | 2021 |
| 990 BWS e-postcard | 2020 |
| 990 BWS e-postcard | 2019 |
Audit Documents
No audit documents are available at this time
Foundation Staff Comments
| Financial Figures taken from 990EZ. 990EZ was prepared by Jessica Peacock Wilmoth. Schedule B removed to protect donor privacy. Comments Provided by Hayley Sulfridge 5/14/24. |
