MILITARY WELLNESS INITIATIVE: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MILITARY WELLNESS INITIATIVE (EIN 47-4001293)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202223199349103217
Schema version
2021v4.0
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

FieldValueIRS element (for citing)
Return2022-11-15T11:42:18-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521753100PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RYAN & WETMORE PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11950 OLD GALLOWS ROAD SUITE 525AddressLine1Txt
CityVIENNACityNm
State AbbreviationVAStateAbbreviationCd
ZIP22182ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN474001293EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MILITARY WELLNESS INITIATIVEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMILIBusinessNameControlTxt
Phone9146459383PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15950 SHERRY LANE SUITE 550AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOE ARNALDOPersonNm
Person TitleCOOPersonTitleTxt
Phone9146459383PhoneNum
Signature2022-11-14SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOEPersonFirstNm
Person LastARNALDOPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J WETMORE CPAPreparerPersonNm
PTINP00347442PTIN
Phone7032884777PhoneNum
Preparation2022-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,428,709FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Other Income Rev And Expnss$3,500,000OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$3,500,000OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$3,600,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Total Adj Net Incm$3,500,000TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$4,233LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$10,222AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$1,942,680OtherProfFeesRevAndExpnssAmt
Other Prof Fees Adj Net Incm$1,942,680OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$23,513OtherProfFeesDsbrsChrtblAmt
Occupancy Rev And Expnss$62,300OccupancyRevAndExpnssAmt
Occupancy Adj Net Incm$62,300OccupancyAdjNetIncmAmt
Trav Conf Meeting Rev And Expnss$8,911TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Adj Net Incm$8,911TravConfMeetingAdjNetIncmAmt
Other Expenses Rev And Expnss$1,000,266OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$1,000,266OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$3,028,612TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$3,014,157TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$23,513TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,028,612TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$3,014,157TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$23,513TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$571,388ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$485,843AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,857,321CashBOYAmt
Cash EOY$2,419,809CashEOYAmt
Cash EOYFMV$2,419,809CashEOYFMVAmt
Other Assets EOY$8,900OtherAssetsEOYAmt
Other Assets EOYFMV$8,900OtherAssetsEOYFMVAmt
Total Assets BOY$1,857,321TotalAssetsBOYAmt
Total Assets EOY$2,428,709TotalAssetsEOYAmt
Total Assets EOYFMV$2,428,709TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,857,321NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,428,709NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,857,321TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,428,709TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,857,321TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,428,709TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,857,321TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$571,388ExcessRevenueOverExpensesAmt
Subtotal$2,428,709SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,428,709TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.MILITARYWELLNESS.ORGWebsiteAddressTxt
Individual With BooksJOE ARNALDOIndividualWithBooksNm
Phone2022509873PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15950 SHERRY LANE SUITE 550AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN SHELTON
5950 SHERRY LANE SUITE 550DALLASTX75225CHAIRMAN OF5.00$0$0$0
THOMAS ELLISON
5950 SHERRY LANE SUITE 550DALLASTX75225PRESIDENT/VI5.00$0$0$0
JOE ARNALDO
5950 SHERRY LANE SUITE 550DALLASTX75225COO20.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
NEPTUNE HOLDING
415 8TH STREET SEWASHINGTONDC20003CONSULTING$711,678
THIRD FLOOR MEDIA
PO BOX 2274BALA CYNWYDPA19004CONSULTING$516,000
FUSIONEXE
MARINA POINT DRIVEMARINA DEL RAYCA90292TECHNOLOGY DEV$177,924
BLANK ROME LLP
1825 I STREET NWWASHINGTONDC20006LEGAL$94,233

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PROVIDE ACCESS TO TOOLS AND RESOURCES TO MANAGE HEALTH AND HEALTH CARE OPTIONS, TO INCLUDE WEARABLE DEVICES, HEALTH RISK ASSESSMENTS, AND HEALTH MONITORING AND IMPROVEMENT PLATFORMS.Description1Txt
Expenses1$23,513Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,841,975AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$8,900FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,850,875TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,850,875AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$42,763CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,808,112NetVlNoncharitableAssetsAmt
Minimum Investment Return$140,406MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$23,513ExpensesAndContributionsAmt
Qualifying Distributions$23,513QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Undistributed Income PY$23,513UndistributedIncomePYAmt
Qualifying Distributions$23,513QualifyingDistributionsAmt
Applied To Year1$23,513AppliedToYear1Amt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$140,406CurrentYearAmt
Total$140,406TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$119,345CurrentYearAmt
Total$119,345TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$23,513CurrentYearAmt
Total$23,513TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$23,513CurrentYearAmt
Total$23,513TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$93,604CurrentYearAmt
Year1$15,675Year1Amt
Total$109,279TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Fees Contracts From Govt Ag FeesContractsFromGovtAgGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,500,000RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,500,000RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,500,000TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$10,222Amt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$4,233LegalFeesAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescSECURITY DEPOSITSDesc
EOY Book Value$8,900EOYBookValueAmt
EOYFMV$8,900EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
MARKET RESEARCH$8,550$8,550
TECHNOLOGY DEVELOPMENT$991,716$991,716

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFEDERAL CONTRACT AWARDDesc
Revenue And Expenses Per Books$3,500,000RevenueAndExpensesPerBooksAmt
Adjusted Net Income$3,500,000AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING FEES$1,153,581$1,153,581$23,513
ADVERTISING$789,099$789,099

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.