Nonprofit · EIN 20-2210604
LIVINGWELL INSTITUTE
Tax-exempt · HERSHEY, PA 17033
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $712,260 | $780,477 | -$68,217 | $145,620 | $0 | $145,620 |
| June 30, 2024 | 990 | $747,369 | $813,462 | -$66,093 | $213,837 | $0 | $213,837 |
| June 30, 2023 | 990 | $1,296,386 | $1,088,276 | $208,110 | $279,930 | $0 | $279,930 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,500
- Program service revenue
- $707,210
- Investment income
- $0
- Net income from fundraising events
- $550
- Other revenue
- $550
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $121,492
- Other salaries and wages
- $273,467
- Salaries, compensation and benefits (total)
- $420,965
- Professional fundraising fees
- $0
- Accounting fees
- $14,260
- Occupancy
- $26,131
- Travel
- $659
- Program services (functional)
- $761,790
- Management and general (functional)
- $18,687
Balance sheet and other
- Total assets, start of year
- $213,837
- Total assets, end of year
- $145,620
- Total liabilities, end of year
- $0
- Net assets, end of year
- $145,620
- Net assets without donor restrictions
- $145,620
- Gross receipts
- $712,260
- Employees
- 20
- Volunteers
- 30
- Year formed
- 2005
- State of legal domicile
- DC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PENNY KOVAL | BOARD MEMBER Trustee or director | 4 | $66,492 |
| STEPHANIE EISENBISE | EXECUTIVE DI Officer | 40 | $55,000 |
| KATHY CERULLO-FRICK | PRESIDENT Trustee or director, Officer | 4 | $0 |
| KAREN GISH | PAST PRESIDE Trustee or director, Officer | 4 | $0 |
| SAMANTHA WOOD | VICE PRESIDE Trustee or director, Officer | 4 | $0 |
| KASEY HESS | TREASURER Trustee or director, Officer | 4 | $0 |
| VICKI SMITH | SECRETARY Trustee or director, Officer | 4 | $0 |
| TRACY CREER | BOARD MEMBER Trustee or director | 4 | $0 |
| GARRY GILLIAM | BOARD MEMBER Trustee or director | 4 | $0 |
| VALENTINA GRBAVAC | BOARD MEMBER Trustee or director | 4 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PENNY KOVAL | BOARD MEMBER Trustee or director | 4 | $86,115 |
| STEPHANIE EISENBISE | EXECUTIVE DI Officer | 40 | $54,094 |
| KAREN GISH | PAST PRESIDE Trustee or director, Officer | 4 | $3,673 |
| KATHY CERULLO-FRICK | PRESIDENT Trustee or director, Officer | 4 | $0 |
| SAM WOOD | VICE PRESIDE Trustee or director, Officer | 4 | $0 |
| KASEY HESS | TREASURER Trustee or director, Officer | 4 | $0 |
| VICKI SMITH | SECRETARY Trustee or director, Officer | 4 | $0 |
| GARRY GILIUM | BOARD MEMBER Trustee or director | 4 | $0 |
| TYRONDA CARTER | BOARD MEMBER Trustee or director | 4 | $0 |
| VALENTINA GRBAVAC | BOARD MEMBER Trustee or director | 4 | $0 |
| TRACY CREER | BOARD MEMBER Trustee or director | 4 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PENNY KOVAL | BOARD MEMBER Trustee or director | 4 | $139,260 |
| KATHY CERULLO-FRICK | SECRETARY Trustee or director, Officer | 4 | $40,773 |
| KAREN GISH | PRESIDENT Trustee or director, Officer | 4 | $8,423 |
| PAUL WILLIAMS | VICE PRESIDE Trustee or director, Officer | 4 | $0 |
| BRETT DORMER | TREASURER Trustee or director, Officer | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 20 VALLEY RD, HERSHEY, PA 17033-1554
- In care of
- % PENNY KOVAL
- Mailing address (990-N for 2016)
- 234 Meadow Lane, Hershey PA 17033
- Principal officer (990 for 2024)
- STEPHANIE EISENBISE, 20 VALLEY ROAD, HERSHEY, PA 17033
- Principal officer (990-N for 2016)
- Dr Penny Koval, 234 Meadow Lane, Hershey PA 17033
- Signed the 990
- STEPHANIE EISENBISE, EXECUTIVE DIRECTOR
- Phone
- (717) 533-0881
- Website
- WWW.LIVINGWELLINSTITUTE.NET
- Return prepared by
- HAMILTON & MUSSER PC CPAS
Mission
TO EDUCATE, ENGAGE, AND EMPOWER PEOPLE TO TAKE RESPONSIBILITY FOR THEIR HEALTH AND TO BE WELL IN MIND, BODY, AND SPIRIT.
Program accomplishments
- LIVINGWELL INSTITUTE PROVIDES LIFESTYLE EDUCATION PROGRAMS TO EMPOWER PEOPLE TO TAKE RESPONSIBILITY FOR THEIR HEALTH AND BE WELL IN MIND, BODY, AND SPIRIT.Expenses $761,790 · revenue $707,210
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-2210604
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2006
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $145,620
- Income (IRS master file)
- $712,260
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $712,260 | $780,477 | $145,620 | XML |
| 990 | June 2024 | $747,369 | $813,462 | $213,837 | XML |
| 990 | June 2023 | $1,296,386 | $1,088,276 | $279,930 | XML |
| 990 | June 2022 | $265,136 | $318,149 | $72,871 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-N for 2016 Officer: Dr Penny Koval | December 31, 2016 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-2210604).
Questions about LIVINGWELL INSTITUTE
- What is the EIN of LIVINGWELL INSTITUTE?
- The employer identification number (EIN) of LIVINGWELL INSTITUTE is 20-2210604.
- Is LIVINGWELL INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to LIVINGWELL INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LIVINGWELL INSTITUTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LIVINGWELL INSTITUTE due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LIVINGWELL INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LIVINGWELL INSTITUTE?
- The 990 for the year ended June 30, 2025 names STEPHANIE EISENBISE.
- Who are the officers and directors of LIVINGWELL INSTITUTE?
- The 990 for the year ended June 30, 2025 lists 10 people; 2 received compensation from the organization, the highest $66,492 (PENNY KOVAL, BOARD MEMBER).
- How much revenue does LIVINGWELL INSTITUTE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $712,260, expenses of $780,477 and total assets of $145,620 at year end.
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