Nonprofit · EIN 47-3286184
CTZNWELL INSTITUTE
Tax-exempt · NEW YORK, NY 10011
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $275,874 | $282,845 | -$6,971 | $52,487 | $3,000 | $49,487 |
| December 31, 2023 | 990 (amended) | $202,639 | $199,714 | $2,925 | $59,458 | $3,000 | $56,458 |
| December 31, 2023 | 990-EZ | $15,028 | $23,577 | -$8,549 | $27,225 | $2,000 | $25,225 |
| December 31, 2022 | 990 (amended) | $274,861 | $241,227 | $33,634 | $56,533 | $3,000 | $53,533 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $275,874
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Travel
- $6,749
- Program services (functional)
- $263,970
- Management and general (functional)
- $18,875
Balance sheet and other
- Total assets, start of year
- $59,458
- Total assets, end of year
- $52,487
- Total liabilities, end of year
- $3,000
- Net assets, end of year
- $49,487
- Net assets without donor restrictions
- $49,487
- Gross receipts
- $275,874
- Employees
- 0
- Year formed
- 2015
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kerri Kelly | President Trustee or director, Officer | 20 | $0 |
| Heidi Sieck | Secretary Trustee or director, Officer | 4 | $0 |
| Donnie Fowler | Director Trustee or director | 2 | $0 |
| Robin Bourd | Treasurer Trustee or director, Officer | 4 | $0 |
| Rebecca Parekh | Director Trustee or director | 2 | $0 |
| Anasa Troutman | Director Trustee or director | 2 | $0 |
| Kristin Rothballer | Director Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kerri Kelly | President Trustee or director, Officer | 20 | $0 |
| Heidi Sieck | Secretary Trustee or director, Officer | 4 | $0 |
| Donnie Fowler | Director Trustee or director | 2 | $0 |
| Robin Bourd | Treasurer Trustee or director, Officer | 4 | $0 |
| Rebecca Parekh | Director Trustee or director | 2 | $0 |
| Anasa Troutman | Director Trustee or director | 2 | $0 |
| Kristin Rothballer | Director Trustee or director | 2 | $0 |
990-EZ for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kerri Kelly | President | 20 | $0 |
| Heidi Sieck | Secretary | 4 | $0 |
| Donnie Fowler | Director | 2 | $0 |
| Robin Bourd | Treasurer | 4 | $0 |
| Rebecca Parekh | Director | 2 | $0 |
| Anasa Troutman | Director | 2 | $0 |
| Kristin Rothballer | Director | 2 | $0 |
990 for the year ended December 31, 2022: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kerri Kelly | President Trustee or director, Officer | 20 | $0 |
| Heidi Sieck | Secretary Trustee or director, Officer | 4 | $0 |
| Donnie Fowler | Director Trustee or director | 2 | $0 |
| Robin Bourd | Treasurer Trustee or director, Officer | 4 | $0 |
| Rebecca Parekh | Director Trustee or director | 2 | $0 |
| Anasa Troutman | Director Trustee or director | 2 | $0 |
| Kristin Rothballer | Director Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 20121, NEW YORK, NY 10011-0002
- In care of
- % KERRI KELLY
- Signed the 990
- Kerri Kelly, President
- Phone
- (415) 971-6383
- Website
- www.ctznwell.org
- Return prepared by
- Morse & Company CPAs LLP
Mission
Our theory of change begins with people. Through personal practice, community building, and collective action we transform ourselves and restructure our world to support the conditions of wellbeing for all. CTZN Circles Guide activate communities in shared practice and collective action to respond to the critical issues of our time.
Program accomplishments
- Our theory of change begins with people. Through personal practice, community building, and collective action we transform ourselves and restructure our world to support the conditions of wellbeing for all. CTZN Circles Guide activate communities in shared practice and collective action to respond to the critical issues of our time.Expenses $263,970
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 47-3286184
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E70)
- Assets (IRS master file)
- $52,487
- Income (IRS master file)
- $275,874
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $275,874 | $282,845 | $52,487 | XML |
| 990 | December 2023 | $202,639 | $199,714 | $59,458 | XML |
| 990-EZ | December 2023 | $15,028 | $23,577 | $27,225 | XML |
| 990 | December 2022 | $274,861 | $241,227 | $56,533 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
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 47-3286184).
Questions about CTZNWELL INSTITUTE
- What is the EIN of CTZNWELL INSTITUTE?
- The employer identification number (EIN) of CTZNWELL INSTITUTE is 47-3286184.
- Is CTZNWELL INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to CTZNWELL INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CTZNWELL 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 CTZNWELL INSTITUTE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CTZNWELL INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who are the officers and directors of CTZNWELL INSTITUTE?
- The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does CTZNWELL INSTITUTE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $275,874, expenses of $282,845 and total assets of $52,487 at year end.
Other nonprofits in NEW YORK
- HEALTHFIRST PHSP INC EIN 13-3783732 · last filed 990 for 2024
- THE NEW YORK AND PRESBYTERIAN HOSPITAL EIN 13-3957095 · last filed 990 for 2024
- NYU LANGONE HOSPITALS EIN 13-3971298 · last filed 990 for 2025
- MEMORIAL SLOAN-KETTERING CANCER CENTER EIN 91-2154267 · last filed 990 for 2024
- METROPLUS HEALTH PLAN INC EIN 13-4115686 · last filed 990 for 2024
- HEALTH INSURANCE PLAN OF GREATER NEW YORK EIN 13-1828429 · last filed 990 for 2024
- MOUNT SINAI HOSPITAL EIN 13-1624096 · last filed 990 for 2024
- VNS CHOICE EIN 13-3951057 · last filed 990 for 2024