Wellness Farms Inc

Katy, TX
Tax-exempt since July 2011
EIN: 27-4240771

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Operating Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$340k (2024)

Expenses

$473k (2024)

Total Assets

$565k (2024)

Total Liabilities

$12.4k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$340,013

Expenses

$472,893

Net Income

-$132,880

Net Assets

$552,161

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$166,504	49.0%
Interest Revenue	$0
Dividends	$703	0.2%
Sales of Assets	$5,000	1.5%
Other Income	$167,806	49.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$267,955	56.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$564,604
Total Liabilities	$12,443
Net Assets	$552,161

Compensation

Key Employees and Officers	Compensation	Other
Jon A Marshall (President/Director)	$0	$0
Roxann L Marshall (Secretary/Director)	$0	$0
Lindsey Cardone (Assistant Secretary/Direct)	$0	$0

990-PF

Filed on Nov. 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$606,550

Expenses

$622,140

Net Income

-$15,590

Net Assets

$685,041

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$329,749	54.4%
Interest Revenue	$0
Dividends	$736	0.1%
Sales of Assets	$0
Other Income	$276,065	45.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$145,222	23.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$685,041
Total Liabilities	$0
Net Assets	$685,041

Compensation

Key Employees and Officers	Compensation	Other
Jon A Marshall (President/Director)	$0	$0
Roxann L Marshall (Secretary/Director)	$0	$0
Lindsey Cardone (Assistant Secretary/Direct)	$0	$0

990-PF

Filed on Feb. 3, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$383,330

Expenses

$492,786

Net Income

-$109,456

Net Assets

$700,631

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$179,283	46.8%
Interest Revenue	$0
Dividends	$794	0.2%
Sales of Assets	$0
Other Income	$203,253	53.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$276,969	56.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$700,631
Total Liabilities	$0
Net Assets	$700,631

Compensation

Key Employees and Officers	Compensation	Other
Jon A Marshall (President/Director)	$0	$0
Roxann L Marshall (Secretary/Director)	$0	$0
Lindsey Cardone (Assistant Secretary/Direct)	$0	$0

990-PF

Filed on Nov. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$345,370

Expenses

$584,744

Net Income

-$239,374

Net Assets

$810,087

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$243,700	70.6%
Interest Revenue	$0
Dividends	$906	0.3%
Sales of Assets	$0
Other Income	$100,764	29.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$343,710	58.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$810,550
Total Liabilities	$463
Net Assets	$810,087

Compensation

Key Employees and Officers	Compensation	Other
Jon A Marshall (President/Director)	$0	$0
Roxann L Marshall (Secretary/Director)	$0	$0
Lindsey Cardone (Assistant Secretary/Direct)	$0	$0

990-PF

Filed on Nov. 13, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$264,753

Expenses

$546,279

Net Income

-$281,526

Net Assets

$1,049,461

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$98,666	37.3%
Interest Revenue	$0
Dividends	$927	0.4%
Sales of Assets	$0
Other Income	$165,160	62.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$278,714	51.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,049,723
Total Liabilities	$262
Net Assets	$1,049,461

Compensation

Key Employees and Officers	Compensation	Other
Jon A Marshall (President/Director)	$0	$0
Roxann L Marshall (Secretary/Director)	$0	$0
Lindsey Cardone (Assistant Secretary/Direct)	$0	$0

990-PF

Filed on Nov. 16, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$968,966

Expenses

$628,794

Net Income

$340,172

Net Assets

$1,330,987

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$626,104	64.6%
Interest Revenue	$0
Dividends	$1,169	0.1%
Sales of Assets	$74,243	7.7%
Other Income	$267,450	27.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$328,148	52.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,331,249
Total Liabilities	$262
Net Assets	$1,330,987

Compensation

Key Employees and Officers	Compensation	Other
Jon A Marshall (President/Director)	$0	$0
Roxann L Marshall (Secretary/Director)	$0	$0
Lindsey Cardone (Assistant Secretary/Direct)	$0	$0

990-PF

Filed on Nov. 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$425,356

Expenses

$566,618

Net Income

-$141,262

Net Assets

$990,814

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$349,580	82.2%
Interest Revenue	$945	0.2%
Dividends	$1,214	0.3%
Sales of Assets	$73,617	17.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$320,385	56.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$990,815
Total Liabilities	$1
Net Assets	$990,814

Compensation

Key Employees and Officers	Compensation	Other
Jon A Marshall (President/Director)	$0	$0
Roxann L Marshall (Secretary/Director)	$0	$0
Lindsey R Marshall (Assistant Secretary/Direct)	$0	$0

990-PF

Filed on Jan. 31, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$342,748

Expenses

$658,222

Net Income

-$315,474

Net Assets

$1,115,877

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$182,634	53.3%
Interest Revenue	$1,669	0.5%
Dividends	$1,007	0.3%
Sales of Assets	$149,864	43.7%
Other Income	$7,574	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$399,614	60.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,116,929
Total Liabilities	$1,052
Net Assets	$1,115,877

Compensation

Key Employees and Officers	Compensation	Other
Jon A Marshall (President/Director)	$0	$0
Roxann L Marshall (Secretary/Director)	$0	$0
Lindsey R Marshall (Assistant Secretary/Direct)	$0	$0

990-PF

Filed on Nov. 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$662,469

Expenses

$571,749

Net Income

$90,720

Net Assets

$1,409,751

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$667,104	> 100%
Interest Revenue	$1,907	0.3%
Dividends	$0
Sales of Assets	-$7,592
Other Income	$1,050	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$367,801	64.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,416,940
Total Liabilities	$7,189
Net Assets	$1,409,751

Compensation

Key Employees and Officers	Compensation	Other
Jon A Marshall (President/Director)	$0	$0
Roxann L Marshall (Secretary/Director)	$0	$0
Lindsey R Marshall (Assistant Secretary/Direct)	$0	$0

990-PF

Filed on Jan. 23, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2015

Revenue

-$86,436

Expenses

$572,607

Net Income

-$659,043

Net Assets

$1,319,031

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$110,857
Interest Revenue	$0
Dividends	$0
Sales of Assets	-$208,668
Other Income	$11,375

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$354,438	61.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,320,672
Total Liabilities	$1,641
Net Assets	$1,319,031

Compensation

Key Employees and Officers	Compensation	Other
Jon A Marshall (President/Director)	$0	$0
Roxann L Marshall (Secretary/Director)	$0	$0
Lindsey R Marshall (Assistant Secretary/Direct)	$0	$0

990-PF

Filed on Nov. 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$921,305

Expenses

$857,917

Net Income

$63,388

Net Assets

$1,978,074

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$764,079	82.9%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$157,226	17.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$645,115	75.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,978,978
Total Liabilities	$904
Net Assets	$1,978,074

Compensation

Key Employees and Officers	Compensation	Other
Jon A Marshall (President/Director)	$0	$0
Roxann L Marshall (Secretary/Director)	$0	$0
Lindsey R Marshall (Assistant Secretary/Direct)	$0	$0

990-PF

Filed on Nov. 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$472,902

Expenses

$834,468

Net Income

-$361,566

Net Assets

$1,914,686

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$524,428	> 100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$518,829	62.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,933,723
Total Liabilities	$19,037
Net Assets	$1,914,686

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$2,340,784

Expenses

$68,180

Net Income

$2,272,604

Net Assets

$2,276,252

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,340,784	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,653	17.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,276,252
Total Liabilities	$0
Net Assets	$2,276,252

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$30,776

Expenses

$27,128

Net Income

$3,648

Net Assets

$3,647

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30,776	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,128	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,648
Total Liabilities	$1
Net Assets	$3,647

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Wellness Farms Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $340k (2024)

Expenses $473k (2024)

Total Assets $565k (2024)

Total Liabilities $12.4k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$340k (2024)

Expenses

$473k (2024)

Total Assets

$565k (2024)

Total Liabilities

$12.4k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010