Civic Intelligence

Action Wellness

EIN 23-2446355 • 501(c)3 • Philadelphia, PA

Profile

To provide a broad range of services to people in philadelphia and delaware county infected and affected by the hiv disease and other chronic illnesses. Services are provided out of 5 offices and at 25 other locations including primary care clinics, hospitals, prisons and community centers.

1216 Arch Street6th FloorPhiladelphia, PA 19107

www.actionwellness.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

78th percentile

0.54x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

52nd percentile

0.24x

Higher debt load relative to revenue than 52% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

23rd percentile

-5.9%

Higher net margin than 23% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

57th percentile

7.3%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

20th percentile

-9.2%

Faster revenue growth than 20% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Down

$6,633,140

Down $743,538 (-10%) from 2023

Liabilities

Up

$4,856,591

Up $878,449 (+22%) from 2023

Net Assets

Down

$1,776,549

Down $1,621,987 (-48%) from 2023

Revenue

Down

$15,811,728

Down $642,369 (-3.9%) from 2023

Expenses

Up

$17,486,100

Up $62,495 (+0.4%) from 2023

Net Income

Down

-$1,674,372

Down $704,864 (-73%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,527,377Liabilities 2011: $3,014,589Net Assets 2011: $512,7882011Assets 2012: $3,861,764Liabilities 2012: $3,137,652Net Assets 2012: $724,1122012Assets 2013: $4,155,548Liabilities 2013: $3,116,663Net Assets 2013: $1,038,8852013Assets 2014: $4,474,111Liabilities 2014: $2,950,034Net Assets 2014: $1,524,0772014Assets 2015: $5,134,551Liabilities 2015: $2,950,694Net Assets 2015: $2,183,8572015Assets 2016: $5,344,517Liabilities 2016: $2,632,470Net Assets 2016: $2,712,0472016Assets 2017: $5,732,590Liabilities 2017: $2,633,338Net Assets 2017: $3,099,2522017Assets 2018: $5,715,518Liabilities 2018: $2,596,879Net Assets 2018: $3,118,6392018Assets 2019: $6,248,262Liabilities 2019: $2,685,253Net Assets 2019: $3,563,0092019Assets 2020: $6,797,626Liabilities 2020: $3,847,889Net Assets 2020: $2,949,7372020Assets 2021: $6,892,725Liabilities 2021: $3,970,442Net Assets 2021: $2,922,2832021Assets 2022: $6,877,224Liabilities 2022: $2,556,801Net Assets 2022: $4,320,4232022Assets 2023: $7,376,678Liabilities 2023: $3,978,142Net Assets 2023: $3,398,5362023Assets 2024: $6,633,140Liabilities 2024: $4,856,591Net Assets 2024: $1,776,5492024

Highlighted filing

2024

Assets$6,633,140
Liabilities$4,856,591
Net Assets$1,776,549

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2011: $6,539,7442011Expenses 2012: $7,224,7892012Revenue 2013: $8,337,145Expenses 2013: $8,022,372Net Income 2013: $314,7732013Revenue 2014: $9,477,729Expenses 2014: $8,992,537Net Income 2014: $485,1922014Revenue 2015: $11,514,579Expenses 2015: $10,854,799Net Income 2015: $659,7802015Revenue 2016: $11,678,759Expenses 2016: $11,163,186Net Income 2016: $515,5732016Revenue 2017: $13,192,457Expenses 2017: $12,833,840Net Income 2017: $358,6172017Revenue 2018: $14,481,233Expenses 2018: $14,471,192Net Income 2018: $10,0412018Revenue 2019: $16,107,102Expenses 2019: $15,711,548Net Income 2019: $395,5542019Revenue 2020: $16,079,138Expenses 2020: $16,728,213Net Income 2020: -$649,0752020Revenue 2021: $16,798,193Expenses 2021: $16,927,956Net Income 2021: -$129,7632021Revenue 2022: $18,129,605Expenses 2022: $16,659,232Net Income 2022: $1,470,3732022Revenue 2023: $16,454,097Expenses 2023: $17,423,605Net Income 2023: -$969,5082023Revenue 2024: $15,811,728Expenses 2024: $17,486,100Net Income 2024: -$1,674,3722024

Highlighted filing

2024

Revenue$15,811,728
Expenses$17,486,100
Net Income-$1,674,372

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.63$4.86$1.78$15.8$17.5$1.67
2023Detailed filing. Detailed filing data is available for this year.$7.38$3.98$3.40$16.5$17.4$0.97
2022Detailed filing. Detailed filing data is available for this year.$6.88$2.56$4.32$18.1$16.7$1.47
2021Detailed filing. Detailed filing data is available for this year.$6.89$3.97$2.92$16.8$16.9$0.13
2020Detailed filing. Detailed filing data is available for this year.$6.80$3.85$2.95$16.1$16.7$0.65
2019Detailed filing. Detailed filing data is available for this year.$6.25$2.69$3.56$16.1$15.7$0.40
2018Detailed filing. Detailed filing data is available for this year.$5.72$2.60$3.12$14.5$14.5$0.01
2017Detailed filing. Detailed filing data is available for this year.$5.73$2.63$3.10$13.2$12.8$0.36
2016Summary only. Only limited summary data is available for this year.$5.34$2.63$2.71$11.7$11.2$0.52
2015Detailed filing. Detailed filing data is available for this year.$5.13$2.95$2.18$11.5$10.9$0.66
2014Detailed filing. Detailed filing data is available for this year.$4.47$2.95$1.52$9.48$8.99$0.49
2013Summary only. Only limited summary data is available for this year.$4.16$3.12$1.04$8.34$8.02$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.86$3.14$0.72$7.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.53$3.01$0.51$6.54
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$16,067,285
Mission and Program Overview

Mission

To provide a broad range of services to people in philadelphia and delaware county infected and affected by the hiv disease and other chronic illnesses. Services are provided out of 5 offices and at 25 other locations including primary care clinics, hospitals, prisons and community centers.

To provide broad range of services to people in philadelphia infected and affected by the hiv disease and other chronic illnesses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$1,407,223$1,550,864▲ $143,641
Pledges and Grants Receivable$1,472,154$1,243,654▼ $228,500
Land, Buildings, and Equipment, Net$1,164,788$1,031,485▼ $133,303
Investments in Publicly Traded Securities$803,295$621,519▼ $181,776
Prepaid Expenses and Deferred Charges$319,559$175,718▼ $143,841
Cash and Non-Interest-Bearing Accounts$595,866$85,970▼ $509,896
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$7,376,678$6,633,140▼ $743,538
Other Assets Total$1,613,793$1,923,930▲ $310,137
Liabilities
Other Liabilities$2,365,656$3,355,052▲ $989,396
Accounts Payable and Accrued Expenses$1,573,383$1,486,539▼ $86,844
Unsecured Notes Loans Payable$39,103$0▼ $39,103
Deferred Revenue$0$15,000▲ $15,000
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$3,978,142$4,856,591▲ $878,449
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,284,178$1,737,910▼ $1,546,268
Net Assets With Donor Restrictions$114,358$38,639▼ $75,719
Total Net Assets Fund Balance$3,398,536$1,776,549▼ $1,621,987
Total Liabilities and Net Assets / Fund Balance$7,376,678$6,633,140▼ $743,538

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$678,326$1,627,721$2,306,047
Equipment$36,148$984,141$1,020,289
Leasehold Improvements$110,649$498,743$609,392
Other Land Buildings$205,237$394,183$599,420
Land$1,125-$1,125
Other Assets Org$1,923,930--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin J BurnsEXECUTIVE DIRECTOR (retired)FT$143,582$10,663$154,245
Frank GioffreIt DirectorFT$119,874$34,314$154,188
Elizabeth Hagan-borstDeputy Executive DirectorFT$130,451$21,478$151,929
Yelena AnatolenkoFinance DirectorFT$117,938$20,767$138,705
Mary Evelyn TorresExecutive DirectorFT$73,595$12,506$86,101

Board Members and Trustees

NameTitle
Whitney StricklandPresident
Jeff AlexanderVice President
Brenard LundyBoard Member
John ButtsBoard Member
John H Dawson JrBoard Member
Jonathan Beattyboard member
Karl KrumholzBoard Member
Kathleen McgrannBoard Member
Leah ChaplinBoard Member
Meg ButlerBoard Member
Michelle DavidsonBoard Member
Rochelle LawsBoard Member
Toni MorelliBoard Member
Tracy Estelle Kathryn DavisBoard Member
Frank PittnerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,892,571
Program Service Revenue
$8,919,295
Investment Income
$594
Other Revenue
$-732
All Other Contributions
$430,297
Change in Net Assets
$-1,674,372

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,818,348
Revenue Not Reported on Financial Statements
$-6,620
Revenue Not Reported on Form 990
$203,893
Other Revenue Adjustments
$-14,376
Total Revenue per Audited Statements
$16,022,241
Total Revenue per Form 990
$15,811,728
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,655,949
Salaries, Compensation, and Employee Benefits$7,830,151
Total Fundraising Expense$298,598
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,940,266$700,164$167,426$5,807,856
Occupancy$1,309,467$30,668$13,285$1,353,420
Other Employee Benefits$1,084,013$208,030$37,192$1,329,235
Payroll Taxes$372,956$75,618$13,124$461,698
Fees for Services Other$109,390$150,075$13,466$272,931
Current Officers, Directors, Trustees, and Key Employees-$169,073$24,853$193,926
Depreciation Depletion$55,274$104,726-$160,000
Other Expenses$60,538$60,230$5,516$120,768
Office Expenses$99,551$18,414$2,522$120,487
Insurance$19,200$71,552-$90,752
Travel$78,927$306-$79,233
Interest-$44,707-$44,707
Fees for Services Accounting$17,435$23,919$2,146$43,500
Pension Plan Contributions$55,686$-17,847$-403$37,436
Advertising$737$720$15,986$17,443
Fees for Services Legal$5,539$7,599$682$13,820
Fees for Service Investment Mgmnt Fees-$7,756-$7,756
Total Functional Expenses$15,326,671$1,860,831$298,598$17,486,100

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$17,644,227
Expenses per Audited Statements$17,523,512
Total Expenses per Form 990$17,486,100
Expenses Not Reported on Form 990$120,715
Expenses Not Reported on Financial Statements$-37,412
Other Expense Adjustments$-45,168
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$14,376
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dining Out for$49,945-$14,377-
Total Events$49,945-$14,377$-14,377
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$2,054,090
Loan Payabale-cnv$559,752
Line of Credit$374,304
Due to Wellpartner-pharamacy Adjustment$366,906
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

FORM 990, PART VI, SECTION B, LINE 11B:

Governing body review of form 990 an electronic copy of the form 990 as ultimately filed is sent via email to the board of directors prior to being filed.

FORM 990, PART VI, SECTION B, LINE 12C:

Enforcement of conflict of interest policy the conflict of interest policies are contained in the bylaws and in the employee handbook. Board members and management are required to disclose any potential conflict of interest that may arise in the course of their responsibilities as members of the board and are required to abstain from voting in such situations.

FORM 990, PART VI, SECTION B, LINE 15:

Process for determining compensation the president of the board of directors and the chair of the humanre sources committee are responsible for an annual evaluation of the performance of the executive director. The evaluation includes a review of compensation levels of other executive directors at similar organizations across the region and nationally through guidestar. Once completed the evaluation is reviewed by the executive committee of the board of directors and is then given to the executive director and discussed. The executive director is responsible for the evaluation of all staff directors. All salary scales are reviewed and approved by the human resource committee and the board of directors.

FORM 990, PART VI, SECTION C, LINE 19:

Public availability of other documents copies of action wellness' governing documents, conflict of interest policies, financial statements and form 990 will be provided on request. They are also available for inspection at its office.

Filing and Contact Details

Filer

Filer Name
ActionAids Inc
EIN
23-2446355
In Care Of
% MARY EVELYN TORRES
Phone
2159810088
Address
1216 ARCH STREET6TH FLOOR, PHILADELPHIA, PA 19107
Doing Business As
Action Wellness

Signing Officer

Name
Mary Evelyn Torres
Title
Executive Director
Phone
2159810088
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Evelyn Torres
Formed
1986
Legal Domicile
Pa
Voting Board Members
15
Independent Board Members
15
Employees
152
Volunteers
340

Preparer

Firm
Withumsmithbrown Pc
Address
1835 MARKET STREET SUITE 1710, PHILADELPHIA, PA 19103-2945
Preparer
Richard Ruvelson
Phone
2155462140
Supplemental Narrative

Additional Explanations

FORM 990, PART III, LINE 4D, PROGRAM SERVICE ACCOMPLISHMENTS:

VOLUNTEER SERVICES ACTION WELLNESS HAS ALMOST 400 ACTIVE VOLUNTEERS. OTHER VOLUNTEER PROGRAMS INCLUDE IMMEDIATE SEATING VOLUNTEERS, DINING OUT FOR LIFE AMBASSADOR VOLUNTEERS, STUDENT SOCIAL WORK INTERN VOLUNTEERS, PRISON LINKAGE, FOOD DELIVERY AND OFFICE VOLUNTEERS. IMMEDIATE SEATING IS A VOLUNTEER RUN PROGRAM THAT PROVIDES COMPLIMENTARY TICKETS FOR CULTURAL AND SPORTING EVENTS TO CLIENTS. THIS PROGRAM IS MADE POSSIBLE BY THE GENEROSITY OF LOCAL CULTURAL AND SPORTING EVENTS TO CLIENTS AND LOCAL CULTURAL ORGANIZATIONS WHICH PROVIDE THOUSANDS OF FREE TICKETS EACH YEAR TO AREA EVENTS FOR PEOPLE LIVING WITH HIV AND OTHER CHRONIC ILLNESSES. POSITIVE ACTION EMPLOYMENT PROGRAM POSITIVE ACTION IS A COMPREHENSIVE CONSUMER-INVOLVED PROGRAM THAT ADDRESSES THE EMPLOYMENT NEEDS OF PEOPLE LIVING WITH HIV/AIDS. SPECIAL INITIATIVES AND ADVOCACY Consumer Feedback meetings are attended by over 100 people each quarter to provide clients with updates on medical care and available services and receive feedback. It serves as a forum to exchange ideas to improve Action Wellness' services and advocacy. There are emergency needs funds supported by foundation grants and individual donations. Action Wellness is the fiscal agent for the funds donated to the emergency needs, and funds are distributed to clients who are eligible for assistance. HEALTH CENTER ACTION WELLNESS PROVIDES A PRIMARY CARE CLINIC, ANNEX WEST HEALTH CENTER, IN COLLABORATION WITH FAMILY PRACTICE AND COUNSELING NETWORK ("FPCN"). FPCN NURSE PRACTITIONERS WORK WITH ACTION WELLNESS MEDICAL CASE MANAGERS TO PROVIDE COMPREHENSIVE SERVICES. REPRESENTATIVE PAYEE RROGRAM- ACTION WELLNESS IS CARRYING OUT THE REP PAYEE PROGRAM IN PARTNERSHIP WITH THE UNIVERSITY OF PITTSBURGH AS PART OF A DEMONSTRATION PROJECT FUNDED BY THE NATIONAL INSTITUTES OF HEALTH. THE 5-YEAR STRUCTURAL INTERVENTION ENTITILED "IMPACT OF REPRESENTATIVE PAYEE SERVICES ON ART ADHERENCE AMONG MARGINALIZED PEOPLE LIVING WITH HIV/AIDS", WILL ENABLE MORE THAN 150 VULNERABLE ACTION WELLNESS CLIENTS WHO ARE LIVING WITH HIV TO RECEIVE SUPPORTIVE FINANCIAL EDUCATION AND MANAGEMENT SERVICES AIMED AT ALLEVIATING HOUSING AND FINANCIAL INSTABILITY AS BARRIERS TO CARE.

FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS:

Case management program case managers are professionals with degrees and expertise in social work, nursing, mental health, drug and alcohol addiction, the prison system, family and prenatal services, adolescents, transgender communities and the deaf and hard of hearing community. Case managers offer confidential individualized care coordination and advocacy to hiv infected and other chronically ill individuals and their families requiring help with housing,substance abuse and mental health issues. They insure that clients and their families receive the highest level of care and benefits available through appropriate coordination with social service, medical entitlement and other related systems. Action wellness' home housing specialists provide practical and emotional support to hiv infected families. Case managers establish consistent and ongoing relationships with families and provide these services in clients' homes and the neighborhoods in which they live. Care outreach workers provide assistance to reengage clients who are lost to care. The buddy program is an integral part of our case management services. All clients who are assigned to a volunteer buddy are required to be receiving case management services. It is made up of over 200 men and women who provide emotional support, companionship and practical assistance to people with aids, hiv disease and other chronic illnesses. Also, the 340b pharmacy program has become an increasingly important part of the case management program.

Financial Statement Notes

PART X, LINE 2:

GAAP requires entities to evaluate, measure, recognize and disclose any uncertain tax positions taken on their tax returns. GAAP prescribes a minimum recognition threshold that a tax position is required to meet in order to be recognized in the financial statements. The Organization believes that it had no uncertain tax positions as defined by GAAP.

PART XI, LINE 2D:

Imputed interest on self-amortization loan payable 30,792

PART XI, LINE 4A:

Investment Expenses 7,756

PART XII, LINE 4A:

Investment expenses 7,756

PART XI, LINE 4B:

Fundraising expenses (14,376)

PART XII, Line 4B:

Imputed interest on self-amortization loan payable (30,792) fundraising expenses (14,376)

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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