Civic Intelligence

Neighborhood Wellness Foundation

EIN 47-4874487 • 501(c)3 • Sacramento, CA

Profile

Disrupting intergenerational trauma and poverty in Del Paso Heights and surrounging areas.

7648 Marina Cove DriveSacramento, CA 95831

www.neighborhoodwellness.org

Siviq Scores

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

Liabilities / Assets

76th percentile

0.34x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

68th percentile

0.23x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

81st percentile

31%

Higher net margin than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

99th percentile

420%

Faster asset growth than 99% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

97th percentile

233%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$934,349

Down $278,286 (-23%) from 2023

Liabilities

Down

$29,294

Down $351,317 (-92%) from 2023

Net Assets

Up

$905,055

Up $73,031 (+8.8%) from 2023

Revenue

Down

$1,644,632

Down $373,264 (-18%) from 2023

Expenses

Down

$1,571,601

Down $340,235 (-18%) from 2023

Net Income

Down

$73,031

Down $33,029 (-31%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2015: $1Liabilities 2015: $02015Assets 2016: $4,048Liabilities 2016: $02016Assets 2017: $7,050Liabilities 2017: $02017Assets 2018: $5,144Liabilities 2018: $02018Assets 2019: $17,949Liabilities 2019: $10Net Assets 2019: $17,9392019Assets 2020: $20,264Liabilities 2020: $10Net Assets 2020: $20,2542020Assets 2021: $213,073Liabilities 2021: $2Net Assets 2021: $213,0712021Assets 2022: $1,108,851Liabilities 2022: $380,587Net Assets 2022: $728,2642022Assets 2023: $1,212,635Liabilities 2023: $380,611Net Assets 2023: $832,0242023Assets 2024: $934,349Liabilities 2024: $29,294Net Assets 2024: $905,0552024

Highlighted filing

2024

Assets$934,349
Liabilities$29,294
Net Assets$905,055

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $558Expenses 2015: $558Net Income 2015: $02015Revenue 2016: $6,500Expenses 2016: $2,452Net Income 2016: $4,0482016Revenue 2017: $16,250Expenses 2017: $13,248Net Income 2017: $3,0022017Revenue 2018: $26,419Expenses 2018: $28,325Net Income 2018: -$1,9062018Revenue 2019: $153,445Expenses 2019: $140,650Net Income 2019: $12,7952019Revenue 2020: $201,484Expenses 2020: $199,169Net Income 2020: $2,3152020Revenue 2021: $499,843Expenses 2021: $342,838Net Income 2021: $157,0052021Revenue 2022: $1,663,703Expenses 2022: $1,143,921Net Income 2022: $519,7822022Revenue 2023: $2,017,896Expenses 2023: $1,911,836Net Income 2023: $106,0602023Revenue 2024: $1,644,632Expenses 2024: $1,571,601Net Income 2024: $73,0312024

Highlighted filing

2024

Revenue$1,644,632
Expenses$1,571,601
Net Income$73,031

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Gross Receipts
$1,644,632
Mission and Program Overview

Mission

Disrupting intergenerational trauma and poverty in Del Paso Heights and surrounding areas.

Disrupting intergenerational trauma and poverty in Del Paso Heights and surrounging areas.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$832,024$905,055▲ $73,031
Cash and Non-Interest-Bearing Accounts$829,636$521,574▼ $308,062
Savings and Temporary Cash Investments$374,689$401,435▲ $26,746
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,212,635$934,349▼ $278,286
Other Assets Total$8,310$11,340▲ $3,030
Liabilities
Deferred Revenue$357,365--
Other Liabilities$23,246$29,294▲ $6,048
Total Liabilities$380,611$29,294▼ $351,317
Net Assets / Fund Balance
Total Net Assets Fund Balance$832,024$905,055▲ $73,031
Total Liabilities and Net Assets / Fund Balance$1,212,635$934,349▼ $278,286
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Gina WarrenCEOFT$105,608$105,608
Marilyn WoodsCFOFT$94,371$94,371

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,639,351
Program Service Revenue
$0
Investment Income
$5,281
Other Revenue
$0
All Other Contributions
$1,389,531
Change in Net Assets
$73,031
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,090,167
Other Expenses$481,434
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$788,697--$788,697
Current Officers, Directors, Trustees, and Key Employees$199,979--$199,979
Payroll Taxes$75,183--$75,183
Other Employee Benefits$26,308--$26,308
Fees for Services Management-$16,590-$16,590
Fees for Services Accounting-$12,441-$12,441
Office Expenses$11,020--$11,020
Insurance$7,240--$7,240
Travel$2,475--$2,475
Other Expenses$1,988--$1,988
Total Functional Expenses$1,542,570$29,031$0$1,571,601
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Vacation payable$29,292
Rounding$2
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

Board of Directors review Form 990 by email before filing.

Form 990, Part VI, Section B, Line 12C

The organization has a writtend Conflict of Interest Policy outlining a Duty to Disclose, Procedure of Determination Whether a Conflict of Interest Exists, Procedures of Addressing the Conflict of Interest, Process if Violations of the Conflicts of Interest Policy occur, and a recordkeeping process.

Form 990, Part VI, Section C, Line 19

No other documents available to the public.

Filing and Contact Details

Filer

Filer Name
Neighborhood Wellness Foundation
EIN
47-4874487
Phone
9168498940
Address
7648 Marina Cove Drive, Sacramento, CA 95831

Signing Officer

Name
Marilyn Woods
Title
CFO
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marilyn Woods
Formed
2015
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
0
Employees
25

Preparer

Firm
Stephanie A Rowe CPA
Address
1751 Oregon Drive, Sacramento, CA 95822
Preparer
Stephanie Rowe
Phone
9167411116
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Marilyn Woods
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02011808
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt06088
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01002803
IRS990/PYRevenuesLessExpensesAmt0106060
IRS990/PYSalariesCompEmpBnftPaidAmt0909033
IRS990/PYTotalExpensesAmt01911836
IRS990/PYTotalRevenueAmt02017896
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt073031
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0832024
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0905055
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0374689
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0401435
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01639351
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02011781
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02021062
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0499836
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0201471
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06373501
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05281
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06088
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt011396
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05281
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06088
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt011396
IRS990ScheduleA/InvestmentIncomeCYPct00.00180
IRS990ScheduleA/InvestmentIncomePYPct00.00120
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99820
IRS990ScheduleA/PublicSupportPY509Pct00.99880
IRS990ScheduleA/PublicSupportTotal509Amt06373501
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01639351
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02011781
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02021062
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0499836
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0201471
IRS990ScheduleA/Total509Grp/TotalAmt06373501
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01644632
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02017869
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02021069
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0499843
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0201484
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06384897
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt129292
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Rounding
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Vacation payable
IRS990ScheduleD/TotalLiabilityAmt029294
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Board of Directors review Form 990 by email before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization has a writtend Conflict of Interest Policy outlining a Duty to Disclose, Procedure of Determination Whether a Conflict of Interest Exists, Procedures of Addressing the Conflict of Interest, Process if Violations of the Conflicts of Interest Policy occur, and a recordkeeping process.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No other documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01212635
IRS990/TotalAssetsEOYAmt0934349
IRS990/TotalAssetsGrp/BOYAmt01212635
IRS990/TotalAssetsGrp/EOYAmt0934349
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01639351
IRS990/TotalEmployeeCnt025
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt029031
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01542570
IRS990/TotalFunctionalExpensesGrp/TotalAmt01571601
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0380611
IRS990/TotalLiabilitiesEOYAmt029294
IRS990/TotalLiabilitiesGrp/BOYAmt0380611
IRS990/TotalLiabilitiesGrp/EOYAmt029294
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0832024
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0905055
IRS990/TotalProgramServiceExpensesAmt01542570
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt0199979
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05281
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01644632
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01212635
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0934349
IRS990/TravelGrp/ProgramServicesAmt02475
IRS990/TravelGrp/TotalAmt02475
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07648 Marina Cove Drive
IRS990/USAddress/CityNm0Sacramento
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095831
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.neighborhoodwellness.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Marilyn Woods

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