Civic Intelligence

Positive Wellness Alliance

990 • Fiscal year 2018 • EIN 56-1885607

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 23, 2019

Organization Profilewww.positivewellnessalliance.org
P O Box 703Lexington, NC 27293-0703

(336) 248-4646

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

48th percentile

0.11x

Higher debt load relative to assets than 48% of similar nonprofits.

2018 filings • NTEE E • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.03x

Higher debt load relative to revenue than 26% of similar nonprofits.

2018 filings • NTEE E • $1M-$5M nonprofits • Source year 2018

Net Margin

76th percentile

17%

Higher net margin than 76% of similar nonprofits.

2018 filings • NTEE E • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

39th percentile

$37,567

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2018 filings • NTEE E • $1M-$5M nonprofits • Source year 2018

Asset Growth

97th percentile

138%

Faster asset growth than 97% of similar nonprofits.

2018 filings • NTEE E • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

94th percentile

93%

Faster revenue growth than 94% of similar nonprofits.

2018 filings • NTEE E • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$529,802

Up $307,570 (+138%) from 2017

Net Assets

Up

$469,746

Up $331,986 (+241%) from 2017

Liabilities

Down

$60,056

Down $24,416 (-29%) from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin76th percentile

Revenue

Up

$1,983,112

Up $957,715 (+93%) from 2017

Expenses

Up

$1,651,126

Up $582,452 (+55%) from 2017

Net Income

Up

$331,986

Up $375,263 (+867%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2015: $161,986Liabilities 2015: $21,197Net Assets 2015: $140,7892015Assets 2016: $210,000Liabilities 2016: $28,963Net Assets 2016: $181,0372016Assets 2017: $222,232Liabilities 2017: $84,472Net Assets 2017: $137,7602017Assets 2018: $529,802Liabilities 2018: $60,056Net Assets 2018: $469,7462018Assets 2019: $1,030,398Liabilities 2019: $53,008Net Assets 2019: $977,3902019Assets 2020: $947,296Liabilities 2020: $31,081Net Assets 2020: $916,2152020Assets 2021: $880,884Liabilities 2021: $44,611Net Assets 2021: $836,2732021Assets 2022: $797,512Liabilities 2022: $14,808Net Assets 2022: $782,7042022Assets 2023: $554,393Liabilities 2023: $203,813Net Assets 2023: $350,5802023Assets 2024: $328,065Liabilities 2024: $158,418Net Assets 2024: $169,6472024

Highlighted filing

2018

Assets$529,802
Liabilities$60,056
Net Assets$469,746
Open 2018 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $493,109Expenses 2015: $494,838Net Income 2015: -$1,7292015Revenue 2016: $593,267Expenses 2016: $553,019Net Income 2016: $40,2482016Revenue 2017: $1,025,397Expenses 2017: $1,068,674Net Income 2017: -$43,2772017Revenue 2018: $1,983,112Expenses 2018: $1,651,126Net Income 2018: $331,9862018Revenue 2019: $2,219,301Expenses 2019: $1,711,629Net Income 2019: $507,6722019Revenue 2020: $2,300,755Expenses 2020: $2,361,930Net Income 2020: -$61,1752020Revenue 2021: $2,128,282Expenses 2021: $2,208,224Net Income 2021: -$79,9422021Revenue 2022: $2,392,254Expenses 2022: $2,445,823Net Income 2022: -$53,5692022Revenue 2023: $2,063,982Expenses 2023: $2,496,108Net Income 2023: -$432,1262023Revenue 2024: $2,005,688Expenses 2024: $2,186,622Net Income 2024: -$180,9342024

Highlighted filing

2018

Revenue$1,983,112
Expenses$1,651,126
Net Income$331,986
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 23, 2019
Return Version
2018v3.1
Gross Receipts
$1,989,680
Mission and Program Overview

Mission

Our programs alleviate suffering, dispel ignorance, and reach out to all memebers of our community, regardless of race, religion, or gender. We bring together local, state, and federal programs and our talented staff, dedeicated volunteers, and generous donors to provide integrated care to our clients.

Positive Wellness Alliance provides services and support to people infected with and affected by HIV/AIDS through medical case management, housing, outreach, and preventative education in Davidson, Davie, Forsyth, Iredell, Rowan, Stokes, Surry, and Yadkin counties.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$67,255$387,159▲ $319,904
Accounts Receivable$154,977$129,308▼ $25,669
Prepaid Expenses and Deferred Charges-$12,765-
Other Notes and Loans Receivable, Net-$570-
Total Assets$222,232$529,802▲ $307,570
Liabilities
Accounts Payable and Accrued Expenses$84,472$60,056▼ $24,416
Total Liabilities$84,472$60,056▼ $24,416
Net Assets / Fund Balance
Unrestricted Net Assets$137,760$469,746▲ $331,986
Total Net Assets Fund Balance$137,760$469,746▲ $331,986
Total Liabilities and Net Assets / Fund Balance$222,232$529,802▲ $307,570
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Sophia Russell-HallInterim Executive DirectorFT$37,567$37,567

Board Members and Trustees

NameTitle
Stacey Bailey PharrChair
Robert Hill JrMember
Glenda WilkinsonSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$747,436
Program Service Revenue
$1,236,538
Investment Income
$0
Other Revenue
$-862
All Other Contributions
$36,251
Change in Net Assets
$331,986
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,271,511
Salaries, Compensation, and Employee Benefits$379,615
Total Fundraising Expense$58,759
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$196,074$56,022$28,010$280,106
Office Expenses$22,447$9,106$9,106$40,659
Current Officers, Directors, Trustees, and Key Employees$26,297$7,513$3,757$37,567
Other Employee Benefits$20,771$6,923$6,923$34,617
Fees for Services Accounting-$32,020-$32,020
Payroll Taxes$20,958$2,458$2,458$25,874
All Other Expenses$5,579$3,281$1,245$10,105
Travel$6,554$2,722$807$10,083
Other Expenses$3,135$6,662$1,879$9,797
Insurance$2,652$884$884$4,420
Pension Plan Contributions-$1,451-$1,451
Total Functional Expenses$1,454,066$138,301$58,759$1,651,126
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$6,568
Fundraising Gross Income$5,706
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
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

“The organization has a review conducted and once the 990 is prepared it is then given to the Board of Directors for review.”

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

“The Board of Directors is required to comply with the by-laws and disclose any conflicts of interest annually.”

Form 990, Part VI, Section C, line 18

“Financial information is made available to the public upon request and on GuideStar.org.”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available at its office to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Positive Wellness Alliance
EIN
56-1885607
Phone
3362484646
Address
P O Box 703, Lexington, NC 27293-0703

Signing Officer

Name
Sophia Russell-Hall
Title
Interim Executive Director
Phone
3367220976
Signed
2019-08-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sophia Russell-Hall
Formed
1992
Legal Domicile
Nc
Voting Board Members
3
Independent Board Members
3
Employees
14
Volunteers
11

Preparer

Firm
Turlington and Company LLP
Address
PO Box 1697, Lexington, NC 27293-1697
Preparer
Terry J Berrier
Phone
3362496856
Supplemental Narrative

Additional Explanations

Page 12, Part XII, Line 2C

“The Board's oversight process did not change during the year.”

Raw XML Appendix354 raw XML fields

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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization has a review conducted and once the 990 is prepared it is then given to the Board of Directors for review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board of Directors is required to comply with the by-laws and disclose any conflicts of interest annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Financial information is made available to the public upon request and on GuideStar.org.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization makes its governing documents, conflict of interest policy, and financial statements available at its office to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Board's oversight process did not change during the year.
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 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Page 12, Part XII, Line 2c
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IRS990/TotalLiabilitiesGrp/BOYAmt084472
IRS990/TotalLiabilitiesGrp/EOYAmt060056
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0137760
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0469746
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01454066
IRS990/TotalProgramServiceRevenueAmt01236538
IRS990/TotalReportableCompFromOrgAmt037567
IRS990/TotalRevenueGrp/ExclusionAmt0-862
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01236538
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01983112
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0222232
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0529802
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt0807
IRS990/TravelGrp/ManagementAndGeneralAmt02722
IRS990/TravelGrp/ProgramServicesAmt06554
IRS990/TravelGrp/TotalAmt010083
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0137760
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0469746
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0704 Brookstown Ave
IRS990/USAddress/CityNm0WinstonSalem
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027101
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0http://www.positivewellnessalliance.org/
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Sophia Russell-Hall
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Interim Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum03367220976
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Positive Wellness Alliance
ReturnHeader/Filer/BusinessNameControlTxt0POSI
ReturnHeader/Filer/EIN0561885607
ReturnHeader/Filer/PhoneNum03362484646
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 703
ReturnHeader/Filer/USAddress/CityNm0Lexington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0272930703
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B2825108771602A4E185FD124C4B9D55734F26BD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B2825108771602A4E185FD124C4B9D55734F26BD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.199.231.218
ReturnHeader/FilingSecurityInformation/IPDt02019-08-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:19:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560817345
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Turlington and Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1697
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lexington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0272931697
ReturnHeader/PreparerPersonGrp/PhoneNum03362496856
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terry J Berrier
ReturnHeader/ReturnTs02019-08-28T07:43:20-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$529,802
Liabilities
$60,056
Net assets
$469,746
Revenue
$1,983,112
Expenses
$1,651,126
Net income
$331,986
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.33$0.16$0.17$2.01$2.19$0.18
2023Detailed filing. Detailed filing data is available for this year.$0.55$0.20$0.35$2.06$2.50$0.43
2022Detailed filing. Detailed filing data is available for this year.$0.80$0.01$0.78$2.39$2.45$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.88$0.04$0.84$2.13$2.21$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.03$0.92$2.30$2.36$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.03$0.05$0.98$2.22$1.71$0.51
2018Detailed filing. Detailed filing data is available for this year.$0.53$0.06$0.47$1.98$1.65$0.33
2017Detailed filing. Detailed filing data is available for this year.$0.22$0.08$0.14$1.03$1.07$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.21$0.03$0.18$0.59$0.55$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.16$0.02$0.14$0.49$0.49$0.00