Civic Intelligence

Positive Wellness Alliance

990 • Fiscal year 2021 • EIN 56-1885607

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 10, 2022

Organization ProfileWWW.POSITIVEWELLNESSALLIANCE.ORG
PO Box 703Lexington, NC 27293

(366) 248-4646

Siviq Scores

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

Liabilities / Assets

40th percentile

0.05x

Higher debt load relative to assets than 40% of similar nonprofits.

2021 filings • NTEE E • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

26th percentile

0.02x

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

2021 filings • NTEE E • $1M-$5M nonprofits • Source year 2021

Net Margin

26th percentile

-3.8%

Higher net margin than 26% of similar nonprofits.

2021 filings • NTEE E • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • NTEE E • $1M-$5M nonprofits • Source year 2021

Asset Growth

15th percentile

-7.0%

Faster asset growth than 15% of similar nonprofits.

2021 filings • NTEE E • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

25th percentile

-7.5%

Faster revenue growth than 25% of similar nonprofits.

2021 filings • NTEE E • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$880,884

Down $66,412 (-7.0%) from 2020

Net Assets

Down

$836,273

Down $79,942 (-8.7%) from 2020

Liabilities

Up

$44,611

Up $13,530 (+44%) from 2020

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin26th percentile

Revenue

Down

$2,128,282

Down $172,473 (-7.5%) from 2020

Expenses

Down

$2,208,224

Down $153,706 (-6.5%) from 2020

Net Income

Down

-$79,942

Down $18,767 (-31%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2021

Assets$880,884
Liabilities$44,611
Net Assets$836,273
Open 2021 Filing

Operations Trend

Revenue Growth25th 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

2021

Revenue$2,128,282
Expenses$2,208,224
Net Income-$79,942
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 10, 2022
Return Version
2021v4.0
Gross Receipts
$2,128,282
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 yakin counties.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$680,396$606,931▼ $73,465
Accounts Receivable$232,769$248,515▲ $15,746
Land, Buildings, and Equipment, Net$30,531$25,438▼ $5,093
Prepaid Expenses and Deferred Charges$3,600--
Total Assets$947,296$880,884▼ $66,412
Liabilities
Accounts Payable and Accrued Expenses$18,209$43,232▲ $25,023
Other Liabilities$12,872$1,379▼ $11,493
Total Liabilities$31,081$44,611▲ $13,530
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$916,215$836,273▼ $79,942
Total Net Assets Fund Balance$916,215$836,273▼ $79,942
Total Liabilities and Net Assets / Fund Balance$947,296$880,884▼ $66,412

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$25,438$10,214$35,652
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Kenneth PettigrewBoard Chair
Abbie Cortez-hereraBoard Member
Dexter GloverBoard Member
Dr Malika Roman-islerBoard Member
Dr Merideth ReidBoard Member
Robert C Hill JrBoard Member
Micah JamesBoard Vice C
Sophia RussellExecutive Di
Robert ConnSecretary
Courtney JonesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,107,445
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$20,837
All Other Contributions
$21,053
Change in Net Assets
$-79,942

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,128,282
Total Revenue per Audited Statements
$2,128,282
Total Revenue per Form 990
$2,128,282
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,653,972
Salaries, Compensation, and Employee Benefits$554,252
Total Fundraising Expense$77,010
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$311,563$89,018$44,509$445,090
Payroll Taxes$61,856$17,673$8,837$88,366
Fees for Services Other$46,447$13,271$6,635$66,353
Office Expenses$46,068$13,163$6,581$65,812
Occupancy$36,053$10,301$5,150$51,504
Other Employee Benefits$14,557$4,159$2,080$20,796
Conferences and Meetings$6,842$1,955$977$9,774
Advertising$6,152$1,758$879$8,789
Information Technology$5,473$1,564$782$7,819
Depreciation Depletion-$5,093-$5,093
Travel$1,758$502$251$2,511
Insurance$1,040$297$149$1,486
Other Expenses$1,434,651-$180$180
Total Functional Expenses$1,972,460$158,754$77,010$2,208,224

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,208,224
Total Expenses per Audited Statements$2,208,224
Total Expenses per Form 990$2,208,224
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Payroll Taxes$1,379
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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, Page 6, Part VI, 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, Page 6, Part VI, Line 12C

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

Form 990, Page 6, Part VI, Line 18

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

Form 990, Page 6, Part VI, 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
3662484646
Address
PO BOX 703, LEXINGTON, NC 27293

Signing Officer

Name
Sophia Russell
Title
Executive Director
Phone
3662484646
Signed
2022-06-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sophia Russell
Formed
1992
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
14

Preparer

Firm
Crace Beam Cpas LLC
Address
9763 WESTPOINT DRIVE, INDIANAPOLIS, IN 46256
Preparer
Jason L Crace CPA
Phone
3179913322
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OUR 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS A REVIEW CONDUCTED AND ONCE THE 990 IS PREPARED IT IS THEN GIVEN TO THE BOARD OF DIRECTORS FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS IS REQUIRED TO COMPLY WITH THE BY-LAWS AND DISCLOSE ANY CONFLICTS OF INTEREST ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FINANCIAL INFORMATION IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND ON GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE AT ITS OFFICE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0SOPHIA RUSSELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03662484646
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POSITIVE WELLNESS ALLIANCE
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ReturnHeader/Filer/PhoneNum03662484646
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262182951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CRACE BEAM CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09763 WESTPOINT DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046256
ReturnHeader/PreparerPersonGrp/PhoneNum03179913322
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON L CRACE CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-06-10T10:58:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SOPHIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RUSSEL-HALL
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$880,884
Liabilities
$44,611
Net assets
$836,273
Revenue
$2,128,282
Expenses
$2,208,224
Net income
-$79,942
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