Civic Intelligence

Welvista

EIN 56-2034627 • 501(c)3 • Columbia, SC

View Organization Page

Profile

Provide access to donated prescription medication to the uninsured and oral health care to low-income children.

121 Greystone BlvdColumbia, SC 29201

www.welvista.org

Siviq Scores

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

Liabilities / Assets

25th percentile

0.06x

Higher debt load relative to assets than 25% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Liabilities / Revenue

10th percentile

0.03x

Higher debt load relative to revenue than 10% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Net Margin

28th percentile

-1.7%

Higher net margin than 28% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Top Officer Pay

39th percentile

$294,305

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Asset Growth

30th percentile

0.8%

Faster asset growth than 30% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Revenue Growth

20th percentile

-5.2%

Faster revenue growth than 20% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$48,716,705

Up $370,056 (+0.8%) from 2024

Liabilities

Up

$2,856,203

Up $456,000 (+19%) from 2024

Net Assets

Down

$45,860,502

Down $85,944 (-0.2%) from 2024

Operations
Liabilities / Revenue10th percentileNet Margin28th percentile

Revenue

Down

$95,953,350

Down $5,275,889 (-5.2%) from 2024

Expenses

Down

$97,543,925

Down $5,085,384 (-5.0%) from 2024

Net Income

Down

-$1,590,575

Down $190,505 (-14%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$80M$60M$40M$20M$0Assets 2011: $18,638,144Liabilities 2011: $1,348,773Net Assets 2011: $17,289,3712011Assets 2012: $20,522,597Liabilities 2012: $580,762Net Assets 2012: $19,941,8352012Assets 2013: $9,385,114Liabilities 2013: $998,117Net Assets 2013: $8,386,9972013Assets 2014: $8,951,974Liabilities 2014: $456,031Net Assets 2014: $8,495,9432014Assets 2015: $18,502,711Liabilities 2015: $1,065,583Net Assets 2015: $17,437,1282015Assets 2016: $15,970,471Liabilities 2016: $2,289,074Net Assets 2016: $13,681,3972016Assets 2017: $60,081,534Liabilities 2017: $2,869,620Net Assets 2017: $57,211,9142017Assets 2018: $30,994,383Liabilities 2018: $2,378,110Net Assets 2018: $28,616,2732018Assets 2019: $36,089,993Liabilities 2019: $2,933,804Net Assets 2019: $33,156,1892019Assets 2020: $37,045,880Liabilities 2020: $3,039,169Net Assets 2020: $34,006,7112020Assets 2021: $42,368,448Liabilities 2021: $1,767,622Net Assets 2021: $40,600,8262021Assets 2022: $48,614,342Liabilities 2022: $1,665,350Net Assets 2022: $46,948,9922022Assets 2023: $46,927,461Liabilities 2023: $1,503,411Net Assets 2023: $45,424,0502023Assets 2024: $48,346,649Liabilities 2024: $2,400,203Net Assets 2024: $45,946,4462024Assets 2025: $48,716,705Liabilities 2025: $2,856,203Net Assets 2025: $45,860,5022025

Highlighted filing

2025

Assets$48,716,705
Liabilities$2,856,203
Net Assets$45,860,502
Open 2025 Filing

Operations Trend

Revenue Growth20th percentile

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

$200M$150M$100M$50M$0-$50MRevenue 2011: $91,021,663Expenses 2011: $85,096,251Net Income 2011: $5,925,4122011Expenses 2012: $63,865,6612012Revenue 2013: $54,433,487Expenses 2013: $56,446,511Net Income 2013: -$2,013,0242013Revenue 2014: $66,088,044Expenses 2014: $65,979,097Net Income 2014: $108,9472014Revenue 2015: $81,135,069Expenses 2015: $72,237,356Net Income 2015: $8,897,7132015Revenue 2016: $99,262,966Expenses 2016: $103,103,313Net Income 2016: -$3,840,3472016Revenue 2017: $158,648,486Expenses 2017: $115,597,751Net Income 2017: $43,050,7352017Revenue 2018: $128,803,015Expenses 2018: $156,743,731Net Income 2018: -$27,940,7162018Revenue 2019: $140,523,348Expenses 2019: $137,732,451Net Income 2019: $2,790,8972019Revenue 2020: $64,035,269Expenses 2020: $63,157,514Net Income 2020: $877,7552020Revenue 2021: $131,518,234Expenses 2021: $127,418,217Net Income 2021: $4,100,0172021Revenue 2022: $133,019,472Expenses 2022: $122,992,967Net Income 2022: $10,026,5052022Revenue 2023: $120,819,549Expenses 2023: $122,707,392Net Income 2023: -$1,887,8432023Revenue 2024: $101,229,239Expenses 2024: $102,629,309Net Income 2024: -$1,400,0702024Revenue 2025: $95,953,350Expenses 2025: $97,543,925Net Income 2025: -$1,590,5752025

Highlighted filing

2025

Revenue$95,953,350
Expenses$97,543,925
Net Income-$1,590,575
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,716,705
Liabilities
$2,856,203
Net assets
$45,860,502
Revenue
$95,953,350
Expenses
$97,543,925
Net income
-$1,590,575
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$48.7$2.86$45.9$96.0$97.5$1.59
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.3$2.40$45.9$101$103$1.40
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.9$1.50$45.4$121$123$1.89
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.6$1.67$46.9$133$123$10.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.4$1.77$40.6$132$127$4.10
2020Summary only. Only limited summary data is available for this year.$37.0$3.04$34.0$64.0$63.2$0.88
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.1$2.93$33.2$141$138$2.79
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.0$2.38$28.6$129$157$27.9
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.1$2.87$57.2$159$116$43.1
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.0$2.29$13.7$99.3$103$3.84
2015Detailed filing. Detailed filing data is available for this year.$18.5$1.07$17.4$81.1$72.2$8.90
2014Detailed filing. Detailed filing data is available for this year.$8.95$0.46$8.50$66.1$66.0$0.11
2013Detailed filing. Detailed filing data is available for this year.$9.39$1.00$8.39$54.4$56.4$2.01
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.5$0.58$19.9$63.9
2011Summary only. Only limited summary data is available for this year.$18.6$1.35$17.3$91.0$85.1$5.93
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 27, 2026
Return Version
2024v5.0
Gross Receipts
$96,076,091
Mission and Program Overview

Mission

Provide access to donated prescription medication to the uninsured and oral health care to low-income children.

Provide access to donated and purchased prescription medication to the uninsured and oral health care to low-income children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$23,629,473$26,142,977▲ $2,513,504
Inventories for Sale or Use$14,227,357$12,254,956▼ $1,972,401
Cash and Non-Interest-Bearing Accounts$7,219,458$5,838,727▼ $1,380,731
Land, Buildings, and Equipment, Net$2,412,335$2,880,654▲ $468,319
Pledges and Grants Receivable$718,326$1,442,674▲ $724,348
Prepaid Expenses and Deferred Charges$139,700$156,717▲ $17,017
Total Assets$48,346,649$48,716,705▲ $370,056
Liabilities
Deferred Revenue$993,052$1,447,459▲ $454,407
Mortgage Notes Payable Secured by Investment Property$794,292$731,144▼ $63,148
Accounts Payable and Accrued Expenses$612,859$677,600▲ $64,741
Total Liabilities$2,400,203$2,856,203▲ $456,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$45,946,446$45,860,502▼ $85,944
Total Net Assets Fund Balance$45,946,446$45,860,502▼ $85,944
Total Liabilities and Net Assets / Fund Balance$48,346,649$48,716,705▲ $370,056

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,472,085$1,267,230$2,739,315
Equipment$702,617$1,333,631$2,036,248
Other Land Buildings$313,952$293,446$607,398
Land$392,000-$392,000
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Juanita WrightCEOFT$245,657$48,648$294,305
Deborah KinderCOOFT$180,553$37,382$217,935
David OuelletDirector ofFT$145,663$8,198$153,861
David OuelletDirector of Pharmacy-$145,582$8,279$153,861
Georgia B FamulinerCOO - SmilesFT$136,108$16,279$152,387
Georgia B FamulinerCOO - Smiles Program-$124,557$27,830$152,387
Stephanie M LivingstonPharmacistFT$128,818$15,675$144,493
Wendy H FryeCFOFT$121,329$14,783$136,112
Heather M KandraviPharmacistFT$120,200$7,576$127,776
Patricia B CornPharmacy ManFT$113,895$7,241$121,136

Board Members and Trustees

NameTitle
Lathran WoodardChairperson
Dr Ken SantiagoVice Chairpe
Anne WilsonDirector
Ashley GroomeDirector
Barbara WilliamsDirector
Jeff BergerDirector
Michael CunninghamDirector
Michael TigheDirector
Tara GrinnaDirector
Dr Anna ShalkhamSecretary
Ryan FosterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$92,412,651
Program Service Revenue
$2,338,734
Investment Income
$1,276,888
Other Revenue
$-74,923
All Other Contributions
$84,302,398
Change in Net Assets
$-1,590,575

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Drugs and Medical Supplies9$83,598,830Average Wholesale Price
Total Noncash Contributions9$83,598,830-

Audited Revenue Reconciliation

Revenue per Audited Statements
$95,787,244
Revenue Not Reported on Financial Statements
$166,106
Revenue Not Reported on Form 990
$1,803,282
Total Revenue per Audited Statements
$97,590,526
Total Revenue per Form 990
$95,953,350
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$91,246,912
Salaries, Compensation, and Employee Benefits$6,297,013
Total Fundraising Expense$500,383
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,885,068$588,404$159,155$4,632,627
Office Expenses$755,007$10,528$19,122$784,657
Other Employee Benefits$506,733$175,612$12,197$694,542
Fees for Services Other$422,184$170,772$2,100$595,056
Current Officers, Directors, Trustees, and Key Employees$495,093$74,983$20,281$590,357
Payroll Taxes$276,871$95,952$6,664$379,487
Depreciation Depletion-$364,405-$364,405
Information Technology$144,716$131,639$18,735$295,090
Advertising$53,953$629$232,317$286,899
All Other Expenses$143,203$84,761$26,889$254,853
Occupancy$67,922$141,896-$209,818
Other Expenses$96,050$50,918$1,058$148,026
Travel$141,217$4,861$1,865$147,943
Insurance-$114,670-$114,670
Interest-$22,901-$22,901
Total Functional Expenses$95,010,611$2,032,931$500,383$97,543,925

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$97,676,470
Expenses per Audited Statements$97,543,925
Total Expenses per Form 990$97,543,925
Expenses Not Reported on Form 990$132,545
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$97,260
Fundraising Gross Income$3,206
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Easter Egg Hunt$56,930$1,775$10,093$-8,318
Welvista Stakes$213,794$1,431$21,441$-20,010
Total Events$270,724$3,206$97,260$-94,054
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Anne WilsonBoard MemberInsuranceNo$105,568
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
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
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 form 990 is reviewed by the ceo and submitted to the board members for review and comment.”

Form 990, Page 6, Part VI, Line 12C

“The conflict of interest policy is reviewed annually for the information and guidance of the board members.”

Form 990, Page 6, Part VI, Line 15A

“The executive committee conducts an informal survey of compensation for ceo's of similar organizations and an attorney prepares an employment contract for approval by the executive committee and the board of directors.”

Form 990, Page 6, Part VI, Line 19

“Copies of governing documents, various policies, and financial statements are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Welvista
EIN
56-2034627
Phone
8039339183
Address
121 GREYSTONE BLVD, COLUMBIA, SC 29201

Signing Officer

Name
Juanita Wright
Title
CEO
Phone
8039331938
Signed
2026-01-27

Organization Details

Principal Officer
Juanita Wright
Formed
1997
Voting Board Members
11
Independent Board Members
11
Employees
101
Volunteers
11

Preparer

Firm
Scott and Company LLC
Address
PO BOX 8388, COLUMBIA, SC 29202-8388
Preparer
John M Price Jr
Phone
8032566021
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Event expenses reported in revenue 97,260 event expenses reported in revenue -97,260”

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization is a not-for-profit organization that is exempt from federal income taxes under section 501(c)(3) of the internal revenue code and is classified by the internal revenue service as an other than a private foundation. At june 30, 2025 and 2024, the organization has determined that no income taxes are due for its activities. Accordingly, no provision for income taxes has been recorded in the accompanying financial statements. Management annually reviews its tax positions and has determined that there are no material uncertain tax positions that require recognition in the financial statements. As a result, the organization did not have a liability for unrecognized tax benefits, interest, or penalties at june 30, 2025 and 2024. The organization is no longer subject to federal or state income tax examinations by the tax authorities where the organization filed returns for years before 2023.”

Schedule D, Page 4, Part XI, Line 2D

“Event expenses reported in revenue 97,260”

Schedule D, Page 4, Part XII, Line 2D

“Event expenses reported in revenue 97,260”

Raw XML AppendixShowing 400 of 634 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.

Path#Value
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0WELVISTA'S PURPOSE IS TO PROVIDE QUALIFIED, UNINSURED INDIVIDUALS ACCESS TO HEALTH CARE SERVICES. THE LARGEST PROGRAM IS PROVIDING DONATED PRESCRIPTION MEDICATIONS AT NO COST TO UNINSURED INDIVIDUALS WITH INCOMES AT OR BELOW 300% OF THE FEDERAL POVERTY LEVEL. THE MEDICATIONS ARE DONATED BY PHARMACEUTICAL MANUFACTURERS. DURING THE YEAR ENDED JUNE 30,2025, THE DONATED MEDICATIONS WERE 83,598,830, WHICH PROVIDED ABOUT 90% OF THE TOTAL SUPPORT AND REVENUE. WELVISTA OPERATES A PHARMACY WHICH DISPENSES PRESCRIBED MEDICATIONS. WELVISTA ALSO RUNS PEDIATRIC DENTAL CENTERS IN RURAL POVERTY-STRICKEN AREAS OF SOUTH CAROLINA AND SEEKS TO HELP THE LOW- INCOME CHILDREN GAIN ACCESS TO ORAL HEALTH CARE SERVICES. WELVISTA IS ABLE TO FUND THE COST OF OPERATING THE PHARMACY AND OTHER PROGRAMS THROUGH CONTRIBUTIONS FROM THE GENERAL PUBLIC, GOVERNMENTAL UNITS, HOSPITALS, AND OTHER PUBLIC AND PRIVATE CHARITIES. THE CEO IS INVOLVED IN THE FUNDRAISING. THE FUNDRAISING EFFORTS HAVE BEEN ONGOING SINCE INCEPTION, RESULTING IN AN EXPANDING DONOR BASE. WELVISTA IS GOVERNED BY AN INDEPENDENT BOARD OF DIRECTORS. THE PHARMACEUTICAL MANUFACTURERS HAVE NO REPRESENTATION OR OTHER INFLUENCE ON THE BOARD.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0WELVISTA'S PURPOSE IS TO PROVIDE QUALIFIED, UNINSURED INDIVIDUALS ACCESS TO HEALTH CARE SERVICES. THE LARGEST PROGRAM IS PROVIDING DONATED PRESCRIPTION MEDICATIONS AT NO COST TO UNINSURED INDIVIDUALS WITH INCOMES AT OR BELOW 300% OF THE FEDERAL POVERTY LEVEL. THE MEDICATIONS ARE DONATED BY PHARMACEUTICAL MANUFACTURERS. DURING THE YEAR ENDED JUNE 30,2025, THE DONATED MEDICATIONS WERE 83,598,830, WHICH PROVIDED ABOUT 90% OF THE TOTAL SUPPORT AND REVENUE. WELVISTA OPERATES A PHARMACY WHICH DISPENSES PRESCRIBED MEDICATIONS. WELVISTA ALSO RUNS PEDIATRIC DENTAL CENTERS IN RURAL POVERTY-STRICKEN AREAS OF SOUTH CAROLINA AND SEEKS TO HELP THE LOW- INCOME CHILDREN GAIN ACCESS TO ORAL HEALTH CARE SERVICES. WELVISTA IS ABLE TO FUND THE COST OF OPERATING THE PHARMACY AND OTHER PROGRAMS THROUGH CONTRIBUTIONS FROM THE GENERAL PUBLIC, GOVERNMENTAL UNITS, HOSPITALS, AND OTHER PUBLIC AND PRIVATE CHARITIES. THE CEO IS INVOLVED IN THE FUNDRAISING. THE FUNDRAISING EFFORTS HAVE BEEN ONGOING SINCE INCEPTION, RESULTING IN AN EXPANDING DONOR BASE. WELVISTA IS GOVERNED BY AN INDEPENDENT BOARD OF DIRECTORS. THE PHARMACEUTICAL MANUFACTURERS HAVE NO REPRESENTATION OR OTHER INFLUENCE ON THE BOARD.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1WELVISTA'S PURPOSE IS TO PROVIDE QUALIFIED, UNINSURED INDIVIDUALS ACCESS TO HEALTH CARE SERVICES. THE LARGEST PROGRAM IS PROVIDING DONATED PRESCRIPTION MEDICATIONS AT NO COST TO UNINSURED INDIVIDUALS WITH INCOMES AT OR BELOW 250% OF THE FEDERAL POVERTY LEVEL. THE MEDICATIONS ARE DONATED BY PHARMACEUTICAL MANUFACTURERS. DURING THE YEAR ENDED JUNE 30,2024, THE DONATED MEDICATIONS WERE 89,399,576, WHICH PROVIDED ABOUT 90% OF THE TOTAL SUPPORT AND REVENUE. WELVISTA OPERATES A PHARMACY WHICH DISPENSES PRESCRIBED MEDICATIONS. WELVISTA ALSO RUNS PEDIATRIC DENTAL CENTERS IN RURAL POVERTY-STRICKEN AREAS OF SOUTH CAROLINA AND SEEKS TO HELP THE LOW- INCOME CHILDREN GAIN ACCESS TO ORAL HEALTH CARE SERVICES. WELVISTA IS ABLE TO FUND THE COST OF OPERATING THE PHARMACY AND OTHER PROGRAMS THROUGH CONTRIBUTIONS FROM THE GENERAL PUBLIC, GOVERNMENTAL UNITS, HOSPITALS, AND OTHER PUBLIC AND PRIVATE CHARITIES. THE CEO IS INVOLVED IN THE FUNDRAISING. THE FUNDRAISING EFFORTS HAVE BEEN ONGOING SINCE INCEPTION, RESULTING IN AN EXPANDING DONOR BASE. WELVISTA IS GOVERNED BY AN INDEPENDENT BOARD OF DIRECTORS. THE PHARMACEUTICAL MANUFACTURERS HAVE NO REPRESENTATION OR OTHER INFLUENCE ON THE BOARD.
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