Civic Intelligence

Welvista

990 • Fiscal year 2018 • EIN 56-2034627

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

121 Greystone BlvdColumbia, SC 29210

(803) 933-9183

Siviq Scores

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

Liabilities / Assets

21st percentile

0.08x

Higher debt load relative to assets than 21% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

6th percentile

0.02x

Higher debt load relative to revenue than 6% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2018

Net Margin

7th percentile

-22%

Higher net margin than 7% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2018

Top Officer Pay

13th percentile

$212,365

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2018

Asset Growth

1st percentile

-48%

Faster asset growth than 1% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Revenue Growth

9th percentile

-19%

Faster revenue growth than 9% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Assets

Down

$30,994,383

Down $29,087,151 (-48%) from 2017

Net Assets

Down

$28,616,273

Down $28,595,641 (-50%) from 2017

Liabilities

Down

$2,378,110

Down $491,510 (-17%) from 2017

Revenue

Down

$128,803,015

Down $29,845,471 (-19%) from 2017

Expenses

Up

$156,743,731

Up $41,145,980 (+36%) from 2017

Net Income

Down

-$27,940,716

Down $70,991,451 (-165%) from 2017

Historical Trend

Balance Sheet Trend

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

$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

2018

Assets$30,994,383
Liabilities$2,378,110
Net Assets$28,616,273

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$128,803,015
Expenses$156,743,731
Net Income-$27,940,716
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$128,888,049
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Inventories for Sale or Use$46,379,486$15,790,550▼ $30,588,936
Investments in Publicly Traded Securities$7,317,560$8,381,041▲ $1,063,481
Cash and Non-Interest-Bearing Accounts$2,709,149$3,671,775▲ $962,626
Land, Buildings, and Equipment, Net$2,176,467$1,992,133▼ $184,334
Pledges and Grants Receivable$1,422,599$1,072,886▼ $349,713
Prepaid Expenses and Deferred Charges$76,273$85,998▲ $9,725
Total Assets$60,081,534$30,994,383▼ $29,087,151
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,157,515$1,109,721▼ $47,794
Accounts Payable and Accrued Expenses$424,173$641,845▲ $217,672
Deferred Revenue$1,287,932$626,544▼ $661,388
Total Liabilities$2,869,620$2,378,110▼ $491,510
Net Assets / Fund Balance
Unrestricted Net Assets$57,211,914$28,616,273▼ $28,595,641
Total Net Assets Fund Balance$57,211,914$28,616,273▼ $28,595,641
Total Liabilities and Net Assets / Fund Balance$60,081,534$30,994,383▼ $29,087,151

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,110,353$578,270$1,688,623
Equipment$426,815$558,320$985,135
Land$392,000-$392,000
Other Land Buildings$62,965$48,510$111,475
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Juanita WrightCEOFT$185,365$27,000$212,365

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$126,292,627
Program Service Revenue
$2,327,488
Investment Income
$186,338
Other Revenue
$-3,438
All Other Contributions
$119,066,908
Change in Net Assets
$-27,940,716

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 Supplies7$118,442,479Avg Wholesale Price
Food Inventory2$1,300Avg Wholesale Price
Total Noncash Contributions9$118,443,779-

Audited Revenue Reconciliation

Revenue per Audited Statements
$128,802,858
Revenue Not Reported on Financial Statements
$157
Revenue Not Reported on Form 990
$-569,734
Other Revenue Adjustments
$157
Total Revenue per Audited Statements
$128,233,124
Total Revenue per Form 990
$128,803,015
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$152,758,196
Salaries, Compensation, and Employee Benefits$3,985,535
Total Fundraising Expense$328,214
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,755,949$475,002$233,572$3,464,523
Fees for Services Other$305,106$35,310$5,877$346,293
Depreciation Depletion$151,628$135,185-$286,813
Other Employee Benefits$239,474$27,474$3,569$270,517
Payroll Taxes$198,731$35,971$15,793$250,495
Other Expenses$222,448$1,267$170$222,448
All Other Expenses$139,751$45,247$20,545$205,543
Travel$136,130$51,727$12,829$200,686
Occupancy$145,277$19,449$8,392$173,118
Information Technology$86,338$6,796$5,725$98,859
Office Expenses$50,348$17,003$6,442$73,793
Insurance$44,635$8,352$1,590$54,577
Fees for Services Accounting-$48,446-$48,446
Fees for Services Lobbying-$48,000-$48,000
Interest-$31,083-$31,083
Fees for Services Management-$12,174$3,775$15,949
Advertising$4,650$53$9,935$14,638
Fees for Services Legal-$2,803-$2,803
Total Functional Expenses$155,414,175$1,001,342$328,214$156,743,731

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$156,828,765
Expenses per Audited Statements$156,743,731
Total Expenses per Form 990$156,743,731
Expenses Not Reported on Form 990$85,034
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$85,034
Fundraising Gross Income$62,500
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Welvista Stakes$154,065$28,642$8,810$19,832
Easter Egg Hunt$50,850$7,900$12,017$-4,117
Total Events$230,873$62,500$85,034$-22,534
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$48,000
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Anne WilsonBoard DirectorPurchase of Insurance From Employer of Board Member.No$470,972
Renee RombergerBoard DirectorCONTRIBUTIONS RECEIVED FROM ENTITY THAT EMPLOYS ONE OF WELVISTA'S BOARD MEMBERS.No$118,500
Carey RothschildBoard DirectorCONTRIBUTIONS RECEIVED FROM ENTITY THAT EMPLOYS ONE OF WELVISTA'S BOARD MEMBERS.No$77,500
Gary DennisBoard DirectorPurchase of Dental Supplies and Equipment From Employer of Board MemberNo$59,028
Scott MayhakBoard DirectorPurchase of Landscaping Services From Company Co-owned by Board MemberNo$8,974
Brian BlackwelderBoard DirectorInterest Earned at Bank Where Account Is Held, Which Employees One of Welvista Board MembersNo$8,782
Juanita WrightCEOPurchase of Furniture and Fixtures From Company Owned by CEONo$5,950
John J Darby IiiBoard DirectorDirector, State Government Affairs for Johnson & Johnson Services. Johnson & Johnson Is a Sponsor of Welvista Fundraising Events.No$5,000
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 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, Part VI, Section B, Line 11B

The form 990 is reviewed by the ceo and submitted to the board members for review and comment.

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

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

Form 990, Part VI, Section B, 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 board of directors.

Form 990, Part VI, Section C, 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 29210

Signing Officer

Name
Juanita Wright
Title
CEO
Phone
8039339183
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Juanita Wright
Formed
1997
Legal Domicile
Sc
Voting Board Members
18
Independent Board Members
11
Employees
96
Volunteers
21

Preparer

Firm
Bauknight Pietras & Stormer Pa
Address
1501 MAIN ST SUITE 600, COLUMBIA, SC 29201
Preparer
Shellie S Johnson
Phone
8037718943
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Lazard, ltd (ein: 98-0437848) -157.

FORM 990, PART XII, LINE 2C:

The organization's finance committee assumes responsibility for oversight of the audit process.

Financial Statement Notes

PART X, LINE 2:

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 other than a private foundation. At december 31, 2018 and 2017 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 december 31, 2018 and 2017.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Direct fundraising expenses 85,034.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Lazard, ltd (ein: 98-0437848) 157.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Direct fundraising expenses 85,034.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18212365
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt16SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt17TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt18CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0168373
IRS990/FundraisingDirectExpensesAmt085034
IRS990/FundraisingGrossIncomeAmt062500
IRS990/GainOrLossGrp/SecuritiesAmt069651
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GovernmentGrantsAmt07057346
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt069651
IRS990/GrossReceiptsAmt0128888049
IRS990/GrossRentsGrp/RealAmt019096
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt05725
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06796
IRS990/InformationTechnologyGrp/ProgramServicesAmt086338
IRS990/InformationTechnologyGrp/TotalAmt098859
IRS990/InsuranceGrp/FundraisingAmt01590
IRS990/InsuranceGrp/ManagementAndGeneralAmt08352
IRS990/InsuranceGrp/ProgramServicesAmt044635
IRS990/InsuranceGrp/TotalAmt054577
IRS990/InterestGrp/ManagementAndGeneralAmt031083
IRS990/InterestGrp/TotalAmt031083
IRS990/InventoriesForSaleOrUseGrp/BOYAmt046379486
IRS990/InventoriesForSaleOrUseGrp/EOYAmt015790550
IRS990/InvestmentIncomeGrp/ExclusionAmt0116687
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0116687
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07317560
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08381041
IRS990/IRPDocumentCnt021
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01185100
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02176467
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01992133
IRS990/LandBldgEquipCostOrOtherBssAmt03177233
IRS990/LegalDomicileStateCd0SC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE ACCESS TO DONATED PRESCRIPTION MEDICATION TO THE UNINSURED AND ORAL HEALTH CARE TO LOW-INCOME CHILDREN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01157515
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01109721
IRS990/NetAssetsOrFundBalancesBOYAmt057211914
IRS990/NetAssetsOrFundBalancesEOYAmt028616273
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt069651
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt069651
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-22534
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-22534
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt019096
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt019096
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-691054
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0118443779
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt08392
IRS990/OccupancyGrp/ManagementAndGeneralAmt019449
IRS990/OccupancyGrp/ProgramServicesAmt0145277
IRS990/OccupancyGrp/TotalAmt0173118
IRS990/OfficeExpensesGrp/FundraisingAmt06442
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt017003
IRS990/OfficeExpensesGrp/ProgramServicesAmt050348
IRS990/OfficeExpensesGrp/TotalAmt073793
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-157
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03569
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt027474
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0239474
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0270517
IRS990/OtherExpensesGrp/Desc0PRESCRIPTION DRUGS, DIS
IRS990/OtherExpensesGrp/Desc1INVENTORY OBSOLESCENCE
IRS990/OtherExpensesGrp/Desc2POSTAGE AND DELIVERY
IRS990/OtherExpensesGrp/Desc3PROFESSIONAL SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt0170
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01267
IRS990/OtherExpensesGrp/ProgramServicesAmt0126537749
IRS990/OtherExpensesGrp/ProgramServicesAmt123754939
IRS990/OtherExpensesGrp/ProgramServicesAmt2641022
IRS990/OtherExpensesGrp/ProgramServicesAmt3222448
IRS990/OtherExpensesGrp/TotalAmt0126537749
IRS990/OtherExpensesGrp/TotalAmt123754939
IRS990/OtherExpensesGrp/TotalAmt2642459
IRS990/OtherExpensesGrp/TotalAmt3222448
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0233572
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0475002
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02755949
IRS990/OtherSalariesAndWagesGrp/TotalAmt03464523
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt015793
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt035971
IRS990/PayrollTaxesGrp/ProgramServicesAmt0198731
IRS990/PayrollTaxesGrp/TotalAmt0250495
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01422599
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01072886
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt076273
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt085998
IRS990/PrincipalOfficerNm0JUANITA WRIGHT
IRS990/ProfessionalFundraisingInd01
IRS990/ProgramServiceRevenueGrp/BusinessCd0621300
IRS990/ProgramServiceRevenueGrp/BusinessCd1621300
IRS990/ProgramServiceRevenueGrp/Desc0DENTAL PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc1HOSPITAL PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01412084
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1915404
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01412084
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1915404
IRS990/ProgSrvcAccomActy2Grp/Desc0PEDIATRIC DENTAL CENTERS PROVIDE ORAL HEALTH CARE TO LOW-INCOME CHILDREN IN RURAL COMMUNITIES THROUGHOUT SOUTH CAROLINA.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01582843
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01412084
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0156920572
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0104525
IRS990/PYOtherExpensesAmt0111742537
IRS990/PYOtherRevenueAmt086819
IRS990/PYProgramServiceRevenueAmt01536570
IRS990/PYRevenuesLessExpensesAmt043050735
IRS990/PYSalariesCompEmpBnftPaidAmt03855214
IRS990/PYTotalExpensesAmt0115597751
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0158648486
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-27940716
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt019096
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
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 200% OF THE FEDERAL POVERTY LEVEL. THE MEDICATIONS ARE DONATED BY PHARMACEUTICAL MANUFACTURERS. IN 2018, THE DONATED MEDICATIONS WERE $118,442,479 PROVIDING ABOUT 93% OF 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/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0126292627
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0156920572
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt098049031
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt080028293
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt065030001
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0526320524
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0186338
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0104525
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09204
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02531
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01139

Document Assets

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Filings

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
2018Detailed filing. Detailed filing data is available for this year.$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