Civic Intelligence

Welvista

990 • Fiscal year 2021 • EIN 56-2034627

Jul 01, 2020 to Jun 30, 2021 • Filed on May 10, 2022

Organization ProfileWWW.WELVISTA.ORG

View Organization Page

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

20th percentile

0.04x

Higher debt load relative to assets than 20% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

5th percentile

0.01x

Higher debt load relative to revenue than 5% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Net Margin

33rd percentile

3.1%

Higher net margin than 33% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

19th percentile

$242,100

Higher top officer pay than 19% of similar nonprofits.

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

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Asset Growth

59th percentile

14%

Faster asset growth than 59% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

90th percentile

105%

Faster revenue growth than 90% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$42,368,448

Up $5,322,568 (+14%) from 2020

Net Assets

Up

$40,600,826

Up $6,594,115 (+19%) from 2020

Liabilities

Down

$1,767,622

Down $1,271,547 (-42%) from 2020

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin33rd percentile

Revenue

Up

$131,518,234

Up $67,482,965 (+105%) from 2020

Expenses

Up

$127,418,217

Up $64,260,703 (+102%) from 2020

Net Income

Up

$4,100,017

Up $3,222,262 (+367%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

2021

Assets$42,368,448
Liabilities$1,767,622
Net Assets$40,600,826
Open 2021 Filing

Operations Trend

Revenue Growth90th percentile

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

2021

Revenue$131,518,234
Expenses$127,418,217
Net Income$4,100,017
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 10, 2022
Return Version
2020v4.2
Gross Receipts
$131,564,148
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
Investments in Publicly Traded Securities$11,255,085$18,683,755▲ $7,428,670
Inventories for Sale or Use$15,416,394$15,074,694▼ $341,700
Cash and Non-Interest-Bearing Accounts$7,111,366$5,274,464▼ $1,836,902
Land, Buildings, and Equipment, Net$1,950,639$1,860,918▼ $89,721
Pledges and Grants Receivable$1,128,390$1,304,746▲ $176,356
Prepaid Expenses and Deferred Charges$184,006$169,871▼ $14,135
Total Assets$37,045,880$42,368,448▲ $5,322,568
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,771,077$972,740▼ $798,337
Accounts Payable and Accrued Expenses$454,487$537,831▲ $83,344
Deferred Revenue$813,605$257,051▼ $556,554
Total Liabilities$3,039,169$1,767,622▼ $1,271,547
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$34,006,711$40,600,826▲ $6,594,115
Total Net Assets Fund Balance$34,006,711$40,600,826▲ $6,594,115
Total Liabilities and Net Assets / Fund Balance$37,045,880$42,368,448▲ $5,322,568

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,068,594$831,429$1,900,023
Equipment$386,522$827,791$1,214,313
Land$392,000-$392,000
Other Land Buildings$13,802$101,689$115,491
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Juanita WrightCEOFT$203,723$38,377$242,100

Board Members and Trustees

NameTitle
Brian BlackwelderChairperson
Ed BignonVice Chairman
Anne WilsonDirector
Barbara WilliamsDirector
Bobby SummersDirector
Gary DennisDirector
John J Darby IiiDirector
Michael CunninghamDirector
Michael TigheDirector
Rick OttDirector
Skip KuglerDirector
Tara GrinnaDirector
Carey RothschildSecretary
Ryan FosterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$128,368,975
Program Service Revenue
$1,644,192
Investment Income
$741,086
Other Revenue
$763,981
All Other Contributions
$120,359,274
Change in Net Assets
$4,100,017

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$119,419,910Avg Wholesale Price
Total Noncash Contributions7$119,419,910-

Audited Revenue Reconciliation

Revenue per Audited Statements
$131,518,234
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,540,012
Total Revenue per Audited Statements
$134,058,246
Total Revenue per Form 990
$131,518,234
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$123,262,786
Salaries, Compensation, and Employee Benefits$4,155,431
Total Fundraising Expense$118,018
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,907,880$577,748$88,041$3,573,669
Fees for Services Other$335,502$75,702$6,000$417,204
Other Employee Benefits$27,951$286,606-$314,557
Payroll Taxes$212,127$49,483$5,595$267,205
All Other Expenses$133,118$94,658$5,247$233,023
Other Expenses$231,658$30$1,245$231,688
Depreciation Depletion$73,537$132,023$2,290$207,850
Information Technology$69,740$106,747$2,639$179,126
Occupancy$33,325$77,379-$110,704
Travel$91,432$14,979$3,951$110,362
Insurance-$58,030-$58,030
Fees for Services Lobbying-$49,800-$49,800
Office Expenses$16,149$22,922$1,192$40,263
Interest-$30,011-$30,011
Advertising$4,071$445$1,818$6,334
Total Functional Expenses$125,722,222$1,577,977$118,018$127,418,217

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$127,464,131
Expenses per Audited Statements$127,418,217
Total Expenses per Form 990$127,418,217
Expenses Not Reported on Form 990$45,914
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 Gross Income$67,595
Fundraising Direct Expenses$45,914
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Welvista Stakes$257,833$67,595$10,485$57,110
Easter Egg Hunt--$300-
Total Events$257,833$67,595$45,914$21,681
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$49,800
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Gary DennisBoard MemberDental Supplies & EquipmentNo$5,961
Michael TigheBoard MemberLegal CounselingNo$5,500
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 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, 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
2022-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Juanita Wright
Formed
1997
Legal Domicile
Sc
Voting Board Members
14
Independent Board Members
12
Employees
89
Volunteers
16

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 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 june 30, 2021 and 2020, 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, 2021 and 2020. 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 2018.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Direct fundraising expenses 45,914.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct fundraising expenses 45,914.”

Raw XML AppendixShowing 400 of 610 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0454487
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0537831
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE ACCESS TO DONATED PRESCRIPTION MEDICATION TO THE UNINSURED AND ORAL HEALTH CARE TO LOW-INCOME CHILDREN.
IRS990/AdvertisingGrp/FundraisingAmt01818
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0445
IRS990/AdvertisingGrp/ProgramServicesAmt04071
IRS990/AdvertisingGrp/TotalAmt06334
IRS990/AllOtherContributionsAmt0120359274
IRS990/AllOtherExpensesGrp/FundraisingAmt05247
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt094658
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0133118
IRS990/AllOtherExpensesGrp/TotalAmt0233023
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0JUANITA WRIGHT
IRS990/BooksInCareOfDetail/PhoneNum08039339183
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0121 GREYSTONE BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0COLUMBIA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd029210
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd01
IRS990/CashNonInterestBearingGrp/BOYAmt07111366
IRS990/CashNonInterestBearingGrp/EOYAmt05274464
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt0190238
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0128368975
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0741086
IRS990/CYOtherExpensesAmt0123262786
IRS990/CYOtherRevenueAmt0763981
IRS990/CYProgramServiceRevenueAmt01644192
IRS990/CYRevenuesLessExpensesAmt04100017
IRS990/CYSalariesCompEmpBnftPaidAmt04155431
IRS990/CYTotalExpensesAmt0127418217
IRS990/CYTotalFundraisingExpenseAmt0118018
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0131518234
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt0813605
IRS990/DeferredRevenueGrp/EOYAmt0257051
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt02290
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0132023
IRS990/DepreciationDepletionGrp/ProgramServicesAmt073537
IRS990/DepreciationDepletionGrp/TotalAmt0207850
IRS990/Desc0DONATED PRESCRIPTION MEDICATION, SHIPPED TO THE HOMES OF INDIVIDUALS AT OR BELOW 250% OF THE FEDERAL POVERTY LEVEL AND DO NOT HAVE PRIVATE HEALTH INSURANCE, MEDICARE, MEDICAID, OR VA BENEFITS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt089
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0124254953
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLobbyingGrp/ManagementAndGeneralAmt049800
IRS990/FeesForServicesLobbyingGrp/TotalAmt049800
IRS990/FeesForServicesOtherGrp/FundraisingAmt06000
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt075702
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0335502
IRS990/FeesForServicesOtherGrp/TotalAmt0417204
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0ANNE WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL TIGHE
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN J DARBY III
IRS990/Form990PartVIISectionAGrp/PersonNm3SKIP KUGLER
IRS990/Form990PartVIISectionAGrp/PersonNm4GARY DENNIS
IRS990/Form990PartVIISectionAGrp/PersonNm5BARBARA WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm6TARA GRINNA
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL CUNNINGHAM
IRS990/Form990PartVIISectionAGrp/PersonNm8RICK OTT
IRS990/Form990PartVIISectionAGrp/PersonNm9BOBBY SUMMERS
IRS990/Form990PartVIISectionAGrp/PersonNm10BRIAN BLACKWELDER
IRS990/Form990PartVIISectionAGrp/PersonNm11ED BIGNON
IRS990/Form990PartVIISectionAGrp/PersonNm12RYAN FOSTER
IRS990/Form990PartVIISectionAGrp/PersonNm13CAREY ROTHSCHILD
IRS990/Form990PartVIISectionAGrp/PersonNm14JUANITA WRIGHT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14242100
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/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/TitleTxt10CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt14CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0190238
IRS990/FundraisingDirectExpensesAmt045914
IRS990/FundraisingGrossIncomeAmt067595
IRS990/GainOrLossGrp/SecuritiesAmt0250833
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt07819463
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0250833
IRS990/GrossReceiptsAmt0131564148
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02639
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0106747
IRS990/InformationTechnologyGrp/ProgramServicesAmt069740
IRS990/InformationTechnologyGrp/TotalAmt0179126
IRS990/InsuranceGrp/ManagementAndGeneralAmt058030
IRS990/InsuranceGrp/TotalAmt058030
IRS990/InterestGrp/ManagementAndGeneralAmt030011
IRS990/InterestGrp/TotalAmt030011
IRS990/InventoriesForSaleOrUseGrp/BOYAmt015416394
IRS990/InventoriesForSaleOrUseGrp/EOYAmt015074694
IRS990/InvestmentIncomeGrp/ExclusionAmt0490253
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0490253
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt011255085
IRS990/InvestmentsPubTradedSecGrp/EOYAmt018683755
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01760909
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01950639
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01860918
IRS990/LandBldgEquipCostOrOtherBssAmt03621827
IRS990/LegalDomicileStateCd0SC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
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/BOYAmt01771077
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0972740
IRS990/NetAssetsOrFundBalancesBOYAmt034006711
IRS990/NetAssetsOrFundBalancesEOYAmt040600826
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0250833
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0250833
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt021681
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt021681
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02494098
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt034006711
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt040600826
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0119419910
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt077379
IRS990/OccupancyGrp/ProgramServicesAmt033325
IRS990/OccupancyGrp/TotalAmt0110704
IRS990/OfficeExpensesGrp/FundraisingAmt01192
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt022922
IRS990/OfficeExpensesGrp/ProgramServicesAmt016149
IRS990/OfficeExpensesGrp/TotalAmt040263
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0286606
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt027951
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0314557
IRS990/OtherExpensesGrp/Desc0PRESCRIPTION DRUGS, DIS
IRS990/OtherExpensesGrp/Desc1PRESCRIPTION DRUGS, EXP
IRS990/OtherExpensesGrp/Desc2POSTAGE
IRS990/OtherExpensesGrp/Desc3PROFESSIONAL SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt01245
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01414
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt130
IRS990/OtherExpensesGrp/ProgramServicesAmt0118395218
IRS990/OtherExpensesGrp/ProgramServicesAmt12550335
IRS990/OtherExpensesGrp/ProgramServicesAmt2640179
IRS990/OtherExpensesGrp/ProgramServicesAmt3231658
IRS990/OtherExpensesGrp/TotalAmt0118395218
IRS990/OtherExpensesGrp/TotalAmt12550335
IRS990/OtherExpensesGrp/TotalAmt2642838
IRS990/OtherExpensesGrp/TotalAmt3231688
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0PAYCHECK PROTECTION PROGRAM
IRS990/OtherRevenueMiscGrp/ExclusionAmt0742300
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0742300
IRS990/OtherRevenueTotalAmt0742300
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt088041
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0577748
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02907880
IRS990/OtherSalariesAndWagesGrp/TotalAmt03573669
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05595
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt049483
IRS990/PayrollTaxesGrp/ProgramServicesAmt0212127
IRS990/PayrollTaxesGrp/TotalAmt0267205
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01128390
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01304746
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0184006
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0169871
IRS990/PrincipalOfficerNm0JUANITA WRIGHT
IRS990/ProfessionalFundraisingInd01
IRS990/ProgramServiceRevenueGrp/BusinessCd0621300
IRS990/ProgramServiceRevenueGrp/BusinessCd1621300
IRS990/ProgramServiceRevenueGrp/Desc0DENTAL PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc1HOSPITAL PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0954692
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1689500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0954692
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1689500
IRS990/ProgSrvcAccomActy2Grp/Desc0PEDIATRIC DENTAL CENTERS PROVIDE ORAL HEALTH CARE TO LOW-INCOME CHILDREN IN RURAL COMMUNITIES THROUGHOUT SOUTH CAROLINA.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01467269
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0954692
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt063198233
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt049998
IRS990/PYOtherExpensesAmt061003641
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0787038
IRS990/PYRevenuesLessExpensesAmt0877755
IRS990/PYSalariesCompEmpBnftPaidAmt02153873
IRS990/PYTotalExpensesAmt063157514
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt064035269
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt04100017
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
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 250% OF THE FEDERAL POVERTY LEVEL. THE MEDICATIONS ARE DONATED BY PHARMACEUTICAL MANUFACTURERS. DURING THE YEAR ENDED JUNE 30, 2021, THE DONATED MEDICATIONS WERE $119,419,910 PROVIDING ABOUT 91% 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/CurrentTaxYearAmt0128368975
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt063198233
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0138184493
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0126292627
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0156920572
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0612964900
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0490250
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt049998
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0214097
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0186338
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0104525
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01045208
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt05645378
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0-41021
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0-3438
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt086819
IRS990ScheduleA/OtherIncome170Grp/TotalAmt042360
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.20390
IRS990ScheduleA/PublicSupportPY170Pct00.24600
IRS990ScheduleA/PublicSupportTotal170Amt0125185265
IRS990ScheduleA/SubstantialContributorsTotAmt0487779635
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0128368975
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt063198233
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0138184493
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0126292627
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0156920572
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0612964900
IRS990ScheduleA/TotalSupportAmt0614052468
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/ScheduleBRequiredInd01
IRS990ScheduleC/DirectContactLegislatorsAmt049800
IRS990ScheduleC/DirectContactLegislatorsInd01
IRS990ScheduleC/GrantsOtherOrganizationsInd00
IRS990ScheduleC/MailingsMembersInd00
IRS990ScheduleC/MediaAdvertisementsInd00
IRS990ScheduleC/NotDescribedSection501c3Ind00
IRS990ScheduleC/OtherActivitiesInd00
IRS990ScheduleC/PaidStaffOrManagementInd01

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
$42,368,448
Liabilities
$1,767,622
Net assets
$40,600,826
Revenue
$131,518,234
Expenses
$127,418,217
Net income
$4,100,017
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
2021Detailed filing. Detailed filing data is available for this year.$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