Civic Intelligence

Alma Wellness Inc.

EIN 88-3513969 • 501(c)3 • Morgan Hill, CA

Pub. 78 Eligible990-N Coverage

Profile

Alma Wellness is a sacred sanctuary and non-profit incubator, dedicated to offering holistic education and spiritual growth within a stunning 42-acre landscape divided into seven chakra-aligned zones, fostering transformative retreats, innovative startups, and interfaith collaborations that unite humanity in purposeful realignment with the rhythms of the universe.

17465 Chesbro Lake DrMorgan Hill, CA 95037

www.almawellnessfamily.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

40th percentile

0.0%

Higher net margin than 40% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Revenue Growth

87th percentile

70%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$0

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Flat

$0

Flat from 2023

Operations
Liabilities / Revenue35th percentileNet Margin40th percentile

Revenue

Up

$566,890

Up $233,557 (+70%) from 2023

Expenses

Up

$566,890

Up $233,557 (+70%) from 2023

Net Income

Flat

$0

Flat from 2023

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$0Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$600K$400K$200K$0Revenue 2023: $333,333Expenses 2023: $333,333Net Income 2023: $02023Revenue 2024: $566,890Expenses 2024: $566,890Net Income 2024: $02024

Highlighted filing

2024

Revenue$566,890
Expenses$566,890
Net Income$0
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$566,890
Expenses
$566,890
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$5.67$5.67$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$3.33$3.33$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 14, 2025
Return Version
2024v5.1
Gross Receipts
$566,890
Mission and Program Overview

Mission

Alma Wellness is a sacred sanctuary and non-profit incubator, dedicated to offering holistic education and spiritual growth within a stunning 42-acre landscape divided into seven chakra-aligned zones, fostering transformative retreats, innovative startups, and interfaith collaborations that unite humanity in purposeful realignment with the rhythms of the universe.

SEE PART III, LINE 1

Balance Sheet Detail
LineBeginningEndChange
Assets
Total Assets$0$0→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$0$0→ $0
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
VanessaHenry
TreyKerr
RichardMattenson
Revenue and Support

Revenue Composition

Contributions and Grants
$566,890
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$566,890
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$566,890
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$441,376$0$0$441,376
Other Expenses$111,171$0$0$111,171
Total Functional Expenses$555,897$10,993$0$566,890
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Alma Wellness Inc
EIN
88-3513969
Phone
9255485684
Address
17465 CHESBRO LAKE DR, MORGAN HILL, CA 95037

Signing Officer

Name
Trey Kerr
Title
CEO
Phone
9255485684
Signed
2025-04-14

Organization Details

Principal Officer
Trey Kerr
Formed
2022
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
AGC Financial Services
Address
601 McCRAY Street Suite 204, Hollister, CA 95023
Preparer
Alma Camacho
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The form 990 is prepared by an outside ctec and is reviewed and approved by the finance commite. The entire board receives a copy of the form 990 prior to filing with the irs.”

Raw XML Appendix276 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0566890
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
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IRS990/IRPDocumentCnt00
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IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0Alma Wellness is a sacred sanctuary and non-profit incubator, dedicated to offering holistic education and spiritual growth within a stunning 42-acre landscape divided into seven chakra-aligned zones, fostering transformative retreats, innovative startups, and interfaith collaborations that unite humanity in purposeful realignment with the rhythms of the universe.
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0Commissions and fees
IRS990/OtherExpensesGrp/Desc1Meals & Entertainment
IRS990/OtherExpensesGrp/Desc2Utilities
IRS990/OtherExpensesGrp/Desc3Payment Mortgage
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IRS990/OtherExpensesGrp/FundraisingAmt10
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IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0PROGRAM: NURTURING HOLISTIC WELL-BEING THE PROGRAM SEEKS TO COVER THE PROBLEM OF LACK OF ACCESSIBLE, HUMAN-CENTERED WELLNESS MODALITIES ADDRESSING INTERCONNECTED ISSUES OF HEALTHY LIVING AND FINANCIAL STABILITY. SHARING AS A SOLUTION COMPREHENSIVE PROGRAM EMPOWERING INDIVIDUALS THROUGH HOLISTIC HEALING, FINANCIAL LITERACY AND COMMUNITY SUPPORT. OUR MISSION WITH THE PROGRAM IS TO CREATE A SUPPORTIVE ENVIRONMENT WHERE INDIVIDUALS THRIVE, ACHIEVE POTENTIAL, AND POSITIVELY IMPACT COMMUNITIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt00
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/PhoneNum09255485684
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALMA CAMACHO
ReturnHeader/ReturnTs02025-06-20T11:44:35-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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