Civic Intelligence

Coachella Valley Wellness Foundation

EIN 95-6377019 • 501(c)3 • Rancho Mirage, CA

View Organization Page

Profile

The foundation supports and promotes wellness in the coachella valley.

71687 Highway 111 203Rancho Mirage, CA 92270

n/A

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

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

2nd percentile

-189%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

1722%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $968,666 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $968,666 (-100%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin2nd percentile

Revenue

Up

$370,069

Up $349,762 (+1722%) from 2023

Expenses

Up

$1,068,850

Up $977,683 (+1072%) from 2023

Net Income

Down

-$698,781

Down $627,921 (-886%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth2nd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,310,592Liabilities 2011: $0Net Assets 2011: $1,310,5922011Assets 2012: $1,257,151Liabilities 2012: $0Net Assets 2012: $1,257,1512012Assets 2013: $1,297,158Liabilities 2013: $0Net Assets 2013: $1,297,1582013Assets 2014: $1,346,183Liabilities 2014: $0Net Assets 2014: $1,346,1832014Assets 2015: $1,272,359Liabilities 2015: $0Net Assets 2015: $1,272,3592015Assets 2016: $1,164,990Liabilities 2016: $0Net Assets 2016: $1,164,9902016Assets 2017: $1,172,765Liabilities 2017: $0Net Assets 2017: $1,172,7652017Assets 2018: $1,129,443Liabilities 2018: $0Net Assets 2018: $1,129,4432018Assets 2019: $1,086,702Liabilities 2019: $0Net Assets 2019: $1,086,7022019Assets 2020: $1,029,308Liabilities 2020: $0Net Assets 2020: $1,029,3082020Assets 2021: $1,166,424Liabilities 2021: $0Net Assets 2021: $1,166,4242021Assets 2022: $954,527Liabilities 2022: $0Net Assets 2022: $954,5272022Assets 2023: $968,666Liabilities 2023: $0Net Assets 2023: $968,6662023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

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

Operations Trend

Revenue Growth99th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $152,717Expenses 2011: $48,469Net Income 2011: $104,2482011Revenue 2012: $97,086Expenses 2012: $73,522Net Income 2012: $23,5642012Revenue 2013: $74,929Expenses 2013: $73,979Net Income 2013: $9502013Revenue 2014: $80,901Expenses 2014: $92,462Net Income 2014: -$11,5612014Revenue 2015: $59,749Expenses 2015: $99,892Net Income 2015: -$40,1432015Revenue 2016: $10,275Expenses 2016: $116,215Net Income 2016: -$105,9402016Revenue 2017: $46,460Expenses 2017: $108,574Net Income 2017: -$62,1142017Revenue 2018: $71,690Expenses 2018: $132,516Net Income 2018: -$60,8262018Revenue 2019: $63,464Expenses 2019: $113,140Net Income 2019: -$49,6762019Revenue 2020: $65,120Expenses 2020: $119,765Net Income 2020: -$54,6452020Revenue 2021: $151,207Expenses 2021: $155,330Net Income 2021: -$4,1232021Revenue 2022: $90,829Expenses 2022: $132,818Net Income 2022: -$41,9892022Revenue 2023: $20,307Expenses 2023: $91,167Net Income 2023: -$70,8602023Revenue 2024: $370,069Expenses 2024: $1,068,850Net Income 2024: -$698,7812024

Highlighted filing

2024

Revenue$370,069
Expenses$1,068,850
Net Income-$698,781
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$370,069
Expenses
$1,068,850
Net income
-$698,781
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.37$1.07$0.70
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.00$0.97$0.02$0.09$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.00$0.95$0.09$0.13$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.00$1.17$0.15$0.16$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.07$0.12$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$0.06$0.11$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.07$0.13$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.05$0.11$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.01$0.12$0.11
2015Summary only. Only limited summary data is available for this year.$1.27$0.00$1.27$0.06$0.10$0.04
2014Summary only. Only limited summary data is available for this year.$1.35$0.00$1.35$0.08$0.09$0.01
2013Summary only. Only limited summary data is available for this year.$1.30$0.00$1.30$0.07$0.07$0.00
2012Summary only. Only limited summary data is available for this year.$1.26$0.00$1.26$0.10$0.07$0.02
2011Summary only. Only limited summary data is available for this year.$1.31$0.00$1.31$0.15$0.05$0.10
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 4, 2023
Return Version
2022v5.0
Gross Receipts
$128,205
Mission and Program Overview

Mission

The foundation supports and promotes wellness in the coachella valley.

The foundation supports and promotes good health in the coachella valley.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$873,456$934,841▲ $61,385
Savings and Temporary Cash Investments$81,071$33,825▼ $47,246
Total Assets$954,527$968,666▲ $14,139
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$954,527$968,666▲ $14,139
Total Net Assets Fund Balance$954,527$968,666▲ $14,139
Total Liabilities and Net Assets / Fund Balance$954,527$968,666▲ $14,139

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$934,841--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$300,000---$300,000
2022$300,000---$300,000
2021$364,036--$64,036$300,000
2020$364,036---$364,036
2019$364,036---$364,036
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Patricia NewmanChairperson
Charles RiachDirector
Christopher Pyle CPADirector
Martin SernaDirector
Thomas TokheimDirector
Walter Clark JdSecretary
Stephen Lind Jd LlmTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,267
Program Service Revenue
$0
Investment Income
$10,040
Other Revenue
$0
All Other Contributions
$10,267
Change in Net Assets
$-70,860
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$77,500
Other Expenses$13,667
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$77,500--$77,500
Occupancy$6,000--$6,000
Conferences and Meetings$3,242--$3,242
Fees for Services Other$1,860--$1,860
Office Expenses$1,035$330-$1,365
Fees for Services Accounting-$1,200-$1,200
Total Functional Expenses$89,637$1,530$0$91,167
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Galilee CenterMecca, CA-Wellness Support$25,000
Joslyn Senior CenterPalm Desert, CA-Senior Fitness Program$16,000
Act for MsPalm Desert, CA-Wellness Support$9,000
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
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Once a draft of the form 990 has been provided to the client the board chair and one of the directors will review the entire 990 before it is signed and mailed.”

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

“The foundation provides each new director with a copy of the conflict of interest policy and it is revised annually. Disclosure is on the honor system.”

Form 990, Part VI, Section C, Line 19

“The organization stores their conflict of interest policy, governing documents and financial statements onsite, and these documents are copied and provided to any person that requests them.”

Filing and Contact Details

Filer

Filer Name
Coachella Valley Wellness Foundation
EIN
95-6377019
Phone
7603287200
Address
71687 HIGHWAY 111 203, RANCHO MIRAGE, CA 92270

Signing Officer

Name
Patricia Newman
Title
Chairperson
Phone
7603245296
Signed
2023-10-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Newman
Formed
1972
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Brabo & Carlsen Llp
Address
1111 E TAHQUITZ CNYN WAY203, PALM SPRINGS, CA 92262
Preparer
Wayne Carlsen CPA
Phone
7603200848
Raw XML AppendixShowing 400 of 516 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE FOUNDATION SUPPORTS AND PROMOTES GOOD HEALTH IN THE COACHELLA VALLEY.
IRS990/AllOtherContributionsAmt010267
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CHRISTOPHER PYLE
IRS990/BooksInCareOfDetail/PhoneNum07603287200
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt071687 HIGHWAY 111 STE 203
IRS990/BooksInCareOfDetail/USAddress/CityNm0RANCHO MIRAGE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092270
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt03242
IRS990/ConferencesMeetingsGrp/TotalAmt03242
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt010267
IRS990/CYGrantsAndSimilarPaidAmt077500
IRS990/CYInvestmentIncomeAmt010040
IRS990/CYOtherExpensesAmt013667
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-70860
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt091167
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt020307
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO SUPPORT AND PROMOTE WELLNESS IN THE COACHELLA VALLEY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt089637
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01200
IRS990/FeesForServicesAccountingGrp/TotalAmt01200
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01860
IRS990/FeesForServicesOtherGrp/TotalAmt01860
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.30
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0CHRISTOPHER PYLE CPA
IRS990/Form990PartVIISectionAGrp/PersonNm1MARTIN SERNA
IRS990/Form990PartVIISectionAGrp/PersonNm2THOMAS TOKHEIM
IRS990/Form990PartVIISectionAGrp/PersonNm3STEPHEN LIND JD LLM
IRS990/Form990PartVIISectionAGrp/PersonNm4PATRICIA NEWMAN
IRS990/Form990PartVIISectionAGrp/PersonNm5CHARLES RIACH
IRS990/Form990PartVIISectionAGrp/PersonNm6WALTER CLARK JD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-8013
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt077500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt077500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt077500
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt099885
IRS990/GrossReceiptsAmt0128205
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt018053
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018053
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0873456
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0934841
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0107898
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION SUPPORTS AND PROMOTES WELLNESS IN THE COACHELLA VALLEY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0954527
IRS990/NetAssetsOrFundBalancesEOYAmt0968666
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-8013
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-8013
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt084999
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0954527
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0968666
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt06000
IRS990/OccupancyGrp/TotalAmt06000
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0330
IRS990/OfficeExpensesGrp/ProgramServicesAmt01035
IRS990/OfficeExpensesGrp/TotalAmt01365
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PATRICIA NEWMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt010800
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0123500
IRS990/PYInvestmentIncomeAmt080029
IRS990/PYOtherExpensesAmt09318
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-41989
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0132818
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt090829
IRS990/QuidProQuoContributionsInd00
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IRS990/RelatedEntityInd00
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IRS990/ReportProgramRelatedInvstInd01
IRS990/SavingsAndTempCashInvstGrp/BOYAmt081071
IRS990/SavingsAndTempCashInvstGrp/EOYAmt033825
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt028320
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt090829
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt042257
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt028320
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt048572
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt028320
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt090829
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt090829
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt077205
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt077205
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt077205
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt077205
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt077205
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt077500
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt077500
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt0310255
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0123500
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt0145000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt0110100
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt08860
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0387755
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt077500
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0123500
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt0145000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt041755
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0387460
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt077500
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt077205
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt077500
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt077500
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SUPPORTED ORGANIZATIONS ARE SELECTED FOR GRANTS, ON A CASE BY CASE BASIS, BASED ON SERVICES THEY PROVIDE THAT SUPPORT COACHELLA VALLEY WELLNESS FOUNDATIONS MISSION OF COMMUNITY WELLNESS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE COACHELLA VALLEY WELLNESS FOUNDATION WORKS WITHIN THE COMMUNITIES SERVED TO UNDERSTAND AND RESPOND TO NEEDS OF SUPPORTED ORGANIZATIONS THAT ARE HELPING TO PROVIDE WELLNESS PROGRAMS. WE MAINTAIN RECORDS AND DO FOLLOW UP ON GRANTS PROVIDED TO SUPPORTED ORGANIZATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PAGE 4, SECTION A, LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PAGE 5, SECTION D, LINE 2
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt010
IRS990ScheduleA/SupportedOrganizationsTotalCnt010
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0330613083
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1237365064
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2273133601
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3263312826
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4330118715
IRS990ScheduleA/SupportedOrgInformationGrp/EIN5821949979
IRS990ScheduleA/SupportedOrgInformationGrp/EIN6454219977
IRS990ScheduleA/SupportedOrgInformationGrp/EIN7953622332
IRS990ScheduleA/SupportedOrgInformationGrp/EIN8330880635
IRS990ScheduleA/SupportedOrgInformationGrp/EIN9952549152
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd10
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd20
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd30
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd40
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd50
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd60
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd70
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd80
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd90
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd110
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd210
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd310
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd410
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd510
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd610
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd710
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd810
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd910
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt50
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt60
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt70
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt80
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt90
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt05000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt12500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt225000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt32000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt45000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt55000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt63000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt716000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt89000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt95000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0JEWISH FAMILY SERVICES
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1RANCH RECOVERY CENTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2GALILEE CENTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3CV VOLUNTEERS IN MEDICINE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4UNITED CEREBRAL PALSY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5ALZHEIMER'S COACHELLA VALLEY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt6SENIOR ADVOCATES OF THE DESERT
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt7JOSELYN SENIOR CENTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt8ACT FOR MS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt9FOOD NOW FAMILY SERVICES OF THE DESERT
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt077500
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0300000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0300000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0300000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0300000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0364036
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0300000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt064036
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0364036
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0364036
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0364036
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0364036
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0934841
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0MISCELLANEOUS SECURITIES
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt0934841
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt016000
IRS990ScheduleI/RecipientTable/CashGrantAmt125000
IRS990ScheduleI/RecipientTable/CashGrantAmt29000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10

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