Nonprofit screen
Screen a listPositive Wellness Alliance
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- 509(a)(1)
$2.0Mrevenue
FY2024 · −6% in 3 yrs14staff
8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin−9.0%
Months of reserve0.9mo
Revenue growth (annualized)+10.1%
Middle half of peersMedianPositive Wellness Alliance
Where the money goes FY2024 · $2.2M spent
Programs$1.9M88%Management and general$172k8%Fundraising$85k4%990 FY2024 · Part IX line 25
Worth checking1
Deficits in 3 of the last 3 years
−$54k in FY2022, −$432k in FY2023 and −$181k in FY2024. Cash covers 0.9 months, under the peer median of 3.4.
990 Part I and balance sheetIn its favor3
Strong governance
12 of 12 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIGrowing faster than peers
Revenue up 10% a year since FY2017, faster than half of similar nonprofits.
990 Part I · peer cohortA history of government grants
Government grants on 8 of its 8 returns, 38% of revenue in FY2024.
990 Part VIII7funders
$32ka year, last 3 years
41%from its largest funder
Funder’17’18’19’20’21’22’23Carolinas CARE PartnershipStopped after FY2021$37k$41k$8k$8k$6k–United Way of Davidson County IncEvery year since FY2017$13k$12k$13k$9k$10k$7k$8kBroadway Caresequity Fights AIDS IncOn and off$8k$8k$8k$8k$8kSecond Harvest Food Bank of Northwest Nc IncStopped after FY2022$5k$3k–Enterprise Holdings FoundationNew in FY2023$3kDonor-advised giftsDonors not disclosed$500$39k
FundedThrough a donor-advised fundStopped