Positive Wellness Alliance

Lexington, NC
Tax-exempt since Oct. 1994
EIN: 56-1885607

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Health - General and Rehabilitative N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$2.06M (2023)

Expenses

$2.5M (2023)

Total Assets

$554k (2023)

Total Liabilities

$204k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$2,063,982

Expenses

$2,496,108

Net Income

-$432,126

Net Assets

$350,580

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$817,221	39.6%
Program Services	$1,222,948	59.3%
Investment Income	$5,787	0.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$3,181
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$21,207	1.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$70,867	2.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$365,712	14.7%

Assets/Debt
Total Assets	$554,393
Total Liabilities	$203,813
Net Assets	$350,580

Compensation

Key Employees and Officers	Compensation	Related	Other
Sophia Russell (Executive Director Through September 2023)	$66,539	$0	$4,328
Kenneth Pettigrew (Chair)	$0	$0	$0
Courtney Jones (Treasurer)	$0	$0	$0
Robert Conn (Secretary)	$0	$0	$0
Dexter Glover (Member)	$0	$0	$0
Rosario Cortez Herrara (Member)	$0	$0	$0
Flex Jonez (Member Effective July 2023)	$0	$0	$0
Merideth Reid (Member)	$0	$0	$0
Dr Malika Roman Isler (Member)	$0	$0	$0
Raven Scales (Member Effective July 2023)	$0	$0	$0
Elizabeth Laughter (Member)	$0	$0	$0

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990

Filed on Nov. 7, 2024

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Fiscal Year Ending Dec.
2022

Revenue

$2,392,254

Expenses

$2,445,823

Net Income

-$53,569

Net Assets

$782,704

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,385,908	99.7%
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$6,346	0.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$469,371	19.2%

Assets/Debt
Total Assets	$797,512
Total Liabilities	$14,808
Net Assets	$782,704

Compensation

Key Employees and Officers	Compensation	Related	Other
Robert Conn (Secretary)	$0	$0	$0
Abbie Cortez Herera (Board Member)	$0	$0	$0
Dexter Glover (Board Member)	$0	$0	$0
Micah James (Board Vice C)	$0	$0	$0
Courtney Jones (Treasurer)	$0	$0	$0
Robert C Hill Jr (Board Member)	$0	$0	$0
Kenneth Pettigrew (Board Chair)	$0	$0	$0
Dr Merideth Reid (Board Member)	$0	$0	$0
Dr Malika Roman Isler (Board Member)	$0	$0	$0
Sophia Russell (Executive Di)	$0	$0	$0

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990

Filed on July 20, 2023

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Fiscal Year Ending Dec.
2021

Revenue

$2,128,282

Expenses

$2,208,224

Net Income

-$79,942

Net Assets

$836,273

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,107,445	99.0%
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$20,837	1.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$445,090	20.2%

Assets/Debt
Total Assets	$880,884
Total Liabilities	$44,611
Net Assets	$836,273

Compensation

Key Employees and Officers	Compensation	Related	Other
Robert Conn (Secretary)	$0	$0	$0
Abbie Cortez Herera (Board Member)	$0	$0	$0
Dexter Glover (Board Member)	$0	$0	$0
Micah James (Board Vice C)	$0	$0	$0
Courtney Jones (Treasurer)	$0	$0	$0
Robert C Hill Jr (Board Member)	$0	$0	$0
Kenneth Pettigrew (Board Chair)	$0	$0	$0
Dr Merideth Reid (Board Member)	$0	$0	$0
Dr Malika Roman Isler (Board Member)	$0	$0	$0
Sophia Russell (Executive Di)	$0	$0	$0

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990

Filed on June 10, 2022

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Fiscal Year Ending Dec.
2020

Revenue

$2,300,755

Expenses

$2,361,930

Net Income

-$61,175

Net Assets

$916,215

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,300,755	100%
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$71,990	3.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$438,067	18.5%

Assets/Debt
Total Assets	$947,296
Total Liabilities	$31,081
Net Assets	$916,215

Compensation

Key Employees and Officers	Compensation	Related	Other
Sophia Russell Hall (Executive Di)	$71,990	$0	$0
Robert Conn (Secretary)	$0	$0	$0
Glover Dexter (Board Member)	$0	$0	$0
Courtney Jones (Chair)	$0	$0	$0
Robert C Hill Jr (Treasurer)	$0	$0	$0
Kenneth Pettigrew (Vice Chair)	$0	$0	$0
Stacey Bailey Pharr (Board Member)	$0	$0	$0
Merideth Reid (Board Member)	$0	$0	$0
Dr Malika Roman Isler (Board Member)	$0	$0	$0

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990

Filed on July 9, 2021

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Fiscal Year Ending Dec.
2019

Revenue

$2,219,301

Expenses

$1,711,629

Net Income

$507,672

Net Assets

$977,390

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,219,301	100%
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$359,727	21.0%

Assets/Debt
Total Assets	$1,030,398
Total Liabilities	$53,008
Net Assets	$977,390

Compensation

Key Employees and Officers	Compensation	Related	Other
Sophia Russel Hall (Interim Exec)	$61,130	$0	$0
Robert Conn (Secretary)	$0	$0	$0
Malika Roman Isler (Board Member)	$0	$0	$0
Courtney Jones (Chair)	$0	$0	$0
Robert C Hill Jr (Treasurer)	$0	$0	$0
Kenneth Pettigrew (Vice Chair)	$0	$0	$0
Stacey Bailey Pharr (Board Member)	$0	$0	$0

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990

Filed on Aug. 19, 2020

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Fiscal Year Ending Dec.
2018

Revenue

$1,983,112

Expenses

$1,651,126

Net Income

$331,986

Net Assets

$469,746

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$747,436	37.7%
Program Services	$1,236,538	62.4%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$862
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$37,567	2.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$280,106	17.0%

Assets/Debt
Total Assets	$529,802
Total Liabilities	$60,056
Net Assets	$469,746

Compensation

Key Employees and Officers	Compensation	Related	Other
Sophia Russell Hall (Interim Executive Director)	$37,567	$0	$0
Stacey Bailey Pharr (Chair)	$0	$0	$0
Glenda Wilkinson (Secretary/Treasurer)	$0	$0	$0
Robert Hill Jr (Member)	$0	$0	$0

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990

Filed on Aug. 28, 2019

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Fiscal Year Ending Dec.
2017

Revenue

$1,025,397

Expenses

$1,068,674

Net Income

-$43,277

Net Assets

$137,760

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$525,652	51.3%
Program Services	$494,373	48.2%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$5,372	0.5%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$44,673	4.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$217,728	20.4%

Assets/Debt
Total Assets	$222,232
Total Liabilities	$84,472
Net Assets	$137,760

Compensation

Key Employees and Officers	Compensation	Related	Other
Julie Meyer (Executive Director)	$44,673	$0	$1,454
Jo De Los Santos (Chair)	$0	$0	$0
Ruth Helein (Vice Chair)	$0	$0	$0
Susan Terrell (Treasurer)	$0	$0	$0
Glenda Wilkinson (Member)	$0	$0	$0
Lori Miller (Member)	$0	$0	$0
Laura Wilkinson (Member)	$0	$0	$0
Tim Perry (Member)	$0	$0	$0
Mandy Jones (Member)	$0	$0	$0
Stacey Bailey Pharr (Member)	$0	$0	$0

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990

Filed on Nov. 15, 2018

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Fiscal Year Ending Dec.
2016

Revenue

$593,267

Expenses

$553,019

Net Income

$40,248

Net Assets

$181,037

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$342,966	57.8%
Program Services	$245,551	41.4%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$4,750	0.8%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$43,824	7.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$76,704	13.9%

Assets/Debt
Total Assets	$210,000
Total Liabilities	$28,963
Net Assets	$181,037

Compensation

Key Employees and Officers	Compensation	Related	Other
Julie Meyer (Executive Director)	$43,824	$0	$1,454
Jo De Los Santos (Chair)	$0	$0	$0
Ruth Helein (Vice Chair)	$0	$0	$0
Susan Terrell (Treasurer)	$0	$0	$0
Glenda Wilkinson (Member)	$0	$0	$0
Lori Miller (Member)	$0	$0	$0
Laura Wilkinson (Member)	$0	$0	$0
Tim Perry (Member)	$0	$0	$0

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990

Filed on July 13, 2017

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Fiscal Year Ending Dec.
2015

Revenue

$493,109

Expenses

$494,838

Net Income

-$1,729

Net Assets

$140,789

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$288,422	58.5%
Program Services	$198,609	40.3%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$6,078	1.2%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$39,448	8.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$89,947	18.2%

Assets/Debt
Total Assets	$161,986
Total Liabilities	$21,197
Net Assets	$140,789

Compensation

Key Employees and Officers	Compensation	Related	Other
Julie Meyer (Executive Director)	$39,448	$0	$2,467
Jo De Los Santos (Board Chair)	$0	$0	$0
Courtney Crowson (Treasurer)	$0	$0	$0
Whitney Brooks (Board Member)	$0	$0	$0
Ryan Jones (Board Member)	$0	$0	$0
Ruth Helein (Board Member)	$0	$0	$0
Tim Perry (Board Member)	$0	$0	$0

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990

Filed on July 7, 2016

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Fiscal Year Ending Dec.
2014

Revenue

$514,187

Expenses

$455,219

Net Income

$58,968

Net Assets

$142,518

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$506,267	98.5%
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$7,920	1.5%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$120,750	26.5%

Assets/Debt
Total Assets	$160,763
Total Liabilities	$18,245
Net Assets	$142,518

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$383,687

Expenses

$380,059

Net Income

$3,628

Net Assets

$83,550

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$371,279	96.8%
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$12,408	3.2%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$108,721	28.6%

Assets/Debt
Total Assets	$116,516
Total Liabilities	$32,966
Net Assets	$83,550

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$337,067

Expenses

$332,379

Net Income

$4,688

Net Assets

$79,922

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$314,162	93.2%
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$19,559	5.8%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$3,346	1.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$37,479	11.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$73,542	22.1%

Assets/Debt
Total Assets	$90,738
Total Liabilities	$10,816
Net Assets	$79,922

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$330,714

Expenses

$290,522

Net Income

$40,192

Net Assets

$75,234

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$314,350	95.1%
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$16,364	4.9%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$36,750	12.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$91,499	31.5%

Assets/Debt
Total Assets	$78,086
Total Liabilities	$2,852
Net Assets	$75,234

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated December 20, 2024

Positive Wellness Alliance

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $2.06M (2023)

Expenses $2.5M (2023)

Total Assets $554k (2023)

Total Liabilities $204k (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

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990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

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990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Revenue

$2.06M (2023)

Expenses

$2.5M (2023)

Total Assets

$554k (2023)

Total Liabilities

$204k (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending March
2002

Fiscal Year Ending March
2001