2020-11-16T16:05:13-06:00 2019-12-31 570940019 BAUKNIGHT PIETRAS & STORMER PA 1501 MAIN ST SUITE 600 COLUMBIA SC 29201 990 2019-01-01 562034627 WELVISTA WELV 8039339183 121 GREYSTONE BLVD COLUMBIA SC 29210 JUANITA WRIGHT CEO 8039339183 2020-11-16 1 SHELLIE S JOHNSON P00294226 8037718943 2020-11-16 165.166.110.50 2020-11-16 16:13:42 ES P 99AB26C57C7B71F03B16CA44C9890ADAA6DEDC28 06D629EEFAC828B880C382D00230832BA95E9CA9 2019 2021-01-29 14:40:06Z JUANITA WRIGHT 121 GREYSTONE BLVD COLUMBIA SC 29210 140608381 0 X WWW.WELVISTA.ORG X 1997 SC PROVIDE ACCESS TO DONATED PRESCRIPTION MEDICATION TO THE UNINSURED AND ORAL HEALTH CARE TO LOW-INCOME CHILDREN. 16 14 91 13 0 0 126292627 138184493 2327488 2165779 186338 214097 -3438 -41021 128803015 140523348 0 0 0 0 3985535 4372379 0 0 345179 152758196 133360072 156743731 137732451 -27940716 2790897 30994383 36089993 2378110 2933804 28616273 33156189 PROVIDE ACCESS TO DONATED PRESCRIPTION MEDICATION TO THE UNINSURED AND ORAL HEALTH CARE TO LOW-INCOME CHILDREN. 0 0 133998136 DONATED PRESCRIPTION MEDICATION, SHIPPED TO THE HOMES OF INDIVIDUALS AT OR BELOW 200% OF THE FEDERAL POVERTY LEVEL AND DO NOT HAVE PRIVATE HEALTH INSURANCE, MEDICARE, MEDICAID, OR VA BENEFITS. 1803206 1323997 PEDIATRIC DENTAL CENTERS PROVIDE ORAL HEALTH CARE TO LOW-INCOME CHILDREN IN RURAL COMMUNITIES THROUGHOUT SOUTH CAROLINA. 135801342 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 20 0 1 91 1 0 0 0 0 0 0 0 0 0 0 X 16 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 SC X JUANITA WRIGHT 8039339183 121 GREYSTONE BLVD COLUMBIA SC 29210 X ANNE WILSON DIRECTOR 1.00 X 0 0 0 MICHAEL TIGHE DIRECTOR 1.00 X 0 0 0 JOHN J DARBY III DIRECTOR 1.00 X 0 0 0 SKIP KUGLER DIRECTOR 1.00 X 0 0 0 ROBERT COBLE DIRECTOR 1.00 X 0 0 0 MELANIE MATNEY DIRECTOR 1.00 X 0 0 0 GARY DENNIS DIRECTOR 1.00 X 0 0 0 BARBARA WILLIAMS DIRECTOR 1.00 X 0 0 0 TARA GRINNA DIRECTOR 1.00 X 0 0 0 MICHAEL CUNNINGHAM DIRECTOR 1.00 X 0 0 0 RICK OTT DIRECTOR 1.00 X 0 0 0 BOBBY SUMMERS DIRECTOR 1.00 X 0 0 0 BRIAN BLACKWELDER CHAIRPERSON 1.00 X 0 0 0 ED BIGNON VICE CHAIRMAN 1.00 X 0 0 0 RYAN FOSTER TREASURER 1.00 X 0 0 0 CAREY ROTHSCHILD SECRETARY 1.00 X 0 0 0 JUANITA WRIGHT CEO 40.00 X 223742 0 0 223742 0 0 1 0 1 0 0 168774 7206683 130809036 129718084 138184493 DENTAL PROGRAM 621300 1323997 1323997 HOSPITAL PROGRAM 621300 841782 841782 2165779 191273 191273 22824 0 22824 22824 22824 44012 168774 85033 -41021 -41021 140523348 2165779 0 173076 3750822 2948245 554473 248104 355135 -2169 357304 266422 213183 36099 17140 20730 20730 46774 46774 49800 49800 414609 339797 68612 6200 22494 15166 67 7261 58770 44781 9368 4621 158191 125520 23283 9388 7332 2986 2596 1750 262117 126565 130151 5401 55516 55516 PRESCRIPTION DRUGS, DIS 130768591 130768591 POSTAGE 698475 697893 493 89 SUPPLIES 270732 270732 FACILITY AND EQUIPMENT 263219 140756 121411 1052 262722 109296 109253 44173 137732451 135801342 1585930 345179 3671775 5145671 1072886 1594129 15790550 16007709 85998 110090 3373022 1447217 1992133 1925805 8381041 11306589 30994383 36089993 641845 676050 626544 1201620 1109721 1056134 2378110 2933804 X 28616273 33156189 28616273 33156189 30994383 36089993 X 2790897 1704499 44573 -53 X X 0 1 X 1 0 X 80028293 98049031 156920572 126292627 138184493 599475016 80028293 98049031 156920572 126292627 138184493 599475016 445654823 153820193 2531 9204 104525 186338 214097 516695 87928 86302 86819 -3438 -41021 216590 600208301 6407397 0.25630 0.26730 X WELVISTA'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 200% OF THE FEDERAL POVERTY LEVEL. THE MEDICATIONS ARE DONATED BY PHARMACEUTICAL MANUFACTURERS. IN 2019, THE DONATED MEDICATIONS WERE $129,717,709 PROVIDING ABOUT 93% 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 49800 0 0 1 0 0 0 0 0 0 0 0 1 49800 0 0 0 0 49800 0 PART I-A, LINE 1: WELVISTA IS A NON-PARTISAN ORGANIZATION PROVIDING ACCESS TO DONATED PRESCRIPTION MEDICATION TO THE UNINSURED AND ORAL HEALTHCARE TO LOW-INCOME CHILDREN. ALL LOBBYING ACTIVITIES ARE INTENDED TO FURTHER THOSE CAUSES WITH STATE LEGISLATORS, AGENCIES, AND THE GOVERNOR'S OFFICE. NO FEDERAL OR STATE FUNDS WERE USED FOR THESE ACTIVITIES. 392000 392000 1809386 677716 1131670 1056144 701376 354768 115492 68125 47367 1925805 X 142357401 1704499 44574 85033 1834106 140523295 53 53 140523348 137817484 85033 85033 137732451 0 137732451 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 DECEMBER 31, 2019 AND 2018 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 DECEMBER 31, 2019 AND 2018. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 85,033. PART XI, LINE 4B - OTHER ADJUSTMENTS: LAZARD, LTD (EIN: 98-0437848) 53. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 85,033. X X X X X X X 0 WELVISTA STAKES 194424 155695 38729 15938 19455 5867 20206 EASTER EGG HUNT 18362 13079 5283 6004 5143 3284 11852 212786 168774 44012 21942 24598 9151 32058 87749 -43737 0 0 0 0 0 0 0 0 0 JUANITA WRIGHT CEO 193742 0 30000 0 0 0 0 0 0 0 223742 0 0 0 MICHAEL TIGHE BOARD MEMBER 15000 LAWYER CONSULTATION 0 GARY DENNIS BOARD MEMBER 6734 DENTAL SUPPLIES & EQUIPMENT 0 SCOTT MAYHAK FORMER BOARD MEMBER,SPOUSE OF EMPLOYEE 7707 PROPERTY MANAGEMENT 0 X 2 375 AVG WHOLESALE PRICE X 7 129717709 AVG WHOLESALE PRICE 0 0 0 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. FORM 990, PART XI, LINE 9: LAZARD, LTD (EIN: 98-0437848) -53. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT PROCESS.