2019-11-15T15:27:45-06:00 2018-12-31 570940019 BAUKNIGHT PIETRAS & STORMER PA 1501 MAIN ST SUITE 600 COLUMBIA SC 29201 990 2018-01-01 562034627 WELVISTA WELV 8039339183 121 GREYSTONE BLVD COLUMBIA SC 29210 JUANITA WRIGHT CEO 8039339183 2019-11-14 1 SHELLIE S JOHNSON P00294226 8037718943 2019-11-14 165.166.110.50 2019-11-14 15:27:28 ES P 7BECC7D09033F4F865F6783A88B1406E0A85E844 7BECC7D09033F4F865F6783A88B1406E0A85E844 2018 2020-04-17 16:48:07Z JUANITA WRIGHT 121 GREYSTONE BLVD COLUMBIA SC 29210 128888049 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. 18 11 96 21 0 0 156920572 126292627 1536570 2327488 104525 186338 86819 -3438 158648486 128803015 0 0 0 0 3855214 3985535 0 0 328214 111742537 152758196 115597751 156743731 43050735 -27940716 60081534 30994383 2869620 2378110 57211914 28616273 PROVIDE ACCESS TO DONATED PRESCRIPTION MEDICATION TO THE UNINSURED AND ORAL HEALTH CARE TO LOW-INCOME CHILDREN. 0 0 153831332 0 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. 1582843 1412084 PEDIATRIC DENTAL CENTERS PROVIDE ORAL HEALTH CARE TO LOW-INCOME CHILDREN IN RURAL COMMUNITIES THROUGHOUT SOUTH CAROLINA. 155414175 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 21 0 1 96 1 0 0 0 0 0 0 0 0 0 0 X 18 11 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 RENEE ROMBERGER DIRECTOR 1.00 X 0 0 0 ED BIGNON DIRECTOR 1.00 X 0 0 0 JOHN P DOWD III 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 BHAVNA M VASUDEVA DIRECTOR 1.00 X 0 0 0 BRIAN BENENHALEY DIRECTOR 1.00 X 0 0 0 SCOTT MAYHAK 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 CAREY ROTHSCHILD 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 MICHAEL TIGHE VICE CHAIRMAN 1.00 X 0 0 0 LATHRAN WOODARD CHAIRPERSON 1.00 X 0 0 0 BRIAN BLACKWELDER SECRETARY 1.00 X 0 0 0 RYAN FOSTER TREASURER 1.00 X 0 0 0 JUANITA WRIGHT CEO 40.00 X 212365 0 0 212365 0 0 2 0 1 0 0 168373 7057346 119066908 118443779 126292627 DENTAL PROGRAM 621300 1412084 1412084 HOSPITAL PROGRAM 621300 915404 915404 2327488 116687 116687 19096 0 19096 19096 19096 69651 0 69651 69651 69651 62500 168373 85034 -22534 -22534 128803015 2327488 0 182900 3464523 2755949 475002 233572 270517 239474 27474 3569 250495 198731 35971 15793 15949 12174 3775 2803 2803 48446 48446 48000 48000 346293 305106 35310 5877 14638 4650 53 9935 73793 50348 17003 6442 98859 86338 6796 5725 173118 145277 19449 8392 200686 136130 51727 12829 31083 31083 286813 151628 135185 54577 44635 8352 1590 PRESCRIPTION DRUGS, DIS 126537749 126537749 INVENTORY OBSOLESCENCE 23754939 23754939 POSTAGE AND DELIVERY 642459 641022 1267 170 PROFESSIONAL SUPPLIES 222448 222448 205543 139751 45247 20545 156743731 155414175 1001342 328214 2709149 3671775 1422599 1072886 46379486 15790550 76273 85998 3177233 1185100 2176467 1992133 7317560 8381041 60081534 30994383 424173 641845 1287932 626544 1157515 1109721 2869620 2378110 X 57211914 28616273 57211914 28616273 60081534 30994383 X -27940716 -691054 36286 -157 X X 0 1 X 1 0 X 65030001 80028293 98049031 156920572 126292627 526320524 65030001 80028293 98049031 156920572 126292627 526320524 385497160 140823364 1139 2531 9204 104525 186338 303737 14723 87928 86302 86819 -3438 272334 526896595 6125581 0.26730 0.26700 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 2018, THE DONATED MEDICATIONS WERE $118,442,479 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 48000 0 0 1 0 0 0 0 0 0 0 0 1 48000 0 0 0 0 48000 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 1688623 578270 1110353 985135 558320 426815 111475 48510 62965 1992133 X 128233124 -691054 36286 85034 -569734 128802858 157 157 128803015 156828765 85034 85034 156743731 0 156743731 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, 2018 AND 2017 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, 2018 AND 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 85,034. PART XI, LINE 4B - OTHER ADJUSTMENTS: LAZARD, LTD (EIN: 98-0437848) 157. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 85,034. X X X X X X X 0 WELVISTA STAKES 154065 125423 28642 4174 10990 17963 8810 EASTER EGG HUNT 50850 42950 7900 14404 3944 2075 12017 1 25958 25958 2356 8301 230873 168373 62500 18578 17290 28339 20827 85034 -22534 0 0 0 0 0 0 0 0 0 JUANITA WRIGHT CEO 185365 0 27000 0 0 0 0 0 0 0 212365 0 0 0 RENEE ROMBERGER BOARD DIRECTOR 118500 CONTRIBUTIONS RECEIVED FROM ENTITY THAT EMPLOYS ONE OF WELVISTA'S BOARD MEMBERS. 0 ANNE WILSON BOARD DIRECTOR 470972 PURCHASE OF INSURANCE FROM EMPLOYER OF BOARD MEMBER. 0 SCOTT MAYHAK BOARD DIRECTOR 8974 PURCHASE OF LANDSCAPING SERVICES FROM COMPANY CO-OWNED BY BOARD MEMBER 0 GARY DENNIS BOARD DIRECTOR 59028 PURCHASE OF DENTAL SUPPLIES AND EQUIPMENT FROM EMPLOYER OF BOARD MEMBER 0 BRIAN BLACKWELDER BOARD DIRECTOR 8782 INTEREST EARNED AT BANK WHERE ACCOUNT IS HELD, WHICH EMPLOYEES ONE OF WELVISTA BOARD MEMBERS 0 JOHN J DARBY III BOARD DIRECTOR 5000 DIRECTOR, STATE GOVERNMENT AFFAIRS FOR JOHNSON & JOHNSON SERVICES. JOHNSON & JOHNSON IS A SPONSOR OF WELVISTA FUNDRAISING EVENTS. 0 CAREY ROTHSCHILD BOARD DIRECTOR 77500 CONTRIBUTIONS RECEIVED FROM ENTITY THAT EMPLOYS ONE OF WELVISTA'S BOARD MEMBERS. 0 JUANITA WRIGHT CEO 5950 PURCHASE OF FURNITURE AND FIXTURES FROM COMPANY OWNED BY CEO 0 X 2 1300 AVG WHOLESALE PRICE X 7 118442479 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) -157. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT PROCESS.