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Nonprofiteer
← CULPEPER WELLNESS FOUNDATION

Form 990 for tax year 2022

Filed by CULPEPER WELLNESS FOUNDATION.

Totals

Total revenue
$5,157,404
Total expenses
$4,799,674
Contributions and grants received
$2,396,604
Grants paid
$482,258
Program service revenue
$1,546,281
Investment income
$503,588
Other revenue
$710,931
Total assets, end of year
$42,411,205
Total liabilities, end of year
$4,299,324
Net assets or fund balances, end of year
$38,111,881
Program services expenses (Part IX)
$4,086,443
Management and general expenses
$708,214
Fundraising expenses
$5,017
Program service expenses (Part III)
$4,086,443

Program services were 85.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $340,029

  • 1f · All other contributions, gifts and grants

    $2,056,575

  • 1g · Noncash contributions included above

    $1,360,429

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $1,230,310 · related or exempt $1,230,310

  • 2b · Program service revenue: OTHER FEE REVENUE

    total $315,971 · related or exempt $315,971

  • 3 · Investment income

    total $406,191 · excluded $406,191

  • 6a · Gross rents

    real property $965,066

  • 6b · Less rental expenses

    real property $321,688

  • 6c · Rental income or loss

    real property $643,378

  • 6d · Net rental income or loss

    total $643,378 · excluded $643,378

  • 7a · Gross sales of assets other than inventory

    securities $7,670,402

  • 7b · Less cost or other basis and sales expenses

    securities $7,573,005

  • 7c · Gain or loss

    securities $97,397

  • 7d · Net gain or loss

    total $97,397 · excluded $97,397

  • 8a · Fundraising events: gross income

    $122,053

  • 8b · Fundraising events: direct expenses

    $55,290

  • 8c · Net income from fundraising events

    total $66,763 · excluded $66,763

  • 10a · Gross sales of inventory

    $18,575

  • 10b · Cost of goods sold

    $17,785

  • 10c · Net income from sales of inventory

    total $790 · related or exempt $790

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $481,628 · program services $481,628

  • 2 · Grants to domestic individuals

    total $630 · program services $630

  • 5 · Compensation of officers, directors and key employees

    total $240,730 · management and general $240,730

  • 7 · Other salaries and wages

    total $1,288,605 · program services $1,288,605

  • 8 · Pension plan contributions

    total $36,051 · program services $28,609 · management and general $7,442

  • 9 · Other employee benefits

    total $76,894 · program services $67,432 · management and general $9,462

  • 10 · Payroll taxes

    total $112,627 · program services $97,726 · management and general $14,901

  • 11b · Fees: legal

    total $11,926 · management and general $11,926

  • 11c · Fees: accounting

    total $138,403 · program services $100,247 · management and general $38,156

  • 11f · Fees: investment management

    total $179,852 · management and general $179,852

  • 11g · Fees: other

    total $67,341 · program services $49,461 · management and general $17,880

  • 12 · Advertising and promotion

    total $63,843 · program services $52,830 · management and general $5,996 · fundraising $5,017

  • 13 · Office expenses

    total $153,510 · program services $112,637 · management and general $40,873

  • 16 · Occupancy

    total $578,701 · program services $540,680 · management and general $38,021

  • 19 · Conferences, conventions and meetings

    total $14,862 · program services $9,804 · management and general $5,058

  • 20 · Interest

    total $55,247 · program services $55,247

  • 22 · Depreciation, depletion and amortization

    total $559,895 · program services $491,443 · management and general $68,452

  • 23 · Insurance

    total $64,377 · program services $39,715 · management and general $24,662

  • 24a · Other expenses: MEDICAL SUPPLIES AND DR

    total $567,673 · program services $567,673

  • 24b · Other expenses: PROGRAM SUPPLIES

    total $69,751 · program services $69,751

  • 24c · Other expenses: SPECIAL EVENTS

    total $18,798 · program services $18,798

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $13,175 · program services $8,372 · management and general $4,803

  • 24e · All other expenses

    total $5,155 · program services $5,155

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $473,228 · end of year $391,113

  • 3 · Pledges and grants receivable

    beginning of year $1,155,984 · end of year $638,550

  • 4 · Accounts receivable

    beginning of year $59,529 · end of year $54,683

  • 8 · Inventories for sale or use

    beginning of year $6,419 · end of year $8,422

  • 9 · Prepaid expenses and deferred charges

    beginning of year $29,861 · end of year $53,241

  • 10a · Land, buildings and equipment: cost or other basis

    $27,225,360

  • 10b · Land, buildings and equipment: accumulated depreciation

    $9,293,578

  • 10c · Land, buildings and equipment, net

    beginning of year $16,035,438 · end of year $17,931,782

  • 11 · Investments: publicly traded securities

    beginning of year $26,945,317 · end of year $23,297,389

  • 14 · Intangible assets

    beginning of year $32,470 · end of year $34,296

  • 15 · Other assets

    beginning of year $7,863 · end of year $1,729

  • 17 · Accounts payable and accrued expenses

    beginning of year $129,189 · end of year $390,464

  • 19 · Deferred revenue

    beginning of year $67,145 · end of year $122,038

  • 23 · Secured mortgages and notes payable

    beginning of year $2,125,000 · end of year $3,767,828

  • 25 · Other liabilities

    beginning of year $23,894 · end of year $18,994

  • 27 · Net assets without donor restrictions

    beginning of year $41,236,164 · end of year $37,483,244

  • 28 · Net assets with donor restrictions

    beginning of year $1,164,717 · end of year $628,637

Mission and programs · 2022

Mission

THE MISSION OF CULPEPER WELLNESS FOUNDATION IS TO IMPROVE HEALTH AND PROMOTE WELLNESS IN CULPEPER, MADISON AND ORANGE COUNTIES.

  • THE POWELL WELLNESS CENTER HELPS INDIVIDUALS ACHIEVE PHYSICAL AND EMOTIONAL WELL-BEING THROUGH EXERCISE, PHYSICAL ACTIVITY, AND MEDICALLY INTEGRATED SERVICES. PATH RECREATION AND FITNESS (PRFC) HELPS INDIVIDUALS - WITH AN EMPHASIS ON YOUTH - IMPROVE THEIR HEALTH AND WELLNESS THROUGH PARTICIPATION IN FITNESS PROGRAMS AND ACTIVITIES.

    Expenses $2,493,082 · Grants $33,484 · Revenue $1,546,281

  • THE FREE CLINIC OF CULPEPER DELIVERS HIGH-QUALITY MEDICAL CARE TO UNINSURED ADULTS IN CULPEPER COUNTY.

    Expenses $1,144,587

  • THE FOUNDATION SEEKS TO IMPROVE HEATH AND PROMOTE WELLNESS THROUGH LOCAL COLLABORATIONS AND HEALTH-RELATED INITIATIVES AS WELL AS THROUGH GRANTS TO LOCAL NONPROFITS WORKING IN SUPPORT OF ITS MISSION.

    Expenses $448,774 · Grants $448,774

As filed on the 2022 return.

Listed in Part VII

  • DEBBIE BENNETT

    CHAIR

    Total calculated
    $0
    Hours/week
    4

  • KELSEY CARLSON SETTLE

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • ED SCOTT

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • CYNDY GRANO

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • SHIRLEY ANN BAYNE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • TRIPP BUTLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MORT CHILES MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ED DALRYMPLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SPENCER DEJARNETTE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • LAURA GRIGSBY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • RICHARD HARRINGTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • GILLETTE HARRIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DAVID JONES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • BETSY SPENCER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DONNA STATON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ANN TIDBALL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MOLLIE VISOSKY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DR VIRGINIA WRIGHT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • OCTAVIA YATES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SHARI J LANDRY

    PRESIDENT

    Total calculated
    $203,663
    From this org
    $184,250
    From related orgs
    $0
    Other
    $19,413
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,250
    Bonus
    $0
    Other
    $0
    Deferred
    $7,370
    Nontaxable benefits
    $12,043
    Filer's total
    $203,663

  • ERIC D GOOD

    DIRECTOR OF PWC

    Total calculated
    $126,953
    From this org
    $112,559
    From related orgs
    $0
    Other
    $14,394
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Provenance

Return type
form_990
Tax year
2022
Filed
3 November 2023
IRS schema version
2022v5.0
Source object
202313109349301016

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