Form 990 for tax year 2022
Filed by COACHELLA VALLEY WELLNESS FOUNDATION.
Totals
- Total revenue
- $20,307
- Total expenses
- $91,167
- Contributions and grants received
- $10,267
- Grants paid
- $77,500
- Program service revenue
- $0
- Investment income
- $10,040
- Other revenue
- $0
- Total assets, end of year
- $968,666
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $968,666
- Program services expenses (Part IX)
- $89,637
- Management and general expenses
- $1,530
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $89,637
Program services were 98.3% 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.
-
1f · All other contributions, gifts and grants
$10,267
-
3 · Investment income
total $18,053 · excluded $18,053
-
7a · Gross sales of assets other than inventory
securities $99,885
-
7b · Less cost or other basis and sales expenses
securities $107,898
-
7c · Gain or loss
securities -$8,013
-
7d · Net gain or loss
total -$8,013 · excluded -$8,013
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $77,500 · program services $77,500
-
11c · Fees: accounting
total $1,200 · management and general $1,200
-
11g · Fees: other
total $1,860 · program services $1,860
-
13 · Office expenses
total $1,365 · program services $1,035 · management and general $330
-
16 · Occupancy
total $6,000 · program services $6,000
-
19 · Conferences, conventions and meetings
total $3,242 · program services $3,242
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $81,071 · end of year $33,825
-
13 · Investments: program-related
beginning of year $873,456 · end of year $934,841
-
27 · Net assets without donor restrictions
beginning of year $954,527 · end of year $968,666
Mission and programs · 2022
Mission
THE FOUNDATION SUPPORTS AND PROMOTES WELLNESS IN THE COACHELLA VALLEY.
Activities or mission (Part I)
THE FOUNDATION SUPPORTS AND PROMOTES GOOD HEALTH IN THE COACHELLA VALLEY.
-
TO SUPPORT AND PROMOTE WELLNESS IN THE COACHELLA VALLEY.
Expenses $89,637 · Grants $77,500
As filed on the 2022 return.
Listed in Part VII
-
Christopher Pyle CPACHRISTOPHER PYLE CPA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Martin SernaMARTIN SERNA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Thomas TokheimTHOMAS TOKHEIM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Stephen Lind JD LlmSTEPHEN LIND JD LLM
TREASURER
- Total calculated
- $0
- Hours/week
- 0.3
-
Patricia NewmanPATRICIA NEWMAN
CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 0.3
-
Charles RiachCHARLES RIACH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Walter Clark JDWALTER CLARK JD
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.3
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.
Grants on this return
-
$25,000
WELLNESS SUPPORT
-
$16,000
SENIOR FITNESS PROGRAM
-
$9,000
WELLNESS SUPPORT
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 4 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202333069349302978
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