Action Wellness FY2024 filing

Tax-deductible

Philadelphia, PA501(c)(3)Since 1986Diseases & DisordersEIN 23-2446355Revenue $15.8M in FY2024

On file with the IRSactionwellness.org1216 Arch Street 6th Flr, 19107-2835 · Philadelphia, PATax-exempt since Jul 1987Publicly supported charity — 170(b)(1)(A)(vi)

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Action Wellness enhances the lives of persons with HIV and those at high risk of acquiring HIV by providing a range of trauma-informed social services to support our clients' physical, emotional and economic well being.

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
$585K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $215K a year · 1% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$585K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.1 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $154K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$4.9M
73% of total assets
Worth a look: liabilities are 73% of assets; over 65%.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$15.8M
-4% vs prior year
Spent
$17.5M
To programs
88%
Net assets
$1.8M
By yearFY2020–FY2025
Revenue
$15.8M
FY2024▼ -4%
Tap a bar for its year
Revenue by fiscal year
FY2020$16.1M
FY2021$16.8M
FY2022$18.1M
FY2023$16.5M
FY2024$15.8M
FY2025$17.9M
Expenses
$17.5M
FY2024+0.4%
Tap a bar for its year
Expenses by fiscal year
FY2020$16.7M
FY2021$16.9M
FY2022$16.7M
FY2023$17.4M
FY2024$17.5M
FY2025$17.3M
Net assets
$1.8M
FY2024▼ -48%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.9M
FY2021$2.9M
FY2022$4.3M
FY2023$3.4M
FY2024$1.8M
FY2025$2.2M

From the FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1987.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $15.3M Management & general 11% · $1.9M Fundraising 2% · $299K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

20 people listed on the 990; $585K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Executive Director (retired)
$143,582Pt VII · Sec A
Deputy Executive Director
$130,451Pt VII · Sec A
IT Director
$119,874Pt VII · Sec A
Finance Director
$117,938Pt VII · Sec A
Executive Director
$73,595Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Mary Evelyn Torres’s $136K as Executive Director is at the 7th percentile of top reported officer pay among 249 $10–100M diseases & disorders nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Kevin J Burns—$143,582$153,031$138,321$136,956$147,624
Mary Evelyn Torres$135,842$73,595————
Elizabeth Hagan-Borst$128,201$130,451$125,230$124,232$120,895$120,483
Frank Gioffre$109,801$119,874$117,289$111,405$102,248$110,815
Yelena Anatolenko$110,055$117,938$103,278———
Zachary Weiss————$110,961$113,464
Ed McGowan———$109,254——
Ronald Hoskins—————$106,540

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers services to Philadelphians living with HIV and other chronic illnesses.

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Provided by the organization

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3 programs · $15.1M · in their own filed words · FY2023
01

see schedule O

$12.8Mprogram expense
02

Housing Programs

Housing counseling action wellness provides assistance in locating safe, affordable housing and housing counseling services to people living with hiv. Transitional housing action wellness provides housing in north philadelphia for homeless individuals and families living with HIV/AIDS.

$2.3Mprogram expense
03

Total outreach and prevention action wellness provides education through a number of programs including community education, a speaker's bureau, monthly forums and production and distribution of educational literature.

$10Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
AccessmattersFY2024$100K
Total grants receivedfrom 2 funders$154K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$15.8M
Ln 12
Fees for servicesLn 2g$8.9M
Gifts and grantsLn 1h$6.9M
Investment incomeLn 3$594
Money outPt IX
$17.5M
Ln 25
Programscol B$15.3M
Managementcol C$1.9M
Fundraisingcol D$299K
Owns and owesPt X
$1.8M
net assets · Ln 32
Cash and savingsLn 1–2$86K
Total assetsLn 16$6.6M
LiabilitiesLn 26$4.9M
PeoplePt VI, VII
20
listed · VII A
PaidVII A5
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$6.9M
Government grantsLn 1e$6.4M
Fundraising eventsLn 1c$50K
Fees for servicesLn 2g$8.9M
Investment incomeLn 3$594
Gains on assetsLn 7−$14K
Total revenueLn 12$15.8M
Assets in detailPt X, end of year
CashLn 1$86K
SavingsLn 2$0
Cash and savings togetherLn 1–2$86K
InvestmentsLn 11–13$622K
Land, buildings, equipmentLn 10c$1.0M
Other assetsLn 15$1.9M
Total assetsLn 16$6.6M
LiabilitiesLn 26$4.9M
Net assetsLn 32$1.8M
OperationsPt I, VI
EmployeesI 5116
VolunteersI 6315
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$596K$86K
InvestmentsLn 11–13$803K$622K
Land, buildings, equipmentLn 10c$1.2M$1.0M
Total assetsLn 16$7.4M$6.6M
LiabilitiesLn 26$4.0M$4.9M
Net assetsLn 32$3.4M$1.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$194K$169K$25K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$5.8M$4.9M$700K$167K
Pension plan contributionsLn 8$37K$56K−$18K−$403
Other employee benefitsLn 9$1.3M$1.1M$208K$37K
Payroll taxesLn 10$462K$373K$76K$13K
Management feesLn 11a$0
Legal feesLn 11b$14K$6K$8K$682
Accounting feesLn 11c$44K$17K$24K$2K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$8K$8K
Other fees for servicesLn 11g$273K$109K$150K$13K
Advertising and promotionLn 12$17K$737$720$16K
Office expensesLn 13$120K$100K$18K$3K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$1.4M$1.3M$31K$13K
TravelLn 17$79K$79K$306
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$45K$45K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$160K$55K$105K
InsuranceLn 23$91K$19K$72K
Other expenses (24a–d)Ln 24$7.5M$7.2M$265K$8K
Total functional expensesLn 25$17.5M$15.3M$1.9M$299K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $17.9M$17.3M$664K$2.2M 990 PDF
FY2024 Viewing $15.8M$17.5M−$1.7M$1.8M 990 PDF
FY2023 $16.5M$17.4M−$970K$3.4M 990 PDF
FY2022 $18.1M$16.7M$1.5M$4.3M 990 PDF
FY2021 $16.8M$16.9M−$130K$2.9M 990 PDF
FY2020 $16.1M$16.7M−$649K$2.9M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $15,811,728 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $6,563,359$6,892,571
I-9 Program service revenuePrior year $9,858,865$8,919,295
I-10 Investment incomePrior year $22,058$594
I-11 Other revenuePrior year $9,815−$732
I-12 Total revenuePrior year $16,454,097$15,811,728
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $7,597,590$7,830,151
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $9,826,015$9,655,949
I-18 Total expensesPrior year $17,423,605$17,486,100
I-19 Revenue less expensesPrior year −$969,508−$1,674,372
Part VI · Governance 15 of 15 board members independent, no flags
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $15,811,728 across 13 lines filed
VIII-1a Federated campaigns$2,321
VIII-1c Fundraising events$49,945
VIII-1e Government grants$6,410,008
VIII-1f All other contributions, gifts and grants$430,297
VIII-1h Total contributions, gifts and grants$6,892,571
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $8,919,295$8,919,295
VIII-3 Investment incomeExcluded from tax $14,775$14,775
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$14,181−$14,181
VIII-8 Net income from fundraising eventsExcluded from tax −$14,376−$14,376
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $13,644$13,644
VIII-12 Total revenueRelated to mission $8,932,939 · Unrelated business $0 · Excluded from tax −$13,782$15,811,728
Part IX · Statement of functional expenses $17,486,100 across 30 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffManagement $169,073 · Fundraising $24,853$193,926
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $4,940,266 · Management $700,164 · Fundraising $167,426$5,807,856
IX-8 Pension plan contributionsPrograms $55,686 · Management −$17,847 · Fundraising −$403$37,436
IX-9 Other employee benefitsPrograms $1,084,013 · Management $208,030 · Fundraising $37,192$1,329,235
IX-10 Payroll taxesPrograms $372,956 · Management $75,618 · Fundraising $13,124$461,698
IX-11a Management fees$0
IX-11b Legal feesPrograms $5,539 · Management $7,599 · Fundraising $682$13,820
IX-11c Accounting feesPrograms $17,435 · Management $23,919 · Fundraising $2,146$43,500
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management feesManagement $7,756$7,756
IX-11g Other fees for servicesPrograms $109,390 · Management $150,075 · Fundraising $13,466$272,931
IX-12 Advertising and promotionPrograms $737 · Management $720 · Fundraising $15,986$17,443
IX-13 Office expensesPrograms $99,551 · Management $18,414 · Fundraising $2,522$120,487
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $1,309,467 · Management $30,668 · Fundraising $13,285$1,353,420
IX-17 TravelPrograms $78,927 · Management $306$79,233
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 InterestManagement $44,707$44,707
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $55,274 · Management $104,726$160,000
IX-23 InsurancePrograms $19,200 · Management $71,552$90,752
IX-24 Other expenses (24a–d)Programs $7,178,230 · Management $265,351 · Fundraising $8,319$7,451,900
IX-25 Total functional expensesPrograms $15,326,671 · Management $1,860,831 · Fundraising $298,598$17,486,100
Part X · Balance sheet $6,633,140 assets, 24 lines filed
X-1 Cash, non-interest-bearingStart of year $595,866$85,970
X-2 Savings and temporary cash investmentsStart of year $0$0
X-3 Pledges and grants receivableStart of year $1,472,154$1,243,654
X-4 Accounts receivableStart of year $1,407,223$1,550,864
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $319,559$175,718
X-10c Land, buildings and equipment, netStart of year $1,164,788$1,031,485
X-11 Publicly traded securitiesStart of year $803,295$621,519
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $1,613,793$1,923,930
X-16 Total assetsStart of year $7,376,678$6,633,140
X-17 Accounts payable and accrued expensesStart of year $1,573,383$1,486,539
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$15,000
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $39,103$0
X-25 Other liabilitiesStart of year $2,365,656$3,355,052
X-26 Total liabilitiesStart of year $3,978,142$4,856,591
X-27 Net assets without donor restrictionsStart of year $3,284,178$1,737,910
X-28 Net assets with donor restrictionsStart of year $114,358$38,639
X-32 Total net assets or fund balancesStart of year $3,398,536$1,776,549
X-33 Total liabilities and net assetsStart of year $7,376,678$6,633,140
Part XI · Reconciliation of net assets $1,776,549 net assets at year end
XI-1 Total revenue$15,811,728
XI-2 Total expenses$17,486,100
XI-3 Revenue less expenses−$1,674,372
XI-4 Net assets at start of year$3,398,536
XI-5 Net unrealized gains (losses) on investments$52,385
XI-10 Net assets at end of year$1,776,549

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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