Positive Wellness Alliance provides services and support to people infected with and affected by HIV/aids through medical case management, housing, outreach, and preventative education in davidson, davie, forsyth, iredell, rowan, stokes, surry, and yakin counties.

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 5
filings with a surplus
Average deficit $162K a year · 7% of revenue · last 5 filings
Concern: a surplus in 0 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
3 mo
of spending, in cash
Looks good: 3.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $8K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$45K
5% of total assets
Looks good: liabilities are 5% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.1M
-7% vs prior year
Spent
$2.2M
To programs
89%
Net assets
$836K
By yearFY2020–FY2024
Revenue
$2.1M
FY2021▼ -7%
Tap a bar for its year
Revenue by fiscal year
FY2020$2.3M
FY2021$2.1M
FY2022$2.4M
FY2023$2.1M
FY2024$2.0M
Expenses
$2.2M
FY2021▼ -7%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.4M
FY2021$2.2M
FY2022$2.4M
FY2023$2.5M
FY2024$2.2M
Net assets
$836K
FY2021▼ -9%
Tap a bar for its year
Net assets by fiscal year
FY2020$916K
FY2021$836K
FY2022$783K
FY2023$351K
FY2024$170K

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 1994.

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

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $2.0M Management & general 7% · $159K Fundraising 3% · $77K

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

10 people listed on the 990.

Part VII, Section A · reportable compensation
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Vice C
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Elizabeth Mattfeld’s $49K as Executive Director is at the 5th percentile of top reported officer pay among 3128 $1–10M health care 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 · 3 named individuals · Part VII

NameFY2024FY2023FY2020
Sophia Russell-Hall——$71,990
Sophia Russell—$66,539—
Elizabeth Mattfeld$48,647——

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.

See Positive Wellness Alliance executive salaries →

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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 15aNo

Programs and updates

Provides medical, housing, and education services for people with HIV/AIDS in several North Carolina counties.

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Provided by the organization

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1 program · $2.0M · in their own filed words · FY2021
01

Coordination of direct services and care for persons living with HIV/AIDS through case management, health care, referrals, social services advocacy, counseling, and education.

$2.0Mprogram 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 · FY2025
Total grants receivedfrom 1 funder$8K

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$2.1M
Ln 12
Gifts and grantsLn 1h$2.1M
Other incomeLn 4–11$21K
Money outPt IX
$2.2M
Ln 25
Programscol B$2.0M
Managementcol C$159K
Fundraisingcol D$77K
Owns and owesPt X
$836K
net assets · Ln 32
Cash and savingsLn 1–2$607K
Total assetsLn 16$881K
LiabilitiesLn 26$45K
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.1M
Government grantsLn 1e$2.1M
Other incomeLn 4–11$21K
Total revenueLn 12$2.1M
Assets in detailPt X, end of year
CashLn 1$607K
Cash and savings togetherLn 1–2$607K
Land, buildings, equipmentLn 10c$25K
Total assetsLn 16$881K
LiabilitiesLn 26$45K
Net assetsLn 32$836K
OperationsPt I, VI
EmployeesI 514
VolunteersI 610
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$680K$607K
Land, buildings, equipmentLn 10c$31K$25K
Total assetsLn 16$947K$881K
LiabilitiesLn 26$31K$45K
Net assetsLn 32$916K$836K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$445K$312K$89K$45K
Other employee benefitsLn 9$21K$15K$4K$2K
Payroll taxesLn 10$88K$62K$18K$9K
Other fees for servicesLn 11g$66K$46K$13K$7K
Advertising and promotionLn 12$9K$6K$2K$879
Office expensesLn 13$66K$46K$13K$7K
Information technologyLn 14$8K$5K$2K$782
OccupancyLn 16$52K$36K$10K$5K
TravelLn 17$3K$2K$502$251
Conferences, conventions and meetingsLn 19$10K$7K$2K$977
Depreciation, depletion and amortizationLn 22$5K$5K
InsuranceLn 23$1K$1K$297$149
Other expenses (24a–d)Ln 24$1.4M$1.4M$180
Total functional expensesLn 25$2.2M$2.0M$159K$77K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $2.0M$2.2M−$181K$170K 990 PDF
FY2023 $2.1M$2.5M−$432K$351K 990 PDF
FY2022 $2.4M$2.4M−$54K$783K 990 PDF
FY2021 Viewing $2.1M$2.2M−$80K$836K 990 PDF
FY2020 $2.3M$2.4M−$61K$916K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $2,128,282 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,300,755$2,107,445
I-9 Program service revenue$0
I-10 Investment income$0
I-11 Other revenue$20,837
I-12 Total revenuePrior year $2,300,755$2,128,282
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $615,780$554,252
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,746,150$1,653,972
I-18 Total expensesPrior year $2,361,930$2,208,224
I-19 Revenue less expensesPrior year −$61,175−$79,942
Part VI · Governance 9 of 9 board members independent, 2 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
Part VIII · Statement of revenue $2,128,282 across 5 lines filed
VIII-1e Government grants$2,086,392
VIII-1f All other contributions, gifts and grants$21,053
VIII-1h Total contributions, gifts and grants$2,107,445
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $20,837$20,837
VIII-12 Total revenueRelated to mission $20,837$2,128,282
Part IX · Statement of functional expenses $2,208,224 across 13 lines filed
IX-7 Other salaries and wagesPrograms $311,563 · Management $89,018 · Fundraising $44,509$445,090
IX-9 Other employee benefitsPrograms $14,557 · Management $4,159 · Fundraising $2,080$20,796
IX-10 Payroll taxesPrograms $61,856 · Management $17,673 · Fundraising $8,837$88,366
IX-11g Other fees for servicesPrograms $46,447 · Management $13,271 · Fundraising $6,635$66,353
IX-12 Advertising and promotionPrograms $6,152 · Management $1,758 · Fundraising $879$8,789
IX-13 Office expensesPrograms $46,068 · Management $13,163 · Fundraising $6,581$65,812
IX-14 Information technologyPrograms $5,473 · Management $1,564 · Fundraising $782$7,819
IX-16 OccupancyPrograms $36,053 · Management $10,301 · Fundraising $5,150$51,504
IX-17 TravelPrograms $1,758 · Management $502 · Fundraising $251$2,511
IX-19 Conferences, conventions and meetingsPrograms $6,842 · Management $1,955 · Fundraising $977$9,774
IX-22 Depreciation, depletion and amortizationManagement $5,093$5,093
IX-23 InsurancePrograms $1,040 · Management $297 · Fundraising $149$1,486
IX-24 Other expenses (24a–d)Programs $1,434,651 · Fundraising $180$1,434,831
IX-25 Total functional expensesPrograms $1,972,460 · Management $158,754 · Fundraising $77,010$2,208,224
Part X · Balance sheet $880,884 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $680,396$606,931
X-4 Accounts receivableStart of year $232,769$248,515
X-10c Land, buildings and equipment, netStart of year $30,531$25,438
X-16 Total assetsStart of year $947,296$880,884
X-17 Accounts payable and accrued expensesStart of year $18,209$43,232
X-25 Other liabilitiesStart of year $12,872$1,379
X-26 Total liabilitiesStart of year $31,081$44,611
X-27 Net assets without donor restrictionsStart of year $916,215$836,273
X-32 Total net assets or fund balancesStart of year $916,215$836,273
X-33 Total liabilities and net assetsStart of year $947,296$880,884
Part XI · Reconciliation of net assets $836,273 net assets at year end
XI-1 Total revenue$2,128,282
XI-2 Total expenses$2,208,224
XI-3 Revenue less expenses−$79,942
XI-4 Net assets at start of year$916,215
XI-10 Net assets at end of year$836,273

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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