Nonprofit · EIN 88-3513969
ALMA WELLNESS INC
Tax-exempt · MORGAN HILL, CA 95037
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 (amended) | $566,890 | $566,890 | $0 | $0 | $0 | $0 |
| December 31, 2023 | 990 | $333,333 | $333,333 | $0 | $0 | $0 | $0 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $566,890
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $555,897
- Management and general (functional)
- $10,993
Balance sheet and other
- Total assets, start of year
- $0
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets, end of year
- $0
- Gross receipts
- $566,890
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2022
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD | MATTENSON Institutional trustee | – | $0 |
| VANESSA | HENRY Officer | – | $0 |
| TREY | KERR Officer | – | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD | MATTENSON Institutional trustee | – | $0 |
| VANESSA | HENRY Officer | – | $0 |
| TREY | KERR Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- 17465 CHESBRO LAKE DR, MORGAN HILL, CA 95037-9461
- In care of
- % TREY KERR
- Mailing address (990-N for 2022)
- 17465 Chesbro Lake Drive, Morgan Hill CA 95037
- Principal officer (990 for 2024)
- TREY KERR, 17465 CHESBRO LAKE DRIVE, MORGAN HILL, CA 95037
- Principal officer (990-N for 2022)
- Trey Kerr, 17465 Chesbro Lake Drive, Morgan Hill CA 95037
- Signed the 990
- TREY KERR, CEO
- Phone
- (925) 548-5684
- Website
- www.almawellnessfamily.org
- Return prepared by
- AGC Financial Services
California records
California keeps its own records of charities and corporations. Search them by EIN 88-3513969 or by the name ALMA WELLNESS INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
Alma Wellness is a sacred sanctuary and non-profit incubator, dedicated to offering holistic education and spiritual growth within a stunning 42-acre landscape divided into seven chakra-aligned zones, fostering transformative retreats, innovative startups, and interfaith collaborations that unite humanity in purposeful realignment with the rhythms of the universe.
Program accomplishments
- LAND THE RANCH IS LOCATED ON OLD WORLD NATIVE OHLONE LANDS WHERE ARROWHEADS AND GRINDING ROCKS CAN BE FOUND IN THE ANCIENT OAK AND MANZANITA TREES.THE LAND WAS ALSO USES TO MINE FOR GOLD AND CRYSTALS AND QUARTZ CAN STILL BE FOUND ALL THROUGHOUT, FROM THE TOP OF THE HILL OVER LOOKING THE SANTA CRUZ MOUNTAINS DOWN TO THE PROPERTYS PRIVATE LAKE. EVERY SQUARE INCH OF THIS PROPERTY IS ABSOLUTELY STUNNING AND IT IS THE IDEAL LOCATION FOR HOSTING RETREATS,WEDDINGS,FUNERALS AND WORKSHOPS.Expenses $555,897 · grants $566,890
- PROGRAM: NURTURING HOLISTIC WELL-BEING THE PROGRAM SEEKS TO COVER THE PROBLEM OF LACK OF ACCESSIBLE, HUMAN-CENTERED WELLNESS MODALITIES ADDRESSING INTERCONNECTED ISSUES OF HEALTHY LIVING AND FINANCIAL STABILITY. SHARING AS A SOLUTION COMPREHENSIVE PROGRAM EMPOWERING INDIVIDUALS THROUGH HOLISTIC HEALING, FINANCIAL LITERACY AND COMMUNITY SUPPORT. OUR MISSION WITH THE PROGRAM IS TO CREATE A SUPPORTIVE ENVIRONMENT WHERE INDIVIDUALS THRIVE, ACHIEVE POTENTIAL, AND POSITIVELY IMPACT COMMUNITIES.grants $566,890
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 88-3513969
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Income (IRS master file)
- $566,890
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $125,514 | $125,514 | $0 | IRS |
| 990 | December 2023 | $333,333 | $333,333 | $0 | XML |
| 990-N for 2022 Officer: Trey Kerr | December 31, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 88-3513969).
Questions about ALMA WELLNESS INC
- What is the EIN of ALMA WELLNESS INC?
- The employer identification number (EIN) of ALMA WELLNESS INC is 88-3513969.
- Is ALMA WELLNESS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to ALMA WELLNESS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ALMA WELLNESS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ALMA WELLNESS INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALMA WELLNESS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ALMA WELLNESS INC?
- The 990 for the year ended December 31, 2024 names TREY KERR.
- Who are the officers and directors of ALMA WELLNESS INC?
- The 990 for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does ALMA WELLNESS INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $566,890, expenses of $566,890 and total assets of $0 at year end.
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