Shared Wellness

Legal name: Shared Support South Inc

Nonprofit profile at a glance

EIN
832134543
IRS 990 coverage
2019–2024
Official website data refreshed
Jul 2026
Forms available
Form 990 2024
Location
Warrington, PA, US
Phone
(267) 247-5705
Rating
80
Verdict
STRONG
Rating confidence
Moderate
Sector
Housing Development, Construction, Management

Official website

Reported finances

Revenue
$25,926,159
Expenses
$25,372,428
Assets
$12,571,479
Liabilities
$6,093,158

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • JOHN THVEDT (CHIEF EXECUTIVE OFFICER)
  • CHRISTINE MARTIN (BOARD CHAIR AND PRESIDENT)

Highest reported compensation

  • CHRISTINE MARTIN (BOARD CHAIR AND PRESIDENT): $202,256 total reported compensation
  • JOE WILLIAMS (DIRECTOR OF ADMINISTRATIVE): $161,508 total reported compensation
  • KENNETH TAYLOR (TEAM LEAD): $147,291 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Shared Wellness promotes and protects the human rights of people with intellectual and developmental disabilities and actively supports their full inclusion and participation in the community.

What it reported doing in 2024

Enhanced clinical services adding director of nursing position and implementing electronic medical records and virtual monitoring of individuals in real time. Expanded trauma inform care services. Developed shared wellness a center that promotes mindfulness and self-ca for individuals with id and other community members. Expanded residential services.

Operating model

Revenue model
Earned-program. 98% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 81
  • Transparency & Controls: 77
  • Accountability: 90
  • Sustainability: 35
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 89.9%; rating input score 90
  • Program expense ratio: 92.3%; rating input score 92
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 83.3%; rating input score 83; 17th percentile among comparable filings
  • Governance controls: 8 of 8 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 2.1%; rating input score 43; 43rd percentile among comparable filings
  • Total-asset coverage ratio: 0.5; rating input score 15; 15th percentile among comparable filings
  • Liabilities to assets ratio: 0.48; rating input score 30; 30th percentile among comparable filings
  • Officer compensation ratio: 4.2%; rating input score 58; 58th percentile among comparable filings

Growth

  • Program expense growth: 14.7% per year; rating input score 100; 83rd percentile among comparable filings
  • Revenue growth: 11.7% per year; rating input score 100; 79th percentile among comparable filings
  • Asset growth: 13.7% per year; rating input score 100; 77th percentile among comparable filings

Details

  • What they do: 2 programs and campaigns described on the official site · 4 operating locations identified
  • Where the money goes: 89.9% of revenue deployed · 92.3% of spending went to programs
  • Governance: 5 of 6 board members independent · 8 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $23.4M in reported program spending
  • Leadership: top reported pay $202K · 12 people listed · 3 of 6 pay-setting controls reported
  • Highest-paid contractors: 4 contractors listed · $1.7M reported
  • Consistency: 26 of 26 current checks pass
  • Schedules: 4 filed schedules · includes executive pay
  • Filing history: 6 filing years from 2019 to 2024
  • Contacts: How to reach this organization
  • Money network: 7 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Sustainability: Operating margin scored 43/100.
  • High — Sustainability: Total-asset coverage ratio scored 15/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 30/100.
  • Review — Sustainability: Officer compensation ratio scored 58/100.