Charity Search / CB WELLNESS FOUNDATION
Health Care (E70) 990 on File

CB WELLNESS FOUNDATION

EIN: 77-0528716 · PORTOLA VALLY, CA 94028-7224 · United States · FY 2025 Data
3 out of 5 53 / 100 Based on 2+ years of filings
Financial strength (30%) 96/100
Reliability (20%) 55/100
Effectiveness (25%) 51/100
Impact (25%) No data yet
Financial data: FY 2025 · Scored 9/13/2026
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Financial Overview — FY 2025
$51K
Total Revenue
$11K
Total Expenses
$61K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio 84.4%
Fundraising Efficiency N/A
Operating Reserve 64.64x
Liability-to-Asset 0.0%
Revenue Diversification 0.6%
Compared with Peers
FY 2025
Compared with 1,794 similar organizations (United States, Health Care, under $100K in expenses), FY 2025.
This organization Middle half of peers (P25–P75) Peer median
Ratio This org Peer median Position (P10 → P90)
Program expense ratio
Program expenses / total expenses · higher is better
84.4% 81.7%
P10P90
Above median
Operating reserve
Months of expenses covered by net assets · higher is better
64.6 mo 25.0 mo
P10P90
Above median
Liabilities to assets
Total liabilities / total assets · lower is better
0.0% 0.0%
P10P90
Top quarter
Revenue concentration
Share of revenue from the largest source · lower is better
0.6% 99.7%
P10P90
Top quarter
Revenue growth
Year over year revenue growth
1207.0% 0.0%
P10P90
Expense growth
Year over year expense growth
51.3% -1.1%
P10P90
Surplus margin
Surplus as a share of revenue
78.1% 14.9%
P10P90
Financial History
Year Revenue Expenses Net Assets Program % Staff
2025 $51K $11K $61K 84.4%
2024 $4K $7K $62K 53.8%
2023 $4K $5K $57K 67.3%
2022 $8K $15K $50K 89.1%
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Organization Details
EIN
77-0528716
State
CA
City
PORTOLA VALLY
ZIP
94028-7224
Classification
E70
Category
Health Care
Rating
3★
Coverage
A
Last Updated
Aug 2026
Form 990
On File
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