Wellness in Action FY2022 filing

Tax-deductible

Big Sky, MT501(c)(3)Since 2005Human ServicesEIN 20-4166176

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The mission of Wellness In Action is to improve community wellbeing by providing a network of mental and behavioral health resources to people who live or work in Big Sky.

501(c)(3) charity; gifts are tax-deductible.
30¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2022 · 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
5 of 5
filings with a surplus
Average surplus $152K a year · 23% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
30%
of spending
Concern: 30% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
11 mo
of spending, in cash
Looks good: 10.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $217K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$4K
1.0% of total assets
Looks good: liabilities are 1% 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
$516K
+159% vs prior year
Spent
$364K
To programs
30%
Net assets
$386K
By yearFY2020–FY2025
Revenue
$516K
FY2022▲ +159%
Revenue by fiscal year
FY2020$142K
FY2021$199K
FY2022$516K
FY2023$972K
FY2024$965K
FY2025$702K
Expenses
$364K
FY2022▲ +127%
Expenses by fiscal year
FY2020Not on file
FY2021$160K
FY2022$364K
FY2023$637K
FY2024$734K
FY2025$702K
Net assets
$386K
FY2022▲ +65%
Net assets by fiscal year
FY2020$194K
FY2021$234K
FY2022$386K
FY2023$721K
FY2024$952K
FY2025$953K

From the FY2022 Form 990 · see the original

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You’re viewing the FY2022 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 Mar 2006.

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

Where the money goes

30 cents of each dollar spent went to programs.

Program services 30% · $109K Management & general 70% · $253K Fundraising 1% · $2K

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

9 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A

Allison Bradac’s $110K as Executive Director is at the 90th percentile of top reported officer pay among 2167 $100K–1M human services 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 · 1 named individual · Part VII

NameFY2025FY2024
Allison Bradac$110,006$102,345

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

Connects rural families with social programs to improve their lives.

Provided by the organization

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1 program · $109K · in their own filed words · FY2022
01

Mental Health Support

Provide community counseling and low cost mental health services for adults and children privately. Also provide supervised training for grad counseling students.

$109Kprogram 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 3 funders$217K
See all 3 funders →

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$516K
Ln 12
Gifts and grantsLn 1h$472K
Other incomeLn 4–11$45K
Investment incomeLn 3$1
Money outPt IX
$364K
Ln 25
Programscol B$109K
Managementcol C$253K
Fundraisingcol D$2K
Owns and owesPt X
$386K
net assets · Ln 32
Cash and savingsLn 1–2$321K
Total assetsLn 16$390K
LiabilitiesLn 26$4K
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$472K
Government grantsLn 1e$100K
Noncash giftsLn 1g$85K
Investment incomeLn 3$1
Other incomeLn 4–11$45K
Gains on assetsLn 7$0
Total revenueLn 12$516K
Assets in detailPt X, end of year
CashLn 1$171K
SavingsLn 2$150K
Cash and savings togetherLn 1–2$321K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$12K
Other assetsLn 15$0
Total assetsLn 16$390K
LiabilitiesLn 26$4K
Net assetsLn 32$386K
OperationsPt I, VI
EmployeesI 55
VolunteersI 611
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$234K$321K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$87$12K
Total assetsLn 16$234K$390K
LiabilitiesLn 26$553$4K
Net assetsLn 32$234K$386K
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$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$91K$91K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$8K$8K
Management feesLn 11a$0
Legal feesLn 11b$10$10
Accounting feesLn 11c$1K$1K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$22K$22K$40
Advertising and promotionLn 12$180$180
Office expensesLn 13$2K$2K
Information technologyLn 14$1K$1K
RoyaltiesLn 15$0
OccupancyLn 16$40K$810$40K
TravelLn 17$875$875
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$1K$1K
InsuranceLn 23$1K$1K
Other expenses (24a–d)Ln 24$167K$101K$65K
All other expensesLn 24e$27K$7K$19K$2K
Total functional expensesLn 25$364K$109K$253K$2K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $702K$702K$283$953K 990 PDF
FY2024 $965K$734K$231K$952K 990 PDF
FY2023 $972K$637K$335K$721K 990 PDF
FY2022 Viewing $516K$364K$152K$386K 990 PDF
FY2021 $199K$160K$39K$234K 990 PDF
FY2020 $142K$194K 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 FY2022 990 (5 parts)
Part I · Summary $516,341 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $162,112$471,779
I-9 Program service revenue$0
I-10 Investment incomePrior year $78$1
I-11 Other revenuePrior year $37,207$44,561
I-12 Total revenuePrior year $199,397$516,341
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $44,440$98,710
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $115,644$265,165
I-18 Total expensesPrior year $160,084$363,875
I-19 Revenue less expensesPrior year $39,313$152,466
Part VIII · Statement of revenue $516,341 across 10 lines filed
VIII-1e Government grants$100,374
VIII-1f All other contributions, gifts and grants$371,405
VIII-1g Noncash contributions (included above)$84,886
VIII-1h Total contributions, gifts and grants$471,779
VIII-3 Investment incomeRelated to mission $1$1
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising eventsExcluded from tax $36,168$44,561
VIII-12 Total revenueRelated to mission $1 · Excluded from tax $36,168$516,341
Part IX · Statement of functional expenses $363,875 across 31 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 staff$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesManagement $90,824$90,824
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxesManagement $7,886$7,886
IX-11a Management fees$0
IX-11b Legal feesManagement $10$10
IX-11c Accounting feesManagement $1,019$1,019
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesManagement $22,420 · Fundraising $40$22,460
IX-12 Advertising and promotionManagement $180$180
IX-13 Office expensesManagement $2,104$2,104
IX-14 Information technologyManagement $1,105$1,105
IX-15 Royalties$0
IX-16 OccupancyPrograms $810 · Management $39,595$40,405
IX-17 TravelManagement $875$875
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationManagement $1,393$1,393
IX-23 InsuranceManagement $1,460$1,460
IX-24 Other expenses (24a–d)Programs $101,320 · Management $65,365$166,685
IX-24e All other expensesPrograms $6,803 · Management $18,684 · Fundraising $1,982$27,469
IX-25 Total functional expensesPrograms $108,933 · Management $252,920 · Fundraising $2,022$363,875
Part X · Balance sheet $389,947 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $203,041$171,417
X-2 Savings and temporary cash investmentsStart of year $31,160$150,000
X-3 Pledges and grants receivable$51,619
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$5,000
X-10c Land, buildings and equipment, netStart of year $87$11,911
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $234,288$389,947
X-17 Accounts payable and accrued expensesStart of year $552$3,396
X-25 Other liabilitiesStart of year $1$350
X-26 Total liabilitiesStart of year $553$3,746
X-27 Net assets without donor restrictionsStart of year $233,735$386,201
X-32 Total net assets or fund balancesStart of year $233,735$386,201
X-33 Total liabilities and net assetsStart of year $234,288$389,947
Part XI · Reconciliation of net assets $386,201 net assets at year end
XI-1 Total revenue$516,341
XI-2 Total expenses$363,875
XI-3 Revenue less expenses$152,466
XI-4 Net assets at start of year$233,735
XI-10 Net assets at end of year$386,201

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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