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Well Spouse Association

Tax-deductible

Freehold, NJ501(c)(3)EIN 36-3651073Revenue $244K in FY2025

On file with the IRSwellspouse.org63 W Main St Ste H, 07728-2141 · Freehold, NJTax-exempt since Apr 1993Publicly supported charity — 170(b)(1)(A)(vi)

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Support of spouses and partners of the chronically ill or disabled. National training conference and monthly support group meetings and quarterly newsletter and many activities.

501(c)(3) charity; gifts are tax-deductible.
21¢ of each $1 spent went to programs.
Run by 60 volunteers and 3 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · 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
Spent on programs
21%
of spending
Concern: 21% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
67 mo
of spending, in cash
Looks good: 66.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $11K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$244K
+322% vs prior year
Spent
$70K
To programs
21%
Net assets
$391K
By yearFY2020–FY2025
Revenue
$244K
FY2025▲ +322%
Tap a bar for its year
Revenue by fiscal year
FY2020$41K
FY2021$60K
FY2022$163K
FY2023$90K
FY2024$58K
FY2025$244K
Net assets
$391K
FY2025▲ +80%
Tap a bar for its year
Net assets by fiscal year
FY2020$95K
FY2021$111K
FY2022$210K
FY2023$235K
FY2024$218K
FY2025$391K

From the FY2025 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Apr 1993.

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

Where the money goes

21 cents of each dollar spent went to programs.

Program services 21% · $15K Management & general 77% · $54K Fundraising 2% · $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

8 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
Al Kozin
Treasurer
$0Pt VII · Sec A
Jane Lupo
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Kim Smits
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Well Spouse Association 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

Supports spouses and partners of the chronically ill or disabled through conferences, meetings, and resources.

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Provided by the organization

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1 program · $15K · in their own filed words · FY2025
01

A quarterly newsletter is published for approximately 600 members, professionals and spouses. Members and guests and professionals publish articles for the caregiving community. Outreach services are provided to the caregiving community through printed materials, internet services and other services for the caregivers.

$15Kprogram 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 · FY2024
National Philanthropic TrustFY2024$10K
Verizon FoundationFY2024$750
Total grants receivedfrom 2 funders$11K

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$244K
Ln 12
Gifts and grantsLn 1h$222K
Fees for servicesLn 2g$13K
Investment incomeLn 3$9K
Money outPt IX
$70K
Ln 25
Programscol B$15K
Managementcol C$54K
Fundraisingcol D$2K
Owns and owesPt X
$391K
net assets · Ln 32
Cash and savingsLn 1–2$389K
Total assetsLn 16$391K
LiabilitiesLn 26$0
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$222K
Fees for servicesLn 2g$13K
Investment incomeLn 3$9K
Other incomeLn 4–11$901
Gains on assetsLn 7$530
Total revenueLn 12$244K
Assets in detailPt X, end of year
CashLn 1$5K
SavingsLn 2$385K
Cash and savings togetherLn 1–2$389K
Other assetsLn 15$2K
Total assetsLn 16$391K
LiabilitiesLn 26$0
Net assetsLn 32$391K
OperationsPt I, VI
EmployeesI 53
VolunteersI 660
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 FY25End FY25
Cash and savingsLn 1–2$217K$389K
Total assetsLn 16$218K$391K
LiabilitiesLn 26$519$0
Net assetsLn 32$218K$391K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$18K$18K
Payroll taxesLn 10$2K$2K
Legal feesLn 11b$2K$2K
Accounting feesLn 11c$5K$5K
Office expensesLn 13$14K$1K$12K$175
Information technologyLn 14$5K$5K
OccupancyLn 16$7K$7K
Conferences, conventions and meetingsLn 19$12K$12K
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$4K$1K$1K$1K
Total functional expensesLn 25$70K$15K$54K$2K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $244K$70K$174K$391K 990 PDF
FY2024 $58K$218K 990 PDF
FY2023 $90K$235K 990 PDF
FY2022 $163K$210K 990 PDF
FY2021 $60K$111K 990 PDF
FY2020 $41K$95K 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 FY2025 990 (6 parts)
Part I · Summary $244,450 revenue, 12 lines filed
I-8 Contributions and grants$222,204
I-9 Program service revenue$12,625
I-10 Investment income$8,720
I-11 Other revenue$901
I-12 Total revenue$244,450
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$19,495
I-16a Professional fundraising fees$0
I-17 Other expenses$50,644
I-18 Total expenses$70,139
I-19 Revenue less expenses$174,311
Part VI · Governance 8 of 8 board members independent, 3 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-13 Written whistleblower policyNo
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
Part VIII · Statement of revenue $244,450 across 7 lines filed
VIII-1f All other contributions, gifts and grants$222,204
VIII-1h Total contributions, gifts and grants$222,204
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $12,625$12,625
VIII-3 Investment incomeExcluded from tax $8,190$8,190
VIII-7 Net gain or loss on sales of assetsExcluded from tax $530$530
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $901$901
VIII-12 Total revenueRelated to mission $13,526 · Excluded from tax $8,720$244,450
Part IX · Statement of functional expenses $70,139 across 10 lines filed
IX-7 Other salaries and wagesManagement $17,836$17,836
IX-10 Payroll taxesManagement $1,659$1,659
IX-11b Legal feesManagement $2,370$2,370
IX-11c Accounting feesManagement $5,086$5,086
IX-13 Office expensesPrograms $1,314 · Management $12,207 · Fundraising $175$13,696
IX-14 Information technologyManagement $4,695$4,695
IX-16 OccupancyManagement $7,124$7,124
IX-19 Conferences, conventions and meetingsPrograms $12,134$12,134
IX-23 InsuranceManagement $1,763$1,763
IX-24 Other expenses (24a–d)Programs $1,425 · Management $1,026 · Fundraising $1,325$3,776
IX-25 Total functional expensesPrograms $14,873 · Management $53,766 · Fundraising $1,500$70,139
Part X · Balance sheet $391,400 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $11,240$4,725
X-2 Savings and temporary cash investmentsStart of year $205,987$384,685
X-15 Other assetsStart of year $850$1,990
X-16 Total assetsStart of year $218,077$391,400
X-26 Total liabilitiesStart of year $519$0
X-27 Net assets without donor restrictionsStart of year $217,558$391,400
X-32 Total net assets or fund balancesStart of year $217,558$391,400
X-33 Total liabilities and net assetsStart of year $218,077$391,400
Part XI · Reconciliation of net assets $391,400 net assets at year end
XI-1 Total revenue$244,450
XI-2 Total expenses$70,139
XI-3 Revenue less expenses$174,311
XI-4 Net assets at start of year$217,558
XI-5 Net unrealized gains (losses) on investments−$469
XI-10 Net assets at end of year$391,400

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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