Wellness Within Corporation

Tax-deductible

Roseville, CA501(c)(3)Health CareEIN 45-0929096Revenue $303K in FY2024

On file with the IRSwellnesswithin.org609 Oak St, 95678-3245 · Roseville, CATax-exempt since Jan 2012Publicly supported charity — 170(b)(1)(A)(vi)

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Provide Wellness services to cancer patients and families.

501(c)(3) charity; gifts are tax-deductible.
95¢ of each $1 spent went to programs.
Run by 8 volunteers and 1 employee.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

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FY2024 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $12K a year · 4% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
95%
of spending
Looks good: 95% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$82K
to officers and key staff · 27% of spending
Top officer’s pay higher than 67% of similar orgs
Worth a look: pay to officers and key staff is 27% of spending; over 20%.
Pt VII · Sec A
Cash reserves
5 mo
of spending, in cash
Looks good: 5.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $203
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$5K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$303K
+27% vs prior year
Spent
$307K
To programs
95%
Net assets
$133K
By yearFY2020–FY2024
Revenue
$303K
FY2024▲ +27%
Tap a bar for its year
Revenue by fiscal year
FY2020$275K
FY2021$307K
FY2022$208K
FY2023$238K
FY2024$303K
Expenses
$307K
FY2024▲ +5%
Tap a bar for its year
Expenses by fiscal year
FY2020$224K
FY2021$294K
FY2022$273K
FY2023$292K
FY2024$307K
Net assets
$133K
FY2024▼ -3%
Tap a bar for its year
Net assets by fiscal year
FY2020$269K
FY2021$291K
FY2022$191K
FY2023$137K
FY2024$133K

From the FY2024 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 2012.

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

Where the money goes

95 cents of each dollar spent went to programs.

Program services 95% · $292K Management & general 5% · $15K

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; $82K paid to officers and key staff.

Part VII, Section A · reportable compensation
Former Exec
$81,917Pt VII · Sec A
President/Ch
$0Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Elizabeth Klein’s $82K as Former Exec is at the 67th percentile of top reported officer pay among 1979 $100K–1M health care 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 · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021
Patti Brown———$84,000
Elizabeth Klein$81,917$83,000$83,000—

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

Offers wellness services to cancer patients and their families.

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Provided by the organization

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1 program · $292K · in their own filed words · FY2024
01

Provides services through mind, body wellness and nutritional education classes provided to cancer patients, survivors and family members affected by cancer.

$292Kprogram 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 1 funder$203

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$303K
Ln 12
Gifts and grantsLn 1h$278K
Other incomeLn 4–11$19K
Fees for servicesLn 2g$4K
Money outPt IX
$307K
Ln 25
Programscol B$292K
Managementcol C$15K
Owns and owesPt X
$133K
net assets · Ln 32
Cash and savingsLn 1–2$127K
Total assetsLn 16$137K
LiabilitiesLn 26$5K
PeoplePt VI, VII
9
listed · VII A
PaidVII A1
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$278K
Government grantsLn 1e$82K
Fundraising eventsLn 1c$115K
Fees for servicesLn 2g$4K
Investment incomeLn 3$2K
Other incomeLn 4–11$19K
Total revenueLn 12$303K
Assets in detailPt X, end of year
CashLn 1$40K
SavingsLn 2$87K
Cash and savings togetherLn 1–2$127K
Total assetsLn 16$137K
LiabilitiesLn 26$5K
Net assetsLn 32$133K
OperationsPt I, VI
EmployeesI 51
VolunteersI 68
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$136K$127K
Total assetsLn 16$140K$137K
LiabilitiesLn 26$3K$5K
Net assetsLn 32$137K$133K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$194K$187K$7K
Payroll taxesLn 10$15K$14K$559
Accounting feesLn 11c$10K$8K$1K
Other fees for servicesLn 11g$34K$34K
Advertising and promotionLn 12$414$414
Office expensesLn 13$5K$5K$362
Information technologyLn 14$4K$4K
OccupancyLn 16$30K$30K
TravelLn 17$151$151
InsuranceLn 23$5K$5K
Other expenses (24a–d)Ln 24$9K$9K
All other expensesLn 24e$490$265$225
Total functional expensesLn 25$307K$292K$15K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $303K$307K−$4K$133K 990 PDF
FY2023 $238K$292K−$54K$137K 990 PDF
FY2022 $208K$273K−$65K$191K 990 PDF
FY2021 $307K$294K$14K$291K 990 PDF
FY2020 $275K$224K$51K$269K 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 FY2024 990 (6 parts)
Part I · Summary $302,747 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $190,294$277,620
I-9 Program service revenuePrior year $20,777$3,862
I-10 Investment incomePrior year $10,781$1,859
I-11 Other revenuePrior year $15,738$19,406
I-12 Total revenuePrior year $237,590$302,747
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $203,908$209,197
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $87,826$97,754
I-18 Total expensesPrior year $291,734$306,951
I-19 Revenue less expensesPrior year −$54,144−$4,204
Part VI · Governance 7 of 7 board members independent, no flags
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $302,747 across 8 lines filed
VIII-1c Fundraising events$114,713
VIII-1e Government grants$82,158
VIII-1f All other contributions, gifts and grants$80,749
VIII-1h Total contributions, gifts and grants$277,620
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $3,862$3,862
VIII-3 Investment incomeExcluded from tax $1,859$1,859
VIII-8 Net income from fundraising events$19,406
VIII-12 Total revenueRelated to mission $3,862 · Excluded from tax $1,859$302,747
Part IX · Statement of functional expenses $306,951 across 12 lines filed
IX-7 Other salaries and wagesPrograms $187,023 · Management $7,308$194,331
IX-10 Payroll taxesPrograms $14,307 · Management $559$14,866
IX-11c Accounting feesPrograms $8,354 · Management $1,410$9,764
IX-11g Other fees for servicesPrograms $33,658$33,658
IX-12 Advertising and promotionPrograms $414$414
IX-13 Office expensesPrograms $4,669 · Management $362$5,031
IX-14 Information technologyPrograms $3,849$3,849
IX-16 OccupancyPrograms $30,093$30,093
IX-17 TravelPrograms $151$151
IX-23 InsuranceManagement $4,919$4,919
IX-24 Other expenses (24a–d)Programs $9,385$9,385
IX-24e All other expensesPrograms $265 · Management $225$490
IX-25 Total functional expensesPrograms $292,168 · Management $14,783 · Fundraising $0$306,951
Part X · Balance sheet $137,418 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $45,280$40,111
X-2 Savings and temporary cash investmentsStart of year $90,316$87,174
X-9 Prepaid expenses and deferred chargesStart of year $4,049$10,133
X-16 Total assetsStart of year $139,645$137,418
X-17 Accounts payable and accrued expensesStart of year $2,598$3,075
X-19 Deferred revenue$1,500
X-26 Total liabilitiesStart of year $2,598$4,575
X-27 Net assets without donor restrictionsStart of year $137,047$132,843
X-32 Total net assets or fund balancesStart of year $137,047$132,843
X-33 Total liabilities and net assetsStart of year $139,645$137,418
Part XI · Reconciliation of net assets $132,843 net assets at year end
XI-1 Total revenue$302,747
XI-2 Total expenses$306,951
XI-3 Revenue less expenses−$4,204
XI-4 Net assets at start of year$137,047
XI-10 Net assets at end of year$132,843

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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