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The Wellbeing Partners

Tax-deductible

Omaha, NE501(c)(3)Since 1982 EIN 47-0642708Revenue $676K in FY2025

On file with the IRSthewellbeingpartners.orgBarbara Weitz Comm Engmt Ctr Rm 228, 68182-0874 · Omaha, NETax-exempt since Jun 1982Publicly supported charity — 170(b)(1)(A)(vi)

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Our mission is to build Wellbeing into the way our communities and businesses grow through advocacy, collaboration, and education.

501(c)(3) charity; gifts are tax-deductible.
66¢ of each $1 spent went to programs.
Run by 60 volunteers and 5 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
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $34K a year · 3% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
66%
of spending
Fine: 66% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$131K
to officers and key staff · 15% of spending
Looks good: pay to officers and key staff is 15% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
5 mo
of spending, in cash
Looks good: 4.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $563K
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$131K
29% of total assets
Looks good: liabilities are 29% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$676K
-45% vs prior year
Spent
$864K
To programs
66%
Net assets
$315K
By yearFY2020–FY2025
Revenue
$676K
FY2025▼ -45%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.4M
FY2021$1.8M
FY2022$813K
FY2023$907K
FY2024$1.2M
FY2025$676K
Expenses
$864K
FY2025▼ -2%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.4M
FY2021$1.5M
FY2022$1.0M
FY2023$970K
FY2024$880K
FY2025$864K
Net assets
$315K
FY2025▼ -37%
Tap a bar for its year
Net assets by fiscal year
FY2020$162K
FY2021$455K
FY2022$220K
FY2023$157K
FY2024$503K
FY2025$315K

From the FY2025 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 1982.

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

Where the money goes

66 cents of each dollar spent went to programs.

Program services 66% · $574K Management & general 25% · $218K Fundraising 8% · $71K

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

15 people listed on the 990; $131K paid to officers and key staff.

Part VII, Section A · reportable compensation
$130,515Pt VII · Sec A
Kellee Grimes
Secretary
$0Pt VII · Sec A
Arianna Goldstein
Vice Chair/Treasurer
$0Pt VII · Sec A
Melissa Palmer
Board Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Lindsay Huse
Director
$0Pt VII · Sec A
Kathy Nellor
Director
$0Pt VII · Sec A
Polly Harris
Board Chair Thru 05/2025
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Aja Anderson$130,515$124,524$121,401$53,836——
Sarah Sjolie———$41,640$109,471$95,015

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.

See The Wellbeing Partners 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 15aYes

Programs and updates

Promotes community and business wellbeing through advocacy, collaboration, and education.

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Provided by the organization

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2 programs · $574K · in their own filed words · FY2025
01

Mental Wellbeing Campaign

The initiative includes whatmakesus, head to heart, head to heart for youth, and activate youth for mental health programs and aims to: 1) improve community perception of mental health conditions; 2) activate community members with the skills and resources needed to serve as culturally relevant mental health advocates, and 3) utilize a…

$446Kprogram expense
02

Workplace Consulting and Facilitation

These services provide businesses and organizations with planning assistance, resources and networking opportunities promoting health and wellness in the workplace and community.

$128Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
The Sherwood FoundationFY2024$513K
The Lozier FoundationFY2024$25K
Nebraska Community FoundationFY2024$10K
Mutual of Omaha FoundationFY2024$10K
Iowa West FoundationFY2024$5K
Total grants receivedfrom 5 funders$563K
See all 5 funders →
Grants paid · 1 grant · $50K · 2020–2020
Public Good ProjectsNY · FY2020$50,000

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$676K
Ln 12
Gifts and grantsLn 1h$587K
Fees for servicesLn 2g$79K
Other incomeLn 4–11$9K
Money outPt IX
$864K
Ln 25
Programscol B$574K
Managementcol C$218K
Fundraisingcol D$71K
Owns and owesPt X
$315K
net assets · Ln 32
Cash and savingsLn 1–2$347K
Total assetsLn 16$447K
LiabilitiesLn 26$131K
PeoplePt VI, VII
15
listed · VII A
PaidVII A1
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$587K
Government grantsLn 1e$104K
Fundraising eventsLn 1c$23K
Fees for servicesLn 2g$79K
Investment incomeLn 3$524
Other incomeLn 4–11$9K
Total revenueLn 12$676K
Assets in detailPt X, end of year
CashLn 1$297K
SavingsLn 2$50K
Cash and savings togetherLn 1–2$347K
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$447K
LiabilitiesLn 26$131K
Net assetsLn 32$315K
OperationsPt I, VI
EmployeesI 55
VolunteersI 660
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 FY25End FY25
Cash and savingsLn 1–2$391K$347K
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$613K$447K
LiabilitiesLn 26$110K$131K
Net assetsLn 32$503K$315K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$141K$31K$106K$4K
Other salaries and wagesLn 7$289K$280K$9K
Other employee benefitsLn 9$22K$22K$210
Payroll taxesLn 10$31K$23K$7K$1K
Accounting feesLn 11c$59K$59K
Professional fundraising feesLn 11e$50K$50K
Other fees for servicesLn 11g$32K$28K$4K
Advertising and promotionLn 12$43K$39K$4K$81
Office expensesLn 13$18K$7K$11K$622
Information technologyLn 14$8K$4K$4K
OccupancyLn 16$10K$7K$2K$517
TravelLn 17$9K$7K$2K$9
Conferences, conventions and meetingsLn 19$10K$10K
Depreciation, depletion and amortizationLn 22$6K$6K
InsuranceLn 23$6K$6K
Other expenses (24a–d)Ln 24$124K$117K$7K
All other expensesLn 24e$5K$3K$194$2K
Total functional expensesLn 25$864K$574K$218K$71K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $676K$864K−$188K$315K 990 PDF
FY2024 $1.2M$880K$347K$503K 990 PDF
FY2023 $907K$970K−$64K$157K 990 PDF
FY2022 $813K$1.0M−$235K$220K 990 PDF
FY2021 $1.8M$1.5M$293K$455K 990 PDF
FY2020 $1.4M$1.4M$52K$162K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $675,516 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $996,215$587,092
I-9 Program service revenuePrior year $225,105$78,632
I-10 Investment incomePrior year $650$524
I-11 Other revenuePrior year $4,907$9,268
I-12 Total revenuePrior year $1,226,877$675,516
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $435,958$483,117
I-16a Professional fundraising feesPrior year $0$50,000
I-17 Other expensesPrior year $444,415$330,400
I-18 Total expensesPrior year $880,373$863,517
I-19 Revenue less expensesPrior year $346,504−$188,001
Part VI · Governance 13 of 13 board members independent, no flags
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
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 $675,516 across 8 lines filed
Lines not itemized here account for $407 of total revenue; see the IRS return.
VIII-1c Fundraising events$22,812
VIII-1e Government grants$103,533
VIII-1f All other contributions, gifts and grants$460,747
VIII-1h Total contributions, gifts and grants$587,092
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $78,632$78,632
VIII-3 Investment incomeExcluded from tax $524$524
VIII-8 Net income from fundraising eventsExcluded from tax $8,861$8,861
VIII-12 Total revenueRelated to mission $79,039 · Unrelated business $0 · Excluded from tax $9,385$675,516
Part IX · Statement of functional expenses $863,517 across 17 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $31,443 · Management $105,998 · Fundraising $3,814$141,255
IX-7 Other salaries and wagesPrograms $279,924 · Fundraising $8,835$288,759
IX-9 Other employee benefitsPrograms $21,642 · Fundraising $210$21,852
IX-10 Payroll taxesPrograms $23,059 · Management $7,110 · Fundraising $1,082$31,251
IX-11c Accounting feesManagement $59,097$59,097
IX-11e Professional fundraising feesFundraising $50,000$50,000
IX-11g Other fees for servicesPrograms $27,732 · Management $4,167$31,899
IX-12 Advertising and promotionPrograms $39,090 · Management $4,060 · Fundraising $81$43,231
IX-13 Office expensesPrograms $6,893 · Management $10,983 · Fundraising $622$18,498
IX-14 Information technologyManagement $3,746 · Fundraising $4,099$7,845
IX-16 OccupancyPrograms $7,329 · Management $2,308 · Fundraising $517$10,154
IX-17 TravelPrograms $6,868 · Management $1,720 · Fundraising $9$8,597
IX-19 Conferences, conventions and meetingsPrograms $9,672$9,672
IX-22 Depreciation, depletion and amortizationManagement $5,867$5,867
IX-23 InsuranceManagement $6,331$6,331
IX-24 Other expenses (24a–d)Programs $116,905 · Management $6,880$123,785
IX-24e All other expensesPrograms $3,494 · Management $194 · Fundraising $1,736$5,424
IX-25 Total functional expensesPrograms $574,051 · Management $218,461 · Fundraising $71,005$863,517
Part X · Balance sheet $446,546 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $340,852$296,613
X-2 Savings and temporary cash investmentsStart of year $49,868$50,392
X-4 Accounts receivableStart of year $207,782$92,778
X-9 Prepaid expenses and deferred chargesStart of year $5,949$3,786
X-10c Land, buildings and equipment, netStart of year $0$0
X-14 Intangible assetsStart of year $8,844$2,977
X-16 Total assetsStart of year $613,295$446,546
X-17 Accounts payable and accrued expensesStart of year $53,462$57,173
X-19 Deferred revenueStart of year $56,766$74,307
X-26 Total liabilitiesStart of year $110,228$131,480
X-27 Net assets without donor restrictionsStart of year −$72,599−$139,778
X-28 Net assets with donor restrictionsStart of year $575,666$454,844
X-32 Total net assets or fund balancesStart of year $503,067$315,066
X-33 Total liabilities and net assetsStart of year $613,295$446,546
Part XI · Reconciliation of net assets $315,066 net assets at year end
XI-1 Total revenue$675,516
XI-2 Total expenses$863,517
XI-3 Revenue less expenses−$188,001
XI-4 Net assets at start of year$503,067
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$315,066

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

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