The Wellbeing Partners EIN 47-0642708 Form 990 (PDF) Claim this org

The Wellbeing Partners

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Promotes community and business wellbeing through advocacy, collaboration, and education. For fiscal year 2025 it reported $676K in revenue, $864K in expenses, and $315K in net assets.Pt I

Founded
1982
Type
Public charity (501(c)(3)) · Nonprofit
Location
Omaha, NE
Website
www.thewellbeingpartners.org
Filings
6 on file (2020–2025)
Revenue
$676KFY2025
Expenses
$864K
Net assets
$315K
People
15
Filings
6
Updates
0
More identity details & actions ⌄
EIN  47-0642708 Public charity (501(c)(3)) Omaha, NE Founded 1982
Form 990 (PDF)
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Size
$100K–1M
What they do
Promotes community and business wellbeing through advocacy, collaboration, and education.
Leadership
Aja Anderson · CEO · $131K
Money in and out
$676K revenue, $864K expenses
Bottom line
66% program efficiency
Where the money goes · FY2025
Total revenue
$676K
Pt VIII · Ln 12
Total expenses
$864K
Pt IX · Ln 25
Net assets
$315K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$188K
Where spending went · Part IX cols B–D
Program services $0.66 Management & general $0.25 Fundraising $0.08
Program efficiency
66%
of spending reaches programs▲ +1% vs prior filing year
Operating runway
4.8mo
months of highly liquid reserves at operating expense rate▼ -9% vs prior filing year
Surplus margin
-28%
revenue over expenses, this year▼ -199% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$676K
FY2025▼ -45%
Expenses
$864K
FY2025▼ -2%
Total assets
$447K
FY2025▼ -27%
Total liabilities
$131K
FY2025▲ +19%
Total revenue
$676K
Pt VIII · Ln 12
Total expenses
$864K
Pt IX · Ln 25
Net assets
$315K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$188K
Total assetsPt X · Ln 16$447K
Program-expense ratioPt IX · col B66%
Voting members of governing bodyPt I · Ln 313
Independent voting membersPt I · Ln 413

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CThe Wellbeing Partners
EINHdr · item D47-0642708
Principal addressHdr · item COmaha, NE
WebsiteHdr · item Jwww.thewellbeingpartners.org
Year of formationHdr · item L1982
State of legal domicileHdr · item MNE
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFJun 1982

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a13
Independent voting membersPt VI · Ln 1b13
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$130,515Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Vice Chair/Treasurer
$0Pt VII · Sec A
Board Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
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.

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Mission & Programs · Part III

Where the work happens

2 program services account for $574K of program spending, described in the organization's 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

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Statement of Revenue

Part VIII
Contributions & grants$587K · 87%
Program service revenue$79K · 12%
Other revenue$9K · 1%
Contributions & grants87%$587K
Program service revenue12%$79K
Other revenue1%$9K
Investment income$524
— government grantsLn 1e$104K
Total revenueLn 12$676K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.66 Management & general $0.25 Fundraising $0.08
Program services66%$574K
Management & general25%$218K
Fundraising8%$71K
Total functional expensesLn 25$864K

Balance Sheet

Part X · end of year
CashLn 1$347K
Total assetsLn 16$447K
Total liabilitiesLn 26$131K
Total net assetsLn 32$315K
Months of cash on handcomputed4.8

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $347K · Operating expenses/yr $864K
4.8 months
Where the money goes
Program services
Program services $574K · Total expenses $864K
66%
Management & General
Management & general $218K · Total expenses $864K
25%
Fundraising
Fundraising $71K · Total expenses $864K
8%
Cost to raise $1
Fundraising expense (3-yr avg) $56K · Solicited contributions (3-yr avg) $596K
$0.09 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $587K · Total revenue $676K
87%
Government reliance
Government grants $104K · Total revenue $676K
15%
Earned-income share
Program service revenue $79K · Total revenue $676K
12%
Investment reliance
Investment income $524 · Total revenue $676K
+0.08%
Program self-sufficiency
Program service revenue $79K · Total expenses $864K
9%
Growth & trend
Revenue growth (YoY)
This year $676K · Prior year $1.2M
-45%
Revenue CAGR
FY2020 $1.4M · FY2025 $676K
-14%
Net-asset trend (YoY)
End of year $315K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $676K · Expenses $864K
-28%
Liabilities-to-Assets
Total liabilities — · Total assets $447K
Net-asset ratio
Net assets $315K · Total assets $447K
71%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $447K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Aja Anderson · Reported title CEO · Highest reported compensation $131K · Total expenses $864K
15%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $483K · Total expenses $864K
56%
Fundraising vendors
Fundraiser cost ratio
Paid to fundraisers $50K · Gross raised $582K
9%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 66%
Overhead ratio 25%
Fundraising cost ratio 12%
Revenue growth -45%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 5 funders$563K
See all 5 funders →
Grants paid · 1 grant · $50K · 2020–2020
Public Good ProjectsNY · FY2020$50,000

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$676K revenue · viewing · ⤓ 990 PDF
FY2024$1.2M revenue · ⤓ 990 PDF
FY2023$907K revenue · ⤓ 990 PDF
FY2022$813K revenue · ⤓ 990 PDF
FY2021$1.8M revenue · ⤓ 990 PDF
FY2020$1.4M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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