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Wellbeing Initiative INC

Tax-deductible

Lincoln, NE501(c)(3)Human ServicesEIN 47-4853482Revenue $2.7M in FY2025

On file with the IRSwellbeinginitiatives.org5530 O Street Suite 2, 68510-2130 · Lincoln, NETax-exempt since May 2016Publicly supported — 509(a)(2)

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Wellbeing Initiative INC is dedicated to impacting the lives of those living with mental health challenges by providing a community that empowers members to reach their fullest potential.

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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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 5
filings with a surplus
Average surplus $28K a year · 2% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Fine: 1.5 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $30K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$226K
31% of total assets
Looks good: liabilities are 31% 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
$2.7M
+29% vs prior year
Spent
$2.6M
To programs
91%
Net assets
$507K
By yearFY2021–FY2025
Revenue
$2.7M
FY2025▲ +29%
Tap a bar for its year
Revenue by fiscal year
FY2021$374K
FY2022$823K
FY2023$1.3M
FY2024$2.1M
FY2025$2.7M
Expenses
$2.6M
FY2025▲ +22%
Tap a bar for its year
Expenses by fiscal year
FY2021$253K
FY2022$699K
FY2023$1.4M
FY2024$2.1M
FY2025$2.6M
Net assets
$507K
FY2025▲ +11%
Tap a bar for its year
Net assets by fiscal year
FY2021$148K
FY2022$272K
FY2023$512K
FY2024$457K
FY2025$507K

From the FY2025 Form 990 (year ending June 2025) · 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 May 2016.

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

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $2.4M Management & general 9% · $237K

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

7 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
Matthew Brase
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Deb Turner
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Wellbeing Initiative INC 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

Empowers individuals with mental health challenges through a supportive community.

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Provided by the organization

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3 programs · $1.3M · in their own filed words · FY2024
01

Division of public health the overdose prevention and intervention program is serving lincoln and surrounding communities through overdose prevention, opioid use and medication assisted treatment, and narcan administration education.

$569Kprogram expense
02

Hrsa P.E.E.R. (peeriodical education expansion research) initiative is a partnership between wellbeing initiative, inc. And southeast community college, providing experiential training and prioritizing opportunities in rural communities for students with different backgrounds, in completing the peer support training program.

$448Kprogram expense
03

Samhsa bcor the recovery community navigation program, supported by samhsa's building communities of recovery initiative, expands peer recovery support services through collaboration with health departments, jails, hospitals, and recovery networks.

$268Kprogram 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 · FY2025
The Sherwood FoundationFY2025$30K
Total grants receivedfrom 1 funder$30K
Grants paid · 9 grants · $923K · 2021–2024
Unitemized GrantFY2024$222,499
Unitemized GrantFY2024$71,000
Southeast Community College Educational FdnNE · FY2024$24,536
Unitemized GrantFY2023$161,128
Unitemized GrantFY2023$38,100
Unitemized GrantFY2022$192,479
Southeast Community CollegeFY2022$67,860
Unitemized GrantFY2022$17,600
Unitemized GrantFY2021$127,864

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$2.7M
Ln 12
Gifts and grantsLn 1h$1.9M
Fees for servicesLn 2g$739K
Other incomeLn 4–11$34K
Money outPt IX
$2.6M
Ln 25
Programscol B$2.4M
Managementcol C$237K
Owns and owesPt X
$507K
net assets · Ln 32
Cash and savingsLn 1–2$329K
Total assetsLn 16$733K
LiabilitiesLn 26$226K
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.9M
Government grantsLn 1e$1.8M
Fees for servicesLn 2g$739K
Other incomeLn 4–11$34K
Total revenueLn 12$2.7M
Assets in detailPt X, end of year
SavingsLn 2$329K
Cash and savings togetherLn 1–2$329K
Land, buildings, equipmentLn 10c$110K
Other assetsLn 15$57K
Total assetsLn 16$733K
LiabilitiesLn 26$226K
Net assetsLn 32$507K
OperationsPt I, VI
EmployeesI 54
VolunteersI 60
Fiscal year endsHeaderJune
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$117K$329K
Land, buildings, equipmentLn 10c$138K$110K
Total assetsLn 16$691K$733K
LiabilitiesLn 26$235K$226K
Net assetsLn 32$457K$507K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$25K$25K
Grants to domestic individualsLn 2$293K$293K
Other salaries and wagesLn 7$1.5M$1.4M$87K
Other employee benefitsLn 9$96K$90K$6K
Payroll taxesLn 10$115K$108K$7K
Accounting feesLn 11c$35K$35K
Other fees for servicesLn 11g$36K$36K
Advertising and promotionLn 12$39K$34K$5K
Office expensesLn 13$98K$91K$7K
OccupancyLn 16$180K$128K$52K
TravelLn 17$72K$65K$7K
Depreciation, depletion and amortizationLn 22$63K$63K
InsuranceLn 23$11K$11K$389
Other expenses (24a–d)Ln 24$49K$46K$3K
Total functional expensesLn 25$2.6M$2.4M$237K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $2.7M$2.6M$51K$507K 990 PDF
FY2024 $2.1M$2.1M−$78K$457K 990 PDF
FY2023 $1.3M$1.4M−$78K$512K 990 PDF
FY2022 $823K$699K$124K$272K 990 PDF
FY2021 $374K$253K$122K$148K 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 $2,659,268 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,349,821$1,886,527
I-9 Program service revenuePrior year $691,718$738,733
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $14,904$34,008
I-12 Total revenuePrior year $2,056,443$2,659,268
I-13 Grants and similar amounts paidPrior year $203,417$318,035
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,413,338$1,708,083
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $517,294$582,561
I-18 Total expensesPrior year $2,134,049$2,608,679
I-19 Revenue less expensesPrior year −$77,606$50,589
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 $2,659,268 across 8 lines filed
VIII-1e Government grants$1,805,545
VIII-1f All other contributions, gifts and grants$80,982
VIII-1h Total contributions, gifts and grants$1,886,527
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $738,733$738,733
VIII-6 Net rental income or lossRelated to mission $5,611$5,611
VIII-8 Net income from fundraising eventsExcluded from tax $8,058$8,058
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $20,339$20,339
VIII-12 Total revenueRelated to mission $764,683 · Unrelated business $0 · Excluded from tax $8,058$2,659,268
Part IX · Statement of functional expenses $2,608,679 across 14 lines filed
IX-1 Grants to domestic organizationsPrograms $24,536$24,536
IX-2 Grants to domestic individualsPrograms $293,499$293,499
IX-7 Other salaries and wagesPrograms $1,410,163 · Management $87,218$1,497,381
IX-9 Other employee benefitsPrograms $90,115 · Management $5,569$95,684
IX-10 Payroll taxesPrograms $108,324 · Management $6,694$115,018
IX-11c Accounting feesPrograms $35,201$35,201
IX-11g Other fees for servicesPrograms $35,632$35,632
IX-12 Advertising and promotionPrograms $33,847 · Management $5,252$39,099
IX-13 Office expensesPrograms $90,898 · Management $6,759$97,657
IX-16 OccupancyPrograms $127,581 · Management $52,448$180,029
IX-17 TravelPrograms $64,562 · Management $7,339$71,901
IX-22 Depreciation, depletion and amortizationManagement $62,508$62,508
IX-23 InsurancePrograms $10,872 · Management $389$11,261
IX-24 Other expenses (24a–d)Programs $46,304 · Management $2,969$49,273
IX-25 Total functional expensesPrograms $2,371,534 · Management $237,145 · Fundraising $0$2,608,679
Part X · Balance sheet $733,155 assets, 15 lines filed
X-2 Savings and temporary cash investmentsStart of year $117,064$329,005
X-3 Pledges and grants receivableStart of year $178,319$156,235
X-4 Accounts receivableStart of year $102,166$76,216
X-9 Prepaid expenses and deferred chargesStart of year $14,301$4,240
X-10c Land, buildings and equipment, netStart of year $137,708$110,238
X-15 Other assetsStart of year $140,629$57,221
X-16 Total assetsStart of year $691,358$733,155
X-17 Accounts payable and accrued expensesStart of year $78,425$101,212
X-19 Deferred revenueStart of year $11,300$66,130
X-25 Other liabilitiesStart of year $144,970$58,561
X-26 Total liabilitiesStart of year $234,695$225,903
X-27 Net assets without donor restrictionsStart of year $363,464$467,141
X-28 Net assets with donor restrictionsStart of year $93,199$40,111
X-32 Total net assets or fund balancesStart of year $456,663$507,252
X-33 Total liabilities and net assetsStart of year $691,358$733,155
Part XI · Reconciliation of net assets $507,252 net assets at year end
XI-1 Total revenue$2,659,268
XI-2 Total expenses$2,608,679
XI-3 Revenue less expenses$50,589
XI-4 Net assets at start of year$456,663
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$507,252

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

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