Wellness Together EIN 81-1653329

Wellness Together

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Promotes mental health awareness, advocacy, and access through innovative solutions. For fiscal year 2024 it reported $13.3M in revenue, $13.2M in expenses, and $4.5M in net assets.Pt I

Founded
2016
Type
Public charity (501(c)(3)) · Mental Health
Location
Roseville, CA
Website
www.wellnesstogether.org
Filings
5 on file (2020–2024)
Revenue
$13.3MFY2024
Expenses
$13.2M
Net assets
$4.5M
People
13
Filings
5
Updates
0
More identity details & actions ⌄
EIN  81-1653329 Public charity (501(c)(3)) Roseville, CA Founded 2016
Form 990 (PDF)
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Figures match the IRS filing checked 7/22/26 · see original: IRS
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Size
$10–100M
What they do
Promotes mental health awareness, advocacy, and access through innovative solutions.
Leadership
Marlon Morgan · President and CEO · $318K
Money in and out
$13.3M revenue, $13.2M expenses
Bottom line
82% program efficiency
Where the money goes · FY2024
Total revenue
$13.3M
Pt VIII · Ln 12
Total expenses
$13.2M
Pt IX · Ln 25
Net assets
$4.5M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $113K
Where spending went · Part IX cols B–D
Program services $0.82 Management & general $0.10 Fundraising $0.08
Program efficiency
82%
of spending reaches programs▼ -1.0% vs prior filing year
Operating runway
3.1mo
months of highly liquid reserves at operating expense rate▼ -14% vs prior filing year
Surplus margin
+0.9%
revenue over expenses, this year▼ -87% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$13.3M
FY2024▲ +15%
Expenses
$13.2M
FY2024▲ +22%
Total assets
$6.3M
FY2024▲ +2%
Total liabilities
$1.8M
FY2024▲ +2%
Total revenue
$13.3M
Pt VIII · Ln 12
Total expenses
$13.2M
Pt IX · Ln 25
Net assets
$4.5M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$113K
Total assetsPt X · Ln 16$6.3M
Program-expense ratioPt IX · col B82%
Voting members of governing bodyPt I · Ln 37
Independent voting membersPt I · Ln 45
Mission & Programs · Part III

Where the work happens

2 program services account for $10.8M of program spending, described in the organization's own filed words · FY2024.
01

School based services- provided mental health access and services in schools through student support interactions, including counseling, family engagement sessions, and crisis intervention. Additionally, provided educator support to districts, counties, and organizations.

$9.2Mprogram expense
02

Advocacy and awareness activities- utilized advocacy and awareness activities to foster an environment where mental health is openly discussed, stigmas are reduced and understanding is promoted across all cultural, socio-economic, and demographic groups.

$1.6Mprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CWellness Together
EINHdr · item D81-1653329
Principal addressHdr · item CRoseville, CA
WebsiteHdr · item Jwww.wellnesstogether.org
Year of formationHdr · item L2016
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFMental Health (F30)
Ruling yearIRS BMFMar 2016

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a7
Independent voting membersPt VI · Ln 1b5
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
President and CEO
$317,993Pt VII · Sec A
$179,739Pt VII · Sec A
Program Director of School
$127,628Pt VII · Sec A
Assistant Executive Direct
$108,066Pt VII · Sec A
Clinical Director
$106,143Pt VII · Sec A
Director of Programs
$105,343Pt VII · Sec A
Mental Health Services
$100,752Pt VII · Sec A
$12,816Pt VII · Sec A

Marlon Morgan’s $318K as President and CEO is at the 68th percentile of top reported officer pay among 747 $10–100M mental health 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 · 8 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Marlon Morgan$317,993$266,287$265,270$170,497$144,792$128,477
Robert Garcia$179,739$142,132$114,488
Chantelle Irvin$127,628$105,400$101,250
Amy Lloyd$105,343$125,954$123,600
Jeremiah Aja$108,066$107,509$110,417
Jillian McNew$106,143
Brittney Stone$105,476
Nicole Wagner$101,341

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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Statement of Revenue

Part VIII
Program service revenue$11.0M · 83%
Contributions & grants$2.2M · 17%
Program service revenue83%$11.0M
Contributions & grants17%$2.2M
Investment income$54K
Other revenue$1K
Total revenueLn 12$13.3M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.82 Management & general $0.10 Fundraising $0.08
Program services82%$10.8M
Management & general10%$1.3M
Fundraising8%$1.1M
Total functional expensesLn 25$13.2M

Balance Sheet

Part X · end of year
CashLn 1$3.5M
Total assetsLn 16$6.3M
Total liabilitiesLn 26$1.8M
Total net assetsLn 32$4.5M
Months of cash on handcomputed3.1

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $3.5M · Operating expenses/yr $13.2M
3.1 months
Where the money goes
Program services
Program services $10.8M · Total expenses $13.2M
82%
Management & General
Management & general $1.3M · Total expenses $13.2M
10%
Fundraising
Fundraising $1.1M · Total expenses $13.2M
8%
Cost to raise $1
Fundraising expense (3-yr avg) $782K · Solicited contributions (3-yr avg) $2.1M
$0.38 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $2.2M · Total revenue $13.3M
17%
Government reliance
Government grants — · Total revenue $13.3M
Earned-income share
Program service revenue $11.0M · Total revenue $13.3M
83%
Investment reliance
Investment income $54K · Total revenue $13.3M
+0.4%
Program self-sufficiency
Program service revenue $11.0M · Total expenses $13.2M
84%
Growth & trend
Revenue growth (YoY)
This year $13.3M · Prior year $11.6M
+15%
Revenue CAGR
FY2019 $1.2M · FY2024 $13.3M
+63%
Net-asset trend (YoY)
End of year $4.5M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $13.3M · Expenses $13.2M
+0.9%
Liabilities-to-Assets
Total liabilities — · Total assets $6.3M
Net-asset ratio
Net assets $4.5M · Total assets $6.3M
72%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $6.3M
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Marlon Morgan · Reported title PRESIDENT AND CEO · Highest reported compensation $318K · Total expenses $13.2M
2%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $9.6M · Total expenses $13.2M
73%
Peer comparison

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

MetricThis orgPeer medianPercentile
Program ratio 82%
Overhead ratio 10%
Fundraising cost ratio 49%
Revenue growth 15%

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 · funders on record
Grants received · FY2024
Total grants receivedfrom 6 funders$677K
See all 6 funders →

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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
FY2024$11.6M revenue · ⤓ 990 PDF
FY2023$10.6M revenue · ⤓ 990 PDF
FY2022$5.9M revenue · ⤓ 990 PDF
FY2021$4.9M revenue · ⤓ 990 PDF
FY2020$1.2M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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