Wellness House FY2020 filing

Tax-deductible

Yakima, WA501(c)(3)EIN 91-1418100Revenue $376K in FY2020

On file with the IRSwellness-house.org6006 Summitview Ave, 98908-3045 · Yakima, WATax-exempt since May 1990Publicly supported charity — 170(b)(1)(A)(vi)

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Wellness House, an independent, community based non profit organization dedicated to kindness.

501(c)(3) charity; gifts are tax-deductible.
58¢ of each $1 spent went to programs.
$58K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2020 · 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
4 of 5
filings with a surplus
Average surplus $314K a year · 45% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
58%
of spending
Worth a look: 58% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$58K
to officers and key staff · 18% of spending
Fine: pay to officers and key staff is 18% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
10 mo
of spending, in cash
Looks good: 10.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $45K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$855K
56% of total assets
Fine: liabilities are 56% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$376K
Spent
$328K
To programs
58%
Net assets
$669K
By yearFY2020–FY2024
Revenue
$376K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$376K
FY2021$1.3M
FY2022$1.1M
FY2023$452K
FY2024$272K
Expenses
$328K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$328K
FY2021$315K
FY2022$343K
FY2023$426K
FY2024$488K
Net assets
$669K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$669K
FY2021$1.7M
FY2022$2.3M
FY2023$2.7M
FY2024$2.5M

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 1990.

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

Where the money goes

58 cents of each dollar spent went to programs.

Program services 58% · $189K Management & general 19% · $61K Fundraising 24% · $79K

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; $58K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$57,884Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Lisa Kapuza$73,901$28,017———
Margaret Filkins—$30,922$58,400$58,853$57,884
Kathyrn Holter—$17,640———

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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Promoting kindness and community wellness through supportive programs.

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Provided by the organization

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1 program · $189K · in their own filed words · FY2020
01

Wellness house is a nonprofit organization that develops and maintains support groups and services for individuals diagnosed with life changing illnesses such as cancer, hepatitis c and fibromyalgia.

$189Kprogram 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 · FY2024
See all 4 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$376K
Ln 12
Gifts and grantsLn 1h$319K
Other incomeLn 4–11$43K
Investment incomeLn 3$15K
Money outPt IX
$328K
Ln 25
Programscol B$189K
Managementcol C$61K
Fundraisingcol D$79K
Owns and owesPt X
$669K
net assets · Ln 32
Cash and savingsLn 1–2$286K
Total assetsLn 16$1.5M
LiabilitiesLn 26$855K
PeoplePt VI, VII
9
listed · VII A
PaidVII A1
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$319K
Fundraising eventsLn 1c$35K
Investment incomeLn 3$15K
Other incomeLn 4–11$43K
Gains on assetsLn 7−$701
Total revenueLn 12$376K
Assets in detailPt X, end of year
CashLn 1$281K
SavingsLn 2$5K
Cash and savings togetherLn 1–2$286K
InvestmentsLn 11–13$394K
Land, buildings, equipmentLn 10c$843K
Total assetsLn 16$1.5M
LiabilitiesLn 26$855K
Net assetsLn 32$669K
OperationsPt I, VI
EmployeesI 56
VolunteersI 6120
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$19K$286K
InvestmentsLn 11–13$386K$394K
Land, buildings, equipmentLn 10c$240K$843K
Total assetsLn 16$645K$1.5M
LiabilitiesLn 26$25K$855K
Net assetsLn 32$620K$669K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$370$370
Pay of current officers, directors and key staffLn 5$58K$36K$12K$10K
Other salaries and wagesLn 7$111K$69K$22K$20K
Payroll taxesLn 10$13K$8K$3K$2K
Accounting feesLn 11c$10K$6K$2K$2K
Professional fundraising feesLn 11e$24K$24K
Advertising and promotionLn 12$2K$1K$383$345
Office expensesLn 13$11K$7K$2K$2K
OccupancyLn 16$29K$18K$6K$5K
Conferences, conventions and meetingsLn 19$94$58$19$17
InterestLn 20$41K$25K$8K$7K
Depreciation, depletion and amortizationLn 22$21K$13K$4K$4K
InsuranceLn 23$5K$3K$1K$978
Other expenses (24a–d)Ln 24$2K$1K$419$377
All other expensesLn 24e$529$329$105$95
Total functional expensesLn 25$328K$189K$61K$79K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $272K$488K−$216K$2.5M 990 PDF
FY2023 $452K$426K$26K$2.7M 990 PDF
FY2022 $1.1M$343K$733K$2.3M 990 PDF
FY2021 $1.3M$315K$979K$1.7M 990 PDF
FY2020 Viewing $376K$328K$48K$669K 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 FY2020 990 (6 parts)
Part I · Summary $376,203 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $169,702$318,540
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $27,227$15,082
I-11 Other revenuePrior year $39,294$42,581
I-12 Total revenuePrior year $236,223$376,203
I-13 Grants and similar amounts paidPrior year $690$370
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $190,646$181,351
I-16a Professional fundraising feesPrior year $0$24,000
I-17 Other expensesPrior year $56,103$122,316
I-18 Total expensesPrior year $247,439$328,037
I-19 Revenue less expensesPrior year −$11,216$48,166
Part VI · Governance 8 of 8 board members independent, 4 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $376,203 across 8 lines filed
Lines not itemized here account for $48 of total revenue; see the IRS return.
VIII-1a Federated campaigns$8,333
VIII-1c Fundraising events$34,850
VIII-1f All other contributions, gifts and grants$275,357
VIII-1h Total contributions, gifts and grants$318,540
VIII-3 Investment incomeExcluded from tax $15,783$15,783
VIII-7 Net gain or loss on sales of assetsRelated to mission −$701−$701
VIII-8 Net income from fundraising eventsExcluded from tax $42,533$42,533
VIII-12 Total revenueRelated to mission −$653 · Unrelated business $0 · Excluded from tax $58,316$376,203
Part IX · Statement of functional expenses $328,037 across 15 lines filed
IX-1 Grants to domestic organizationsPrograms $370$370
IX-5 Pay of current officers, directors and key staffPrograms $35,888 · Management $11,577 · Fundraising $10,419$57,884
IX-7 Other salaries and wagesPrograms $68,522 · Management $22,104 · Fundraising $19,893$110,519
IX-10 Payroll taxesPrograms $8,027 · Management $2,590 · Fundraising $2,331$12,948
IX-11c Accounting feesPrograms $6,392 · Management $2,062 · Fundraising $1,856$10,310
IX-11e Professional fundraising feesFundraising $24,000$24,000
IX-12 Advertising and promotionPrograms $1,187 · Management $383 · Fundraising $345$1,915
IX-13 Office expensesPrograms $7,020 · Management $2,264 · Fundraising $2,038$11,322
IX-16 OccupancyPrograms $17,925 · Management $5,783 · Fundraising $5,204$28,912
IX-19 Conferences, conventions and meetingsPrograms $58 · Management $19 · Fundraising $17$94
IX-20 InterestPrograms $25,286 · Management $8,157 · Fundraising $7,341$40,784
IX-22 Depreciation, depletion and amortizationPrograms $12,972 · Management $4,184 · Fundraising $3,766$20,922
IX-23 InsurancePrograms $3,368 · Management $1,087 · Fundraising $978$5,433
IX-24 Other expenses (24a–d)Programs $1,299 · Management $419 · Fundraising $377$2,095
IX-24e All other expensesPrograms $329 · Management $105 · Fundraising $95$529
IX-25 Total functional expensesPrograms $188,643 · Management $60,734 · Fundraising $78,660$328,037
Part X · Balance sheet $1,523,919 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $13,564$280,930
X-2 Savings and temporary cash investmentsStart of year $5,444$5,446
X-10c Land, buildings and equipment, netStart of year $239,727$843,053
X-11 Publicly traded securitiesStart of year $386,385$394,490
X-16 Total assetsStart of year $645,120$1,523,919
X-17 Accounts payable and accrued expensesStart of year $5,032$13,259
X-19 Deferred revenueStart of year $20,100$20,100
X-24 Unsecured notes and loans payable$181,611
X-26 Total liabilitiesStart of year $25,132$854,970
X-27 Net assets without donor restrictionsStart of year $433,197$458,513
X-28 Net assets with donor restrictionsStart of year $186,791$210,436
X-32 Total net assets or fund balancesStart of year $619,988$668,949
X-33 Total liabilities and net assetsStart of year $645,120$1,523,919
Part XI · Reconciliation of net assets $668,949 net assets at year end
XI-1 Total revenue$376,203
XI-2 Total expenses$328,037
XI-3 Revenue less expenses$48,166
XI-4 Net assets at start of year$619,988
XI-5 Net unrealized gains (losses) on investments$33,203
XI-8 Prior period adjustments−$32,408
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$668,949

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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