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

501(c)(3) charity; gifts are tax-deductible.
47¢ of each $1 spent went to programs.
$59K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · 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
47%
of spending
Concern: 47% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$59K
to officers and key staff · 19% of spending
Fine: pay to officers and key staff is 19% of spending; 15% to 20%.
Pt VII · Sec A
36 mo
of spending, in cash
Looks good: 35.8 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
$836K
33% of total assets
Looks good: liabilities are 33% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 10 voting members
Looks good: 8 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.3M
+244% vs prior year
Spent
$315K
To programs
47%
Net assets
$1.7M
By yearFY2020–FY2024
Revenue
$1.3M
FY2021▲ +244%
Tap a bar for its year
Revenue by fiscal year
FY2020$376K
FY2021$1.3M
FY2022$1.1M
FY2023$452K
FY2024$272K
Expenses
$315K
FY2021▼ -4%
Tap a bar for its year
Expenses by fiscal year
FY2020$328K
FY2021$315K
FY2022$343K
FY2023$426K
FY2024$488K
Net assets
$1.7M
FY2021▲ +150%
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 FY2021 Form 990 · see the original

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You’re viewing the FY2021 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

47 cents of each dollar spent went to programs.

Program services 47% · $149K Management & general 24% · $76K Fundraising 29% · $90K

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

12 people listed on the 990; $59K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$58,853Pt VII · Sec A
Vice-Chair
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$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.

See Wellness House 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 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 · $149K · in their own filed words · FY2021
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.

$149Kprogram 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 FY2021 990, line by line.

1The main four
Money inPt VIII
$1.3M
Ln 12
Gifts and grantsLn 1h$1.3M
Other incomeLn 4–11$23K
Investment incomeLn 3$14K
Money outPt IX
$315K
Ln 25
Programscol B$149K
Managementcol C$76K
Fundraisingcol D$90K
Owns and owesPt X
$1.7M
net assets · Ln 32
Cash and savingsLn 1–2$941K
Total assetsLn 16$2.5M
LiabilitiesLn 26$836K
PeoplePt VI, VII
12
listed · VII A
PaidVII A1
Voting boardVI 1a10
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.3M
Government grantsLn 1e$40K
Noncash giftsLn 1g$282K
Fundraising eventsLn 1c$82K
Investment incomeLn 3$14K
Other incomeLn 4–11$23K
Gains on assetsLn 7−$2K
Total revenueLn 12$1.3M
Assets in detailPt X, end of year
CashLn 1$937K
SavingsLn 2$4K
Cash and savings togetherLn 1–2$941K
InvestmentsLn 11–13$661K
Land, buildings, equipmentLn 10c$909K
Total assetsLn 16$2.5M
LiabilitiesLn 26$836K
Net assetsLn 32$1.7M
OperationsPt I, VI
EmployeesI 56
VolunteersI 6120
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3More from this return
Abroad and in kindSch F, M
Noncash gifts receivedSch M Pt I$282K
EndowmentSch D · Pt V
LineFY21FY20FY19FY18FY17
End of yearLn 1g$239K$210K$187K$160K$164K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$286K$941K
InvestmentsLn 11–13$394K$661K
Land, buildings, equipmentLn 10c$843K$909K
Total assetsLn 16$1.5M$2.5M
LiabilitiesLn 26$855K$836K
Net assetsLn 32$669K$1.7M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$436$436
Pay of current officers, directors and key staffLn 5$59K$12K$32K$15K
Other salaries and wagesLn 7$73K$45K$15K$13K
Payroll taxesLn 10$12K$7K$2K$2K
Accounting feesLn 11c$13K$8K$3K$2K
Professional fundraising feesLn 11e$36K$36K
Investment management feesLn 11f$4K$2K$753$678
Advertising and promotionLn 12$2K$959$310$279
Office expensesLn 13$14K$9K$3K$3K
OccupancyLn 16$29K$18K$6K$5K
Conferences, conventions and meetingsLn 19$1K$815$263$237
InterestLn 20$42K$26K$8K$8K
Depreciation, depletion and amortizationLn 22$21K$13K$4K$4K
InsuranceLn 23$7K$4K$1K$1K
Other expenses (24a–d)Ln 24$2K$1K$383$345
All other expensesLn 24e$2K$1K$338$304
Total functional expensesLn 25$315K$149K$76K$90K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Oct 29, 2025 $272K$488K−$216K$2.5M 990 PDF
FY2023Filed with the IRS Nov 14, 2024 $452K$426K$26K$2.7M 990 PDF
FY2022Filed with the IRS Nov 13, 2023 $1.1M$343K$733K$2.3M 990 PDF
FY2021 ViewingFiled with the IRS Nov 4, 2022 $1.3M$315K$979K$1.7M 990 PDF
FY2020Filed with the IRS Nov 12, 2021 $376K$328K$48K$669K 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 M · Noncash O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $1,294,504 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $318,540$1,257,472
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $15,082$14,156
I-11 Other revenuePrior year $42,581$22,876
I-12 Total revenuePrior year $376,203$1,294,504
I-13 Grants and similar amounts paidPrior year $370$436
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $181,351$143,541
I-16a Professional fundraising feesPrior year $24,000$36,000
I-17 Other expensesPrior year $122,316$135,468
I-18 Total expensesPrior year $328,037$315,445
I-19 Revenue less expensesPrior year $48,166$979,059
Part VI · Governance 8 of 10 board members independent, 4 to look at
VI-1a Voting members of the governing body10
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 $1,294,504 across 10 lines filed
Lines not itemized here account for $195 of total revenue; see the IRS return.
VIII-1a Federated campaigns$11,667
VIII-1c Fundraising events$82,231
VIII-1e Government grants$39,842
VIII-1f All other contributions, gifts and grants$1,123,732
VIII-1g Noncash contributions (included above)$281,621
VIII-1h Total contributions, gifts and grants$1,257,472
VIII-3 Investment incomeExcluded from tax $15,881$15,881
VIII-7 Net gain or loss on sales of assetsRelated to mission −$1,725−$1,725
VIII-8 Net income from fundraising eventsExcluded from tax $22,681$22,681
VIII-12 Total revenueRelated to mission −$1,530 · Unrelated business $0 · Excluded from tax $38,562$1,294,504
Part IX · Statement of functional expenses $315,445 across 16 lines filed
IX-1 Grants to domestic organizationsPrograms $436$436
IX-5 Pay of current officers, directors and key staffPrograms $11,771 · Management $32,369 · Fundraising $14,713$58,853
IX-7 Other salaries and wagesPrograms $45,341 · Management $14,626 · Fundraising $13,163$73,130
IX-10 Payroll taxesPrograms $7,166 · Management $2,312 · Fundraising $2,080$11,558
IX-11c Accounting feesPrograms $7,850 · Management $2,532 · Fundraising $2,279$12,661
IX-11e Professional fundraising feesFundraising $36,000$36,000
IX-11f Investment management feesPrograms $2,335 · Management $753 · Fundraising $678$3,766
IX-12 Advertising and promotionPrograms $959 · Management $310 · Fundraising $279$1,548
IX-13 Office expensesPrograms $8,775 · Management $2,831 · Fundraising $2,548$14,154
IX-16 OccupancyPrograms $18,070 · Management $5,829 · Fundraising $5,246$29,145
IX-19 Conferences, conventions and meetingsPrograms $815 · Management $263 · Fundraising $237$1,315
IX-20 InterestPrograms $25,915 · Management $8,360 · Fundraising $7,524$41,799
IX-22 Depreciation, depletion and amortizationPrograms $12,971 · Management $4,184 · Fundraising $3,766$20,921
IX-23 InsurancePrograms $4,063 · Management $1,311 · Fundraising $1,180$6,554
IX-24 Other expenses (24a–d)Programs $1,186 · Management $383 · Fundraising $345$1,914
IX-24e All other expensesPrograms $1,049 · Management $338 · Fundraising $304$1,691
IX-25 Total functional expensesPrograms $148,702 · Management $76,401 · Fundraising $90,342$315,445
Part X · Balance sheet $2,511,890 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $280,930$936,719
X-2 Savings and temporary cash investmentsStart of year $5,446$4,341
X-10c Land, buildings and equipment, netStart of year $843,053$909,414
X-11 Publicly traded securitiesStart of year $394,490$661,416
X-16 Total assetsStart of year $1,523,919$2,511,890
X-17 Accounts payable and accrued expensesStart of year $13,259$629
X-19 Deferred revenueStart of year $20,100$20,100
X-24 Unsecured notes and loans payableStart of year $181,611$178,140
X-26 Total liabilitiesStart of year $854,970$836,390
X-27 Net assets without donor restrictionsStart of year $458,513$1,436,192
X-28 Net assets with donor restrictionsStart of year $210,436$239,308
X-32 Total net assets or fund balancesStart of year $668,949$1,675,500
X-33 Total liabilities and net assetsStart of year $1,523,919$2,511,890
Part XI · Reconciliation of net assets $1,675,500 net assets at year end
XI-1 Total revenue$1,294,504
XI-2 Total expenses$315,445
XI-3 Revenue less expenses$979,059
XI-4 Net assets at start of year$668,949
XI-5 Net unrealized gains (losses) on investments$38,256
XI-8 Prior period adjustments−$10,764
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,675,500

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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