To develop and support programs that enhance the health of residents in the Wenatchee, Washington region.

501(c)(3) charity; gifts are tax-deductible.
18¢ of each $1 spent went to programs.
Run by 110 volunteers and 2 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · 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 $60K a year · 23% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
18%
of spending
Concern: 18% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
22 mo
of spending, in cash
Looks good: 21.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $14K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$4K
0.6% of total assets
Looks good: liabilities are 1% 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
$191K
-14% vs prior year
Spent
$300K
To programs
18%
Net assets
$638K
By yearFY2020–FY2024
Revenue
$191K
FY2024▼ -14%
Tap a bar for its year
Revenue by fiscal year
FY2020$127K
FY2021$154K
FY2022$609K
FY2023$221K
FY2024$191K
Expenses
$300K
FY2024▲ +77%
Tap a bar for its year
Expenses by fiscal year
FY2020$118K
FY2021$152K
FY2022$262K
FY2023$170K
FY2024$300K
Net assets
$638K
FY2024▼ -12%
Tap a bar for its year
Net assets by fiscal year
FY2020$325K
FY2021$324K
FY2022$666K
FY2023$722K
FY2024$638K

From the FY2024 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 1998.

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

Where the money goes

18 cents of each dollar spent went to programs.

Program services 18% · $55K Management & general 55% · $164K Fundraising 27% · $81K

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

10 people listed on the 990.

Part VII, Section A · reportable compensation
President
$0Pt VII · Sec A
VP/Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Interim Executive Director
$0Pt VII · Sec A

Julie Lindholm’s $43K as Executive Director is at the 29th percentile of top reported officer pay among 1980 $100K–1M health care 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 · 4 named individuals · Part VII

NameFY2021FY2020
Julie Lindholm$43,262$37,551
Dodie Pike—$14,622
Karen Keebler$6,456—
Maribeth Brisky—$585

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 Place 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

Improves health for Wenatchee residents through program development and support.

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Provided by the organization

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1 program · $55K · in their own filed words · FY2024
01

Provide information and support to cancer patients and their families.

$55Kprogram 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
Total grants receivedfrom 2 funders$14K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$191K
Ln 12
Gifts and grantsLn 1h$172K
Investment incomeLn 3$16K
Other incomeLn 4–11$2K
Money outPt IX
$300K
Ln 25
Programscol B$55K
Managementcol C$164K
Fundraisingcol D$81K
Owns and owesPt X
$638K
net assets · Ln 32
Cash and savingsLn 1–2$543K
Total assetsLn 16$642K
LiabilitiesLn 26$4K
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$172K
Government grantsLn 1e$16K
Fundraising eventsLn 1c$126K
Investment incomeLn 3$16K
Other incomeLn 4–11$2K
Total revenueLn 12$191K
Assets in detailPt X, end of year
CashLn 1$543K
Cash and savings togetherLn 1–2$543K
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$642K
LiabilitiesLn 26$4K
Net assetsLn 32$638K
OperationsPt I, VI
EmployeesI 52
VolunteersI 6110
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 FY24End FY24
Cash and savingsLn 1–2$647K$543K
Land, buildings, equipmentLn 10c$26$0
Total assetsLn 16$730K$642K
LiabilitiesLn 26$8K$4K
Net assetsLn 32$722K$638K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$500$500
Pay of current officers, directors and key staffLn 5$95K$0$95K$0
Payroll taxesLn 10$12K$0$12K$0
Accounting feesLn 11c$7K$0$7K$0
Advertising and promotionLn 12$12K$0$12K$0
Depreciation, depletion and amortizationLn 22$26$0$26$0
InsuranceLn 23$4K$0$4K$0
Other expenses (24a–d)Ln 24$22K$0$22K$0
All other expensesLn 24e$147K$55K$11K$81K
Total functional expensesLn 25$300K$55K$164K$81K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $191K$300K−$109K$638K 990 PDF
FY2023 $221K$170K$51K$722K 990 PDF
FY2022 $609K$262K$347K$666K 990 PDF
FY2021 $154K$152K$2K$324K 990 PDF
FY2020 $127K$118K$10K$325K 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 O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $190,765 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $210,747$172,240
I-9 Program service revenue$0
I-10 Investment incomePrior year $9,891$16,356
I-11 Other revenue$2,169
I-12 Total revenuePrior year $220,638$190,765
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to membersPrior year $500$500
I-15 Salaries and benefitsPrior year $23,130$107,301
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $145,922$192,200
I-18 Total expensesPrior year $169,552$300,001
I-19 Revenue less expensesPrior year $51,086−$109,236
Part VI · Governance 7 of 7 board members independent, 3 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $190,765 across 6 lines filed
Lines not itemized here account for $2,169 of total revenue; see the IRS return.
VIII-1c Fundraising events$125,650
VIII-1e Government grants$16,000
VIII-1f All other contributions, gifts and grants$30,590
VIII-1h Total contributions, gifts and grants$172,240
VIII-3 Investment incomeUnrelated business $16,356 · Excluded from tax $0$16,356
VIII-12 Total revenueRelated to mission $2,169 · Unrelated business $16,356 · Excluded from tax $0$190,765
Part IX · Statement of functional expenses $300,001 across 9 lines filed
IX-4 Benefits paid to or for membersPrograms $500$500
IX-5 Pay of current officers, directors and key staffPrograms $0 · Management $95,157 · Fundraising $0$95,157
IX-10 Payroll taxesPrograms $0 · Management $12,144 · Fundraising $0$12,144
IX-11c Accounting feesPrograms $0 · Management $7,354 · Fundraising $0$7,354
IX-12 Advertising and promotionPrograms $0 · Management $11,584 · Fundraising $0$11,584
IX-22 Depreciation, depletion and amortizationPrograms $0 · Management $26 · Fundraising $0$26
IX-23 InsurancePrograms $0 · Management $4,447 · Fundraising $0$4,447
IX-24 Other expenses (24a–d)Programs $0 · Management $21,999 · Fundraising $0$21,999
IX-24e All other expensesPrograms $54,646 · Management $11,169 · Fundraising $80,975$146,790
IX-25 Total functional expensesPrograms $55,146 · Management $163,880 · Fundraising $80,975$300,001
Part X · Balance sheet $641,913 assets, 8 lines filed
Asset lines not itemized here account for $98,465; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $646,581$543,448
X-10c Land, buildings and equipment, netStart of year $26$0
X-16 Total assetsStart of year $729,683$641,913
X-25 Other liabilitiesStart of year $4,572$1,985
X-26 Total liabilitiesStart of year $7,593$3,970
X-27 Net assets without donor restrictionsStart of year $722,090$637,943
X-32 Total net assets or fund balancesStart of year $722,090$637,943
X-33 Total liabilities and net assetsStart of year $729,683$641,913
Part XI · Reconciliation of net assets $637,943 net assets at year end
XI-1 Total revenue$190,765
XI-2 Total expenses$300,001
XI-3 Revenue less expenses−$109,236
XI-4 Net assets at start of year$722,090
XI-8 Prior period adjustments$25,089
XI-10 Net assets at end of year$637,943

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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