Wellness Place EIN 91-1891688 Form 990 (PDF) Claim this org

Wellness Place FY2020 filing

Not yet claimed Claim this org →

Improves health for Wenatchee residents through program development and support. For fiscal year 2020 it reported $127K in revenue, $118K in expenses, and $325K in net assets.Pt I

Type
Public charity (501(c)(3)) · Health Care
Location
Wenatchee, WA
Website
wellnessplacewenatchee.org
Filings
5 on file (2020–2020)
Revenue
$127KFY2020
Expenses
$118K
Net assets
$325K
People
14
Filings
5
Updates
0
More identity details & actions ⌄
EIN  91-1891688 Public charity (501(c)(3)) Wenatchee, WA
Form 990 (PDF)
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →
Compare with another nonprofit →
Is this your organization?
Claim this profile to manage it and share your story.
Claim
Provided by the organization

This section is blank until Wellness Place claims this page.

Know this organization? Claim it to add your story

Size
$100K–1M
What they do
Improves health for Wenatchee residents through program development and support.
Leadership
Julie Lindholm · Executive Director · $38K
Money in and out
$127K revenue, $118K expenses
Bottom line
16% program efficiency
Where the money goes · FY2020
Total revenue
$127K
Pt VIII · Ln 12
Total expenses
$118K
Pt IX · Ln 25
Net assets
$325K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $10K
Where spending went · Part IX cols B–D
Program services $0.16 Management & general $0.75 Fundraising $0.09
Program efficiency
16%
of spending reaches programs
Operating runway
15.9mo
months of highly liquid reserves at operating expense rate
Surplus margin
+7%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2020 · Form 990
Revenue
$127K
FY2020
Expenses
$118K
FY2020
Total assets
$539K
FY2020
Total liabilities
$214K
FY2020
Total revenue
$127K
Pt VIII · Ln 12
Total expenses
$118K
Pt IX · Ln 25
Net assets
$325K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$10K
Total assetsPt X · Ln 16$539K
Program-expense ratioPt IX · col B16%
Voting members of governing bodyPt I · Ln 311
Independent voting membersPt I · Ln 411

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CWellness Place
EINHdr · item D91-1891688
Principal addressHdr · item CWenatchee, WA
WebsiteHdr · item Jwellnessplacewenatchee.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MWA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHealth Care (E70)
Ruling yearIRS BMFOct 1998

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a11
Independent voting membersPt VI · Ln 1b11
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
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
Executive Director
$37,551Pt VII · Sec A
Admin Assistant
$14,622Pt VII · Sec A
Admin Assistant
$585Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Past President/Founder
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Julie Lindholm’s $43K as Executive Director is at the 29th percentile of top reported officer pay among 1966 $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 →

Are you one of these people? Claim this org to confirm your role

Mission & Programs · Part III

Where the work happens

1 program service account for $19K of program spending, described in the organization's own filed words · FY2020.
01

Provide information and support to cancer patients and their families.

$19Kprogram expense

Run this program? Claim this org to tell your story

Statement of Revenue

Part VIII
Contributions & grants100%$127K
Investment income$241
Total revenueLn 12$127K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.16 Management & general $0.75 Fundraising $0.09
Program services16%$19K
Management & general75%$88K
Fundraising9%$11K
Total functional expensesLn 25$118K

Balance Sheet

Part X · end of year
CashLn 1$156K
Total assetsLn 16$539K
Total liabilitiesLn 26$214K
Total net assetsLn 32$325K
Months of cash on handcomputed15.9

Financial Metrics

Form 990 · FY2020 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $156K · Operating expenses/yr $118K
15.9 months
Where the money goes
Program services
Program services $19K · Total expenses $118K
16%
Management & General
Management & general $88K · Total expenses $118K
75%
Fundraising
Fundraising $11K · Total expenses $118K
9%
Cost to raise $1
Fundraising expense $11K · Solicited contributions $127K
$0.08 to raise $1
Where the money comes from
Contribution dependence
Contributions & grants $127K · Total revenue $127K
100%
Government reliance
Government grants — · Total revenue $127K
Earned-income share
Program service revenue $0 · Total revenue $127K
0%
Investment reliance
Investment income $241 · Total revenue $127K
+0.2%
Program self-sufficiency
Program service revenue $0 · Total expenses $118K
0%
Growth & trend
Revenue growth (YoY)
This year $127K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $325K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $127K · Expenses $118K
+7%
Liabilities-to-Assets
Total liabilities — · Total assets $539K
Net-asset ratio
Net assets $325K · Total assets $539K
60%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $539K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Julie Lindholm · Reported title Executive Director · Highest reported compensation $38K · Total expenses $118K
32%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $57K · Total expenses $118K
48%
Peer comparison

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

MetricThis orgPeer medianPercentile
Program ratio 16%
Overhead ratio 75%
Fundraising cost ratio 8%
Accounting fee ratio 2%

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 2 funders$14K

Similar Organizations

Closest in mission — by what they do
See all organizations like Wellness Place →

Compare

Search another nonprofit to view revenue, expenses, assets, key metrics, and leaders side by side

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 (Latest)$191K revenue · ⤓ 990 PDF
FY2023$221K revenue · ⤓ 990 PDF
FY2022$609K revenue · ⤓ 990 PDF
FY2021$154K revenue · ⤓ 990 PDF
FY2020$127K revenue · viewing · ⤓ 990 PDF

Want to add your own materials alongside these filings? Claim this org

Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2020IRS
Classification, formation year, addressIRS Business Master File
Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the peer-cohort and compensation comparisons above.