Wellness Place FY2023 filing

Tax-deductible

Wenatchee, WA501(c)(3)Health CareEIN 91-1891688Revenue $221K in FY2023

On file with the IRSwellnessplacewenatchee.orgPo Box 1802, 98807-1802 · Wenatchee, WATax-exempt since Oct 1998Publicly supported charity — 170(b)(1)(A)(vi)

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

501(c)(3) charity; gifts are tax-deductible.
13¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · 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
13%
of spending
Concern: 13% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
46 mo
of spending, in cash
Looks good: 45.8 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
$8K
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$221K
-64% vs prior year
Spent
$170K
To programs
13%
Net assets
$722K
By yearFY2020–FY2024
Revenue
$221K
FY2023▼ -64%
Tap a bar for its year
Revenue by fiscal year
FY2020$127K
FY2021$154K
FY2022$609K
FY2023$221K
FY2024$191K
Expenses
$170K
FY2023▼ -35%
Tap a bar for its year
Expenses by fiscal year
FY2020$118K
FY2021$152K
FY2022$262K
FY2023$170K
FY2024$300K
Net assets
$722K
FY2023▲ +8%
Tap a bar for its year
Net assets by fiscal year
FY2020$325K
FY2021$324K
FY2022$666K
FY2023$722K
FY2024$638K

From the FY2023 Form 990 · see the original

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You’re viewing the FY2023 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 Oct 1998.

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

Where the money goes

13 cents of each dollar spent went to programs.

Program services 13% · $21K Management & general 40% · $68K Fundraising 47% · $80K

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

13 people listed on the 990.

Part VII, Section A · reportable compensation
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$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 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.

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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 · $21K · in their own filed words · FY2023
01

Provide information and support to cancer patients and their families.

$21Kprogram 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 FY2023 990, line by line.

1The main four
Money inPt VIII
$221K
Ln 12
Gifts and grantsLn 1h$211K
Investment incomeLn 3$10K
Money outPt IX
$170K
Ln 25
Programscol B$21K
Managementcol C$68K
Fundraisingcol D$80K
Owns and owesPt X
$722K
net assets · Ln 32
Cash and savingsLn 1–2$647K
Total assetsLn 16$730K
LiabilitiesLn 26$8K
PeoplePt VI, VII
13
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$211K
Government grantsLn 1e$17K
Fundraising eventsLn 1c$138K
Investment incomeLn 3$10K
Total revenueLn 12$221K
Assets in detailPt X, end of year
CashLn 1$647K
Cash and savings togetherLn 1–2$647K
Land, buildings, equipmentLn 10c$26
Total assetsLn 16$730K
LiabilitiesLn 26$8K
Net assetsLn 32$722K
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 FY23End FY23
Cash and savingsLn 1–2$568K$647K
Land, buildings, equipmentLn 10c$78$26
Total assetsLn 16$670K$730K
LiabilitiesLn 26$4K$8K
Net assetsLn 32$666K$722K
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$21K$0$21K$0
Payroll taxesLn 10$2K$0$2K$0
Accounting feesLn 11c$4K$0$4K$0
Advertising and promotionLn 12$7K$0$7K$0
Office expensesLn 13$1K$0$1K$0
InterestLn 20$9$0$9$0
Depreciation, depletion and amortizationLn 22$52$0$52$0
InsuranceLn 23$4K$0$4K$0
Other expenses (24a–d)Ln 24$25K$0$25K$0
All other expensesLn 24e$104K$21K$3K$80K
Total functional expensesLn 25$170K$21K$68K$80K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $191K$300K−$109K$638K 990 PDF
FY2023 Viewing $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 I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $220,638 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $245,847$210,747
I-9 Program service revenuePrior year $100$0
I-10 Investment incomePrior year $362,735$9,891
I-11 Other revenue$0
I-12 Total revenuePrior year $608,682$220,638
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to membersPrior year $4,750$500
I-15 Salaries and benefitsPrior year $61,716$23,130
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $195,172$145,922
I-18 Total expensesPrior year $261,638$169,552
I-19 Revenue less expensesPrior year $347,044$51,086
Part VI · Governance 9 of 9 board members independent, 3 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
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 $220,638 across 6 lines filed
VIII-1c Fundraising events$138,107
VIII-1e Government grants$17,000
VIII-1f All other contributions, gifts and grants$55,640
VIII-1h Total contributions, gifts and grants$210,747
VIII-3 Investment incomeUnrelated business $9,891 · Excluded from tax $0$9,891
VIII-12 Total revenueRelated to mission $0 · Unrelated business $9,891 · Excluded from tax $0$220,638
Part IX · Statement of functional expenses $169,552 across 11 lines filed
IX-4 Benefits paid to or for membersPrograms $500$500
IX-5 Pay of current officers, directors and key staffPrograms $0 · Management $21,231 · Fundraising $0$21,231
IX-10 Payroll taxesPrograms $0 · Management $1,899 · Fundraising $0$1,899
IX-11c Accounting feesPrograms $0 · Management $3,913 · Fundraising $0$3,913
IX-12 Advertising and promotionPrograms $0 · Management $6,935 · Fundraising $0$6,935
IX-13 Office expensesPrograms $0 · Management $1,473 · Fundraising $0$1,473
IX-20 InterestPrograms $0 · Management $9 · Fundraising $0$9
IX-22 Depreciation, depletion and amortizationPrograms $0 · Management $52 · Fundraising $0$52
IX-23 InsurancePrograms $0 · Management $3,990 · Fundraising $0$3,990
IX-24 Other expenses (24a–d)Programs $0 · Management $25,275 · Fundraising $0$25,275
IX-24e All other expensesPrograms $20,984 · Management $3,160 · Fundraising $80,131$104,275
IX-25 Total functional expensesPrograms $21,484 · Management $67,937 · Fundraising $80,131$169,552
Part X · Balance sheet $729,683 assets, 8 lines filed
Asset lines not itemized here account for $83,076; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $567,638$646,581
X-10c Land, buildings and equipment, netStart of year $78$26
X-16 Total assetsStart of year $670,427$729,683
X-25 Other liabilitiesStart of year $1,072$4,572
X-26 Total liabilitiesStart of year $4,093$7,593
X-27 Net assets without donor restrictionsStart of year $666,334$722,090
X-32 Total net assets or fund balancesStart of year $666,334$722,090
X-33 Total liabilities and net assetsStart of year $670,427$729,683
Part XI · Reconciliation of net assets $722,090 net assets at year end
XI-1 Total revenue$220,638
XI-2 Total expenses$169,552
XI-3 Revenue less expenses$51,086
XI-4 Net assets at start of year$666,334
XI-8 Prior period adjustments$4,670
XI-10 Net assets at end of year$722,090

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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