Nonprofit screen
Screen a listExcelsior Wellness
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- 509(a)(1)
$22Mrevenue
FY2024 · +4% in 3 yrs219staff
7 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpending
Against similar nonprofits FY2024
Operating margin6.2%
Months of reserve1.0mo
Revenue growth (annualized)+11.4%
Middle half of peersMedianExcelsior Wellness
Where the money goes FY2024 · $21M spent
Programs$16M76%Management and general$4.8M23%Fundraising$204k1%990 FY2024 · Part IX line 25
Worth checking1
No return on record for FY2020
It filed for FY2019 and FY2021, with nothing on record in between.
IRS 990 e-file recordsIn its favor3
Strong governance
11 of 11 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIGrowing faster than peers
Revenue up 11% a year since FY2017, faster than half of similar nonprofits.
990 Part I · peer cohortA history of government grants
Government grants on 6 of its 6 returns, 20% of revenue in FY2024. $7.9M is traced federal awards from Department of Health and Human Services.
990 Part VIII · USAspending12funders
$567ka year, last 3 years
37%from its largest funder
Funder’17’18’19’20’21’22’23Americas Foundation IncOn and off$128k$500kThe Sunderland FoundationOn and off$500kProvidence Health & Services - WashingtonStopped after FY2021$75k$150k$125k$100k$45k–Better Health TogetherOn and off$106k$167k$96k$50kUnited Way of Spokane CountyStopped after FY2021$31k$31k$28k$16k–The Molina Healthcare Charitable FoundationOn and off$100kDonor-advised giftsDonors not disclosed$7k$74$502 other fundersUp to $67k a year each$17k$6k$67k$18k
FundedThrough a donor-advised fundStopped