Nonprofit screen
Screen a listWellbeing Initiative Inc
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)(2)
$2.7Mrevenue
FY2025 · +223% in 3 yrs34staff
8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin1.9%
Months of reserve1.5mo
Revenue growth (annualized)+25.9%
Middle half of peersMedianWellbeing Initiative
Where the money goes FY2025 · $2.6M spent
Programs$2.4M91%Management and general$237k9%990 FY2025 · Part IX line 25
Worth checking1
Deficits in 2 of the last 3 years
−$78k in FY2023 and −$78k in FY2024. Cash covers 1.5 months, under the peer median of 3.2.
990 Part I and balance sheetIn its favor3
Strong governance
7 of 7 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIGrowing faster than peers
Revenue up 26% a year since FY2017, in the top quarter of similar nonprofits.
990 Part I · peer cohortA history of government grants
Government grants on 5 of its 5 returns, 68% of revenue in FY2025. $3.9M is traced federal awards from Department of Health and Human Services.
990 Part VIII · USAspending9funders
$43ka year, last 3 years
47%from its largest funder
Funder’17’18’19’20’21’22’23Kim FoundationSince FY2020$50k$25k$25k$10kThe Sunderland FoundationNew in FY2023$40kCooper FoundationNew in FY2023$10kJc & Jessie Seacrest Family Fndtn First Nebraska Trust Co TrusteeNew in FY2023$735Donor-advised giftsDonors not disclosed$10k$5$22$10k$7k
FundedThrough a donor-advised fund