The Wellness Plan
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 11,026,423 | 10,633,249 | 393,174 | 21.6 | 49% |
| 2012 | 10,564,436 | 11,203,634 | −639,198 | 15.4 | 47% |
| 2013 | 10,305,409 | 16,178,380 | −5,872,971 | 6.5 | 35% |
| 2014 | 12,485,712 | 12,019,934 | 465,778 | 9.3 | 53% |
| 2015 | 15,150,235 | 14,595,143 | 555,092 | 8.1 | 52% |
| 2016 | 16,126,965 | 14,977,849 | 1,149,116 | 8.8 | 54% |
| 2017 | 16,979,216 | 16,305,534 | 673,682 | 8.7 | 57% |
| 2018 | 17,078,835 | 16,603,063 | 475,772 | 8.8 | 58% |
| 2019 | 16,726,510 | 17,187,080 | −460,570 | 8.4 | 59% |
| 2020 | 15,583,284 | 15,434,847 | 148,437 | 9.6 | 57% |
| 2021 | 22,308,644 | 17,502,136 | 4,806,508 | 11.8 | 53% |
| 2022 | 20,076,306 | 19,898,314 | 177,992 | 9.7 | 50% |
| 2023 | 16,858,407 | 16,132,766 | 725,641 | 7.8 | 60% |
In its most recent public year (2023), this organization brought in $725,641 more than it spent. Its reserves stood at about 7.8 months of spending, down from 21.6 in 2011. Staff pay was 60% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
The Wellness Plan's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works