The Wellbeing Partners
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 662,728 | 556,537 | 106,191 | 7.8 | 35% |
| 2012 | 547,640 | 529,845 | 17,795 | 8.6 | 40% |
| 2013 | 595,575 | 582,135 | 13,440 | 8.5 | 40% |
| 2014 | 547,369 | 540,078 | 7,291 | 9.2 | 44% |
| 2015 | 436,832 | 514,682 | −77,850 | 7.8 | 41% |
| 2016 | 439,425 | 531,322 | −91,897 | 5.5 | 47% |
| 2017 | 414,936 | 501,236 | −86,300 | 3.8 | 52% |
| 2018 | 390,138 | 410,155 | −20,017 | 4.1 | 47% |
| 2019 | 317,703 | 349,910 | −32,207 | 3.6 | 53% |
| 2020 | 1,412,158 | 1,359,836 | 52,322 | 1.4 | 37% |
| 2021 | 1,822,823 | 1,529,416 | 293,407 | 3.6 | 38% |
| 2022 | 813,256 | 1,048,208 | −234,952 | 2.5 | 47% |
| 2023 | 906,682 | 970,382 | −63,700 | 1.9 | 52% |
In its most recent public year (2023), this organization spent $63,700 more than it brought in. Its reserves stood at about 1.9 months of spending, down from 7.8 in 2011. Staff pay was 52% of spending. $422,147 of its net assets are donor-restricted.
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 Wellbeing Partners'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