The Wellness Plan
- Assets
- $20.6m
- Revenue
- $22.3m
- Investments
- $0.0
- Employees
- 244
- Location
- Detroit, MI
- Founding
- 03/1982
- Data as of
- 12/2021
- EIN
- 38-2008890
Organization Overview
The Wellness Plan is located in Detroit, MI. The organization was established in 1982. According to its NTEE Classification (E21) the organization is classified as: Community Health Systems, under the broad grouping of Health Care and related organizations. As of 12/2021, Wellness Plan employed 244 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Wellness Plan is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Wellness Plan generated $22.3m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 5.7% each year. All expenses for the organization totaled $17.5m during the year ending 12/2021. While expenses have increased by 2.6% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO PROVIDE PRIMARY HEALTH CARE SERVICES TO THE INDIGENT POPULATION. IN 2021, OUR ORGANIZATION SAW 23,569 PATIENTS AND HAD 44,466 VISITS. 85% OF THESE PATIENTS WERE BELOW 200% OF INCOME AS A PERCENT OF POVERTY LEVEL.
Describe the Organization's Program Activity:
Part 3 - Line 4a
TO PROVIDE PRIMARY HEALTH CARE SERVICES TO THE INDIGENT POPULATION. IN 2021, OUR ORGANIZATION SAW 23,569 PATIENTS AND HAD 44,466 VISITS. 85% OF THESE PATIENTS WERE BELOW 200% OF INCOME AS A PERCENT OF POVERTY LEVEL.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Anthony V King CEO & Executive Director | Officer | 40 | $281,792 |
Lameitre Lockhart-Walker Physician | 40 | $270,000 | |
Sharon Miller Physician | 40 | $270,000 | |
Tiffany Sanford MD Chief Medical Officer | Officer | 40 | $246,418 |
Eboni Martin Physician | 40 | $200,000 | |
Aurielle Fanning Physician | 40 | $190,000 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
St Joseph Mercy Oakland Physician Svcs | 12/30/21 | $650,000 |
Campbell Inc Hvac Repair & Maintenance | 12/30/21 | $331,582 |
Securitas Security Services Usa Inc Security Services | 12/30/21 | $161,315 |
Eclinical Works Emr System | 12/30/21 | $241,042 |
Midwest Pavement Contracting Inc Commercial Paving | 12/30/21 | $157,865 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $7,685,671 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,040,819 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $8,726,490 |
| Total Program Service Revenue | $12,979,468 |
| Investment income | $42,688 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $22,308,644 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $3,000 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $970,839 |
| Compensation of current officers, directors, key employees. | $394,303 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $8,331,772 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $1,011,836 |
| Payroll taxes | $762,791 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $117,696 |
| Fees for services: Accounting | $128,200 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $1,468,680 |
| Advertising and promotion | $19,013 |
| Office expenses | $425,021 |
| Information technology | $584,145 |
| Royalties | $0 |
| Occupancy | $894,222 |
| Travel | $56,232 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $24,770 |
| Interest | $14,958 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $285,927 |
| Insurance | $151,730 |
| All other expenses | $179,438 |
| Total functional expenses | $17,502,136 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $468,342 |
| Savings and temporary cash investments | $4,148 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $14,203,353 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $145,829 |
| Prepaid expenses and deferred charges | $149,464 |
| Net Land, buildings, and equipment | $2,883,333 |
| Investments—publicly traded securities | $2,709,885 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $1,325 |
| Total assets | $20,565,679 |
| Accounts payable and accrued expenses | $2,721,352 |
| Grants payable | $0 |
| Deferred revenue | $100,000 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $500,000 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $3,321,352 |
| Net assets without donor restrictions | $14,931,103 |
| Net assets with donor restrictions | $2,313,224 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $20,565,679 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that The Wellness Plan has recieved totaling $270,839.
| Awarding Organization | Amount |
|---|---|
Delta Dental Fund Lansing, MI PURPOSE: GENERAL GRANT & COVID DENTAL EQUIPMENT GRANT | $245,600 |
Direct Relief Santa Barbara, CA PURPOSE: SUPPORT TO US CLINICS & HEALTH CENTERS FOR LOW-INCOME, UNINSURED PATIENTS | $25,239 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Muskingum Valley Health Centers Zanesville, OH | $53,555,620 | $43,067,019 |
Ohio North East Health Systems Inc Youngstown, OH | $16,127,978 | $24,157,736 |
Central Ohio Health Care Consortium Granville, OH | $11,474,969 | $22,987,032 |
University Hospitals Health System Inc Shaker Heights, OH | $659,855 | $12,516,098 |
The Wellness Plan Detroit, MI | $20,565,679 | $22,308,644 |
Bronson Nursing And Rehabilitation Center Kalamazoo, MI | $18,564,873 | $12,056,782 |
Fisher Titus Health Norwalk, OH | $26,776,326 | $13,778,991 |
St Camillus Health System Inc Wauwatosa, WI | $278,277,925 | $13,870,533 |
North Central Health Services Inc West Lafayette, IN | $481,490,270 | $22,726,342 |
Milwaukee Regional Medical Center Inc Milwaukee, WI | $97,261,239 | $11,931,134 |
College For Healthcare Information Management Executives Ann Arbor, MI | $14,370,058 | $7,882,448 |
The Renaissance Olmsted Township, OH | $25,498,410 | $7,722,194 |