The Wellbeing Partners
- Assets
- $344.3k
- Revenue
- $906.7k
- Investments
- $0.0
- Employees
- 9
- Location
- Omaha, NE
- Founding
- 06/1982
- Data as of
- 12/2023
- EIN
- 47-0642708
Organization Overview
The Wellbeing Partners, operating under the name Wellcom, is located in Omaha, NE. The organization was established in 1982. According to its NTEE Classification (E70) the organization is classified as: Public Health, under the broad grouping of Health Care and related organizations. As of 12/2023, Wellcom employed 9 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Wellcom 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 12/2023, Wellcom generated $906.7k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 9.5% each year. All expenses for the organization totaled $970.4k during the year ending 12/2023. While expenses have increased by 7.8% per year over the past 8 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
2023
Describe the Organization's Mission:
Part 3 - Line 1
OUR MISSION IS TO BUILD WELLBEING INTO THE WAY OUR COMMUNITIES AND BUSINESSES GROW THROUGH ADVOCACY, COLLABORATION, AND EDUCATION.
Describe the Organization's Program Activity:
Part 3 - Line 4a
MENTAL WELLBEING CAMPAIGN AND REGIONAL HEALTH COUNCIL - LEAD A MULTISECTOR COALITION TO IMPLEMENT WORKPLACE, COMMUNITY AND SOCIAL MEDIA STRATEGIES THAT NORMALIZE MENTAL HEALTH AND INCREASE ACCESS TO RESOURCES AND SOCIAL CONNECTION ACROSS THE OMAHA AND COUNCIL BLUFFS REGION.
WORKPLACE WELLBEING - CONDUCT WORKPLACE ASSESSMENTS AND PLANNING TO SUPPORT EMPLOYERS IN BULDING A CULTURE OF HEALTH INCLUDING MENTAL WELLBEING, MINDSETTING, AND THE DIMENSIONS OF WELLBEING.SIGNATURE EVENTS - ENCOURAGE FUNDRAISING, VOLUNTEERISM, AND MEMBER ENGAGEMENT AT ANNUAL EVENTS, XCHANGE SUMMIT, IGNITE AWARDS GALA, AND TREK UP THE TOWER, WHICH CENTER EDUCATION, RECOGNITION, AND TEAM-BUILDING PHYSICAL ACTIVITY, RESPECTIVELY.SAFE ROUTES TO SCHOOL - BUILD SCHOOL-BASED COALITIONS TO INCREASE BIKING AND WALKING TO AND FROM SCHOOL BY IMPLEMENTING THIS EVIDENCE-BASED PROGRAM.
WORKPLACE CONSULTING - CORPORATE MEMBERSHIPS THAT PROVIDE RESOURCES AND NETWORKING OPPORTUNITIES PROMOTING HEALTH AND WELLNESS IN THE WORKPLACE.
HEALTH AND HOUSING - LEAD A MULTISECTOR COALITION TO PRIORITIZE POPULATIONS EXPERIENCING HOMELESSNESS AND A PILOT TO BRING A MEDICAL RESPITE PROGRAM TO AN AREA HOMELESS SHELTER.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Aja Anderson CEO | Officer | 40 | $121,401 |
Brandon Grimm Chair | OfficerTrustee | 0.1 | $0 |
Polly Harris Vice Chair | OfficerTrustee | 0.1 | $0 |
Ken Bunnell Secretary | OfficerTrustee | 0.1 | $0 |
Bob Goeman Treasurer | OfficerTrustee | 0.1 | $0 |
Adriana Cisneros Basulto Past Chair | OfficerTrustee | 0.1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $41,418 |
| Related organizations | $0 |
| Government grants | $161,643 |
| All other contributions, gifts, grants, and similar amounts not included above | $558,692 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $761,753 |
| Total Program Service Revenue | $128,753 |
| Investment income | $878 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $14,894 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $404 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $906,682 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| 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. | $133,067 |
| Compensation of current officers, directors, key employees. | $43,247 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $370,674 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $38,666 |
| Payroll taxes | $36,369 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $50,145 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $189,969 |
| Advertising and promotion | $54,081 |
| Office expenses | $23,080 |
| Information technology | $6,503 |
| Royalties | $0 |
| Occupancy | $11,484 |
| Travel | $7,271 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $18,411 |
| Interest | $189 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $2,889 |
| Insurance | $3,115 |
| All other expenses | $1,757 |
| Total functional expenses | $970,382 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $212,927 |
| Savings and temporary cash investments | $43,780 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $72,310 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $571 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $14,711 |
| Other assets | $0 |
| Total assets | $344,299 |
| Accounts payable and accrued expenses | $55,019 |
| Grants payable | $0 |
| Deferred revenue | $132,717 |
| 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 | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $187,736 |
| Net assets without donor restrictions | -$265,584 |
| Net assets with donor restrictions | $422,147 |
| 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 | $344,299 |