Nonprofit · EIN 47-4853482
WELLBEING INITIATIVE INC
Tax-exempt · LINCOLN, NE 68510
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,659,268 | $2,608,679 | $50,589 | $733,155 | $225,903 | $507,252 |
| June 30, 2024 | 990 | $2,056,443 | $2,134,049 | -$77,606 | $691,360 | $234,695 | $456,665 |
| June 30, 2023 | 990 | $1,298,388 | $1,376,100 | -$77,712 | $704,441 | $192,075 | $512,366 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,886,527
- of which government grants
- $1,805,545
- Program service revenue
- $738,733
- Investment income
- $0
- Net rental income
- $5,611
- Net income from fundraising events
- $8,058
- Other revenue
- $34,008
Expenses
- Grants and similar amounts paid
- $318,035
- Other salaries and wages
- $1,497,381
- Salaries, compensation and benefits (total)
- $1,708,083
- Professional fundraising fees
- $0
- Accounting fees
- $35,201
- Occupancy
- $180,029
- Travel
- $71,901
- Depreciation
- $62,508
- Program services (functional)
- $2,371,534
- Management and general (functional)
- $237,145
Balance sheet and other
- Total assets, start of year
- $691,358
- Total assets, end of year
- $733,155
- Total liabilities, end of year
- $225,903
- Net assets, end of year
- $507,252
- Land, buildings and equipment
- $110,238
- Net assets without donor restrictions
- $467,141
- Net assets with donor restrictions
- $40,111
- Gross receipts
- $2,665,285
- Employees
- 34
- Volunteers
- 0
- Year formed
- 2015
- State of legal domicile
- NE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIRANDA ROGERS | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MATTHEW BRASE | TREASURER Trustee or director, Officer | 1 | $0 |
| STACEY SEUFERER | DIRECTOR Trustee or director | 1 | $0 |
| DEB TURNER | DIRECTOR Trustee or director | 1 | $0 |
| REGINA SULLIVAN | DIRECTOR Trustee or director | 1 | $0 |
| MELISSA RIPLEY | DIRECTOR Trustee or director | 1 | $0 |
| HOLLY MEREDITH | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RON ROEBER | PRESIDENT Trustee or director, Officer | 1 | $0 |
| STACEY SEUFERER | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| MIRANDA ROGERS | SECRETARY Trustee or director, Officer | 1 | $0 |
| SARAH LINDEN | TREASURER Trustee or director, Officer | 1 | $0 |
| JOSEPH ALDER | DIRECTOR Trustee or director | 1 | $0 |
| MATTHEW BRASE | DIRECTOR Trustee or director | 1 | $0 |
| MATT FULLER | DIRECTOR Trustee or director | 1 | $0 |
| BRIANNA GEORGESON | DIRECTOR Trustee or director | 1 | $0 |
| HOLLY MEREDITH | DIRECTOR Trustee or director | 1 | $0 |
| DEB TURNER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RON ROEBER | PRESIDENT Trustee or director, Officer | 1 | $0 |
| STACEY SEUFERER | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| MIRANDA ROGERS | SECRETARY Trustee or director, Officer | 1 | $0 |
| SARAH LINDEN | TREASURER Trustee or director, Officer | 1 | $0 |
| JOSEPH ALDER | DIRECTOR Trustee or director | 1 | $0 |
| MATTHEW BRASE | DIRECTOR Trustee or director | 1 | $0 |
| MATT FULLER | DIRECTOR Trustee or director | 1 | $0 |
| BRIANNA GEORGESON | DIRECTOR Trustee or director | 1 | $0 |
| HOLLY MEREDITH | DIRECTOR Trustee or director | 1 | $0 |
| DEB TURNER | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5530 O STREET SUITE 2, LINCOLN, NE 68510-2130
- Principal officer (990 for 2024)
- SADIE THOMPSON, 5530 O STREET STE 2, LINCOLN, NE 68510
- Signed the 990
- SADIE THOMPSON, EXECUTIVE DIRECTOR
- Phone
- (531) 254-5451
- Return prepared by
- HBE LLP
Mission
WELLBEING INITIATIVE, INC. IS DEDICATED TO IMPACTING THE LIVES OF THOSE LIVING WITH MENTAL HEALTH CHALLENGES BY PROVIDING A COMMUNITY THAT EMPOWERS MEMBERS TO REACH THEIR FULLEST POTENTIAL.
Program accomplishments
- HRSA P.E.E.R. (PEERIODICAL EDUCATION EXPANSION RESEARCH) INITIATIVE IS A PARTNERSHIP BETWEEN WELLBEING INITIATIVE, INC. AND SOUTHEAST COMMUNITY COLLEGE, PROVIDING EXPERIENTIAL TRAINING AND PRIORITIZING OPPORTUNITIES IN RURAL COMMUNITIES FOR STUDENTS WITH DIFFERENT BACKGROUNDS, IN COMPLETING THE PEER SUPPORT TRAINING PROGRAM. PARTNER AGENCIES WILL REFER THEIR CURRENT STAFF AND/OR CLIENTS TO THE PEER SUPPORT TRAINING PROGRAM AND CREATE PRACTICUM OPPORTUNITIES FOR THOSE STUDENTS IN ORDER TO ENHANCE OR ADVANCE THEIR PEER SUPPORT EMPLOYMENT OPPORTUNITIES. P.E.E.R. INITIATIVE SUPPORTS STUDENTS WITH SCHOLARSHIPS AND STIPENDS AND PROMOTES EDUCATIONAL OPPORTUNITIES TO 37 PEOPLE WITH LOW TO NO INCOME PER YEAR, INCREASING THE RECOVERY COMMUNITY'S ECONOMIC FORTITUDE.Expenses $448,266 · grants $318,035
- DIVISION OF PUBLIC HEALTH THE OVERDOSE PREVENTION AND INTERVENTION PROGRAM IS SERVING LINCOLN AND SURROUNDING COMMUNITIES THROUGH OVERDOSE PREVENTION, OPIOID USE AND MEDICATION ASSISTED TREATMENT, AND NARCAN ADMINISTRATION EDUCATION. THEY COORDINATE WITH FIRST RESPONDERS, HOSPITALS, TREATMENT CENTERS, AND RECOVERY NETWORKS TO SUPPORT PEOPLE WHO HAVE RECENTLY EXPERIENCED OVERDOSES IN ACCESSING SERVICES AND BUILDING NATURAL SUPPORT NETWORKS. THIS PROGRAM WILL SERVE TO DEVELOP CROSS SYSTEM NAVIGATION, EDUCATION, AND THE REQUIRED SUPPORT NETWORKS NEEDED IN THE COMMUNITY EXPERIENCING UNPRECEDENTED OVERDOSE RATES.Expenses $569,385
- SAMHSA BCOR THE RECOVERY COMMUNITY NAVIGATION PROGRAM, SUPPORTED BY SAMHSA'S BUILDING COMMUNITIES OF RECOVERY INITIATIVE, EXPANDS PEER RECOVERY SUPPORT SERVICES THROUGH COLLABORATION WITH HEALTH DEPARTMENTS, JAILS, HOSPITALS, AND RECOVERY NETWORKS. THE PROGRAM FOCUSES ON REDUCING STIGMA AND BUILDING SUSTAINABLE RECOVERY COMMUNITIES ACROSS NEBRASKA, WITH AN EMPHASIS ON RURAL AREAS. IT INCLUDES HARM REDUCTION EDUCATION AND SUPPORT TO ADDRESS THE UNIQUE NEEDS OF THESE COMMUNITIES. BCOR NAVIGATORS SPECIFICALLY PROVIDE DIRECT SUPPORT TO INDIVIDUALS RESIDING IN REGION V OF NEBRASKA.Expenses $267,536
- WELLBEING INITIATIVE, INC. PROVIDES TRAINING AND EDUCATION FOR INDIVIDUALS WITH EXPERIENCE WITH MENTAL HEALTH CHALLENGES. WE STRIVE TO PROVIDE OPPORTUNITIES FOR SUCCESS FOR THESE INDIVIDUALS THROUGH EDUCATION AND NEW SKILLS TAUGHT. THE TRAINING AND EDUCATION FOR PROVIDERS, PEER SUPPORT SPECIALISTS, AND PEERS WITHIN OUR COMMUNITIES. REGION V WELLBEING INITIATIVE, INC. SERVES AS AN ADVOCATE AND LIAISON TO CONSUMERS OF BEHAVIORAL HEALTH SERVICES, INCLUDING CONSUMERS OF SERVICES WHICH ARE DESIGNED TO LEAD TOWARD WELLNESS AND RECOVERY FROM MENTAL HEALTH AND SUBSTANCE USE CHALLENGES. THIS INCLUDES, BUT IS NOT LIMITED TO, MEETING WITH CONSUMERS OF ALL AGES, THEIR FAMILIES, AND SUPPORT SYSTEM THROUGHOUT THE REGION V GEOGRAPHIC AREA. KIM FOUNDATION THE WHOLE HEALTH EMPLOYMENT SUPPORT AND TRAINING (WHEST) PROGRAM PROVIDES MENTORSHIP IN THE DEVELOPMENT OF PROFESSIONAL GOALS, DISCOVERY OF PERSONAL STRENGTHS, AND THE CONTINUED BUILDING OF LEADERSHIP SKILLS. PARTICIPANTS LEARN JOB READINESS SKILLS TO SUPPORT THEM IN OBTAINING GAINFUL EMPLOYMENT.Expenses $1,086,347 · revenue $764,683
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 47-4853482
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2016
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P50)
- Assets (IRS master file)
- $733,155
- Income (IRS master file)
- $2,665,285
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,659,268 | $2,608,679 | $733,155 | XML |
| 990 | June 2024 | $2,056,443 | $2,134,049 | $691,360 | XML |
| 990 | June 2023 | $1,298,388 | $1,376,100 | $704,441 | XML |
| 990 | June 2022 | $822,887 | $698,970 | $280,953 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-4853482).
Questions about WELLBEING INITIATIVE INC
- What is the EIN of WELLBEING INITIATIVE INC?
- The employer identification number (EIN) of WELLBEING INITIATIVE INC is 47-4853482.
- Is WELLBEING INITIATIVE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to WELLBEING INITIATIVE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WELLBEING INITIATIVE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WELLBEING INITIATIVE INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WELLBEING INITIATIVE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WELLBEING INITIATIVE INC?
- The 990 for the year ended June 30, 2025 names SADIE THOMPSON.
- Who are the officers and directors of WELLBEING INITIATIVE INC?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does WELLBEING INITIATIVE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,659,268, expenses of $2,608,679 and total assets of $733,155 at year end.
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