Nonprofit · EIN 81-1653329
WELLNESS TOGETHER
Tax-exempt · ROSEVILLE, CA 95678
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $13,276,007 | $13,162,963 | $113,044 | $6,269,783 | $1,775,630 | $4,494,153 |
| June 30, 2024 | 990 | $11,553,420 | $10,770,646 | $782,774 | $6,123,379 | $1,742,270 | $4,381,109 |
| June 30, 2023 | 990 | $10,621,436 | $8,943,665 | $1,677,771 | $4,782,232 | $1,183,897 | $3,598,335 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,224,425
- Program service revenue
- $10,996,228
- Investment income
- $53,871
- Other revenue
- $1,483
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $361,824
- Other salaries and wages
- $8,128,537
- Salaries, compensation and benefits (total)
- $9,634,085
- Professional fundraising fees
- $0
- Legal fees
- $90,522
- Accounting fees
- $20,802
- Occupancy
- $344,435
- Travel
- $324,294
- Depreciation
- $82,598
- Program services (functional)
- $10,792,477
- Management and general (functional)
- $1,288,741
- Fundraising (functional)
- $1,081,745
Balance sheet and other
- Total assets, start of year
- $6,123,379
- Total assets, end of year
- $6,269,783
- Total liabilities, end of year
- $1,775,630
- Net assets, end of year
- $4,494,153
- Land, buildings and equipment
- $891,652
- Net assets without donor restrictions
- $3,299,282
- Net assets with donor restrictions
- $1,194,871
- Gross receipts
- $13,276,007
- Employees
- 332
- Volunteers
- 5
- Year formed
- 2016
- State of legal domicile
- CA
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 | Other / benefits |
|---|---|---|---|---|
| MARLON MORGAN | PRESIDENT AND CEO Trustee or director, Officer | 40 | $317,993 | $37,355 |
| ROBERT GARCIA | COO Officer | 40 | $179,739 | $36,751 |
| CHANTELLE IRVIN | PROGRAM DIRECTOR OF SCHOOL Highest-paid employee | 40 | $127,628 | $11,211 |
| JEREMIAH AJA | ASSISTANT EXECUTIVE DIRECT Highest-paid employee | 40 | $108,066 | $21,780 |
| AMY LLOYD | DIRECTOR OF PROGRAMS Highest-paid employee | 40 | $105,343 | $17,488 |
| JILLIAN MCNEW | CLINICAL DIRECTOR Highest-paid employee | 40 | $106,143 | $3,394 |
| TAYLER TROTTER | MENTAL HEALTH SERVICES Highest-paid employee | 40 | $100,752 | $3,042 |
| ANDREA ZIMMERMAN | DIRECTOR Trustee or director | 1 | $12,816 | $0 |
| JENNA HUDSON | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT TAKEMOTO | CFO Trustee or director, Officer | 1 | $0 | $0 |
| GREG GARBOWSKY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MEGHAN JOSEPH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOANNE MCHUGH | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARLON MORGAN | PRESIDENT AND CEO Trustee or director, Officer | 40 | $266,287 | $29,087 |
| ROBERT GARCIA | DIRECTOR OF PEOPLE OPERATI Highest-paid employee | 40 | $142,132 | $31,495 |
| AMY LLOYD | DIRECTOR OF PROGRAMS Highest-paid employee | 40 | $125,954 | $21,020 |
| JEREMIAH AJA | ASSISTANT EXECUTIVE DIRECT Highest-paid employee | 40 | $107,509 | $19,743 |
| CHANTELLE IRVIN | PROGRAM DIRECTOR OF SCHOOL Highest-paid employee | 40 | $105,400 | $9,860 |
| BRITTNEY STONE | CLINICAL & OUTREACH PROGRAMS DIRECTOR Highest-paid employee | 40 | $105,476 | $3,185 |
| ANDREA ZIMMERMAN | DIRECTOR Trustee or director | 1 | $2,100 | $0 |
| JENNA HUDSON | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT TAKEMOTO | CFO Trustee or director, Officer | 1 | $0 | $0 |
| MEGHAN JOSEPH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOANNE MCHUGH | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARLON MORGAN | PRESIDENT AND CEO Trustee or director, Officer | 40 | $265,270 | $21,000 |
| AMY LLOYD | DIRECTOR OF PROGRAMS Highest-paid employee | 40 | $123,600 | $17,730 |
| ROBERT GARCIA | DIRECTOR OF PEOPLE OPERATIONS Highest-paid employee | 40 | $114,488 | $17,144 |
| JEREMIAH AJA | ASSISTANT EXECUTIVE DIRECTOR Highest-paid employee | 40 | $110,417 | $16,981 |
| CHANTELLE IRVIN | PROGRAM DIRECTOR OF SCHOOL BASED SERVICES Highest-paid employee | 40 | $101,250 | $9,239 |
| NICOLE WAGNER | COMMUNICATIONS MANAGER Highest-paid employee | 40 | $101,341 | $6,820 |
| ANDREA ZIMMERMAN | DIRECTOR Trustee or director | 3 | $3,263 | $0 |
| JENNA HUDSON | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT TAKEMOTO | CFO Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTOPHER BERRY | CFO - PART YEAR Trustee or director, Officer | 1 | $0 | $0 |
| JOANNE MCHUGH | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1382 BLUE OAKS BLVD STE 213, ROSEVILLE, CA 95678-7052
- Principal officer (990 for 2024)
- MARLON MORGAN, 1382 BLUE OAKS BLVD 213, ROSEVILLE, CA 95678
- Signed the 990
- MARLON MORGAN, PRESIDENT & CEO
- Phone
- (916) 209-0151
- Website
- WWW.WELLNESSTOGETHER.ORG
- Return prepared by
- GLENN BURDETTE
California records
California keeps its own records of charities and corporations. Search them by EIN 81-1653329 or by the name WELLNESS TOGETHER.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
OUR PRIMARY MISSION IS TO PROVIDE INNOVATIVE MENTAL HEALTH SOLUTIONS TO PROMOTE MENTAL HEALTH AWARENESS, ADVOCACY, AND ACCESS.
Program accomplishments
- SCHOOL BASED SERVICES- PROVIDED MENTAL HEALTH ACCESS AND SERVICES IN SCHOOLS THROUGH STUDENT SUPPORT INTERACTIONS, INCLUDING COUNSELING, FAMILY ENGAGEMENT SESSIONS, AND CRISIS INTERVENTION. ADDITIONALLY, PROVIDED EDUCATOR SUPPORT TO DISTRICTS, COUNTIES, AND ORGANIZATIONS.Expenses $9,166,239 · revenue $9,827,393
- ADVOCACY AND AWARENESS ACTIVITIES- UTILIZED ADVOCACY AND AWARENESS ACTIVITIES TO FOSTER AN ENVIRONMENT WHERE MENTAL HEALTH IS OPENLY DISCUSSED, STIGMAS ARE REDUCED AND UNDERSTANDING IS PROMOTED ACROSS ALL CULTURAL, SOCIO-ECONOMIC, AND DEMOGRAPHIC GROUPS. ACTIVITIES INCLUDED AN ANNUAL MENTAL HEALTH CONFERENCE TO UNITE POLICYMAKERS, EXPERTS, EDUCATORS AND CLINICIANS, THE MIND OUT LOUD YOUTH-LED PROGRAM TO INCREASE MENTAL HEALTH AWARENESS AND ADVOCATE FOR MENTAL HEALTH IN THEIR OWN COMMUNITIES, AND ADDITIONAL IN-PERSON AND ONLINE OPPORTUNITIES FOR PERSONAL AND PROFESSIONAL GROWTH.Expenses $1,626,238 · revenue $1,170,318
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
- 81-1653329
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2016
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mental health and crisis intervention (F30)
- Assets (IRS master file)
- $6,269,783
- Income (IRS master file)
- $13,276,007
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $13,276,007 | $13,162,963 | $6,269,783 | IRS |
| 990 | June 2024 | $11,553,420 | $10,770,646 | $6,123,379 | IRS |
| 990 | June 2023 | $10,621,436 | $8,943,665 | $4,782,232 | XML |
| 990 | June 2022 | $5,855,889 | $7,064,201 | $3,014,904 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | 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 81-1653329).
Questions about WELLNESS TOGETHER
- What is the EIN of WELLNESS TOGETHER?
- The employer identification number (EIN) of WELLNESS TOGETHER is 81-1653329.
- Is WELLNESS TOGETHER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to WELLNESS TOGETHER tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WELLNESS TOGETHER 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 WELLNESS TOGETHER 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 WELLNESS TOGETHER 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 WELLNESS TOGETHER?
- The 990 for the year ended June 30, 2025 names MARLON MORGAN.
- Who are the officers and directors of WELLNESS TOGETHER?
- The 990 for the year ended June 30, 2025 lists 13 people; 8 received compensation from the organization, the highest $317,993 (MARLON MORGAN, PRESIDENT AND CEO).
- How much revenue does WELLNESS TOGETHER have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $13,276,007, expenses of $13,162,963 and total assets of $6,269,783 at year end.
Other nonprofits in ROSEVILLE
- 1 DEGREE OF SEPARATION INC EIN 84-1872928 · last filed 990 for 2025
- FORENSIC MENTAL HEALTH ASSOCIATION EIN 94-2780630 · last filed 990 for 2024
- ROSEVILLE PUBLIC SAFETY FOUNDATION EIN 68-0351474 · last filed 990 for 2025
- STELLA SOLIDARITY RECOVERY SERVICES INC EIN 92-1465887 · last filed 990-EZ for 2024
- WILLOW BRANCH COUNSELING EIN 39-2321690 · last filed 990-N for 2025
- GREATER SACRAMENTO EMDR REGIONAL NETWORK EIN 85-0908102 · last filed 990-N for 2025
- SEEDS FOR YOUR COMMUNITY EIN 41-3675455 · last filed 990-N for 2025
- NEW BEGINNING OUTREACH EIN 33-2876613 · last filed 990-EZ for 2025
All nonprofits in ROSEVILLE · California · Mental health and crisis intervention