Nonprofit · EIN 91-1189908
EXCELSIOR WELLNESS
Tax-exempt · SPOKANE, WA 99208
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $22,253,335 | $20,865,956 | $1,387,379 | $28,415,539 | $5,529,746 | $22,885,793 |
| December 31, 2023 | 990 | $23,080,043 | $20,480,190 | $2,599,853 | $23,660,892 | $2,326,944 | $21,333,948 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $4,550,281
- of which government grants
- $4,417,095
- Program service revenue
- $17,589,927
- Investment income
- $84,266
- Net gain from sales of assets
- -$37,657
- Net income from sales of inventory
- $28,861
- Other revenue
- $28,861
Expenses
- Grants and similar amounts paid
- $1,000
- Compensation of officers, directors and key employees
- $300,466
- Other salaries and wages
- $11,812,822
- Salaries, compensation and benefits (total)
- $15,863,606
- Professional fundraising fees
- $0
- Legal fees
- $116,628
- Accounting fees
- $71,181
- Occupancy
- $1,264,115
- Travel
- $304,450
- Depreciation
- $833,471
- Program services (functional)
- $15,873,735
- Management and general (functional)
- $4,787,765
- Fundraising (functional)
- $204,456
Balance sheet and other
- Total assets, start of year
- $23,660,892
- Total assets, end of year
- $28,415,539
- Total liabilities, end of year
- $5,529,746
- Net assets, end of year
- $22,885,793
- Land, buildings and equipment
- $19,046,545
- Publicly traded securities
- $4,571,285
- Net assets without donor restrictions
- $13,942,811
- Net assets with donor restrictions
- $8,942,982
- Gross unrelated business income
- $28,861
- Gross receipts
- $22,469,530
- Employees
- 219
- Volunteers
- 12
- Year formed
- 1982
- State of legal domicile
- WA
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Tara-Willow James | Chief Medical Officer Highest-paid employee | 40 | $318,120 | $28,607 |
| Andrew Hill | President, Chief Executive Officer Officer | 40 | $266,476 | $33,639 |
| Stacey Herron | Chief Operations Officer Highest-paid employee | 40 | $220,913 | $25,662 |
| Daniel Respold | Physician Highest-paid employee | 32 | $207,962 | $32,404 |
| Ryan Kiely | Chief Strategy Officer Highest-paid employee | 40 | $197,859 | $31,517 |
| Kitara Johnson | Chief People Officer Highest-paid employee | 40 | $173,242 | $30,540 |
| Carmen Green | Chairperson Trustee or director, Officer | 2 | $0 | $0 |
| Daphne Smith | Vice Chairperson Trustee or director, Officer | 2 | $0 | $0 |
| Alan Basham | Vice Chairperson (Until Jun 2024) Trustee or director, Officer | 2 | $0 | $0 |
| Dennis Hession | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Gerald Crowshoe | Director Trustee or director | 2 | $0 | $0 |
| Shaun Cross | Director Trustee or director | 2 | $0 | $0 |
| Dr Shari Clark | Director (As of Mar 2024) Trustee or director | 2 | $0 | $0 |
| Dr Amanda Reedy | Director (As of Mar 2024) Trustee or director | 2 | $0 | $0 |
| Chef LJ Klinkenberg | Director (As of Mar 2024) Trustee or director | 2 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Anna Franklin | Director (As of Oct 2024) Trustee or director | 2 | $0 |
| Jacquelynn Sandoval | Director (As of Oct 2024) Trustee or director | 2 | $0 |
| Dr Robert Wigert | Director (As of Oct 2024) Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Tara-Willow James | Chief Medical Officer Highest-paid employee | 40 | $304,982 | $26,655 |
| Andrew Hill | President, Chief Executive Officer Officer | 40 | $270,730 | $30,720 |
| Brian Nelson | Family Practice Physician Highest-paid employee | 32 | $204,195 | $29,305 |
| Ryan Kiely | Chief Strategy Officer Highest-paid employee | 40 | $177,154 | $28,715 |
| Daniel Respold | Physician Highest-paid employee | 32 | $175,808 | $28,664 |
| Stacey Herron | Chief Operations Officer Highest-paid employee | 40 | $182,911 | $20,451 |
| Carmen Green | Chairperson Trustee or director, Officer | 2 | $0 | $0 |
| Alan Basham | Vice Chairperson Trustee or director, Officer | 2 | $0 | $0 |
| Dennis Hession | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Daphne Smith | Director (As of Dec 2023) Trustee or director | 2 | $0 | $0 |
| Gerald Crowshoe | Director (As of Dec 2023) Trustee or director | 2 | $0 | $0 |
| Shaun Cross | Director (As of Dec 2023) Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3754 W INDIAN TRAIL RD, SPOKANE, WA 99208-4736
- Principal officer (990 for 2024)
- Andrew Hill, 3754 W Indian Trail Rd, Spokane, WA 99208
- Signed the 990
- Andrew Hill, President, CEO
- Phone
- (509) 559-3107
- Website
- excelsiorwellness.org
- Return prepared by
- Eide Bailly LLP
Mission
Excelsior Wellness aligns people, institutions, and resources to restore and preserve our community's mental, emotional and physical health, and well-being.
Program accomplishments
- Excelsior Wellness Center: In 2024, expanded access through new partnerships with Managed Care Organizations, implemented respite programming, and maintained its Certified Community Behavioral Health Clinic (CCBHC) designation for the fifth consecutive year supporting integrated, high-quality care across systems. The Center served 1,057 clients, 57% of whom were youth ages 5 - 15. Engagement metrics significantly exceeded national averages, with 77% of therapy and 89% of care coordination appointments kept. Youth in wraparound services participated in an average of 10.3 Child and Family Team meetings annually.Expenses $8,255,320 · grants $1,000 · revenue $10,366,817
- Excelsior Family Medicine: Successfully implemented the Collaborative Care Model within Primary Care by embedding a Licensed Social Worker, Registered Nurse and Community Health Worker into the clinic. A data registry supporting the model was organized and tracked through an Excel spreadsheet, with hopes that in the future an EHR compatible module could be purchased. This care model served approximately 85 patients whose depression and anxiety screeners showed improvement of over 3 points. In August we completed all milestones for the Behavioral Health Integration grant.(Continued on Schedule O)The key activities performed under the Federal Promoting Integration of Primary Care and Behavioral Health (PIPBHC) grant included education for providers and staff in adoption of integrated care models, expansion/refinement planning for integration to include all service lines, and increased patient support through portal messaging and simplified telehealth connectivity.To further our efforts in integrated health, the Epic electronic health record was launched in August for psychiatric services. The purchase and implementation of the system brings more transparency to providers across disciplines, improves patient communications, allows for more accurate patient data exchange, and gives increased visibility to medical and behavioral health services being sought externally.We met a major goal by bringing primary care to the Excelsior main campus. The move increases access to preventative care medical services for Excelsior's broader clientele and to the Indian Trail neighborhood as a whole. The renovated north wing of the building highlights our model of physical and mental wellness care integration. In 2024, providers across our service disciplines completed 10,409 visits. Primary care welcomed 864 new patients into services. We narrowed the focus of outpatient mental health counseling to only serve internal referrals due to the volume of people seeking care and performed 1,407 sessions. In early 2024, we had turnover of all providers in the psychiatric service line and backfilled two of the vacancies with newly graduated PMHNPs. This resulted in less than 300 completed services and this low number is a direct reflection of the scarcity of psychiatric resources in our region.We hired 1.6 additional providers including a part time primary care nurse practitioner and an LMHC Clinical Programs Manager. Support staff numbers remained stable though we experienced typical turnover rates in front desk staff and medical assistants.Expenses $3,186,957 · revenue $1,998,106
- Excelsior Integrated Care Center: Inpatient and Residential Services through the Excelsior Integrated Care Center successfully increased access by doubling the available capacity of LifePoint's residential services from eight to 16 units. The team has grown to include substance use services to create a co-occurring enhanced program. The team also celebrated the success of one participant securing housing and another preparing for graduation. These milestones highlight the LifePoint team's effective collaboration and the positive outcomes. The focus remains on hiring part-time staff to enhance delivery service and increasing referrals through sustained outreach.Expenses $2,202,879 · revenue $2,125,888
- Wellness Properties: Wellness Properties is an entity to provide real estate income, affordable housing, and property management services that aid in our response to the housing crisis, access to services within neighborhoods, and meeting community needs within the social dimension of health.Expenses $1,289,305 · revenue $2,160,714
- New Developed Nations: New Developed Nations (NON) continues to thrive, steadily increasing access for artists. This growth is complemented by the introduction of meditation and yoga sessions, integrating the Evidence Based Practice (EBP) Healing Through Hip Hop elements. The community's response has been overwhelmingly positive, with high attendance rates reflecting the program's impact. NON recently received the Behavioral Health Agency (BHA) certification through the Washington State Health Care Authority. This will enable NON to contract directly with Managed Care Organizations to provide behavioral health services including WISE services. NON also contracted for prevention services with the Spokane County Juvenile Court.Expenses $844,985 · revenue $928,702
- Excelsior Holistic Schools: Excelsior has nearly 40 years of experience providing education services through our fully accredited onsite elementary, middle, and high school. Excelsior Holistic Schools provides special and regular education services, GED, re-engagement and credit retrieval services, and school-based healthcare services to promote education equity for under-served students. Excelsior is the only private entity federally approved to provide special education to the public of Eastern Washington. Current programs in development are early learning services and vocational learning services.Expenses $94,289 · revenue $9,700
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 91-1189908
- 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
- 1983
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mental health and crisis intervention (F33Z)
- Assets (IRS master file)
- $28,415,539
- Income (IRS master file)
- $22,469,530
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $22,253,335 | $20,865,956 | $28,415,539 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $23,080,043 | $20,480,190 | $23,660,892 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $21,076,646 | $19,897,563 | $20,604,078 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 91-1189908).
Questions about EXCELSIOR WELLNESS
- What is the EIN of EXCELSIOR WELLNESS?
- The employer identification number (EIN) of EXCELSIOR WELLNESS is 91-1189908.
- Is EXCELSIOR WELLNESS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to EXCELSIOR WELLNESS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does EXCELSIOR WELLNESS 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 EXCELSIOR WELLNESS due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EXCELSIOR WELLNESS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of EXCELSIOR WELLNESS?
- The 990 for the year ended December 31, 2024 names Andrew Hill.
- Who are the officers and directors of EXCELSIOR WELLNESS?
- The 990 for the year ended December 31, 2024 lists 18 people; 6 received compensation from the organization, the highest $318,120 (Tara-Willow James, Chief Medical Officer).
- How much revenue does EXCELSIOR WELLNESS have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $22,253,335, expenses of $20,865,956 and total assets of $28,415,539 at year end.
Other nonprofits in SPOKANE
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- BETTER HEALTH TOGETHER EIN 90-0997482 · last filed 990 for 2024
- NEW HORIZON CARE CENTERS INC EIN 91-1113010 · last filed 990 for 2025
- PASSAGES FAMILY SUPPORT A NONPROFIT CORPORATION EIN 27-2831224 · last filed 990 for 2025
- DAYBREAK YOUTH SERVICES EIN 91-1083936 · last filed 990 for 2025
- TAMARACK CENTER EIN 91-1216841 · last filed 990 for 2025
- SPOKANE ADDICTION RECOVERY CENTERS INC EIN 91-0793707 · last filed 990 for 2025
- YFA CONNECTIONS EIN 23-7049675 · last filed 990 for 2025
All nonprofits in SPOKANE · Washington · Mental health and crisis intervention