Excelsior Wellness
Your Homegrown Healthcare System
Excelsior Wellness
EIN: 91-1189908
Mission
Excelsior Wellness aligns people, institutions, and resources to restore and preserve our community’s mental, emotional and physical health, and well-being. Our vision is that all people live healthier, stronger, and more satisfying lives. Our values are quality, compassion, adaptation, and innovation.
Notes from the nonprofit
We are committed to self-improvement. Our goal is to offer as many services and benefits as possible in our commitment to creating a truly inclusive and employee-centered environment. Excelsior will continue to hold Diversity, Equity, and Inclusion as essential values to support our core Mission, Vision, and Values. Addressing issues of diversity, equity, and inclusion in the work of every employee. As an organization, we will implement our plan through the commitment of executive and department leadership, our Diversity, Equity, and Inclusion Council, and action teams consisting of representation across the organization’s departments. We believe the actions of a few cannot eliminate systemic inequities. Our success is dependent on employees and partners of Excelsior taking strong positive action for the culture to change. Our plan provides employees throughout Excelsior the tools and education to build a more culturally inclusive workforce accountable to the communities we serve.
Ruling year
1983
CEO
Andrew Hill
Main address
3754 W Indian Trail Rd
Spokane, WA 99208 USA
EIN
91-1189908
Education
Community health care
Mental health care
Family services
Youth development
Population served
Children and youth
Adults
People with disabilities
People with diseases and illnesses
Substance abusers
NTEE code
Community Mental Health Center (F32)
Specialized Education Institutions/Schools for Visually or Hearing Impaired, Learning Disabled (B28)
Family Services (P40)
IRS subsection
501(c)(3) Public Charity
IRS filing requirement
This organization is required to file an IRS Form 990 or 990-EZ.
Tax forms
Programs and results
Reports and documents
Download annual reportsWhat we aim to solve
Our programs
What are the organization's current programs, how do they measure success, and who do the programs serve?
Excelsior Family Medicine
A Holistic Approach To Family Medicine
We value person-centered and trauma-informed family medicine. We believe your voice and choice guides our service planning.
Visit our website, www.excelsiorfamilymedicine.org, to learn more about our services.
Where we work
Awards
Governor's Award Medium Non-Profit of the Year 2016
WA State Employment Securities Department
Affiliations & memberships
ULEA 2020
External reviews
Our Sustainable Development Goals
Learn more about Sustainable Development Goals.
Goals & Strategy
Learn about the organization's key goals, strategies, capabilities, and progress.
Charting impact
Four powerful questions that require reflection about what really matters - results.
What is the organization aiming to accomplish?
Excelsior Wellness is a private non-profit homegrown healthcare system alternative. Education, behavioral health, primary care, and social and human services are integrated to provide holistic and comprehensive services to those we serve. Our employees understand the value of inter-professional integration. We know that people seek partnerships in their wellness and recovery journey.
We have redefined the need for accommodations in the workplace, as our responsive approach to meeting employee needs is as individualized as the services we provide. We value the expression of ideas and the willingness to collaborate on solutions. Our commitment to Diversity, Equity, and Inclusion is central to our employee resources and our quality improvement process. Our DEI plan allows our organization to foster an employee-centered and inclusive culture marked by unity, collaboration, and respect.
Excelsior’s continuum of provider organizations recognizes recovery as a daily process to combat the stressors of each day. Our thoughts, emotions, and behaviors contribute to our sense of being well, and our recovery process is essential to promoting positive thoughts, emotions, and behaviors. Excelsior promotes eating well, sleeping well, moving well, and thinking well. We recognize our employees’ and providers’ recovery process is essential to be able to partner with another person in their wellness and recovery journey.
What are the organization's key strategies for making this happen?
What are the organization's capabilities for doing this?
What have they accomplished so far and what's next?
How we listen
Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.
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How is your organization using feedback from the people you serve?
To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals
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Which of the following feedback practices does your organization routinely carry out?
We collect feedback from the people we serve at least annually, We take steps to get feedback from marginalized or under-represented people, We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We look for patterns in feedback based on demographics (e.g., race, age, gender, etc.), We look for patterns in feedback based on people’s interactions with us (e.g., site, frequency of service, etc.), We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive, We tell the people who gave us feedback how we acted on their feedback, We ask the people who gave us feedback how well they think we responded
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What challenges does the organization face when collecting feedback?
The people we serve tell us they find data collection burdensome, It is difficult to find the ongoing funding to support feedback collection
Financials
Financial documents
Download audited financialsRevenue vs. expenses: breakdown
Liquidity in 2021 info
7.00
Months of cash in 2021 info
2.3
Fringe rate in 2021 info
24%
Funding sources info
Assets & liabilities info
Excelsior Wellness
Revenue & expensesFiscal Year: Jan 01 - Dec 31
SOURCE: IRS Form 990
Excelsior Wellness
Balance sheetFiscal Year: Jan 01 - Dec 31
SOURCE: IRS Form 990
The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.
Fiscal Year: Jan 01 - Dec 31
SOURCE: IRS Form 990
This snapshot of Excelsior Wellness’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.
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Business model indicators
| Profitability info | 2016 | 2017 | 2018 | 2019 | 2021 |
|---|---|---|---|---|---|
| Unrestricted surplus (deficit) before depreciation | $537,752 | $1,296,042 | $403,578 | $2,486,933 | $4,972,183 |
| As % of expenses | 6.8% | 13.9% | 4.4% | 23.9% | 31.0% |
| Unrestricted surplus (deficit) after depreciation | $373,209 | $1,115,921 | $156,519 | $2,189,732 | $4,402,307 |
| As % of expenses | 4.6% | 11.7% | 1.7% | 20.5% | 26.5% |
| Revenue composition info | |||||
|---|---|---|---|---|---|
| Total revenue (unrestricted & restricted) | $8,571,497 | $10,451,613 | $10,620,055 | $17,086,775 | $21,355,241 |
| Total revenue, % change over prior year | 25.8% | 21.9% | 1.6% | 60.9% | 0.0% |
| Program services revenue | 97.6% | 94.6% | 84.8% | 72.5% | 69.6% |
| Membership dues | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| Investment income | 0.1% | 0.2% | 0.0% | 0.1% | 0.6% |
| Government grants | 0.0% | 0.0% | 14.4% | 27.9% | 28.8% |
| All other grants and contributions | 2.3% | 5.0% | 0.4% | 0.1% | 1.7% |
| Other revenue | 0.0% | 0.2% | 0.3% | -0.5% | -0.7% |
| Expense composition info | |||||
|---|---|---|---|---|---|
| Total expenses before depreciation | $7,862,955 | $9,317,845 | $9,203,667 | $10,402,162 | $16,037,332 |
| Total expenses, % change over prior year | 23.3% | 18.5% | -1.2% | 13.0% | 0.0% |
| Personnel | 85.2% | 84.5% | 82.2% | 82.7% | 82.8% |
| Professional fees | 0.7% | 1.1% | 1.4% | 1.2% | 1.8% |
| Occupancy | 4.4% | 4.7% | 4.6% | 4.7% | 4.5% |
| Interest | 0.1% | 0.1% | 0.2% | 0.1% | 0.2% |
| Pass-through | 0.0% | 0.0% | 0.0% | 0.0% | 1.4% |
| All other expenses | 9.6% | 9.6% | 11.6% | 11.3% | 9.3% |
| Full cost components (estimated) info | 2016 | 2017 | 2018 | 2019 | 2021 |
|---|---|---|---|---|---|
| Total expenses (after depreciation) | $8,027,498 | $9,497,966 | $9,450,726 | $10,699,363 | $16,607,208 |
| One month of savings | $655,246 | $776,487 | $766,972 | $866,847 | $1,336,444 |
| Debt principal payment | $13,070 | $0 | $0 | $0 | $55,000 |
| Fixed asset additions | $719,081 | $900,208 | $1,124,003 | $5,381,644 | $1,019,053 |
| Total full costs (estimated) | $9,414,895 | $11,174,661 | $11,341,701 | $16,947,854 | $19,017,705 |
Capital structure indicators
| Liquidity info | 2016 | 2017 | 2018 | 2019 | 2021 |
|---|---|---|---|---|---|
| Months of cash | 0.5 | 0.4 | 0.3 | 0.7 | 2.3 |
| Months of cash and investments | 1.0 | 0.9 | 1.1 | 1.9 | 5.1 |
| Months of estimated liquid unrestricted net assets | 1.1 | 1.4 | 0.5 | -2.7 | 2.4 |
| Balance sheet composition info | 2016 | 2017 | 2018 | 2019 | 2021 |
|---|---|---|---|---|---|
| Cash | $343,262 | $306,903 | $244,414 | $601,921 | $3,022,059 |
| Investments | $311,445 | $404,978 | $634,063 | $1,009,345 | $3,776,582 |
| Receivables | $910,027 | $870,591 | $1,109,208 | $2,265,517 | $2,278,607 |
| Gross land, buildings, equipment (LBE) | $3,947,027 | $4,756,717 | $5,859,147 | $11,240,791 | $12,967,022 |
| Accumulated depreciation (as a % of LBE) | 54.6% | 47.2% | 42.2% | 24.6% | 26.9% |
| Liabilities (as a % of assets) | 23.5% | 13.4% | 23.2% | 19.6% | 6.6% |
| Unrestricted net assets | $2,480,334 | $3,596,255 | $3,752,774 | $5,942,506 | $12,584,502 |
| Temporarily restricted net assets | $205,606 | $63,599 | $1,064,112 | N/A | N/A |
| Permanently restricted net assets | $0 | $0 | $0 | N/A | N/A |
| Total restricted net assets | $205,606 | $63,599 | $1,064,112 | $5,264,354 | $5,631,059 |
| Total net assets | $2,685,940 | $3,659,854 | $4,816,886 | $11,206,860 | $18,215,561 |
Key data checks
| Key data checks info | 2016 | 2017 | 2018 | 2019 | 2021 |
|---|---|---|---|---|---|
| Material data errors | No | No | No | No | No |
Operations
The people, governance practices, and partners that make the organization tick.
Documents
CEO
Andrew Hill
Number of employees
Source: IRS Form 990
Excelsior Wellness
Officers, directors, trustees, and key employeesSOURCE: IRS Form 990
Compensation data
Excelsior Wellness
Highest paid employeesSOURCE: IRS Form 990
Compensation data
Excelsior Wellness
Board of directorsas of 04/17/2023
Board of directors data
Carmen Green
Alan Basham
Dennis Hession
Andrew Hill
Ex-officio
Carmen Green
Board leadership practices
GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.
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Board orientation and education
Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes -
Ethics and transparency
Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes -
Board performance
Has the board conducted a formal, written self-assessment of its performance within the past three years? No
Organizational demographics
Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.
Leadership
The organization's leader identifies as:
Race & ethnicity
Gender identity
Sexual orientation
No data
Disability
No data
Equity strategies
Last updated: 03/26/2022GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more
- We review compensation data across the organization (and by staff levels) to identify disparities by race.
- We ask team members to identify racial disparities in their programs and / or portfolios.
- We analyze disaggregated data and root causes of race disparities that impact the organization's programs, portfolios, and the populations served.
- We disaggregate data to adjust programming goals to keep pace with changing needs of the communities we support.
- We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
- We disaggregate data by demographics, including race, in every policy and program measured.
- We have long-term strategic plans and measurable goals for creating a culture such that one’s race identity has no influence on how they fare within the organization.
- We have a promotion process that anticipates and mitigates implicit and explicit biases about people of color serving in leadership positions.
- We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
- We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
- We measure and then disaggregate job satisfaction and retention data by race, function, level, and/or team.
- We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.
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- Financial statements for 2021
- Officer and/or Employee data for 2021, 2019, 2018, 2017, 2016
- Contractor and/or Paid Preparer data for 2021, 2019, 2018
- Board of Directors data for 2023
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