GOLD2023

Excelsior Wellness

Your Homegrown Healthcare System

aka Excelsior Wellness Center; Excelsior Holistic Schools; Excelsior Integrated Care Center; Excelsior Family Medicine   |   Spokane, WA   |  www.ExcelsiorWellness.org
GuideStar Charity Check

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 info

1983

CEO

Andrew Hill

Main address

3754 W Indian Trail Rd

Spokane, WA 99208 USA

Show more contact info

EIN

91-1189908

Subject area info

Education

Community health care

Mental health care

Family services

Youth development

Show more subject areas

Population served info

Children and youth

Adults

People with disabilities

People with diseases and illnesses

Substance abusers

NTEE code info

Community Mental Health Center (F32)

Specialized Education Institutions/Schools for Visually or Hearing Impaired, Learning Disabled (B28)

Family Services (P40)

Programs and results

What we aim to solve

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Our programs

SOURCE: Self-reported by organization

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.

Population(s) Served

Where we work

Awards

Governor's Award Medium Non-Profit of the Year 2016

WA State Employment Securities Department

Affiliations & memberships

ULEA 2020

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

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.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • 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

  • 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

  • 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

Excelsior Wellness
Fiscal year: Jan 01 - Dec 31
Financial documents
2022 A-133 Single Audit 2021 Excelsior Wellness and Subsidiaries
done  Yes, financials were audited by an independent accountant. info

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022 info

SOURCE: IRS Form 990

4.71

Average of 2.54 over 10 years

Months of cash in 2022 info

SOURCE: IRS Form 990

1.8

Average of 0.8 over 10 years

Fringe rate in 2022 info

SOURCE: IRS Form 990

27%

Average of 22% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Excelsior Wellness

Revenue & expenses

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

Excelsior Wellness

Balance sheet

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

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 ending: cloud_download Download Data

Excelsior Wellness

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

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 2017 2018 2019 2021 2022
Unrestricted surplus (deficit) before depreciation $1,296,042 $403,578 $2,486,933 $4,972,183 -$73,514
As % of expenses 13.9% 4.4% 23.9% 31.0% -0.4%
Unrestricted surplus (deficit) after depreciation $1,115,921 $156,519 $2,189,732 $4,402,307 -$660,499
As % of expenses 11.7% 1.7% 20.5% 26.5% -3.3%
Revenue composition info
Total revenue (unrestricted & restricted) $10,451,613 $10,620,055 $17,086,775 $21,355,241 $21,076,646
Total revenue, % change over prior year 21.9% 1.6% 60.9% 0.0% -1.3%
Program services revenue 94.6% 84.8% 72.5% 69.6% 74.5%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 0.2% 0.0% 0.1% 0.6% 0.8%
Government grants 0.0% 14.4% 27.9% 28.8% 24.6%
All other grants and contributions 5.0% 0.4% 0.1% 1.7% 0.6%
Other revenue 0.2% 0.3% -0.5% -0.7% -0.5%
Expense composition info
Total expenses before depreciation $9,317,845 $9,203,667 $10,402,162 $16,037,332 $19,310,578
Total expenses, % change over prior year 18.5% -1.2% 13.0% 0.0% 20.4%
Personnel 84.5% 82.2% 82.7% 82.8% 83.4%
Professional fees 1.1% 1.4% 1.2% 1.8% 1.0%
Occupancy 4.7% 4.6% 4.7% 4.5% 4.9%
Interest 0.1% 0.2% 0.1% 0.2% 0.1%
Pass-through 0.0% 0.0% 0.0% 1.4% 0.3%
All other expenses 9.6% 11.6% 11.3% 9.3% 10.2%
Full cost components (estimated) info 2017 2018 2019 2021 2022
Total expenses (after depreciation) $9,497,966 $9,450,726 $10,699,363 $16,607,208 $19,897,563
One month of savings $776,487 $766,972 $866,847 $1,336,444 $1,609,215
Debt principal payment $0 $0 $0 $55,000 $55,000
Fixed asset additions $900,208 $1,124,003 $5,381,644 $1,019,053 $1,367,250
Total full costs (estimated) $11,174,661 $11,341,701 $16,947,854 $19,017,705 $22,929,028

Capital structure indicators

Liquidity info 2017 2018 2019 2021 2022
Months of cash 0.4 0.3 0.7 2.3 1.8
Months of cash and investments 0.9 1.1 1.9 5.1 4.3
Months of estimated liquid unrestricted net assets 1.4 0.5 -2.7 2.4 1.0
Balance sheet composition info 2017 2018 2019 2021 2022
Cash $306,903 $244,414 $601,921 $3,022,059 $2,933,017
Investments $404,978 $634,063 $1,009,345 $3,776,582 $3,909,323
Receivables $870,591 $1,109,208 $2,265,517 $2,278,607 $2,561,581
Gross land, buildings, equipment (LBE) $4,756,717 $5,859,147 $11,240,791 $12,967,022 $14,311,141
Accumulated depreciation (as a % of LBE) 47.2% 42.2% 24.6% 26.9% 28.3%
Liabilities (as a % of assets) 13.4% 23.2% 19.6% 6.6% 9.4%
Unrestricted net assets $3,596,255 $3,752,774 $5,942,506 $12,584,502 $11,924,003
Temporarily restricted net assets $63,599 $1,064,112 N/A N/A N/A
Permanently restricted net assets $0 $0 N/A N/A N/A
Total restricted net assets $63,599 $1,064,112 $5,264,354 $5,631,059 $6,739,063
Total net assets $3,659,854 $4,816,886 $11,206,860 $18,215,561 $18,663,066

Key data checks

Key data checks info 2017 2018 2019 2021 2022
Material data errors No No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Letter of Determination is not available for this organization
Form 1023/1024 is not available for this organization

CEO

Andrew Hill

Number of employees

Source: IRS Form 990

Excelsior Wellness

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
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Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

Excelsior Wellness

Highest paid employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of highest paid employee data for this organization

Excelsior Wellness

Board of directors
as of 04/17/2023
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Carmen Green

Alan Basham

Dennis Hession

Andrew Hill

Ex-officio

Carmen Green

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • 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

SOURCE: Self-reported; last updated 4/7/2023

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
White/Caucasian/European
Sexual orientation
Decline to state
Disability status
Decline to state

Race & ethnicity

Gender identity

Transgender Identity

Sexual orientation

No data

Disability

No data

Equity strategies

Last updated: 03/26/2022

GuideStar 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

Data
  • 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.
Policies and processes
  • 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.