WELLBEING INITIATIVE INC

EIN: 474853482 501(c)(3) Human Services

LINCOLN, NE

Total Revenue
$2,659,268
Total Expenses
$2,608,679
Total Assets
$733,155
Net Assets
$507,252
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2015
Legal Domicile
NE
Principal Officer
SADIE THOMPSON
Phone
5312545451
Tax Period
2024-07-01 to 2025-06-30

WELLBEING INITIATIVE INC, founded in 2015, is a community nonprofit in the Human Services sector that reported $2.7M in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum.

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 Service Accomplishments

Program 1
Expenses: $448,266

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...

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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.

Program 2
Expenses: $569,385

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...

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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.

Program 3
Expenses: $267,536

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...

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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.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,886,527
Program Service Revenue $738,733
Investment Income $0
Other Revenue $34,008
TOTAL REVENUE $2,659,268

Expense Breakdown

Grants Paid $318,035
Salaries & Benefits $1,708,083
Fundraising Expenses $0
Program Expenses $2,371,534
Other Expenses $582,561
TOTAL EXPENSES $2,608,679

Year-over-Year Comparison

2024 2023 Change
Revenue $2,659,268 $2,056,443 +0.3%
Expenses $2,608,679 $2,134,049 +0.2%
Net Income $50,589 $-77,606 -1.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
7
Independent Members
7
Employees
34
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$0
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MIRANDA ROGERS PRESIDENT 1.00
Officer Director
$0 $0 $0
MATTHEW BRASE TREASURER 1.00
Officer Director
$0 $0 $0
STACEY SEUFERER DIRECTOR 1.00
Director
$0 $0 $0
DEB TURNER DIRECTOR 1.00
Director
$0 $0 $0
REGINA SULLIVAN DIRECTOR 1.00
Director
$0 $0 $0
MELISSA RIPLEY DIRECTOR 1.00
Director
$0 $0 $0
HOLLY MEREDITH DIRECTOR 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $2,659,268 $2,608,679 $733,155 $50,589
2024 $2,056,443 $2,134,049 $691,360 $-77,606
2023 $1,298,388 $1,376,100 $704,441 $-77,712
2022 $822,887 $698,970 $280,953 $123,917
2021 $374,290 $252,561 $163,862 $121,729
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