COLUMBIA WELLNESS

EIN: 910598130 501(c)(3)

LONGVIEW, WA

Total Revenue
$21,352,416
Total Expenses
$19,976,959
Total Assets
$19,668,842
Net Assets
$14,582,184
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1953
Legal Domicile
WA
Principal Officer
JOSEPH DREW MCDANIEL
Phone
3605770249
Tax Period
2023-07-01 to 2024-06-30

COLUMBIA WELLNESS, founded in 1953, is a mid-sized nonprofit that reported $21.4M in total revenue in fiscal year 2023. Expenses of $20.0M left a modest 6% surplus.

Mission

WE ARE A 501(C)(3) NON-PROFIT COMMUNITY MENTAL HEALTH AGENCY. WE SPECIALIZE IN HELPING OTHERS TO LEARN THE SKILLS TO LIVE MORE SUCCESSFUL LIVES. WE HAVE A NUMBER OF DIFFERENT PROGRAMS OFFERED THROUGH COLUMBIA WELLNESS IN ORDER TO ACHIEVE THIS GOAL.COLUMBIA WELLNESS AIMS TO IMPROVE THE QUALITY OF LIFE FOR EVERY INDIVIDUAL WE SERVE. WE DO THIS THROUGH OUR MISSION, CARE. CARE STANDS FOR COMMITMENT TO IMPROVING QUALITY OF LIFE, ADVOCACY FOR MENTAL HEALTH AND OVERALL WELL-BEING, RESPONSE TO COMMUNITY NEEDS, AND EFFECTIVE TREATMENT WITH MEASURABLE OUTCOMES. WE STRIVE TO PUT OUR MISSION INTO OUR WORK EVERY SINGLE DAY. OUR COUNSELORS AND STAFF ARE DEDICATED TO MAKING SURE OUR CLIENTS RECEIVE QUALITY CARE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,461,408
Program Service Revenue $18,732,903
Investment Income $103,251
Other Revenue $54,854
TOTAL REVENUE $21,352,416

Expense Breakdown

Grants Paid $0
Salaries & Benefits $16,395,467
Fundraising Expenses $0
Program Expenses $18,005,838
Other Expenses $3,581,492
TOTAL EXPENSES $19,976,959

Year-over-Year Comparison

2023 2022 Change
Revenue $21,352,416 $21,446,442 0.0%
Expenses $19,976,959 $20,933,290 0.0%
Net Income $1,375,457 $513,152 +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
12
Independent Members
12
Employees
253
Volunteers
12

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
8
$1,268,616
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DOUG FIELDS PRESIDENT 1.00
Officer Director
$0 $0 $0
CINDY BRADO TREASURER & SECRETARY 1.00
Officer Director
$0 $0 $0
SUSIE BARKER BOARD MEMBER 1.00
Director
$0 $0 $0
RON MARSHALL BOARD MEMBER 1.00
Director
$0 $0 $0
SCOTT NEVES BOARD MEMBER 1.00
Director
$0 $0 $0
CORIE DOW-KRAMER VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
MELANEE GREEN EVANS BOARD MEMBER 1.00
Director
$0 $0 $0
KARA HARRIS BOARD MEMBER 1.00
Director
$0 $0 $0
MARIN FOX BOARD MEMBER 1.00
Director
$0 $0 $0
KELLY CRAPE BOARD MEMBER 1.00
Director
$0 $0 $0
DALE GREEN BOARD MEMBER 1.00
Director
$0 $0 $0
RICH DILLMAN BOARD MEMBER 1.00
Director
$0 $0 $0
CESAR RAFANO CHIEF MEDICAL OFFICER 40.00
Officer
$498,536 $31,555 $530,091
CAMERON CARSON CFO 40.00
Officer
$169,497 $20,390 $189,887
KATHY RYAN CHIEF CLINICAL OFFICER 40.00
Officer
$133,090 $9,172 $142,262
JOSEPH DREW MCDANIEL CEO 40.00
Officer
$204,039 $7,843 $211,882
CHRISTINA SLUNAKER COO 40.00
Officer
$161,510 $32,984 $194,494
SOPHIE HOPTOWIT EMPLOYEE 40.00
Highest
$257,073 $25,600 $282,673
DAVID PARIS EMPLOYEE 40.00
Highest
$200,360 $24,897 $225,257
ERIC PASCUAL EMPLOYEE 40.00
Highest
$179,977 $3,034 $183,011
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 No data No data No data No data
2024 $21,352,416 $19,976,959 $19,668,842 $1,375,457
2023 $21,446,442 $20,933,290 $18,758,573 $513,152
2022 $17,108,254 $17,335,713 $16,902,168 $-227,459
2021 $20,528,458 $16,443,810 $17,242,936 $4,084,648
2020 $20,127,139 $19,908,359 $17,441,036 $218,780
2019 $21,053,944 $19,995,129 $13,725,330 $1,058,815
2018 $17,966,268 $15,990,690 $12,864,698 $1,975,578
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