The Wellness Plan
Public records show a registered, tax-exempt organization in good standing.
What it says it does
THE WELLNESS PLAN MEDICAL CENTERS DELIVER AFFORDABLE AND ACCESSIBLE QUALITY MEDICAL SERVICES TO OUR COMMUNITY. WE DO THIS BY: -DELIVERING UNBIASED AND CULTURALLY COMPETENT SERVICES TO ALL PATIENTS; -OFFERING COMPASSIONATE, INNOVATIVE, AND USER-FRIENDLY MEDICAL SOLUTIONS; -FORMING COLLABORATIONS AND PARTNERSHIPS WITH OTHER HEALTHCARE PROVIDERS AND STAKEHOLDERS; -PROVIDING OPTIMAL CUSTOMER SERVICE AT ALL TIMES; -ENDEAVORING TO TREAT ALL PATIENTS WITH DIGNITY AND RESPECT REGARDLESS OF ABILITY TO PAY
- Income
- $18.2 million
- Spending
- $17.0 million
- Spent on programs
- 62%
- Reserves
- 2 months of spending
- Largest source of income
- fees for its services, 83%
- Employees
- 191
- Volunteers
- 14
- Highest pay
- $383,105, ceo & executive director
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Fair: 53 out of 100. Higher than 37% of charities in its peer group (health care, $10m to $100m).
Reserves
10 of 35Spendable reserves would cover 2.0 months of spending.
Debt
5 of 20It owes 74% of what it owns.
Living within its means
15 of 15Income exceeded spending by 6% of income.
Income trend
15 of 15Income rose 8% on the year before.
Spending floor
8 of 1562% of spending went to programs and raising each dollar of donations cost 0 cents.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Good: 75 out of 100. Higher than 8% of charities in its peer group (health care, $10m to $100m).
Independent board
25 of 2514 of 14 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
0 of 10Did not give the board a copy of this return before filing it.
Pay set independently
5 of 5Sets its chief executive's pay through independent review and comparison.
Independent check of accounts
0 of 15Its accounts were not audited or reviewed by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (1)
- $10.5 million spent. TO PROVIDE PRIMARY HEALTH CARE SERVICES TO THE INDIGENT POPULATION. IN 2024, OUR ORGANIZATION SAW 15,812 PATIENTS AND HAD 51,272 VISITS. 77% OF THESE PATIENTS WERE BELOW 200% OF INCOME AS A PERCENT OF POVERTY LEVEL.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated November 6, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending December 2024.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since March 1982.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated November 4, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.