Excelsior Wellness
Public records show a registered, tax-exempt organization in good standing.
What it says it does
Excelsior Wellness aligns people, institutions, and resources to restore and preserve our community's mental, emotional and physical health, and well-being.
- Income
- $22.3 million
- Spending
- $20.9 million
- Spent on programs
- 76%
- Reserves
- -2.9 months of spending
- Largest source of income
- fees for its services, 79%
- Employees
- 219
- Volunteers
- 12
- Highest pay
- $346,727, chief medical officer
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: 56 out of 100. Higher than 33% of charities in its peer group (mental health, $10m to $100m).
Reserves
0 of 35Spendable reserves are negative: it owes or has committed more than it holds.
Debt
16 of 20It owes 19% of what it owns.
Living within its means
15 of 15Income exceeded spending by 6% of income.
Income trend
10 of 15Income fell 4% on the year before.
Spending floor
15 of 1576% of spending went to programs and raising each dollar of donations cost 4 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
Strong: 100 out of 100. Higher than 37% of charities in its peer group (mental health, $10m to $100m).
Independent board
25 of 2511 of 11 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
10 of 10Gave 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
15 of 15Its accounts were audited 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 (6)
- $8.3 million spent. Excelsior Wellness Center: In 2024, expanded access through new partnerships with Managed Care Organizations, implemented respite programming, and maintained its Certified Community Behavioral Health Clinic (CCBHC) designation for the fifth consecutive year supporting integrated, high-quality care across systems. The Center served 1,057 clients, 57% of whom were youth ages 5 - 15. Engagement metrics significantly exceeded national averages, with 77% of therapy and 89% of care coordination appointments kept. Youth in wraparound services participated in an average of 10.3 Child and Family Team meetings annually.
- $3.2 million spent. Excelsior Family Medicine: Successfully implemented the Collaborative Care Model within Primary Care by embedding a Licensed Social Worker, Registered Nurse and Community Health Worker into the clinic. A data registry supporting the model was organized and tracked through an Excel spreadsheet, with hopes that in the future an EHR compatible module could be purchased. This care model served approximately 85 patients whose depression and anxiety screeners showed improvement of over 3 points. In August we completed all milestones for the Behavioral Health Integration grant.(Continued on Schedule O)The key activities performed under the Federal Promoting Integration of Primary Care and Behavioral Health (PIPBHC) grant included education for providers and staff in adoption of integrated care models, expansion/refinement planning for integration to include all service lines, and increased patient support through portal messaging and simplified telehealth connectivity.To further our efforts in integrated health, the Epic electronic health record was launched in August for psychiatric services. The purchase and implementation of the system brings more transparency to providers across disciplines, improves patient communications, allows for more accurate patient data exchange, and gives increased visibility to medical and behavioral health services being sought externally.We met a major goal by bringing primary care to the Excelsior main campus. The move increases access to preventative care medical services for Excelsior's broader clientele and to the Indian Trail neighborhood as a whole. The renovated north wing of the building highlights our model of physical and mental wellness care integration. In 2024, providers across our service disciplines completed 10,409 visits. Primary care welcomed 864 new patients into services. We narrowed the focus of outpatient mental health counseling to only serve internal referrals due to the volume of people seeking care and performed 1,407 sessions. In early 2024, we had turnover of all providers in the psychiatric service line and backfilled two of the vacancies with newly graduated PMHNPs. This resulted in less than 300 completed services and this low number is a direct reflection of the scarcity of psychiatric resources in our region.We hired 1.6 additional providers including a part time primary care nurse practitioner and an LMHC Clinical Programs Manager. Support staff numbers remained stable though we experienced typical turnover rates in front desk staff and medical assistants.
- $2.2 million spent. Excelsior Integrated Care Center: Inpatient and Residential Services through the Excelsior Integrated Care Center successfully increased access by doubling the available capacity of LifePoint's residential services from eight to 16 units. The team has grown to include substance use services to create a co-occurring enhanced program. The team also celebrated the success of one participant securing housing and another preparing for graduation. These milestones highlight the LifePoint team's effective collaboration and the positive outcomes. The focus remains on hiring part-time staff to enhance delivery service and increasing referrals through sustained outreach.
- $1.3 million spent. Wellness Properties: Wellness Properties is an entity to provide real estate income, affordable housing, and property management services that aid in our response to the housing crisis, access to services within neighborhoods, and meeting community needs within the social dimension of health.
- $844,985 spent. New Developed Nations: New Developed Nations (NON) continues to thrive, steadily increasing access for artists. This growth is complemented by the introduction of meditation and yoga sessions, integrating the Evidence Based Practice (EBP) Healing Through Hip Hop elements. The community's response has been overwhelmingly positive, with high attendance rates reflecting the program's impact. NON recently received the Behavioral Health Agency (BHA) certification through the Washington State Health Care Authority. This will enable NON to contract directly with Managed Care Organizations to provide behavioral health services including WISE services. NON also contracted for prevention services with the Spokane County Juvenile Court.
- $94,289 spent. Excelsior Holistic Schools: Excelsior has nearly 40 years of experience providing education services through our fully accredited onsite elementary, middle, and high school. Excelsior Holistic Schools provides special and regular education services, GED, re-engagement and credit retrieval services, and school-based healthcare services to promote education equity for under-served students. Excelsior is the only private entity federally approved to provide special education to the public of Eastern Washington. Current programs in development are early learning services and vocational learning services.
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 October 13, 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 May 1983.
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 October 21, 2026.
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