Question 1

What is The Wellness Plan's total revenue?

Accepted Answer

The Wellness Plan reported total revenue of $16.9M for tax year 2023 on its IRS Form 990, against $16.1M in total expenses.

Question 2

What are The Wellness Plan's total assets?

Accepted Answer

The Wellness Plan reported total assets of $25.2M and net assets of $10.5M on its FY2023 IRS Form 990.

Question 3

Where can I find The Wellness Plan's IRS Form 990?

Accepted Answer

The Wellness Plan files IRS Form 990 annually under EIN 38-2008890. The financial summary, executive compensation, and community benefit data are shown on this page; the original filing is also available directly from the IRS.

Year	Revenue	Expenses	Net income	Assets
2023	$16.9M	$16.1M	—	$25.2M
2022	$20.1M	$19.9M	$-302K	$22.7M
2021	$22.3M	$17.5M	—	$20.6M
2020	$15.6M	$15.4M	—	$18.7M
2019	$16.7M	$17.2M	—	$16.9M
2018	$17.1M	$16.6M	—	$15.6M
2017	$17.0M	$16.3M	—	$14.7M
2016	$16.1M	$15.0M	—	$13.1M
2015	$15.2M	$14.6M	—	$11.7M
2014	$12.5M	$12.0M	—	$11.1M

Year	Revenue	Expenses	Net income	Assets
2023	$16.9M	$16.1M	—	$25.2M
2022	$20.1M	$19.9M	$-302K	$22.7M
2021	$22.3M	$17.5M	—	$20.6M
2020	$15.6M	$15.4M	—	$18.7M
2019	$16.7M	$17.2M	—	$16.9M
2018	$17.1M	$16.6M	—	$15.6M
2017	$17.0M	$16.3M	—	$14.7M
2016	$16.1M	$15.0M	—	$13.1M
2015	$15.2M	$14.6M	—	$11.7M
2014	$12.5M	$12.0M	—	$11.1M

The Wellness Plan

Financial summary

Peer comparison

10-year history

Related data

10-year history

Peer comparison