Civic Intelligence

Wellness in Action

990 • Fiscal year 2021 • EIN 20-4166176

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 01, 2022

Organization Profilewww.wiabigsky.org
PO Box 161143Big Sky, MT 59716

(406) 600-7152

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

64th percentile

20%

Higher net margin than 64% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

66th percentile

20%

Faster asset growth than 66% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

72nd percentile

41%

Faster revenue growth than 72% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$234,288

Up $39,057 (+20%) from 2020

Net Assets

Up

$233,735

Up $39,313 (+20%) from 2020

Liabilities

Down

$553

Down $256 (-32%) from 2020

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin64th percentile

Revenue

Up

$199,397

Up $57,811 (+41%) from 2020

Expenses

Up

$160,084

Up $14,471 (+9.9%) from 2020

Net Income

Up

$39,313

Up $43,340 (+1076%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2011: $73,068Liabilities 2011: $493Net Assets 2011: $72,5752011Assets 2012: $150,013Liabilities 2012: $508Net Assets 2012: $149,5052012Assets 2013: $156,772Liabilities 2013: $471Net Assets 2013: $156,3012013Assets 2014: $137,361Liabilities 2014: $693Net Assets 2014: $136,6682014Assets 2015: $120,705Liabilities 2015: $1,116Net Assets 2015: $119,5892015Assets 2016: $118,609Liabilities 2016: $951Net Assets 2016: $117,6582016Assets 2017: $148,886Liabilities 2017: $654Net Assets 2017: $148,2322017Assets 2018: $208,308Liabilities 2018: $855Net Assets 2018: $207,4532018Assets 2019: $199,631Liabilities 2019: $1,182Net Assets 2019: $198,4492019Assets 2020: $195,231Liabilities 2020: $809Net Assets 2020: $194,4222020Assets 2021: $234,288Liabilities 2021: $553Net Assets 2021: $233,7352021Assets 2022: $389,947Liabilities 2022: $3,746Net Assets 2022: $386,2012022Assets 2023: $729,508Liabilities 2023: $8,355Net Assets 2023: $721,1532023Assets 2024: $959,856Liabilities 2024: $7,488Net Assets 2024: $952,3682024

Highlighted filing

2021

Assets$234,288
Liabilities$553
Net Assets$233,735
Open 2021 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $99,174Expenses 2011: $87,274Net Income 2011: $11,9002011Revenue 2012: $176,639Expenses 2012: $99,709Net Income 2012: $76,9302012Revenue 2013: $160,495Expenses 2013: $153,699Net Income 2013: $6,7962013Revenue 2014: $131,171Expenses 2014: $150,804Net Income 2014: -$19,6332014Revenue 2015: $112,288Expenses 2015: $129,367Net Income 2015: -$17,0792015Revenue 2016: $123,508Expenses 2016: $125,439Net Income 2016: -$1,9312016Revenue 2017: $167,647Expenses 2017: $137,073Net Income 2017: $30,5742017Revenue 2018: $186,709Expenses 2018: $127,488Net Income 2018: $59,2212018Revenue 2019: $149,563Expenses 2019: $158,567Net Income 2019: -$9,0042019Revenue 2020: $141,586Expenses 2020: $145,613Net Income 2020: -$4,0272020Revenue 2021: $199,397Expenses 2021: $160,084Net Income 2021: $39,3132021Revenue 2022: $516,341Expenses 2022: $363,875Net Income 2022: $152,4662022Revenue 2023: $971,504Expenses 2023: $636,552Net Income 2023: $334,9522023Revenue 2024: $965,221Expenses 2024: $734,006Net Income 2024: $231,2152024

Highlighted filing

2021

Revenue$199,397
Expenses$160,084
Net Income$39,313
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 1, 2022
Return Version
2021v4.0
Gross Receipts
$217,418
Mission and Program Overview

Mission

The purpose of Wellness In Action is to enrich the lives of children and families. We provide access and support to social programs for our under-served rural Big Sky community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$163,801$203,041▲ $39,240
Savings and Temporary Cash Investments$31,082$31,160▲ $78
Land, Buildings, and Equipment, Net$348$87▼ $261
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$195,231$234,288▲ $39,057
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$809$552▼ $257
Other Liabilities-$1-
Total Liabilities$809$553▼ $256
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$194,422$233,735▲ $39,313
Total Net Assets Fund Balance$194,422$233,735▲ $39,313
Total Liabilities and Net Assets / Fund Balance$195,231$234,288▲ $39,057

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$87$2,819$2,906
Equipment-$1,483$1,483
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Stacey ChapmanPresident
Elizabeth McfaddenVice President
Jen GuentherDirector
Laura MacphersonDirector
Marne HayesDirector
Katie GriceSecretary
Michelle KendziorskiSecretary
Sue ArnesonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$162,112
Program Service Revenue
$0
Investment Income
$78
Other Revenue
$37,207
All Other Contributions
$110,276
Change in Net Assets
$39,313
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$115,644
Salaries, Compensation, and Employee Benefits$44,440
Total Fundraising Expense$939
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$40,606-$40,606
All Other Expenses$2,770$9,304$939$13,013
Occupancy$4,590$1,560-$6,150
Other Expenses$8,678$5,821-$5,821
Payroll Taxes-$3,834-$3,834
Office Expenses$24$2,764-$2,788
Advertising-$2,260-$2,260
Insurance-$1,460-$1,460
Fees for Services Accounting-$764-$764
Depreciation Depletion-$261-$261
Total Functional Expenses$90,511$68,634$939$160,084
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$55,228
Fundraising Direct Expenses$18,021
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf tournament$55,228$55,228$1,053$54,175
Total Events$55,228$55,228$18,021$37,207
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The board of directors reviews the tax return before it is filed.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The Executive Committee of the Board completes an annual performance and salary review with the Executive Director.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Wellness in Action
EIN
20-4166176
Phone
4066007152
Address
PO BOX 161143, BIG SKY, MT 59716

Signing Officer

Name
Sue Arneson
Title
Treasurer
Signed
2022-06-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sue Arneson
Formed
2005
Legal Domicile
Mt
Voting Board Members
8
Independent Board Members
8
Employees
3
Volunteers
20

Preparer

Firm
Knaub and Company Pc
Address
PO BOX 161030, BIG SKY, MT 59716
Preparer
Marjorie L Knaub
Phone
4069956040
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2: New Services

“The organization changed its name to Wellness In Action. This change was approved by the Montana Secretary of State on 4-21-22.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PrincipalOfficerNm0SUE ARNESON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt039313
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt031082
IRS990/SavingsAndTempCashInvstGrp/EOYAmt031160
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0162112
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0122714
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0126421
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0161211
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0141193
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0713651
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt078
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0309
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0199
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0152
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0739
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0985
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0985
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99760
IRS990ScheduleA/PublicSupportPY170Pct00.99720
IRS990ScheduleA/PublicSupportTotal170Amt0713651
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0162112
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0122714
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0126421
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0161211
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0141193
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0713651
IRS990ScheduleA/TotalSupportAmt0715375
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01483
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01483
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt087
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02819
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02906
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Rounding
IRS990ScheduleD/TotalBookValueLandBuildingsAmt087
IRS990ScheduleD/TotalLiabilityAmt01
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018021
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0400
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0400
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf tournament
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05074
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05074
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt055228
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt055228
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt055228
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt055228
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037207
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt09262
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt09262
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01053
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01053
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02232
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02232
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SolicitationOfGovtGrantsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization changed its name to Wellness In Action. This change was approved by the Montana Secretary of State on 4-21-22.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The board of directors reviews the tax return before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Executive Committee of the Board completes an annual performance and salary review with the Executive Director.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 2: New Services
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0true
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0195231
IRS990/TotalAssetsEOYAmt0234288
IRS990/TotalAssetsGrp/BOYAmt0195231
IRS990/TotalAssetsGrp/EOYAmt0234288
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0162112
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0939
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt068634
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt090511
IRS990/TotalFunctionalExpensesGrp/TotalAmt0160084
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0809
IRS990/TotalLiabilitiesEOYAmt0553
IRS990/TotalLiabilitiesGrp/BOYAmt0809
IRS990/TotalLiabilitiesGrp/EOYAmt0553
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0194422
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0233735
IRS990/TotalProgramServiceExpensesAmt090511
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt037207
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt078
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0199397

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$234,288
Liabilities
$553
Net assets
$233,735
Revenue
$199,397
Expenses
$160,084
Net income
$39,313
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.60$0.07$9.52$9.65$7.34$2.31
2023Detailed filing. Detailed filing data is available for this year.$7.30$0.08$7.21$9.72$6.37$3.35
2022Detailed filing. Detailed filing data is available for this year.$3.90$0.04$3.86$5.16$3.64$1.52
2021Detailed filing. Detailed filing data is available for this year.$2.34$0.01$2.34$1.99$1.60$0.39
2020Detailed filing. Detailed filing data is available for this year.$1.95$0.01$1.94$1.42$1.46$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.00$0.01$1.98$1.50$1.59$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.08$0.01$2.07$1.87$1.27$0.59
2017Detailed filing. Detailed filing data is available for this year.$1.49$0.01$1.48$1.68$1.37$0.31
2016Detailed filing. Detailed filing data is available for this year.$1.19$0.01$1.18$1.24$1.25$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.21$0.01$1.20$1.12$1.29$0.17
2014Detailed filing. Detailed filing data is available for this year.$1.37$0.01$1.37$1.31$1.51$0.20
2013Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.56$1.60$1.54$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.01$1.50$1.77$1.00$0.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.00$0.73$0.99$0.87$0.12