Civic Intelligence

The Wellness Plan

EIN 38-2008890 • 501(c)3 • Detroit, MI

Profile

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.

7700 Second AvenueDetroit, MI 48202

www.wellplan.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.74x

Higher debt load relative to assets than 85% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.99x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

54th percentile

6.2%

Higher net margin than 54% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

20th percentile

-3.6%

Faster asset growth than 20% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

7.7%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$24,290,927

Down $895,703 (-3.6%) from 2023

Liabilities

Up

$17,941,028

Up $3,299,470 (+23%) from 2023

Net Assets

Down

$6,349,899

Down $4,195,173 (-40%) from 2023

Revenue

Up

$18,152,693

Up $1,294,286 (+7.7%) from 2023

Expenses

Up

$17,033,239

Up $900,473 (+5.6%) from 2023

Net Income

Up

$1,119,454

Up $393,813 (+54%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2010: $19,682,514Liabilities 2010: $1,320,760Net Assets 2010: $18,361,7542010Assets 2011: $20,206,586Liabilities 2011: $1,050,564Net Assets 2011: $19,156,0222011Assets 2012: $15,879,469Liabilities 2012: $1,491,289Net Assets 2012: $14,388,1802012Assets 2013: $9,892,043Liabilities 2013: $1,173,403Net Assets 2013: $8,718,6402013Assets 2014: $11,098,323Liabilities 2014: $1,747,595Net Assets 2014: $9,350,7282014Assets 2015: $11,742,299Liabilities 2015: $1,849,622Net Assets 2015: $9,892,6772015Assets 2016: $13,090,961Liabilities 2016: $2,110,217Net Assets 2016: $10,980,7442016Assets 2017: $14,660,316Liabilities 2017: $2,783,686Net Assets 2017: $11,876,6302017Assets 2018: $15,579,857Liabilities 2018: $3,399,193Net Assets 2018: $12,180,6642018Assets 2019: $16,901,779Liabilities 2019: $4,881,835Net Assets 2019: $12,019,9442019Assets 2020: $18,722,764Liabilities 2020: $6,332,184Net Assets 2020: $12,390,5802020Assets 2021: $20,565,679Liabilities 2021: $3,321,352Net Assets 2021: $17,244,3272021Assets 2022: $22,730,814Liabilities 2022: $6,598,996Net Assets 2022: $16,131,8182022Assets 2023: $25,186,630Liabilities 2023: $14,641,558Net Assets 2023: $10,545,0722023Assets 2024: $24,290,927Liabilities 2024: $17,941,028Net Assets 2024: $6,349,8992024

Highlighted filing

2024

Assets$24,290,927
Liabilities$17,941,028
Net Assets$6,349,899

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $12,071,7182010Expenses 2011: $10,633,2492011Revenue 2012: $10,564,436Expenses 2012: $11,203,634Net Income 2012: -$639,1982012Revenue 2013: $10,305,409Expenses 2013: $16,178,380Net Income 2013: -$5,872,9712013Revenue 2014: $12,485,712Expenses 2014: $12,019,934Net Income 2014: $465,7782014Revenue 2015: $15,150,235Expenses 2015: $14,595,143Net Income 2015: $555,0922015Revenue 2016: $16,126,965Expenses 2016: $14,977,849Net Income 2016: $1,149,1162016Revenue 2017: $16,979,216Expenses 2017: $16,305,534Net Income 2017: $673,6822017Revenue 2018: $17,078,835Expenses 2018: $16,603,063Net Income 2018: $475,7722018Revenue 2019: $16,726,510Expenses 2019: $17,187,080Net Income 2019: -$460,5702019Revenue 2020: $15,583,284Expenses 2020: $15,434,847Net Income 2020: $148,4372020Revenue 2021: $22,308,644Expenses 2021: $17,502,136Net Income 2021: $4,806,5082021Revenue 2022: $20,076,306Expenses 2022: $19,898,314Net Income 2022: $177,9922022Revenue 2023: $16,858,407Expenses 2023: $16,132,766Net Income 2023: $725,6412023Revenue 2024: $18,152,693Expenses 2024: $17,033,239Net Income 2024: $1,119,4542024

Highlighted filing

2024

Revenue$18,152,693
Expenses$17,033,239
Net Income$1,119,454

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.3$17.9$6.35$18.2$17.0$1.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.2$14.6$10.5$16.9$16.1$0.73
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.7$6.60$16.1$20.1$19.9$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.6$3.32$17.2$22.3$17.5$4.81
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.7$6.33$12.4$15.6$15.4$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.9$4.88$12.0$16.7$17.2$0.46
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.6$3.40$12.2$17.1$16.6$0.48
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.7$2.78$11.9$17.0$16.3$0.67
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$2.11$11.0$16.1$15.0$1.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$1.85$9.89$15.2$14.6$0.56
2014Detailed filing. Detailed filing data is available for this year.$11.1$1.75$9.35$12.5$12.0$0.47
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$9.89$1.17$8.72$10.3$16.2$5.87
2012Summary only. Only limited summary data is available for this year.$15.9$1.49$14.4$10.6$11.2$0.64
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.2$1.05$19.2$10.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.7$1.32$18.4$12.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.1
Gross Receipts
$18,152,693
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$9,562,302$8,866,551▼ $695,751
Land, Buildings, and Equipment, Net$3,651,407$3,501,674▼ $149,733
Cash and Non-Interest-Bearing Accounts$1,102,489$2,093,820▲ $991,331
Investments in Publicly Traded Securities$1,951,545$2,079,521▲ $127,976
Savings and Temporary Cash Investments$168,232$154,138▼ $14,094
Prepaid Expenses and Deferred Charges$164,025$142,692▼ $21,333
Inventories for Sale or Use$87,360$75,401▼ $11,959
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$25,186,630$24,290,927▼ $895,703
Other Assets Total$8,499,270$7,377,130▼ $1,122,140
Liabilities
Other Liabilities$8,489,840$7,626,735▼ $863,105
Accounts Payable and Accrued Expenses$4,301,718$5,113,135▲ $811,417
Mortgage Notes Payable Secured by Investment Property$1,750,000$5,101,158▲ $3,351,158
Deferred Revenue$100,000$100,000→ $0
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$14,641,558$17,941,028▲ $3,299,470
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,545,072$6,349,899▼ $4,195,173
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$10,545,072$6,349,899▼ $4,195,173
Total Liabilities and Net Assets / Fund Balance$25,186,630$24,290,927▼ $895,703

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$667,648$27,751,903$28,419,551
Other Land Buildings$2,111,012$0$2,111,012
Leasehold Improvements$718,777$244,149$962,926
Buildings$4,237$111$4,348
Other Assets Org$7,376,226--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anthony KingCEO & Executive DirectorFT$303,367$79,738$383,105
Sharon G MillerPhysicianFT$265,572$18,135$283,707
Lameitre C Lockhart-walkerPhysicianFT$262,971$18,135$281,106
Tiffany Sanford MdChief Medical OfficerFT$245,481$22,240$267,721
Tammy L WestPhysicianFT$219,016$22,240$241,256
Eboni T MartinPhysicianFT$192,359$18,676$211,035
Rhona a FingalPhysicianFT$180,552$22,013$202,565
Andrea RobersonChief Operating OfficerFT$168,154$22,240$190,394
Charles BerryChief Financial OfficerFT$161,847$18,135$179,982

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Consilium Staffing LLCMedical Provider Staffing (locums)6363 NORTH STATE HWY 161, SUITE 800, Irving, TX 75038$360,155
Eclinical Works LLCElectronic Health Records SystemPO BOX 847950, 3RD FLOOR, Boston, MA 02284-7950$314,745
Securitas Security Services USA INCFacility Security ServicesPO BOX 413412, Atlanta, GA 30384-3412$164,148
Campbell INCFacilities Repair And Maintenance2875 CRANE WAY, Northwood, OH 43619-1098$163,019
Imperial SolutionsIt/networking Services613 ABBOTT STREET, Detroit, MI 48226$157,500
Revenue and Support

Revenue Composition

Contributions and Grants
$2,396,699
Program Service Revenue
$15,013,523
Investment Income
$143,964
Other Revenue
$598,507
All Other Contributions
$205,052
Change in Net Assets
$1,119,454
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$10,629,164
Other Expenses$6,404,075
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,665,423$3,185,488-$7,850,911
Fees for Services Other$1,140,730$140,989$0$1,281,719
Depreciation Depletion$702,463$440,183-$1,142,646
Current Officers, Directors, Trustees, and Key Employees$606,445$414,757-$1,021,202
Other Employee Benefits$517,142$445,713-$962,855
Payroll Taxes$425,956$367,122-$793,078
Information Technology$25,898$405,733-$431,631
Interest-$343,696-$343,696
Office Expenses$107,863$168,708-$276,571
Insurance-$162,197-$162,197
Fees for Services Accounting-$102,804-$102,804
Fees for Services Legal-$87,599-$87,599
Other Expenses$13,002$68,263-$81,265
All Other Expenses$48,635$26,289$0$74,924
Occupancy$40,454$12,084-$52,538
Travel$22,268$27,216-$49,484
Advertising$174$5,620-$5,794
Conferences and Meetings$1,813$2,404-$4,217
Pension Plan Contributions$600$518-$1,118
Total Functional Expenses$10,502,983$6,530,256$0$17,033,239
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal Income Taxes$7,626,735
Lease Liability-
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
Yes
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 15 PROCESS TO SET COMPENSATION FOR TOP MANAGEMENT, KEY EMPLOYEES & OFFICERS

The process for determining compensation is as follows: independent members of the governing body are utilized to increase structure surrounding compensation decisions. Job requirements and performance expectations are documented and a total compensation strategy is articulated. Independent surveys and research is performed to identify comparable market data. An independent advisor along with the executive committee is utilized to review the process. All compensation changes and related decisions are documented and voted upon by the governing body. Compensation is reviewed on an annual basis. This process last occurred in 2025.

Form 990, Part VI, Line 11B Review of form 990 by governing body

A copy of the form 990 is provided first to the finance committee for review and then to the entire board after it has been submitted to the irs.

Form 990, Part VI, Line 12C Conflict of interest policy

The human resources department manages and reviews the conflict-of-interest policy. The policy is reviewed with employees during the orientation process and at least annually during the compliance training session. All officers, board members and key employees are required to annually complete a conflict-of-interest form. They are reviewed and any person identified as having a potential conflict is given direction as to what steps should be taken to mitigate the concern. When a board member, officer or employee has a question concerning a possible conflict of interest, it is expected that he/she will request advice from management, human resources or the compliance officer. If, after an investigation, it is determined that a board member has violated the conflict-of-interest policy, the board member shall be entitled to a hearing before the full board. In the event that the full board determines by a majority vote that the accused board member has in fact violated the policy, then the board member will be immediately removed as a member of the board of trustees.

Form 990, Part VI, Line 19 Required documents available to the public

The organization's governing documents, conflict of interest policy and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
The Wellness Plan Medical Centers
EIN
38-2008890
Phone
3132028785
Address
7700 SECOND AVENUE, DETROIT, MI 48202

Signing Officer

Name
Anthony King
Title
CEO & Executive Director
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Formed
1975
Legal Domicile
Mi
Voting Board Members
14
Independent Board Members
14
Employees
191
Volunteers
14

Preparer

Firm
Plante & Moran PLLC
Address
2601 CAMBRIDGE CT SUITE 300, AUBURN HILLS, MI 48326
Preparer
Samantha L Becker
Phone
2483757100
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9 Other changes in net assets or fund balances

TRANSFER FROM AFFILIATE - 1032435; Total - 1032435;

Raw XML AppendixShowing 400 of 940 raw XML fields

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

Path#Value
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IRS990/AccountsReceivableGrp/EOYAmt08866551
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO 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.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt05620
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IRS990/AdvertisingGrp/TotalAmt05794
IRS990/AllOtherContributionsAmt0205052
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IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt026289
IRS990/AllOtherExpensesGrp/ProgramServicesAmt048635
IRS990/AllOtherExpensesGrp/TotalAmt074924
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IRS990/BooksInCareOfDetail/PhoneNum03132026850
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IRS990/BusinessRlnWith35CtrlEntInd0false
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1PO BOX 847950
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2PO BOX 413412
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine2Txt13RD FLOOR
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1ECLINICAL WORKS LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2SECURITAS SECURITY SERVICES USA INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3CAMPBELL INC
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IRS990/ContractorCompensationGrp/ServicesDesc0MEDICAL PROVIDER STAFFING (LOCUMS)
IRS990/ContractorCompensationGrp/ServicesDesc1ELECTRONIC HEALTH RECORDS SYSTEM
IRS990/ContractorCompensationGrp/ServicesDesc2FACILITY SECURITY SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc3FACILITIES REPAIR AND MAINTENANCE
IRS990/ContractorCompensationGrp/ServicesDesc4IT/NETWORKING SERVICES
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IRS990/DelegationOfMgmtDutiesInd0false
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IRS990/Desc0TO 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.
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IRS990/DonorRstrOrQuasiEndowmentsInd0false
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IRS990/MissionDesc0THE 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
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