NonprofitsExcelsior Wellness

Mental Health & Crisis Intervention

Excelsior Wellness

SPOKANE, WA

Total revenue

$22.3M

Total expenses

$20.9M

Net assets

$22.9M

Grants received

$1.4M

21 grants

EIN

911189908

Tax year

2024

Mission

To provide access to integrated healthcare, behavioral health, education, and social human services.

Programs

5 programs

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.

Expenses: $3.2M

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.

Expenses: $2.2M

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.

Expenses: $1.3M

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.

Expenses: $845K

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.

Expenses: $94K

Financials

FY 2024

Revenue

Contributions & grants$4.6M
Program service revenue$17.6M
Investment income$84K
Other revenue$29K
Total revenue$22.3M

Expenses

Grants paid$1K
Salaries & benefits$15.9M
Fundraising$204K
Other expenses$5.0M
Total expenses$20.9M
Total assets$28.4M
Net assets$22.9M

People

18 listed

NameRoleCompensation

Andrew Hill

President, Chief Executive Officer

Board

$266K

40 hrs/wk

Dr Shari Clark

Director (As of Mar 2024)

Board

2 hrs/wk

Dr Amanda Reedy

Director (As of Mar 2024)

Board

2 hrs/wk

Chef LJ Klinkenberg

Director (As of Mar 2024)

Board

2 hrs/wk

Carmen Green

Chairperson

Board

2 hrs/wk

Jacquelynn Sandoval

Director (As of Oct 2024)

Board

2 hrs/wk

Dr Robert Wigert

Director (As of Oct 2024)

Board

2 hrs/wk

Anna Franklin

Director (As of Oct 2024)

Board

2 hrs/wk

Daphne Smith

Vice Chairperson

Board

2 hrs/wk

Alan Basham

Vice Chairperson (Until Jun 2024)

Board

2 hrs/wk

Dennis Hession

Secretary

Board

2 hrs/wk

Gerald Crowshoe

Director

Board

2 hrs/wk

Shaun Cross

Director

Board

2 hrs/wk

Tara-Willow James

Chief Medical Officer

Staff

$318K

40 hrs/wk

Stacey Herron

Chief Operations Officer

Staff

$221K

40 hrs/wk

Daniel Respold

Physician

Staff

$208K

32 hrs/wk

Ryan Kiely

Chief Strategy Officer

Staff

$198K

40 hrs/wk

Kitara Johnson

Chief People Officer

Staff

$173K

40 hrs/wk

Independent contractors

Swinerton Builders

Construction

$2.8M

Bernardo Wills Architects PC

Architects

$195K

Corner Booth Media

Consulting, Social Media

$118K

Intrinium Inc

IT Security Services

$111K

Relias Learning LLC

Learning Mgt System

$103K

Grants received

Showing 21 of 21

FromAmountPurposeYear
$10K
MEDICAID TRANSFORMATION EFFORTS
2024
$10K
TO PROVIDE BEAUTY PRODUCTS TO WOMEN AND THEIR FAMILIES IN NEED.
2024
$500K
PHILANTHROPIC/EDUCATIONAL PURPOSE
2023
$50K
MEDICAID TRANSFORMATION EFFORTS
2023
$5K
TO PROVIDE BEAUTY PRODUCTS TO WOMEN AND THEIR FAMILIES IN NEED.
2023
$96K
MEDICAID TRANSFORMATION EFFORTS
2022
$18K
PROVIDE BAILOUT AND COMMUNITY RELEASE SUPPORTIVE SERVICES TO CLIENTS
2022
$100K
MEET Excelsior & Excelsior Equity Scholarship Fund
2021
$67K
PROVIDE BAILOUT AND COMMUNITY RELEASE SUPPORTIVE SERVICES TO CLIENTS
2021
$67K
PROVIDE BAILOUT AND COMMUNITY RELEASE SUPPORTIVE SERVICES TO CLIENTS
2021
$100K
OPERATIONAL SUPPORT
2020
$16K
Targeted improvements in education attainment, health, or financial stability
2020
$7K
CAPACITY BUILDING, GENERAL OPERATING SUPPORT
2020
$6K
PROVIDE BAILOUT AND COMMUNITY RELEASE SUPPORTIVE SERVICES TO CLIENTS IN THE SPOKANE, WA REGION (SALARY AND FRINGE, RELATED SERVICE EXPENSES; LOANED BAIL CAPITAL NOT INCLUDED).
2020
$125K
OPERATIONAL SUPPORT
2019
$14K
Targeted improvements in education attainment, health, or financial stability
2019
$14K
Targeted improvements in education attainment, health, or financial stability
2019
$150K
OPERATIONAL SUPPORT
2018
$31K
Targeted improvements in education attainment, health, or financial stability
2018
$31K
TARGETED IMPROVEMENTS IN EDUCATION ATTAINMENT, HEALTH, OR FINANCIAL STABILITY
2017
$9K
FOOD TO DISTRIBUTE TO NEEDY FAMILIES AND INDIVIDUALS
2017

Funded by

$1.4M from 9 funders · 21 grants · 2017–2024

Americas Foundation Inc

$500K · 1 grant · 2023

Providence Health & Services -

$375K · 3 grants · 2018–2020

The Bail Project Inc

$159K · 4 grants · 2020–2022

Better Health Together

$156K · 3 grants · 2022–2024

United Way of Spokane County

$107K · 5 grants · 2017–2020

Project Beauty Share

$15K · 2 grants · 2023–2024

Second Harvest Inland Northwest

$9K · 1 grant · 2017

Details

EIN911189908
NTEE codeF33Z
Subsection03
Ruling date1983-05
Formed1982
Employees219
Volunteers12
EXCELSIOR WELLNESS — Mission, Financials & Grants Received | Grantivo