Skip to content
Nonprofiteer
← WELLROOT FAMILY SERVICES FOUNDATION INC

Form 990 for tax year 2023

Filed by WELLROOT FAMILY SERVICES FOUNDATION INC.

Totals

Total revenue
$4,372,749
Total expenses
$696,087
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$4,372,749
Other revenue
$0
Total assets, end of year
$84,803,484
Total liabilities, end of year
$10,021
Net assets or fund balances, end of year
$84,793,463
Program services expenses (Part IX)
$696,087
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$696,087

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MS PATRICIA PATERSON

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MR DAN BEALE

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • MR WARREN MCCLELLAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MR MASON MCWHORTER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MR GREGORY COPELAND

    TREASURER

    Total calculated
    $212,427
    From this org
    $0
    From related orgs
    $176,134
    Other
    $36,293
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $176,134 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $11,206 related
    Nontaxable benefits
    $0 + $25,087 related
    Filer's total
    $0 + $212,427 related

  • MR WILLIAM VOGEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MR STEVEN MARCO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MS ALLISON ASHE

    PRESIDENT & CEO

    Total calculated
    $287,972
    From this org
    $0
    From related orgs
    $249,729
    Other
    $38,243
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $249,729 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $15,600 related
    Nontaxable benefits
    $0 + $22,643 related
    Filer's total
    $0 + $287,972 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202521349349310652

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.