Columbia Wellness

Nonprofit profile at a glance

EIN
910598130
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
Longview, WA, USA
Phone
3605770249
Rating
82
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$21,112,059
Expenses
$20,081,276
Assets
$20,425,590
Liabilities
$4,812,623

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

20 people listed

Executive titles in this filing

  • Doug Fields (President)
  • Corie Dow-Kramer (Vice President)
  • Joseph Drew Mcdaniel (CEO)

Highest reported compensation

  • Cesar Rafano (Chief Medical Officer): $541,676 total reported compensation
  • Sophie Hoptowit (Employee): $309,201 total reported compensation
  • Joseph Drew Mcdaniel (CEO): $238,723 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

CARE. Commitment to improving quality of life. Advocacy for mental health and overall well-being. Response to community needs. Effective treatment with measurable outcomes.

What it reported doing in 2024

Community Support Services - Services provided to clients in the outpatient, group, and residential settings in Cowlitz and Grays Harbor Counties. Most of the staff have advanced degrees and special training, in order to meet the community's mental health care needs.

Operating model

Revenue model
Earned-program. 93% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 77
  • Transparency & Controls: 79
  • Accountability: 100
  • Sustainability: 44
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 84.9%; rating input score 85
  • Program expense ratio: 89.6%; rating input score 90
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 4.9%; rating input score 53; 53rd percentile among comparable filings
  • Total-asset coverage ratio: 1.02; rating input score 37; 37th percentile among comparable filings
  • Liabilities to assets ratio: 0.24; rating input score 54; 54th percentile among comparable filings
  • Officer compensation ratio: 10.5%; rating input score 18; 18th percentile among comparable filings

Growth

  • Program expense growth: 6.3% per year; rating input score 100; 51st percentile among comparable filings
  • Revenue growth: 8.9% per year; rating input score 100; 70th percentile among comparable filings
  • Asset growth: 12.2% per year; rating input score 100; 73rd percentile among comparable filings

Details

  • Where the money goes: 84.9% of revenue deployed · 89.6% of spending went to programs
  • Governance: 12 of 12 board members independent · 9 of 9 filing controls reported
  • Programs: 3 filed program accomplishments · $18M in reported program spending
  • Leadership: top reported pay $542K · 20 people listed · 3 of 6 pay-setting controls reported
  • Consistency: 32 of 32 current checks pass
  • Schedules: 5 filed schedules · includes major donors and executive pay
  • Filing history: 15 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 8 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Sustainability: Operating margin scored 53/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 37/100.
  • High — Sustainability: Officer compensation ratio scored 18/100.
  • Review — Sustainability: Liabilities to assets ratio scored 54/100.