Wellroot Family Services

Legal name: United Methodist Children's Home of the North Ga Conference Inc

Nonprofit profile at a glance

EIN
580632081
IRS 990 coverage
2011–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024
Location
Tucker, GA, USA
Phone
404-327-5820
Rating
82
Verdict
STRONG
Rating confidence
Standard
Sector
Residential Care & Adult Day Programs
Affiliation
Christianity

Official website

Reported finances

Revenue
$9,510,812
Expenses
$13,587,314
Assets
$15,184,911
Liabilities
$2,727,041

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

Leadership & pay

19 people listed

Executive titles in this filing

  • ALLISON ASHE (PRESIDENT AND CEO)

Highest reported compensation

  • ALLISON ASHE (PRESIDENT AND CEO): $312,793 total reported compensation
  • GREG COPELAND (COO & TREASURER): $222,578 total reported compensation
  • CHRISTINA LENNON (CHIEF STRATEGY & IMP): $176,549 total reported compensation

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

Overview

Mission

We restore children and families from trauma through Jesus Christ. Support our mission by contributing through your donor-advised fund (DAF), which is like a charitable savings account. It enables you to make a meaningful impact while maximizing your philanthropic giving. If you recommend a grant to support Wellroot, our legal name is The United Methodist Children’s Home of The North GA Conference, INC, and our federal tax ID is 58-0632081. []( You can donate a piece of property, providing a transformative way to support our mission and create lasting change for children and families.

What it reported doing in 2024

Wellroot family services supports youth from infancy through early adulthood, and their caregivers, through a comprehensive continuum of care so they can reach their fullest potential through the love and support of a healthy home and resilient community. In fiscal year 2025, we served 3,855 individuals through family services, youth services, foster care, scholarships, and community training.family services: in fy25, wellroot expanded its evidence-based family preservation programs to serve more Georgia families by growing its functional family therapy team and launching healthy families metro atlanta. This expansion enabled wellroot to provide early intervention and long-term support to families in need of therapy, guidance, and care. Highlights include:118 mothers were supported through home visitation programs that promote child well-being, parental bonding, and the prevention of abuse and neglect. 623 individuals received functional family therapy, a home-based therapeutic intervention proven to strengthen relationships and reduce behavioral challenges. 40 parents and children were provided with safe housing and wraparound support, ensuring stability and a path to long-term self-sufficiency.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 98% 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.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 86
  • Transparency & Controls: 80
  • Accountability: 93
  • Sustainability: 24
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 80.6%; rating input score 81
  • Fundraising efficiency: $8.04 raised per $1 spent on fundraising; rating input score 31; 31st percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 87.5%; rating input score 88; 19th 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: -42.9%; rating input score 3; 3rd percentile among comparable filings
  • Total-asset coverage ratio: 1.12; rating input score 41; 41st percentile among comparable filings
  • Liabilities to assets ratio: 0.18; rating input score 46; 46th percentile among comparable filings
  • Officer compensation ratio: 7.4%; rating input score 40; 40th percentile among comparable filings

Growth

  • Program expense growth: 6.1% per year; rating input score 100; 46th percentile among comparable filings
  • Revenue growth: 3.1% per year; rating input score 100; 27th percentile among comparable filings
  • Asset growth: -1.5% per year; rating input score 0; 8th percentile among comparable filings

Details

  • What they do: 7 programs and campaigns described on the official site
  • Where the money goes: 100% of revenue deployed · 80.6% of spending went to programs
  • Governance: 14 of 16 board members independent · 9 of 9 filing controls reported
  • Programs: 3 filed program accomplishments · $10.9M in reported program spending
  • Leadership: top reported pay $313K · 19 people listed · 1 of 6 pay-setting controls reported
  • Highest-paid contractors: 4 contractors listed · $1.9M reported
  • Consistency: 36 of 36 current checks pass
  • Schedules: 9 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 14 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 5 filed money-flow records
  • Related organizations: 2 filed related-organization links
  • 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.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

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

  • Moderate — Financial Efficiency: Fundraising efficiency scored 31/100.
  • High — Sustainability: Operating margin scored 3/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 41/100.
  • Moderate — Sustainability: Officer compensation ratio scored 40/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 46/100.