2023-11-14T11:10:32-06:00 2022-12-31 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2022-01-01 911189908 Excelsior Wellness EXCE 5095593107 3754 W Indian Trail Rd Spokane WA 99208 Andrew Hill CEO 5093287041 2023-11-13 1 Andrew Hill 999009999 1 Deb Nelson CPA P01264758 6122536500 2023-11-07 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z Andrew Hill 3754 W Indian Trail Rd Spokane WA 99208 21445166 0 X excelsiorwellness.org X 1982 WA To provide access to integrated healthcare, behavioral health, education, and social human services. 3 3 287 4 88546 0 6506169 5308774 14856190 15698710 69878 170248 -76996 -101086 21355241 21076646 225181 65369 0 0 13282965 16106833 0 0 195794 3099062 3725361 16607208 19897563 4748033 1179083 19511550 20604078 1295989 1941012 18215561 18663066 X Excelsior Wellness aligns people, institutions, and resources to restore and preserve our community's mental, emotional and physical health, and well-being. 1 0 6122139 7979553 Excelsior Wellness Center provides Wraparound Wellness and Counseling Services- A comprehensive approach to intensive in-person and virtual outpatient counseling, support, and advocacy programs for young people birth-21 years old with complex behavioral needs.Excelsior Wellness has implemented the following: 1) Digital Intake and Closed-Loop Referral System: Over the past year, we have further honed this crucial aspect of our services, bringing about enhancements that benefit our clients and partners alike.(Continued on Schedule O)2) Strengthened Subsidiary Partnerships: We have deepened our partnerships with subsidiary organizations, fostering an environment of shared goals and values. Together, we are making a more significant impact on the communities we serve.3) Improved Client Satisfaction: Our clients' experiences matter deeply to us. Through feedback and continuous improvement, we have achieved higher client satisfaction rates. The referral process is now smoother, more transparent, and ultimately more client centered.4) Grant Management Excellence: Managing federal, state, and regional grants is pivotal to our ability to provide vital services. We've demonstrated excellence in this area, securing additional funding and maintaining the highest standards of accountability. Our commitment to compliance remains unwavering. We take pride in maintaining impeccable grant compliance, earning the trust and continued support of our valued grantors.5) Implementing Data-Driven Decision-Making: We have begun implementing data-driven decision-making, enabling us to allocate resources efficiently and target areas where the need is most significant. 5106837 23119 4810868 Excelsior Integrated Care Center (ICC) is a regional behavioral health center providing recovery programs for youth and young adults who have a mental health diagnosis, a substance use diagnosis or both. The center offers intensive care options including a transition-to-young-adulthood program, day-treatment services and respite care for stabilizing and supporting children 11 to 21. 2085381 1431130 Excelsior Family Medicine provides a trauma-informed clinic for all ages that provides primary care, medication management and outpatient mental health counseling. The model incorporates a dual emphasis on both physical and mental health in the development of care plans. Our team of board-certified physicians provide compassionate, best practice care that emphasizes wellness of the whole person in every visit. 2242143 42250 1210162 Excelsior 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. 287166 77365 New Developed Nations Outpatient Therapy. New Developed Nations (NDN) is an innovative program that incorporates music as a form of therapy in a way that has never been utilized before. From lyric writing sessions, music production and poetry, NDN strives to empower individuals by providing a safe and comfortable zone for clients to tell their story in a fun and exciting manner chosen by each individual. All genres of music are available as well as journaling and creative writing. The results have been astonishing in the inpatient treatment facility model since 2010, dropping relapse rates to 20% (national average is 50%-80%) leading to a number of national awards and keynote presentations around the country. Workshops and consultations will be available. 2529309 42250 1287527 15843666 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 33 0 1 287 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X Kim Pieroni 5095593107 3754 W Indian Trail Rd Spokane WA 99208 Carmen Green Chairperson 2.00 X X 0 0 0 Alan Basham Vice Chairperson 2.00 X X 0 0 0 Dennis Hession Secretary 2.00 X X 0 0 0 Keely Hope Director - Left January 2022 2.00 X 0 0 0 Andrew Hill President, Chief Executive Officer 40.00 X 227161 0 28737 Ryan Kiely Chief Strategy Officer 40.00 X 164327 0 26787 Miranda Townsend Clinical Director 40.00 X 181878 0 12434 Daniel Respold Physician 40.00 X 197464 0 27760 Kitara Johnson Chief Human Resources Officer 40.00 X 144480 0 24656 Tara-Willow James Chief Medical Officer 40.00 X 319269 0 25669 1234579 0 146043 20 0 1 0 0 5189651 119123 20000 5308774 Behavorial Health Service Fees 624100 15693657 15504025 189632 5053 5053 15698710 170248 170248 267434 368520 -101086 -101086 21076646 15509078 88546 170248 23119 23119 42250 42250 255900 209838 46062 12450194 10005033 2298713 146448 185015 162599 20697 1719 2077681 1822792 236081 18808 1138043 997750 130098 10195 71886 30004 41824 58 35482 14809 20644 29 93545 39043 54426 76 55661 55647 14 603214 365141 224560 13513 943400 332360 610401 639 287143 215563 71185 395 15412 8802 6610 586985 490553 96432 Integrated Care Collabo 640210 636310 3900 Uncollected Patient Ser 208793 208793 Specific Assistance 62258 62258 121372 121002 370 19897563 15843666 3858103 195794 110187 163578 2911872 2769439 378907 267187 2278607 2294394 4046 0 367681 442274 14311141 4055832 9475044 10255309 3776582 3909323 185047 161917 23577 340657 19511550 20604078 1240989 1629649 55000 0 0 311363 1295989 1941012 X 12584502 11924003 5631059 6739063 18215561 18663066 19511550 20604078 1179083 -731578 0 X 0 1 X 0 1 1 X 1579811 4783915 2740129 5979032 5308774 20391661 9005873 12391105 15706412 15304523 15509078 67916991 10585684 17175020 18446541 21283555 20817852 88308652 0 0 0 88308652 4980 10972 17707 136437 170248 340344 4980 10972 17707 136437 170248 340344 10590664 17185992 18464248 21419992 20988100 88648996 0.99620 0.99740 0.00380 0.00260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 940988 940988 11511137 2911824 8599313 1546762 959449 587313 312254 184559 127695 10255309 Operating lease liability 311363 311363 X 20345068 -731578 -731578 21076646 0 21076646 19897563 0 19897563 0 19897563 Part X, Line 2: Management believes that the entity has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the consolidated financial statements. Excelsior would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. 1 Spokane Eastside Reunion Association 3001 E 5th Avenue Spokane WA 99202 452464484 501(c)(3) 10500 0 To provide 35 scholarships for youth basketball camp in east-central Spokane, that seeks to fight the childhood obesity epidemic through building fundamental basketball skills, a love of exercise, a focus on health and fitness, and discipline. 1 0 Education Equity Scholarship 14 42250 Part I, Line 2: The Grant Disbursement Committee of Excelsior Wellness monitors the use of grant funds. X X 0 0 0 0 0 0 0 0 0 Tara-Willow James Chief Medical Officer 319269 0 0 0 0 0 9602 0 16067 0 344938 0 0 0 Andrew Hill President, Chief Executive Officer 227161 0 0 0 0 0 6900 0 21837 0 255898 0 0 0 Daniel Respold Physician 196418 0 1046 0 0 0 5923 0 21837 0 225224 0 0 0 Miranda Townsend Clinical Director 180832 0 1046 0 0 0 5448 0 6986 0 194312 0 0 0 Ryan Kiely Chief Strategy Officer 164327 0 0 0 0 0 4950 0 21837 0 191114 0 0 0 Kitara Johnson Chief Human Resources Officer 144480 0 0 0 0 0 4350 0 20306 0 169136 0 0 0 Form 990, Part III, line 2 During the year, Excelsior Wellness partnered with New Developed Nations (NDN). The mission of NDN is to be a program of excellence that provides the community with exceptional service by training chemically dependent and at-risk youth to be positive, functional and empowered citizens through music, sports, nutrition and education, providing them with a voice that may have been once unheard. NDN strives to work through diverse collaborations to benefit the people and communities across the U.S. from locally to globally. Form 990, Part VI, Section A, line 8b There are no committees with broad authority to act on behalf of the governing body in 2022. Form 990, Part VI, Section B, line 11b All members of the governing board receives a copy of the Form 990 prior to filing. Form 990, Part VI, Section B, line 12c The organization has a conflict of interest policy in place which covers the Board of Directors and officers of the organization which is monitored throughout the year and requires disclosure of any possible conflicts. Form 990, Part VI, Section B, line 15a Compensation for the CEO is reviewed annually and approved by the board. A consultant performs a compensation analysis every few years, the most recent study was completed in 2021. Form 990, Part VI, Section C, line 19 A copy of the governing documents, conflict of interest policy and financial statements are available to the public upon request. Excelsior Family Medicine LLC 3754 W Indian Trail Rd Spokane WA 99208 843519519 Medical Practice WA 1431130 458203 Excelsior Wellness Excelsior Holistic Schools LLC 3754 W Indian Trail Rd Spokane WA 99208 844051978 Education WA 1210162 490517 Excelsior Wellness Integrated Care Center LLC 3754 W Indian Trail Rd Spokane WA 99208 843760374 Residential Therapy WA 4186430 725152 Excelsior Wellness Excelsior Wellness Center LLC 3754 W Indian Trail Rd Spokane WA 99208 844034954 Out Patient Therapy WA 8232908 1011794 Excelsior Wellness Excelsior Solutions LLC 3754 W Indian Trail Rd Spokane WA 99208 874657810 Software Resale, Professional Services WA 1591 25164 Excelsior Wellness New Developed Nations 3754 W Indian Trail Rd Spokane WA 99208 365036585 Out Patient Therapy WA 77365 1346 Excelsior Wellness