Nonprofit · EIN 20-4166176
WELLNESS IN ACTION
Tax-exempt · BIG SKY, MT 59716
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $702,416 | $702,133 | $283 | $954,559 | $1,908 | $952,651 |
| December 31, 2024 | 990 | $965,221 | $734,006 | $231,215 | $959,856 | $7,488 | $952,368 |
| December 31, 2023 | 990 | $971,504 | $636,552 | $334,952 | $729,508 | $8,355 | $721,153 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $633,383
- of which government grants
- $83,600
- Program service revenue
- $11,877
- Investment income
- $0
- Net rental income
- $8,425
- Net income from fundraising events
- $48,731
- Other revenue
- $57,156
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $110,006
- Other salaries and wages
- $192,903
- Salaries, compensation and benefits (total)
- $329,664
- Professional fundraising fees
- $0
- Accounting fees
- $1,502
- Occupancy
- $73,571
- Depreciation
- $32,127
- Program services (functional)
- $472,020
- Management and general (functional)
- $175,110
- Fundraising (functional)
- $55,003
Balance sheet and other
- Total assets, start of year
- $959,856
- Total assets, end of year
- $954,559
- Total liabilities, end of year
- $1,908
- Net assets, end of year
- $952,651
- Land, buildings and equipment
- $290,893
- Net assets without donor restrictions
- $952,651
- Gross receipts
- $717,246
- Employees
- 5
- Volunteers
- 11
- Year formed
- 2005
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Allison Bradac | Executive Director | 40 | $110,006 |
| DANA WIKAN | President Trustee or director, Officer | 0 | $0 |
| CARA LINDEMAN | Director Trustee or director | 0 | $0 |
| ELISE GREENBERG | Director Trustee or director | 0 | $0 |
| MICHELLE KENDZIORSKI | Vice President Trustee or director, Officer | 0 | $0 |
| KATIE GRICE | Treasurer Trustee or director, Officer | 0 | $0 |
| MAREN DUNN | Director Trustee or director | 0 | $0 |
| BECKY BROCKIE | Secretary Trustee or director, Officer | 0 | $0 |
| MARILYN FLINT | Director Trustee or director | 0 | $0 |
| JAHNEL KNIPPLING | Director Trustee or director | 0 | $0 |
| LEISHA FOLLEY | Director Trustee or director | 0 | $0 |
| SARA SIPE | Director Trustee or director | 0 | $0 |
990 for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Allison Bradac | Executive Director | 40 | $102,345 |
| DANA WIKAN | Secretary Trustee or director | 0 | $0 |
| KRISTA BOERSMA | Vice President Trustee or director | 0 | $0 |
| ELISE GREENBERG | Director Trustee or director | 0 | $0 |
| MICHELLE KENDZIORSKI | President Trustee or director, Officer | 0 | $0 |
| KATIE GRICE | Treasurer Trustee or director, Officer | 0 | $0 |
| BECKY BROCKIE | President Trustee or director, Officer | 0 | $0 |
| MARILYN FLINT | Director Trustee or director | 0 | $0 |
| JAHNEL KNIPPLING | Director Trustee or director | 0 | $0 |
| EMILY VOORHEIS | Director Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTA BOERSMA | Director Trustee or director | 0 | $0 |
| ELISE GREENBERG | Director Trustee or director | 0 | $0 |
| MICHELLE KENDZIORSKI | President Trustee or director, Officer | 0 | $0 |
| KATIE GRICE | Treasurer Trustee or director, Officer | 0 | $0 |
| ELIZABETH MCFADDEN | Vice President Trustee or director, Officer | 0 | $0 |
| BECKY BROCKIE | Secretary Trustee or director, Officer | 0 | $0 |
| JAHNEL KNIPPLING | Director Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 161143, BIG SKY, MT 59716-1143
- In care of
- % THESING
- Principal officer (990 for 2025)
- KATIE GRICE, PO BOX 161143, BIG SKY, MT 59716
- Signed the 990
- KATIE GRICE, Treasurer
- Phone
- (406) 993-6803
- Website
- www.wiabigsky.org
- Return prepared by
- Slopeside Accounting and Tax
Mission
The mission of Wellness In Action is to improve community wellbeing by providing a network of mental and behavioral health resources to people who live or work in Big Sky.
Program accomplishments
- Mental Health Support - Provide discounted community counseling using a sliding scale based on reported income, and free/low cost mental health services for adults and children. These include wrap-around support offered by a community health worker, support groups, community education, and trainings.Expenses $472,020
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-4166176
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P40)
- Assets (IRS master file)
- $954,559
- Income (IRS master file)
- $717,246
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $702,416 | $702,133 | $954,559 | IRS |
| 990 | December 2024 | $965,221 | $734,006 | $959,856 | XML |
| 990 | December 2023 | $971,504 | $636,552 | $729,508 | XML |
| 990 | December 2022 | $516,341 | $363,875 | $389,947 | IRS |
| 990 | December 2021 | $199,397 | $160,084 | $234,288 | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-4166176).
Questions about WELLNESS IN ACTION
- What is the EIN of WELLNESS IN ACTION?
- The employer identification number (EIN) of WELLNESS IN ACTION is 20-4166176.
- Is WELLNESS IN ACTION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to WELLNESS IN ACTION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WELLNESS IN ACTION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WELLNESS IN ACTION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WELLNESS IN ACTION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of WELLNESS IN ACTION?
- The 990 for the year ended December 31, 2025 names KATIE GRICE.
- Who are the officers and directors of WELLNESS IN ACTION?
- The 990 for the year ended December 31, 2025 lists 12 people; 1 received compensation from the organization, the highest $110,006 (Allison Bradac, Executive Director).
- How much revenue does WELLNESS IN ACTION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $702,416, expenses of $702,133 and total assets of $954,559 at year end.
Other nonprofits in BIG SKY
- BIG SKY ROTARY FOUNDATION EIN 36-4623017 · last filed 990-EZ for 2025
- GALLATIN RIVER CHILD CARE EIN 33-1883303 · last filed 990-N for 2025
- STORM CASTLE FOUNDATION EIN 20-8681172 · last filed 990-PF for 2024
- MOTT FAMILY FOUNDATION EIN 99-3779462 · last filed 990-PF for 2025
- THE BIG SKY COMMUNITY ORGANIZATION EIN 81-0520589 · last filed 990 for 2025
- ARTS COUNCIL OF BIG SKY EIN 81-0457768 · last filed 990 for 2024
- BIG SKY COMMUNITY HOUSING TRUST EIN 84-3391892 · last filed 990 for 2024
- GALLATIN RIVER TASK FORCE EIN 74-3127146 · last filed 990 for 2025