2022-09-12T08:31:24-05:00 2021-12-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990 2021-01-01 363444746 THE WELLNESS COUNCIL OF AMERICA WELL 4028723590 17002 MARCY STREET 140 OMAHA NE 68118 SARA MARTIN PRESIDENT 4028723590 2022-08-17 1 SARA MARTIN 999009999 HANNAH GOSCHA P02133534 4024968800 2022-08-17 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z SARA MARTIN 17002 MARCY ST OMAHA NE 68118 2625595 0 X WWW.WELCOA.ORG X 1986 NE PREDICATED ON THE BELIEF THAT A HEALTHY WORKFORCE IS ESSENTIAL TO AMERICA'S GROWTH AND PROSPERITY, WELCOA IS DEDICATED TO IMPROVING THE HEALTH STATUS OF THE NATION'S WORKFORCE BY PROMOTING RESULTS-ORIENTED WELLNESS PROGRAMS IN SMALL, MEDIUM, AND LARGE-SIZED COMPANIES. 6 6 13 0 420300 18309 138341 199452 999908 1455250 153869 -30792 340887 20604 1633005 1644514 0 0 0 0 1079843 1043209 0 0 0 1032918 653575 2112761 1696784 -479756 -52270 3227780 3264680 458173 290298 2769607 2974382 PREDICATED ON THE BELIEF THAT A HEALTHY WORKFORCE IS ESSENTIAL TO AMERICA'S GROWTH AND PROSPERITY, WELCOA IS DEDICATED TO IMPROVING THE HEALTH STATUS OF THE NATION'S WORKFORCE BY PROMOTING RESULTS-ORIENTED WELLNESS PROGRAMS IN SMALL, MEDIUM, AND LARGE-SIZED COMPANIES. 0 0 1177703 695162 HEALTH INFORMATION - TO FURTHER ASSIST U.S. COMPANIES, WELCOA DEVELOPS AND DISSEMINATES A VARIETY OF EMPLOYEE-BASED HEALTH INFORMATION. THROUGH NEWSLETTERS, BEHAVIOR CHANGE GUIDES, BROCHURES, BOOKS, MANUALS, INCENTIVE CAMPAIGNS AND WEBSITE DOWNLOADS, WELCOA DISSEMINATED MORE THAN TWO MILLION PUBLICATIONS IN 2021. 76807 990781 CORPORATE MEMBERSHIP - WELCOA HAS ADVANCED ITS MISSION BY PROMOTING CORPORATE MEMBERSHIP. THROUGH MEMBERSHIP, EMPLOYERS GAIN THE MODELS, TOOLS, AND EXPERTISE NECESSARY TO SUCCESSFULLY DEVELOP, IMPLEMENT, AND EVALUATE A RESULTS-ORIENTED WORKSITE WELLNESS PROGRAM. THROUGH MEMBERSHIP WELCOA PROVIDES MORE THAN 4,700 SMALL, MEDIUM AND LARGE-SIZED EMPLOYERS WITH ESSENTIAL INFORMATION TO IMPROVE EMPLOYEE HEALTH AND WELL-BEING. 25602 25075 TRAININGS - TO HELP CORPORATE LEADERS, WELLNESS PRACTITIONERS, MEDICAL PROFESSIONALSAND PUBLIC POLICY MAKERS BETTER UNDERSTAND THE ART AND SCIENCE OF DEVELOPING ANDIMPLEMENTING WORKPLACE WELLNESS PROGRAMS, WELCOA OFFERED AND PRESENTED MORE THAN 25 NATIONAL WEBINAR-BASED TRAINING OPPORTUNITIES TO OVER 5,000 BUSINESS AND HEALTH LEADERS FROM SMALL, MEDIUM, AND LARGE COMPANIES IN 2021. IN ADDITION, WELCOA PARTICIPATED AND/OR LED IN MORE THAN 6 NATIONAL FACE-TO-FACE MEETINGS, CONFERENCES, AND GATHERINGS ATTENDED BY MORE THAN 1,500 ORGANIZATIONS, WELCOA TRAINING SESSIONS HAVE PROVIDED ESSENTIAL INFORMATION TO ADVANCE WELLNESS WITHIN CORPORATE AMERICA. 1280112 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 1 13 0 1 1 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X WELCOA - SANDIE JECK 4028723590 17002 MARCY ST SUITE 140 OMAHA NE 68118 STEPHEN M LACAGNIN CHAIRMAN 0.00 X X 0 0 0 LINDA ANDREAE BOARD MEMBER 0.00 X 0 0 0 DONALD HENSRUD BOARD MEMBER 0.00 X 0 0 0 RICHARD OLLIS BOARD MEMBER 0.00 X 0 0 0 JOHN KIZER BOARD MEMBER 0.00 X 0 0 0 JOHN SHULL VICE CHAIRMAN 0.00 X X 0 0 0 SARA MARTIN PRESIDENT 40.00 X 157062 0 17791 157062 0 17791 1 0 1 0 0 199452 199452 MEMBERSHIP DUES & ASSESSMENTS 900099 990781 990781 PPN INCOME 900099 420300 420300 NATIONAL CONVENTION AND CONSULTIN 900099 25075 25075 HEALTH RISK ASSESSMENT INCOME 900099 19094 19094 1455250 49111 49111 666014 594100 151817 71914 -151817 -79903 -79903 255768 235164 20604 20604 1644514 1055554 420300 -30792 862264 689811 172453 123272 98618 24654 57673 46138 11535 117070 117070 68776 68776 79771 65412 14359 156149 128042 28107 15188 12454 2734 DIGITAL COMMUNICATIONS 105008 84006 21002 MISCELLANEOUS EXPENSE 36834 21484 15350 SUPPLIES 19657 15726 3931 CREDIT CARD & BANK FEE 15341 15341 39781 34304 5477 1696784 1280112 416672 0 287893 195753 83645 383753 74350 8561 61191 99967 2676720 2467456 386478 209264 2334223 2367382 3227780 3264680 265067 132343 193106 157955 458173 290298 X 2769607 2974382 2769607 2974382 3227780 3264680 -52270 257045 0 X X 0 1 X 1 0 X 1174873 1037212 906229 676079 1190233 4984626 820612 675782 479434 602215 255768 2833811 1995485 1712994 1385663 1278294 1446001 7818437 0 0 0 7818437 65944 63036 61393 50625 49111 290109 65944 63036 61393 50625 49111 290109 68625 60923 20646 43223 19309 212726 573341 603391 538718 48481 25075 1789006 2703395 2440344 2006420 1420623 1539496 10110278 0.77330 0.74040 0.02870 0.02590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 501475 474615 26860 2175245 1992841 182404 209264 X 2288540 257045 386981 644026 1644514 0 1644514 2083765 386981 386981 1696784 0 1696784 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB CODIFICATION TOPIC 740-10 RELATED TO UNCERTAIN INCOME TAX POSITIONS. MANAGEMENT BELIEVES THERE ARE NO UNCERTAIN INCOME TAX POSITIONS TAKEN WHICH WOULD REQUIRE THE ORGANIZATION TO REFLECT A LIABILITY FOR UNRECOGNIZED TAX BENEFITS ON THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 235,164. LOSS ON DISPOSAL OF SOFTWARE, PROP & EQUIP 151,817. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 235,164. LOSS ON DISPOSAL OF SOFTWARE, PROP & EQUIP 151,817. 1 X X X X 0 0 0 0 0 0 0 1 0 SARA MARTIN PRESIDENT 157062 0 0 0 0 0 8392 0 9399 0 174853 0 0 0 PART I, LINE 7 BONUSES WERE PAID TO CERTAIN EMPLOYEES. BONUSES FOR STAFF WERE REVIEWED AND DETERMINED BY THE CEO. BONUSES FOR CEO WERE REVIEWED AND DETERMINED BY THE BOARD OF DIRECTORS. ANNUAL COMPENSATION FOR KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - DRAFT 990 EMAILED TO BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST ARE REQUIRED TO BE DISCLOSED AT BOARD MEETINGS AS PER THE WRITTEN CONFLICT OF INTEREST POLICY. ANY CONFLICTS ARE DISCLOSED IN BOARD MEETING MINUTES, AND ANY MEMBER WITH A CONFLICT OF INTEREST MAY NOT VOTE ON ANY RELATED ISSUE. ALL OFFICERS, DIRECTORS, EMPLOYEES, AND VOLUNTEERS ARE REQUIRED TO PERIODICALLY COMPLETE A DISCLOSURE FORM DOCUMENTING ANY POSSIBLE CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 BOARD OF DIRECTORS ANNUALLY REVIEW COMPENSATION LEVELS AND APPROVE ANY AND ALL CHANGES TO COMPENSATION OF KEY EMPLOYEES. BOARD ALSO PERIODICALLY OBTAINS INFORMATION FROM INDEPENDENT COMPENSATION CONSULTANTS. FORM 990, PART VI, SECTION C, LINE 19 THE OPPORTUNITY TO REQUEST SUCH DOCUMENTS IS MADE PUBLIC ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XII, LINE 2C: NO CHANGES.