2024-07-02T11:53:19-05:00 2023-12-31 390747409 REILLY PENNER & BENTON LLP 1233 NORTH MAYFAIR RD SUITE 302 MILWAUKEE WI 532263255 990 2023-01-01 391576782 WELLNESS COUNCIL OF WISCONSIN INC WELL 2622547888 885 BADGER CIR GRAFTON WI 53024 ERIC ZIAREK PRESIDENT 2622547888 2024-06-18 1 ERIC ZIAREK 999009999 0 BRAD M VOGHT P00631496 4142717800 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X ERIC ZIAREK 885 BADGER CIR GRAFTON WI 53024 175554 0 X WWW.WELLNESSCOUNCILWI.ORG X 1985 WI THE WELLNESS COUNCIL OF WISCONSIN (WCWI) IS THE ONLY NONPROFIT ORGANIZATION IN WISCONSIN DEDICATED EXCLUSIVELY TO HELPING EMPLOYERS DESIGN RESULTS-ORIENTED WELLNESS PROGRAMS TO MAXIMIZE THE HEALTH AND PRODUCTIVITY OF THEIR MOST VALUABLE ASSET- THEIR EMPLOYEES. AS WISCONSIN'S PREMIER RESOURCE FOR WORKPLACE WELLNESS, WCWI'S MISSION IS TO SERVE BY: - EMPOWERING ORGANIZATION IN TRANSFORMING CULTURE TO CHANGE LIVES; - HELPING EMPLOYERS BUILD COMPREHENSIVE AND SUSTAINABLE PROGRAMS; - DEDICATED TO LOCAL SUPPORT WITH A NATIONAL NETWORK; - CONNECTING OVER 700 WELLBEING PROFESSIONALS WHO SUPPORT OVER 200 ORGANIZATIONS. 8 8 4 8 0 0 216605 145120 92724 30108 10110 251 0 75 319439 175554 0 0 0 0 265625 215942 0 0 2754 194965 67163 460590 283105 -141151 -107551 271037 137316 74089 47919 196948 89397 X THE WELLNESS COUNCIL OF WISCONSIN (WCWI) IS THE ONLY NONPROFIT ORGANIZATION IN WISCONSIN DEDICATED EXCLUSIVELY TO HELPING EMPLOYERS DESIGN RESULTS-ORIENTED WELLNESS PROGRAMS TO MAXIMIZE THE HEALTH AND PRODUCTIVITY OF THEIR MOST VALUABLE ASSET- THEIR EMPLOYEES. AS WISCONSIN'S PREMIER RESOURCE FOR WORKPLACE WELLNESS, WCWI'S MISSION IS TO SERVE BY: - EMPOWERING ORGANIZATION IN TRANSFORMING CULTURE TO CHANGE LIVES; - HELPING EMPLOYERS BUILD COMPREHENSIVE AND SUSTAINABLE PROGRAMS; - DEDICATED TO LOCAL SUPPORT WITH A NATIONAL NETWORK; - CONNECTING OVER 700 WELLBEING PROFESSIONALS WHO SUPPORT OVER 200 ORGANIZATIONS. 0 0 76699 638 WCWI'S NIGHT TO UNITE MEMBER CELEBRATION | SEPTEMBER | APPLETON | 2023.DURING WCWI'S YEAR OF THE MEMBER, WE CELEBRATED OUR COMMUNITY'S DEDICATION TO CREATING CHANGE DURING A NIGHT FULL OF INSPIRATION, RECOGNITION, AND CONNECTION. | 140 PROFESSIONALS, REPRESENTING 67 ORGANIZATIONS, ATTENDED.WE EXPERIENCED WCWI'S PANEL DISCUSSION ON AN IMPORTANT INDUSTRY TOPIC WITH PANELISTS FROM MAJOR WISCONSIN CORPORATIONS AS WELL AS NATIONAL WELLNESS ORGANIZATIONS LIKE THE NATIONAL WELLNESS INSTITUTE.ATTENDEES HAD AN OPPORTUNITY TO NETWORK WITH PROFESSIONALS ACROSS THE STATE BY VISITING 15 EXHIBITOR BOOTHS AND JOINING THE POST-EVENT WCWI SOCIAL FOR CONTINUED CONVERSATIONS AROUND THE STATE OF EMPLOYEE WELLBEING IN WISCONSIN. 87173 29470 LEARNING CIRCLE PROGRAMMING:WE HELD TWO IN-PERSON LEARNING CIRCLES WORKSHOPS THAT CONTRIBUTED TO THE DEPTH, BREADTH, GROWTH, AND SUSTAINABILITY OF THE INFLUENCE OF WELL-BEING STRATEGISTS | 38 MEMBERS AND NON-MEMBERS JOINED US FOR THIS PROFESSIONAL DEVELOPMENT OPPORTUNITY.EQUIP EMAIL SERIES:THROUGH OUR BRAND-NEW VIRTUAL LEARNING AND ACCOMPANYING FACILITATOR GUIDES, WCWI EQUIPPED MEMBERS WITH A SKILLSET TO LEAD EXPERIENCES OF LEARNING, REFLECTION, DISCUSSION, AND PLANNING | 107 MEMBERS PARTICIPATED IN THIS EMAIL-BASED LEARNING EXPERIENCE.NETWORKING OPPORTUNITIES: WE OFFERED QUARTERLY OPPORTUNITIES TO CONNECT MEMBERS WITH A COLLEAGUE IN WELLNESS, GROW THEIR NETWORK, AND SHARE THEIR EXPERIENCES | 114 MEMBERS GREW THEIR NETWORKS.WCWI FACILITATED LIVE, INTERACTIVE DISCUSSIONS THAT CONNECTED MEMBERS TO OUR EXCLUSIVE RESOURCES, TRENDING TOPICS, AND INVENTIVE IDEA-SHARING | 96 MEMBERS PARTICIPATED.MEMBER EXPERIENCE OVERVIEWS:LIVE, VIRTUAL MEMBER OVERVIEWS OUTLINE THE WCWI MEMBER EXPERIENCE THAT EMPOWERS AND EQUIPS WELL-BEING STRATEGISTS AND PEOPLE LEADERS | 97 PEOPLE JOINED A MEMBER OVERVIEW.VIRTUAL LEARNING:WCWI CO-COORDINATED SKILL-BASED DEVELOPMENT SESSIONS TO EXPLORE TOPICS RELATED TO PERSONAL WELL-BEING, LEADERSHIP, AND OVERALL PROFESSIONAL DEVELOPMENT | 620 ATTENDEES JOINED US.MEMBER-EXCLUSIVE RESOURCES:WE LAUNCHED NEW RESOURCES LIKE THE MONTHLY TOOLKITS AND THE LEAD WORKSHOP FACILITATED BY WCWI MEMBERS. THE LEAD WORKSHOP FOCUSED ON MENTAL HEALTH AND SUICIDE PREVENTION TRAINING THAT ORGANIZATIONS CAN FACILITATE TO ENHANCE THEIR WELL-BEING STRATEGIES AND IMPROVE THE WELL-BEING OF EMPLOYEES AND OUR COMMUNITIES.COMMUNITY PARTNERSHIPS:THE NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI)-WISCONSIN AND THE WELLNESS COUNCIL OF WISCONSIN (WCWI) ANNOUNCE A COMMUNITY PARTNERSHIP ADVOCATING FOR THE NEEDS OF WISCONSIN EMPLOYEES AND THEIR FAMILIES BY PROVIDING RESOURCES, SUPPORT, AND EDUCATION TO BETTER OUR COMMUNITIES AND WORKPLACES. IT TAKES A COLLECTIVE EFFORT ACROSS LEADERS AND DECISION-MAKERS IN OUR ORGANIZATIONS, AND EMPLOYERS IN OUR COMMUNITIES, TO ACT WITH INTENTION AND COURAGE AS WE WORK TOWARD CREATING A POSITIVE IMPACT ON THE MENTAL WELL-BEING OF INDIVIDUALS AND WORKPLACES. 79993 2023 GENERAL PROGRAMS AND MEMBER EXPERIENCEAT THE WELLNESS COUNCIL OF WISCONSIN (WCWI) WE EMPOWER EMPLOYERS ACROSS THE STATE TO PRIORITIZE THE HEALTH AND WELL-BEING OF THEIR EMPLOYEES THROUGH INNOVATIVE, EVIDENCE-BASED WELLNESS PROGRAMS. AS THE PREMIER NONPROFIT ORGANIZATION DEDICATED SOLELY TO THIS CAUSE IN WISCONSIN, WE CATALYZE POSITIVE CHANGE, FOSTERING A COMMUNITY OF CONNECTED EMPLOYERS COMMITTED TO TRANSFORMING THE WORKFORCE AND CULTIVATING A CULTURE OF WELLNESS WHERE EVERY INDIVIDUAL CAN THRIVE.WCWI SERVED EMPLOYER MEMBERS, LEADERS, AND PRACTITIONERS WITH THEIR EMPLOYEE WELL-BEING EFFORTS IMPACTING OVER A MILLION TOTAL EMPLOYEES STATEWIDE AND NATIONALLY. WCWI'S 12-MONTH MEMBER EXPERIENCE DRIVES ORGANIZATIONAL IMPACT THROUGH OUR MEMBERS' PROFESSIONAL DEVELOPMENT AND IS DELIVERED ACROSS WCWI'S FOUR MEMBERSHIP COMPETENCIES: WE EMPOWER AND EQUIP PEOPLE LEADERS AND WELL-BEING STRATEGISTS THROUGH TANGIBLE TOOLS + RESOURCES AND PROFESSIONAL DEVELOPMENT. (LEARNING OPPORTUNITIES SUCH AS THE EQUIP EMAIL SERIES AND ENRICHMENT SESSIONS AND RESOURCES SUCH AS THE MEMBER TOOLKIT) WE ADVOCATE FOR THE SUCCESS OF OUR MEMBERS BY WIDENING THE SCOPE OF EMPLOYEE WELL-BEING IN WISCONSIN AND NAVIGATING THE BARRIERS IN THE INDUSTRY. (ANNUAL EVENTS LIKE WCWI'S MEMBER CELEBRATION AND WCWI'S ANNUAL EMPLOYEE WELLBEING CONFERENCE) WE LEAD THE COMMON AGENDA OF IMPROVING THE WELL-BEING OF WISCONSIN'S WORKFORCE AND COMMUNITIES. (INTERACTIVE WORKSHOPS DESIGNED TO SUPPORT PROFESSIONAL GROWTH AND CONTINUING EDUCATION SUCH AS LEARNING CIRCLES AND LEAD WORKSHOPS) WE UNITE AND BUILD CONNECTIONS FOR WELL-BEING STRATEGISTS AND PEOPLE LEADERS THROUGH PEER NETWORKING AND IDEA-SHARING. (OPPORTUNITIES SUCH AS THE QUARTERLY MEMBER CONNECTIONS AND MEMBER RESOURCE GROUPS) WISCONSIN WELLNESS PROFESSIONALS USE WCWI'S MEMBERSHIP TO BE EMPOWERED AND EQUIPPED TO CREATE STRATEGIC CHANGE; WHILE ORGANIZATIONALLY THEY'RE EXPERIENCING THE POWER OF A DESIGNED CULTURE WHERE EMPLOYEES FEEL A SENSE OF COMMUNITY, PURPOSE, AND IMPACT. 29 NEW ORGANIZATIONS JOINED WCWI IN 2023. 243865 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X CARLEY HOELZEL 2622547888 885 BADGER CIR GRAFTON WI 53024 ERIC ZIAREK PRESIDENT 2.00 X X 0 0 0 SALLIE SCOVILL DIRECTOR 2.00 X 0 0 0 LYNELL MEETH DIRECTOR 2.00 X 0 0 0 PAUL ROTHERING TEASURER 2.00 X X 0 0 0 JENNIFFER PRICE-LEHMANN SECRETARY 2.00 X X 0 0 0 MARY STARR DIRECTOR 2.00 X 0 0 0 JAMES HAMMOND DIRECTOR 2.00 X 0 0 0 KIRK PELIKAN DIRECTOR 2.00 X 0 0 0 CARLEY HOELZEL EXECUTIVE DIRECTOR 40.00 X 89792 0 0 89792 0 0 0 0 0 0 0 103356 41764 145120 REGIONAL PROGRAMMING 900099 28352 28352 LEARNING CIRCLE 900099 1118 1118 ANNUAL CONFERENCE 900099 638 638 30108 251 251 MISCELLANEOUS 900099 75 75 75 175554 30108 0 326 89792 76323 12571 898 103218 87734 14451 1033 334 284 47 3 7162 6087 1003 72 15436 13121 2161 154 10125 8606 1418 101 11922 10134 1669 119 3523 3264 240 19 6468 5497 906 65 4022 3419 563 40 5194 4934 208 52 3320 2920 366 34 316 316 1336 1136 187 13 REGIONAL PROGRAMMING 12747 12110 510 127 WELL WORKPLACE EXPENSE 5900 5900 LEARNING EXPENSE 1352 1284 54 14 DUES AND SUBSCRIPTIONS 484 411 68 5 454 385 64 5 283105 243865 36486 2754 151413 124951 118661 10340 963 2025 271037 137316 23470 1946 48989 45973 1630 0 74089 47919 X 196948 89397 196948 89397 271037 137316 -107551 0 X X 0 0 0 X 302336 328665 228716 218864 145120 1223701 302336 328665 228716 218864 145120 1223701 9428 1214273 1036 366 59 10110 251 11822 75 75 1235598 418982 0.98270 0.99110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. SEE THE EXPLANATION FOR QUESTION 7A FOR THE MEMBERS' RIGHTS. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER HAS THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE BY ELECTING THE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B GOVERNING BODY REVIEW FORM 990 AND THE PRESIDENT SIGNS THE FORM. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE BOARD REVIEWS, RECORDS AND EXERCISES THE POLICY COMPONENTS OF DUTY TO DISCLOSE, DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS, PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST AND ADDRESS VIOLATIONS OF CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 WHEN HIRING THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES, AND THEREAFTER ON AN ANNUAL BASIS, THE EXECUTIVE COMMITTEE OF THE BOARD WILL PERFORM A THOROUGH REVIEW TO DETERMINE SUITABLE COMPENSATION. THIS PROCESS IS TO INCLUDE A REVIEW OF COMPARABILITY DATA BY THE EXECUTIVE COMMITTEE EVERY THREE YEARS. THE EXECUTIVE COMMITTEE OF THE BOARD IS AUTHORIZED TO MAKE RECOMMENDATIONS TO THE BOARD REGARDING EXECUTIVE COMPENSATION. ONLY MEMBERS OF THE EXECUTIVE COMMITTEE AND THE BOARD WHO ARE FREE OF CONFLICTS OF INTEREST ARE INVOLVED IN EVALUATION AND COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C EXPLANATION NO CHANGE COMPARED TO PRIOR YEAR