2024-11-15T12:42:14-06:00 2023-12-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990 2023-01-01 363444746 THE WELLNESS COUNCIL OF AMERICA WELL 4028723590 18700 W BLUEMOUND RD BROOKFIELD WI 53045 TERENCE S DAVIDSON CEO 4028723590 2024-11-15 1 0 HANNAH GOSCHA P02133534 4024968800 2024-11-14 2023 2024-10-15 13:58:12Z X TERENCE S DAVIDSON 18700 W BLUEMOUND RD BROOKFIELD WI 53045 1857112 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 15 159475 16192 0 0 1673212 1039116 57953 271684 29199 700 1760364 1311500 0 0 0 0 1357560 829177 0 0 0 1071497 1191184 2429057 2020361 -668693 -708861 2148779 1355456 137316 76428 2011463 1279028 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 1040588 159475 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. 91796 584111 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. 397544 295530 TRAININGS - TO HELP CORPORATE LEADERS, WELLNESS PRACTITIONERS, MEDICAL PROFESSIONALS AND PUBLIC POLICY MAKERS BETTER UNDERSTAND THE ART AND SCIENCE OF DEVELOPING AND IMPLEMENTING 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 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. 1529928 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 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 1 0 0 0 1 11 0 1 13 1 1 1 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X AL HAMWRIGHT 2627866700 18700 W BLUEMOUND RD BROOKFIELD WI 53045 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 RYAN PICARELLA EXECUTIVE DIRECTOR 40.00 X 142215 0 18391 TERENCE S DAVIDSON CEO 2.00 40.00 X 0 528836 140560 142215 528836 158951 1 0 1 0 0 MEMBERSHIP DUES 900099 584111 584111 NATIONAL CONVENTION AN 900099 295530 295530 PPN INCOME 900099 159475 159475 1039116 40354 40354 776942 545612 231330 231330 231330 MISCELLANEOUS REVENUE 900099 700 700 700 1311500 879641 159475 272384 160606 160606 474886 347788 127098 150701 120561 30140 42984 34387 8597 58789 58789 17496 14347 3149 107990 88552 19438 16835 13805 3030 ANNUAL WELLNESS SUMMIT 397544 397544 DIGITAL COMMUNICATIONS 281241 224993 56248 GOODWILL IMPAIRMENT 144269 144269 ARTWORK/DESIGN CONTENT 48177 48177 118843 79168 39675 2020361 1529928 490433 0 127366 129223 128558 40776 71274 75294 2854817 2669678 121319 185139 1700262 925024 2148779 1355456 98282 76428 39034 0 137316 76428 X 2011463 1279028 2011463 1279028 2148779 1355456 -708861 -87117 63543 0 X X 0 1 X 1 0 X 906229 676079 1190233 2772541 479434 602215 255768 1229781 879641 3446839 1385663 1278294 1446001 1229781 879641 6219380 0 0 0 6219380 61393 50625 49111 45430 40354 246913 15520 33356 14464 16192 79532 76913 83981 63575 45430 56546 326445 538718 48481 25075 34107 700 647081 2001294 1410756 1534651 1309318 936887 7192906 0.86470 0.81230 0.04540 0.04380 X 518015 493432 24583 2336802 2176246 160556 185139 X 1224383 -87117 -87117 1311500 0 1311500 2020361 0 2020361 0 2020361 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. 1 X X X X 0 1 0 0 0 0 0 1 0 TERENCE S DAVIDSON CEO 0 437080 0 41750 0 50006 0 116839 0 23721 0 669396 0 0 RYAN PICARELLA EXECUTIVE DIRECTOR 142215 0 0 0 0 0 8707 0 9684 0 160606 0 0 0 PART I, LINE 3 CEO COMPENSATION IS ESTABLISHED BY THE POLICIES AND PROCEDURES OF A RELATED ORGANIZATION, INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC. PART I, LINE 4B IN 2021, THE INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS, INC., A RELATED ORGANIZATION IDENTIFIED IN SCHEDULE R, PART II, ESTABLISHED AN INTERNAL REVENUE CODE ("IRC") SECTION 457(B) "TOP HAT" DEFERRED COMPENSATION ARRANGEMENT AND AN IRC SECTION 457(F) INELIGIBLE DEFERRED COMPENSATION ARRANGEMENT FOR ITS CHIEF EXECUTIVE OFFICER ("CEO"). THE 457(B) ARRANGEMENT IS FUNDED BY A REDUCTION IN THE AMOUNT OF A DISCRETIONARY PERFORMANCE BONUS FOR WHICH THE CEO COULD QUALIFY FOR, UP TO THE ANNUAL LIMIT DETERMINED BY THE IRS WITH ANY REMAINING AMOUNT CONTRIBUTED TO THE 457(F) ARRANGEMENT. THE FOUNDATION CONTRIBUTES ANNUALLY WHICH IS FIRST APPLIED TO THE 457(B) ARRANGEMENT, IF THE IRS LIMIT WAS NOT PREVIOUSLY EXCEEDED, AND THE BALANCE IS CONTRIBUTED TO THE 457(F) ARRANGEMENT. THE 457(F) ARRANGEMENT IS SUBJECT TO A VESTING FORMULA. 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 THE FORM 990 IS PREPARED AND PRESENTED TO THE OFFICERS OF THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS HAS DESIGNATED THE CURRENT PRESIDENT (AN UNCOMPENSATED VOLUNTEER) AS THE INDIVIDUAL CHARGED WITH THE REVIEW AND APPROVAL OF THE FORM 990 FILING. THE PRESIDENT VERBALLY APPROVES THE FORM 990 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 ORGANIZATION'S DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 8: THE PRIOR PERIOD ADJUSTMENTS OF $63,543 ARE THE RESULT OF THE 2022 AUDIT, WHICH WAS COMPLETED AFTER THE 2022 FORM 990 WAS FILED. FORM 990, PART IX, LINE 24C: GOODWILL REPRESENTS THE CARRYING AMOUNT OF THE COST IN EXCESS OF THE NET ASSETS ACQUIRED RELATED TO THE ASSET PURCHASE OF THE NATIONAL WELLNESS INSTITUTE, INC. IN 2023. BASED ON THE COMPANY'S ANALYSIS, IMPAIRMENT OF THE GOODWILL ACQUIRED OF $144,269 WAS RECORDED FOR YEAR ENDED DECEMBER 31, 2023 INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC 18700 W BLUEMOUND RD BROOKFIELD WI 53045 391034021 TO SPONSOR EDUCATIONAL PROGRAMS/CONFERENCES RELATED TO EMPLOYEE WI 501(C)(3) 509(A)(2) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC O 315263 FAIR MARKET VALUE