2025-11-14T14:07:45-06:00 2024-12-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2024-01-01 363444746 WELLNESS ALLIANCE INC WELL 2627866700 18700 WEST BLUEMOUND ROAD BROOKFIELD WI 53045 TERENCE S DAVIDSON CHIEF EXECUTIVE OFFICER 2627866700 2025-11-14 1 0 CHRISTINE V ERNST P01725863 3123680500 2025-11-14 2024 2025-03-06 01:10:19Z X TERENCE S DAVIDSON 18700 WEST BLUEMOUND ROAD BROOKFIELD WI 53045 2624193 0 X WWW.WELLNESSALLIANCE.ORG X 1986 NE PREDICATED ON THE BELIEF THAT A HEALTHY WORKFORCE IS ESSENTIAL TO AMERICA'S GROWTH AND PROSPERITY, THE WELLNESS ALLIANCE 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. 12 12 0 22 41500 0 0 0 1039116 1550261 271684 125300 700 0 1311500 1675561 0 0 0 0 829177 0 0 0 0 1191184 2125765 2020361 2125765 -708861 -450204 1355456 1392249 76428 811858 1279028 580391 X PREDICATED ON THE BELIEF THAT A HEALTHY WORKFORCE IS ESSENTIAL TO AMERICA'S GROWTH AND PROSPERITY, THE WELLNESS ALLIANCE IS DEDICATED TO IMPROVING THE HEALTH STATUS OF THE NATION'S WORKFORCE BY PROMOTING RESULTS-ORIENTED WELLNESS POROGRAMS IN SMALL, MEDIUM, AND LARGE-SIZED COMPANIES. 1 0 764486 608112 THE ANNUAL WELLNESS SUMMIT: THE FOUR-DAY, IN-PERSON CONFERENCE OFFERS OVER 30 EDUCATIONAL PRESENTATIONS TO PROVIDE STRATEGIES, CONNECTIONS, AND RESOURCES NEEDED TO ADVANCE WELLNESS FOR ATTENDEES AND THE WORKPLACES, COMMUNITIES, AND INDIVIDUALS THEY SERVE. THE SUMMIT FOCUSES ON BRINGING THE INDUSTRY'S LATEST TRENDS AND BEST PRACTICES TO THE FOREFRONT THROUGH KEYNOTE SESSIONS WITH RESPECTED SUBJECT MATTER EXPERTS AND BREAKOUT SESSIONS WITH TANGIBLE TAKEAWAYS. 311091 630636 MEMBERSHIP WITH THE WELLNESS ALLIANCE PROVIDES INDIVIDUALS AND ORGANIZATIONS WITH ACCESS TO LIVE AND ON-DEMAND WEBINARS; DISCOUNTS ON COURSES, CONFERENCES AND CWP EXAMS; ACCESS TO MODELS, FRAMEWORKS, CHECKLISTS, ASSESSMENTS, AND OTHER TOOLS TO SUPPORT WELLNESS INITIATIVES; ANNUAL CALENDARS AND A SUITE OF READY-MADE COMMUNICATION MATERIALS; ACCESS TO COMMUNITY-BUILDING FORUMS AND A CAREER CENTER DESIGNED FOR WELLNESS PROFESSIONS. 141808 267969 THE WELLNESS ALLIANCE PROVIDES CONTINUING EDUCATION OPPORTUNITIES THROUGH LIVE AND ON-DEMAND WEBINARS, AS WELL AS A FULL RANGE OF PROFESSIONAL CERTIFICATE COURSES GEARED TOWARD PROFESSIONAL DEVELOPMENT IN THE HEALTH AND WELLNESS INDUSTRY. THE WELLNESS ALLIANCE ALSO OFFERS WELL WORKPLACE FRAMEWORK AND AWARDS AND THE CERTIFIED WELLNESS PRACTITIONER (CWP) CERTIFICATION. 56194 2044 56194 2044 1273579 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 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 10 0 1 0 1 1 0 0 0 0 0 0 0 0 0 X 12 12 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X AL HAMWRIGHT 2627866700 18700 WEST BLUEMOUND ROAD BROOKFIELD WI 53045 RICHARD OLLIS CHAIR 1.00 X X 0 0 0 MARIA DEE VICE CHAIR 1.00 X X 0 0 0 MARK CAMPBELL SECRETARY 1.00 X X 0 0 0 DON CROSATTO DIRECTOR 1.00 14.50 X 0 10500 0 TODD HELFRICH DIRECTOR 1.00 10.50 X 0 0 0 KRISTINA GUASTAFERRI DIRECTOR 1.00 4.50 X 0 0 0 JOHN SLATERY DIRECTOR 1.00 4.50 X 0 11368 0 SEAN MADIX DIRECTOR 1.00 4.50 X 0 5500 0 KEVIN TIGHE DIRECTOR 1.00 4.50 X 0 6245 0 KIRBY WATSON DIRECTOR 1.00 4.50 X 0 0 0 JILL MONGELLUZZO DIRECTOR 1.00 4.50 X 0 0 0 RUBEN NAVARRO DIRECTOR 1.00 4.50 X 0 11056 0 RYAN PICARELLA EXECUTIVE DIRECTOR 40.00 X 0 192867 64504 TERENCE S DAVIDSON CHIEF EXECUTIVE OFFICER 2.00 43.00 X 0 536884 141614 0 774420 206118 0 0 1 0 VOLANO SOFTWARE COMPANY 1111 N 13TH STREET STE 208 OMAHA NE 68102 SOFTWARE AND IT SUPPORT SERVICES 213733 FAIRMONT CHICAGO MILLENNIUM PARK 200 NORTH COLUMBUS DRIVE CHICAGO IL 60601 HOTEL AND CONFERENCE CENTER 107288 2 MEMBERSHIP DUES 813920 630636 630636 ANNUAL SUMMIT 813920 608112 608112 CONTINUING EDUCATION 813920 267969 267969 PPN REVENUE 541800 41500 41500 OTHER 900099 2044 2044 1550261 24535 24535 1049397 948632 100765 100765 100765 1675561 1508761 41500 125300 734789 587830 146959 1733 1733 40324 40324 14504 14504 91931 83405 8526 4460 4460 50014 39075 10939 398531 29460 369071 25718 14712 11006 504222 504222 97244 10415 86829 11417 11417 ALLOCATION OF SHARED SE 150000 150000 UBIT PAYMENT 878 878 2125765 1273579 852186 0 251185 129223 40776 75294 12241 2703719 2615824 185139 87895 925024 1040928 1355456 1392249 76428 99410 280505 0 431943 76428 811858 X 1279028 580391 1279028 580391 1355456 1392249 X -450204 -248433 0 X 0 1 X 1 0 X 676079 1190233 880854 584111 630636 3961913 602215 255768 348927 295530 878125 2380565 1278294 1446001 1229781 879641 1508761 6342478 0 0 0 6342478 50625 49111 45430 40354 24535 210055 33356 14464 16192 64012 83981 63575 45430 56546 24535 274067 48481 25075 34107 700 108363 1410756 1534651 1309318 936887 1533296 6724908 0.94310 0.86470 0.04080 0.04540 X 366917 353757 13160 2336802 2262067 74735 87895 DUE TO INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS 431943 431943 X 1661057 0 1661057 14504 14504 1675561 2111261 0 2111261 14504 14504 2125765 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE WELLNESS ALLIANCE TO EVALUATE TAX POSITIONS TAKEN BY THE WELLNESS ALLIANCE AND RECOGNIZE A TAX LIABILITY IF THE WELLNESS ALLIANCE HAD TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE WELLNESS ALLIANCE IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. 0 1 0 0 0 0 0 0 0 TERENCE S DAVIDSON CHIEF EXECUTIVE OFFICER 0 452378 0 44938 0 39568 0 116824 0 24790 0 678498 0 0 RYAN PICARELLA EXECUTIVE DIRECTOR 0 186304 0 6000 0 563 0 30426 0 34078 0 257371 0 0 PART I, LINE 3: CEO AND EXECUTIVE DIRECTOR 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. FORM 990, PART III, LINE 2 CONTINUED EDUCATION, ON-LINE LEARNING, CERTIFICATE PROGRAMS WERE NEW DURING THE TAX YEAR. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION CHANGED IT'S NAME TO WELLNESS ALLIANCE, INC. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION SHALL HAVE ONE CLASS OF MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE ALLIANCE SHALL NOMINATE AND ELECT A WELLNESS ADVISORY COUNCIL. A BOARD OF DIRECTORS SHALL REPRESENT, VOTE AND ACT FOR THE MEMBERSHIP IN ALL OF THE ORGANIZATION'S AFFAIRS. 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 CHAIR (AN UNCOMPENSATED VOLUNTEER) AS THE INDIVIDUAL CHARGED WITH THE REVIEW AND APPROVAL OF THE FORM 990 FILING. THE CHAIR VERBALLY APPROVES THE FORM 990 FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE BOARD OF DIRECTORS MUST DISCLOSE ALL POSSIBLE CONFLICT OF INTERESTS. ANY POSSIBLE CONFLICTS OF INTEREST ARE REVIEWED BY THE REMAINING BOARD OF DIRECTORS, WHICH THEN DECIDES IF A CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICER OR DIRECTOR. INSTEAD, THE INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS, INC., A RELATED ORGANIZATION IDENTIFIED IN SCHEDULE R, PART II, COMPENSATES THE OFFICERS AND DIRECTORS OF THE RELATED ORGANIZATION. THE COMPENSATION FOR THE OFFICERS AND DIRECTORS IS SHOWN AS COMPENSATION FROM A RELATED ORGANIZATION. QUESTIONS REGARDING COMPENSATION ARE ANSWERED BASED ON THE POLICIES AND PROCEDURES OF THIS RELATED ORGANIZATION, WHICH IS RESPONSIBLE FOR ESTABLISHING, AUTHORIZING, AND PAYING THE COMPENSATION FOR THE OFFICERS AND DIRECTORS. THE RELATED ORGANIZATION REIMBURSES ITS VOLUNTEERS WHO SERVE ON COMMITTEES, THE EXECUTIVE COMMITTEE AND THE BOARD OF DIRECTORS. THE RELATED ORGANIZATION ALLOWS ITS VOLUNTEERS TO RECEIVE TRAVEL EXPENSE PAYMENTS THAT DO NOT EXCEED NON-REFUNDABLE COACH CLASS AIRFARE OR IN SOME INSTANCES, FIRST CLASS AIRFARE, FROM THEIR HOME DESTINATION TO THE MEETING SITE AND THE RELATED ORGANIZATION ALSO PAYS HOTEL EXPENSES FOR THE ACTUAL DAYS OF MEETING ATTENDANCE BY SUCH A VOLUNTEER PLUS ONE TRAVEL DAY AT THE BEGINNING AND END OF THE MEETING, THE RELATED ORGANIZATION ALSO PAYS THOSE VOLUNTEERS A PER DIEM ALLOWANCE FOR OTHER EXPENSES INCLUDING MEALS, CABS AND OTHER ON-SITE TRANSPORTATION, TIPS, ETC., IN THE AMOUNT OF $115 PER DAY. ANY AMOUNT PAID TO A VOLUNTEER FOR WHICH SUBSTANTIATION OF THE EXPENSE IS NOT SUBMITTED TO THE RELATED ORGANIZATION IS REPORTED ON A FORM 1099 FOR THE AFFECTED VOLUNTEER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST AT ITS HEADQUARTERS. FORM 990, PART XI, LINE 8: THE PRIOR PERIOD ADJUSTMENT OF $248,433 WAS A RESULT OF A CHANGE IN ACCOUNTING POLICY FOR MEMBERSHIP REVENUE. THE ORGANIZATION PREVIOUSLY COLLECTED MEMBERSHIP RENEWAL FEES BASED ON A MEMBER'S INDIVIDUAL ANNIVERSARY DATE OF THE MEMBER JOINING THE ORGANIZATION. THE ORGANIZATION HAS NOW MOVED ALL MEMBERS TO THE SAME CALENDAR YEAR RENEWAL DATE. INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC 18700 W BLUEMOUND RD BROOKFIELD WI 53045 391034021 TO SPONSOR EDUCATIONAL PROGRAMS/CONFERENCES RELATED TO EMPLOYEE BENEFITS. WI 501(C)(3) 509(A)(2) 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0 INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC O 734789 FAIR MARKET VALUE INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC P 91939 FAIR MARKET VALUE INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC M 150000 FAIR MARKET VALUE