2025-06-24T10:18:20-05:00 2024-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2024-01-01 273001041 WISCONSIN INSTITUTE FOR HEALTHY AGING INC WISC 6082435690 1414 MACARTHUR RD B MADISON WI 53714 HEATHER VANROO PRESIDENT 6082435690 2025-06-23 1 1 JASON STEPHENS CPA P01263225 6082744020 2025-06-23 2024 2025-03-06 01:10:19Z JILL RENKEN 1414 MACARTHUR RD B MADISON WI 53714 805613 0 X WIHEALTHYAGING.ORG X 2010 WI TO PROVIDE EVIDENCE-BASED HEALTH PROMOTION AND PREVENTION PROGRAMS AND PRACTICES FOR OLDER ADULTS. 13 13 0 14 0 0 864897 521753 188790 268858 3172 15002 0 0 1056859 805613 108350 34821 0 0 563469 528746 0 0 8847 223755 213689 895574 777256 161285 28357 984387 1016666 126227 130149 858160 886517 X THE MISSION OF THE WISCONSIN INSTITUTE FOR HEALTHY AGING, INC. IS TO IMPROVE THE HEALTH AND WELL-BEING OF ALL PEOPLE AS THEY AGE. WE DO THIS BY DISSEMINATING EVIDENCE-BASED HEALTH PROMOTION AND PREVENTION PROGRAMS AND PRACTICES AND BY ENGAGING IN COLLABORATIVE PUBLIC HEALTH STRATEGIES IN WISCONSIN AND BEYOND.WE ENVISION A CULTURE OF HEALTHY AGING THAT EMBRACES EQUITY, INDEPENDENCE, AND SELF-MANAGEMENT, AND THAT VALUES EVERY PERSON IN EVERY COMMUNITY. 0 0 544001 34821 268858 RESEARCH AND TRAINING - THE INSTITUTE ORGANIZES AND CONDUCTS LEADER TRAININGS, SUPPORTS AND COACHES LEADERS, AND PURCHASES AND DISTRIBUTES MATERIALS NEEDED FOR LEADERS AND LEADER TRAININGS FOR SIX HIGH-LEVEL EVIDENCE-BASED PROMOTION PROGRAMS: CHRONIC DISEASE SELF-MANAGEMENT PROGRAM (ENGLISH AND SPANISH), DIABETES SELF-MANAGEMENT PROGRAM (ENGLISH AND SPANISH), STEPPING ON, FALLS PREVENTION AND POWERFUL TOOLS FOR CAREGIVERS (ENGLISH AND SPANISH). 544001 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 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 0 0 1 X 4 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 1 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X NICK CURRAN 6083471147 821 E WASHINGTON AVE 2ND FLOOR MADISON WI 53703 HEATHER VANROO PRESIDENT (BEGAN AUG) 1.00 X X 0 0 0 DARCY VANDEN ELZEN VICE PRESIDENT 1.00 X X 0 0 0 JONATHON WEISS TREASURER (SINCE SEPT) 1.00 X X 0 0 0 DEVON CHRISTIANSON SECRETARY 1.00 X X 0 0 0 DEBBIE PAAVOLA TREASURER (THRU AUG)/DIRECTOR (SINCE SEPT) 1.00 X X 0 0 0 LAVERNE JAROS IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 CHRISTINE KLOTZ IMMEDIATE PAST PRESIDENT (THRU AUG) 1.00 X X 0 0 0 CYNTHIA OFSTEAD DIRECTOR 1.00 X 0 0 0 JANE MAHONEY MD DIRECTOR 1.00 X 0 0 0 JOHN SCHNABL DIRECTOR 1.00 X 0 0 0 MARY WOLF DIRECTOR 1.00 X 0 0 0 JONETTE ARMS DIRECTOR 1.00 X 0 0 0 SUZIE RYER DIRECTOR 1.00 X 0 0 0 RACHEL CISSNE CARABEL DIRECTOR 1.00 X 0 0 0 JILL RENKEN EXECUTIVE DIRECTOR 40.00 X 94031 0 16639 94031 0 16639 0 0 0 0 0 265804 255949 521753 TRAINING INCOME 611430 137065 137065 LICENSE FEES 611430 85775 85775 LEADERSHIP CIRCLE/SPONSORSHIPS 611430 32300 32300 CONTRACT REVENUE 611430 13718 13718 268858 15002 15002 805613 268858 0 15002 34821 34821 110670 79682 29881 1107 314096 226149 84806 3141 13917 10020 3758 139 54503 39242 14716 545 35560 25603 9601 356 53369 53369 300 300 9107 7229 1878 39210 35917 658 2635 34025 23416 10287 322 14307 10300 3863 144 3222 3222 18099 13032 4886 181 14377 10351 3882 144 15958 14367 1574 17 4485 3229 1211 45 DUES AND SUBSCRIPTIONS 7230 7121 38 71 777256 544001 224408 8847 330857 395526 395529 506538 122470 45340 88097 28927 5449 15292 10012 10012 0 0 41985 25043 984387 1016666 81718 81431 1975 23115 42534 25603 126227 130149 X 659208 732127 198952 154390 858160 886517 984387 1016666 28357 0 X 0 1 X 1 0 X 804873 885057 603319 864897 521753 3679899 804873 885057 603319 864897 521753 3679899 346057 3333842 52 3172 15002 18226 3698125 984902 0.90150 0.91970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 7258 0 0 7258 0 PART II-B, LINE 1: DEVELOPING AN ISSUE BRIEF, MEETINGS WITH LEGISLATORS TO GAIN SUPPORT AND SPONSORSHIP FOR PROPOSED LEGISLATION, WORKING WITH LEGISLATIVE PARTNERS TO DRAFT SENATE AND ASSEMBLY BILLS, ATTEND AND TESTIFY AT SENATE HEALTH COMMITTEE PUBLIC HEARING, COMMUNICATE ADVOCACY EFFORTS AND REQUEST ADVOCACY SUPPORT FROM PARTNERS THROUGH PRESENTING AT COALITION MEETINGS, DIRECT EMAIL COMMUNICATIONS, AND OTHER INDIVIDUAL CONVERSATIONS. 10012 10012 0 0 OPERATING LEASE LIABILITY 25603 25603 805613 0 805613 0 805613 777256 0 777256 0 777256 1 GENERAL BAPTIST STATE CONVENTION WISCONSIN INC 2694 N 11TH AVE MILWAUKEE WI 53206 391659096 501(C)(3) 26700 0 GENERAL SUPPORT AURORA HEALTHCARE INC 2900 W OKLAHOMA AVE MILWAUKEE WI 53215 390806181 501(C)(3) 8121 0 GENERAL SUPPORT 2 0 PART I, LINE 2: ANY SUBGRANT IS MANAGED BY DESCRIBING THE RESPONSIBILITIES OF EACH ORGANIZATION, REGULAR MEETINGS TO ENSURE WORK IS CONDUCTED, AND DELIVERY OF DOCUMENTATIONS PROVING THAT WORK WAS COMPLETED. FORM 990, PART V, LINE 2A: WISCONSIN INSTITUTE FOR HEALTHY AGING, INC. (WIHA) LEASES EMPLOYEES FROM A PROFESSIONAL EMPLOYMENT ORGANIZATION, TANDEM PROFESSIONAL EMPLOYEE SERVICES LLC. THE EMPLOYEES ARE CONSIDERED COMMON LAW EMPLOYEES OF WIHA, HOWEVER, TANDEM PROFESSIONAL EMPLOYEE SERVICES LLC IS THE EMPLOYER OF RECORD AND EMPLOYEES GET THEIR W-2S FROM TANDEM PROFESSIONAL EMPLOYEE SERVICES LLC. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION UPDATED ITS BYLAWS FOR THE FOLLOWING: SECTION 1.3 - UPDATED THE PURPOSE OF THE CORPORATION TO REFLECT CURRENT MISSION STATEMENT. SECTION 2.2 - CHANGED THE NUMBER OF DIRECTORS FROM EIGHT TO NINE. SECTION 2.3 - UPDATED TO "DIRECTOR QUALIFICATIONS". SINCE WIHA INCORPORATED THERE HAVE BEEN SIX FOUNDING ORGANIZATIONS AND THE ORIGINAL BYLAWS GAVE EACH OF THESE FOUNDING ORGANIZATIONS A SEAT ON THE BOARD FOREVER. TERMINOLOGY WAS CHANGED FROM FOUNDING TO REPRESENTATIVE TO ENSURE ORGANIZATIONS ARE STILL REPRESENTED. NEW SECTION 2.4 SELECTION OF BOARD DIRECTORS WAS ADDED TO DESCRIBE HOW BOARD MEMBERS ARE SELECTED. SECTION 2.5 EDITED TO BE "TERMS OF DIRECTORS". ADDING IN TERMS FOR SPECIFIC INDIVIDUALS. SECTION 4.4 TENURE SECTION WAS REMOVED SECTION 9.1 SECTION RE-NAMED TO "BYLAWS REVIEW AND INFORMATION ADDED THAT INSTEAD OF THE EXECUTIVE COMMITTEE, A BYLAWS COMMITTEE SHALL BE DESIGNATED TO REVIEW THE BYLAWS. ADDITIONAL INFORMATION ADDED ON PROCESS FOR REVIEW OF BYLAWS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD SHALL INCLUDE: REPRESENTATIVES OF THE WISCONSIN AGING, DISABILITY AND INDEPENDENT LIVING NETWORK WITH WORKING KNOWLEDGE OF FEDERAL AND STATE SUPPORTED AGING AND DISABILITY PROGRAMS (AT LEAST FOUR), MAJOR HEALTH SYSTEMS (AT LEAST ONE), PUBLIC HEALTH (AT LEAST ONE), HEALTH-RELATED ACADEMIC RESEARCH PROGRAMS AT A MAJOR UNIVERSITY (AT LEAST ONE), STATEWIDE PROFESSIONAL ASSOCIATION ON AGING, SUCH AS ADPAW (AT LEAST ONE), AND OTHER AREAS OF EXPERTISE VALUABLE TO ACHIEVE WIHS'S MISSION. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS SENT TO THE BOARD AND IS DISCUSSED DURING THE BOARD MEETING BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL DIRECTORS AND OFFICERS COMPLETE AND SIGN A STATEMENT THAT PROVIDES INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS. THE MEMBERS OF THE GOVERNING BODY MAKE DETERMINATIONS OF WHETHER A CONFLICT EXISTS AND REVIEW ACTUAL CONFLICTS. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE GOVERNING BODY ANNUALLY DETERMINES THE EXECUTIVE DIRECTOR'S COMPENSATION USING DATA ON COMPENSATION PAID BY COMPARABLE ORGANIZATIONS IN THE SAME OR SIMILAR COMMUNITIES FOR SIMILAR SERVICES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.