Nonprofit · EIN 36-3444746
THE WELLNESS COUNCIL OF AMERICA
Tax-exempt · BROOKFIELD, WI 53045
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,675,561 | $2,125,765 | -$450,204 | $1,392,249 | $811,858 | $580,391 |
| December 31, 2023 | 990 | $1,311,500 | $2,020,361 | -$708,861 | $1,355,456 | $76,428 | $1,279,028 |
| December 31, 2021 | 990 | $1,644,514 | $1,696,784 | -$52,270 | $3,264,680 | $290,298 | $2,974,382 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,550,261
- Investment income
- $125,300
- Net gain from sales of assets
- $100,765
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $1,733
- Accounting fees
- $40,324
- Travel
- $25,718
- Depreciation
- $97,244
- Program services (functional)
- $1,273,579
- Management and general (functional)
- $852,186
Balance sheet and other
- Total assets, start of year
- $1,355,456
- Total assets, end of year
- $1,392,249
- Total liabilities, end of year
- $811,858
- Net assets, end of year
- $580,391
- Land, buildings and equipment
- $87,895
- Publicly traded securities
- $1,040,928
- Net assets without donor restrictions
- $580,391
- Gross unrelated business income
- $41,500
- Gross receipts
- $2,624,193
- Employees
- 0
- Volunteers
- 22
- Year formed
- 1986
- State of legal domicile
- NE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TERENCE S DAVIDSON | CHIEF EXECUTIVE OFFICER Officer | 2 | $0 | $536,884 | $141,614 |
| RYAN PICARELLA | EXECUTIVE DIRECTOR Officer | 40 | $0 | $192,867 | $64,504 |
| JOHN SLATERY | DIRECTOR Trustee or director | 1 | $0 | $11,368 | $0 |
| RUBEN NAVARRO | DIRECTOR Trustee or director | 1 | $0 | $11,056 | $0 |
| DON CROSATTO | DIRECTOR Trustee or director | 1 | $0 | $10,500 | $0 |
| KEVIN TIGHE | DIRECTOR Trustee or director | 1 | $0 | $6,245 | $0 |
| SEAN MADIX | DIRECTOR Trustee or director | 1 | $0 | $5,500 | $0 |
| RICHARD OLLIS | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARIA DEE | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARK CAMPBELL | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TODD HELFRICH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KRISTINA GUASTAFERRI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KIRBY WATSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JILL MONGELLUZZO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TERENCE S DAVIDSON | CEO Officer | 2 | $0 | $528,836 | $140,560 |
| RYAN PICARELLA | EXECUTIVE DIRECTOR Officer | 40 | $142,215 | $0 | $18,391 |
| STEPHEN M LACAGNIN | CHAIRMAN Trustee or director, Officer | 0 | $0 | $0 | $0 |
| LINDA ANDREAE | BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| DONALD HENSRUD | BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| RICHARD OLLIS | BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| JOHN KIZER | BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| JOHN SHULL | VICE CHAIRMAN Trustee or director, Officer | 0 | $0 | $0 | $0 |
990 for the year ended December 31, 2021: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SARA MARTIN | PRESIDENT Officer | 40 | $157,062 | $17,791 |
| STEPHEN M LACAGNIN | CHAIRMAN Trustee or director, Officer | 0 | $0 | $0 |
| LINDA ANDREAE | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| DONALD HENSRUD | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| RICHARD OLLIS | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| JOHN KIZER | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| JOHN SHULL | VICE CHAIRMAN Trustee or director, Officer | 0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 18700 W BLUEMOUND RD, BROOKFIELD, WI 53045-2936
- Principal officer (990 for 2024)
- TERENCE S DAVIDSON, 18700 WEST BLUEMOUND ROAD, BROOKFIELD, WI 53045
- Signed the 990
- TERENCE S DAVIDSON, CHIEF EXECUTIVE OFFICER
- Phone
- (262) 786-6700
- Website
- WWW.WELLNESSALLIANCE.ORG
- Return prepared by
- LEGACY PROFESSIONALS LLP
Mission
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.
Program accomplishments
- 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.Expenses $764,486 · revenue $608,112
- 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.Expenses $311,091 · revenue $630,636
- 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.Expenses $141,808 · revenue $267,969
- Expenses $56,194 · revenue $2,044
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 36-3444746
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,392,249
- Income (IRS master file)
- $2,624,193
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,675,561 | $2,125,765 | $1,392,249 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $1,311,500 | $2,020,361 | $1,355,456 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $1,760,364 | $2,429,057 | $2,148,779 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | $1,644,514 | $1,696,784 | $3,264,680 | XML |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-3444746).
Questions about THE WELLNESS COUNCIL OF AMERICA
- What is the EIN of THE WELLNESS COUNCIL OF AMERICA?
- The employer identification number (EIN) of THE WELLNESS COUNCIL OF AMERICA is 36-3444746.
- Is THE WELLNESS COUNCIL OF AMERICA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to THE WELLNESS COUNCIL OF AMERICA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE WELLNESS COUNCIL OF AMERICA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE WELLNESS COUNCIL OF AMERICA due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE WELLNESS COUNCIL OF AMERICA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of THE WELLNESS COUNCIL OF AMERICA?
- The 990 for the year ended December 31, 2024 names TERENCE S DAVIDSON.
- Who are the officers and directors of THE WELLNESS COUNCIL OF AMERICA?
- The 990 for the year ended December 31, 2024 lists 14 people; 0 received compensation from the organization.
- How much revenue does THE WELLNESS COUNCIL OF AMERICA have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,675,561, expenses of $2,125,765 and total assets of $1,392,249 at year end.
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