Nonprofit · EIN 39-1576782
WELLNESS COUNCIL OF WISCONSIN INC
Tax-exempt · GRAFTON, WI 53024
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $311,566 | $304,473 | $7,093 | $99,861 | $819 | $99,042 |
| December 31, 2024 | 990 | $279,775 | $312,777 | -$33,002 | $91,949 | $0 | $91,949 |
| December 31, 2023 | 990 | $175,554 | $283,105 | -$107,551 | $137,316 | $47,919 | $89,397 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $231,290
- Membership dues
- $59,195
- Program service revenue
- $79,242
- Investment income
- $1,034
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $106,425
- Other salaries and wages
- $77,525
- Salaries, compensation and benefits (total)
- $201,250
- Professional fundraising fees
- $0
- Accounting fees
- $2,450
- Occupancy
- $860
- Travel
- $4,667
- Program services (functional)
- $263,568
- Management and general (functional)
- $33,096
- Fundraising (functional)
- $7,809
Balance sheet and other
- Total assets, start of year
- $91,949
- Total assets, end of year
- $99,861
- Total liabilities, end of year
- $819
- Net assets, end of year
- $99,042
- Net assets without donor restrictions
- $99,042
- Gross receipts
- $311,566
- Employees
- 4
- Volunteers
- 13
- Year formed
- 1985
- State of legal domicile
- WI
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CARLEY HOELZEL | EXECUTIVE DIRECTOR Officer | 40 | $103,575 | $2,850 |
| ERIC ZIAREK | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| SALLIE SCOVILL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LYNELL MEETH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PAUL ROTHERING | VICE PRESIDENT, TEASURER Trustee or director, Officer | 2 | $0 | $0 |
| JENNIFFER PRICE-LEHMANN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JAMES HAMMOND | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KATE NITSCHKE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STELLA PEDUZZI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| GAVIN QUINNIES | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TIFENE BROWN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JACKI FOTI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHAELA VAN HIERDEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CARLEY HOELZEL | EXECUTIVE DIRECTOR Officer | 40 | $99,287 | $2,613 |
| ERIC ZIAREK | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| SALLIE SCOVILL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LYNELL MEETH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PAUL ROTHERING | VICE PRESIDENT, TEASURER Trustee or director, Officer | 2 | $0 | $0 |
| JENNIFFER PRICE-LEHMANN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| MARY STARR | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JAMES HAMMOND | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KATIE NITSCHKE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STELLA PEDUZZI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| GAVIN QUINNIES | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SARAH MOORE | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARLEY HOELZEL | EXECUTIVE DIRECTOR Officer | 40 | $89,792 |
| ERIC ZIAREK | PRESIDENT Trustee or director, Officer | 2 | $0 |
| SALLIE SCOVILL | DIRECTOR Trustee or director | 2 | $0 |
| LYNELL MEETH | DIRECTOR Trustee or director | 2 | $0 |
| PAUL ROTHERING | TEASURER Trustee or director, Officer | 2 | $0 |
| JENNIFFER PRICE-LEHMANN | SECRETARY Trustee or director, Officer | 2 | $0 |
| MARY STARR | DIRECTOR Trustee or director | 2 | $0 |
| JAMES HAMMOND | DIRECTOR Trustee or director | 2 | $0 |
| KIRK PELIKAN | DIRECTOR Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 885 BADGER CIR, GRAFTON, WI 53024-9436
- Principal officer (990 for 2025)
- PAUL ROTHERING, PO BOX 3, SOUTH MILWAUKEE, WI 53172
- Signed the 990
- PAUL ROTHERING, TREASURER
- Phone
- (262) 254-7888
- Website
- WWW.WELLNESSCOUNCILWI.ORG
- Return prepared by
- REILLY PENNER & BENTON LLP
Mission
THE WELLNESS COUNCIL OF WISCONSIN (WCWI) CONNECTS AND CHAMPIONS WISCONSIN EMPLOYERS TO PRIORITIZE WORKFORCE WELL-BEING THROUGH EDUCATION, STRATEGIC SUPPORT, AND IMPACTFUL PARTNERSHIPS, BUILDING A HEALTHIER, MORE RESILIENT WISCONSIN. AS WISCONSIN'S PREMIER RESOURCE FOR WORKPLACE WELLNESS, WCWI'S MISSION IS DELIVERED BY: - EMPOWERING ORGANIZATIONS IN TRANSFORMING CULTURE TO CHANGE LIVES; - HELPING EMPLOYERS BUILD COMPREHENSIVE AND SUSTAINABLE PROGRAMS; - DEDICATING TO LOCAL SUPPORT WITH A NATIONAL NETWORK; - CONNECTING OVER 700 WELL-BEING PROFESSIONALS WHO SUPPORT OVER 200 ORGANIZATIONS.
Program accomplishments
- WCWI'S NIGHT TO UNITE MEMBER CELEBRATION | SEPTEMBER | APPLETON 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.Expenses $104,364 · revenue $79,242
- 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 | 48 MEMBERS AND NON-MEMBERS JOINED US FOR THIS PROFESSIONAL DEVELOPMENT OPPORTUNITY.NETWORKING OPPORTUNITIES: WE OFFERED QUARTERLY OPPORTUNITIES TO CONNECT MEMBERS WITH A COLLEAGUE IN WELLNESS, GROW THEIR NETWORK, AND SHARE THEIR EXPERIENCES | 64 MEMBERS GREW THEIR NETWORKS.WCWI FACILITATED LIVE, INTERACTIVE DISCUSSIONS THAT CONNECTED MEMBERS TO OUR EXCLUSIVE RESOURCES, TRENDING TOPICS, AND INVENTIVE IDEA-SHARING | 156 MEMBERS PARTICIPATED.MEMBER EXPERIENCE OVERVIEWS:LIVE, VIRTUAL MEMBER OVERVIEWS OUTLINE THE WCWI MEMBER EXPERIENCE THAT EMPOWERS AND EQUIPS WELL-BEING STRATEGISTS AND PEOPLE LEADERS | 107 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 | 252 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.Expenses $39,801
- 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. 37 NEW ORGANIZATIONS JOINED WCWI IN 2024.Expenses $39,801
- THE WCWI MENTAL HEALTH IN THE WORKPLACE CERTIFICATE PROGRAM IS A STRUCTURED, ACTION-BASED PROGRAM THAT GUIDES EMPLOYERS THROUGH THE IMPLEMENTATION OF EVIDENCE-INFORMED PRACTICES TO SUPPORT EMPLOYEE MENTAL HEALTH AND WELLBEING. THE PROGRAM IS ORGANIZED AROUND FIVE CORE PILLARSAWARENESS & EDUCATION, LEADERSHIP ENGAGEMENT, POLICIES & PROCEDURES, EMPLOYEE SUPPORT & INCLUSION, AND MEASUREMENT & GROWTH. PARTICIPATING ORGANIZATIONS COMPLETE DEFINED ACTION STEPS AND RECEIVE WCWI GUIDANCE, RESOURCES, AND RECOGNITION UPON COMPLETION, DEMONSTRATING THEIR COMMITMENT TO FOSTERING A MENTALLY HEALTHY WORKPLACE.Expenses $39,801
- WCWI PEER GROUPS ARE FACILITATED, TOPIC-SPECIFIC PROFESSIONAL LEARNING COMMUNITIES FOR WISCONSIN EMPLOYERS AND WORKPLACE WELLBEING LEADERS. THESE GROUPS CONVENE REGULARLY TO SUPPORT PEER-TO-PEER LEARNING, SHARED PROBLEM-SOLVING, AND BEST-PRACTICE EXCHANGE ON KEY WORKPLACE WELLBEING TOPICS (E.G., MENTAL HEALTH, HEALTHCARE WORKFORCE WELLBEING, EDUCATION, AND LEADERSHIP). PEER GROUPS ARE DESIGNED TO STRENGTHEN EMPLOYER CAPACITY, FOSTER COLLABORATION ACROSS INDUSTRIES, AND SUPPORT CONTINUOUS PROFESSIONAL DEVELOPMENT THROUGH STRUCTURED DISCUSSION, EXPERT INPUT, AND SHARED RESOURCES.Expenses $39,801
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 | 990 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
- 39-1576782
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1987
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B30Z)
- Assets (IRS master file)
- $99,861
- Income (IRS master file)
- $311,566
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $311,566 | $304,473 | $99,861 | XML |
| 990 | December 2024 | $279,775 | $312,777 | $91,949 | XML |
| 990 | December 2023 | $175,554 | $283,105 | $137,316 | XML |
| 990 | December 2022 | $319,439 | $460,590 | $271,037 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 39-1576782).
Questions about WELLNESS COUNCIL OF WISCONSIN INC
- What is the EIN of WELLNESS COUNCIL OF WISCONSIN INC?
- The employer identification number (EIN) of WELLNESS COUNCIL OF WISCONSIN INC is 39-1576782.
- Is WELLNESS COUNCIL OF WISCONSIN INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to WELLNESS COUNCIL OF WISCONSIN INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WELLNESS COUNCIL OF WISCONSIN INC 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 WELLNESS COUNCIL OF WISCONSIN INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WELLNESS COUNCIL OF WISCONSIN INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of WELLNESS COUNCIL OF WISCONSIN INC?
- The 990 for the year ended December 31, 2025 names PAUL ROTHERING.
- Who are the officers and directors of WELLNESS COUNCIL OF WISCONSIN INC?
- The 990 for the year ended December 31, 2025 lists 13 people; 1 received compensation from the organization, the highest $103,575 (CARLEY HOELZEL, EXECUTIVE DIRECTOR).
- How much revenue does WELLNESS COUNCIL OF WISCONSIN INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $311,566, expenses of $304,473 and total assets of $99,861 at year end.
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