WELLNESS COUNCIL OF WISCONSIN INC (EIN 391576782) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

PAUL ROTHERING

Phone

2622547888

Tax Period

2025-01-01 to 2025-12-31

WELLNESS COUNCIL OF WISCONSIN INC, founded in 1985, is a small nonprofit in the Education sector that reported $312K in total revenue in fiscal year 2025. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

THE WELLNESS COUNCIL OF WISCONSIN (WCWI) IS THE ONLY NONPROFIT ORGANIZATION IN WISCONSIN DEDICATED EXCLUSIVELY TO HELPING EMPLOYERS DESIGN RESULTS-ORIENTED WELLNESS PROGRAMS TO MAXIMIZE THE HEALTH AND PRODUCTIVITY OF THEIR MOST VALUABLE ASSET- THEIR EMPLOYEES. AS WISCONSIN'S PREMIER RESOURCE FOR WORKPLACE WELLNESS, WCWI'S MISSION IS TO SERVE BY: - EMPOWERING ORGANIZATION IN TRANSFORMING CULTURE TO CHANGE LIVES; - HELPING EMPLOYERS BUILD COMPREHENSIVE AND SUSTAINABLE PROGRAMS; - DEDICATED TO LOCAL SUPPORT WITH A NATIONAL NETWORK; - CONNECTING OVER 700 WELLBEING PROFESSIONALS WHO SUPPORT OVER 200 ORGANIZATIONS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $231,290

Program Service Revenue $79,242

Investment Income $1,034

Other Revenue $0

TOTAL REVENUE $311,566

Expense Breakdown

Grants Paid $0

Salaries & Benefits $201,250

Fundraising Expenses $7,809

Program Expenses $263,568

Other Expenses $103,223

TOTAL EXPENSES $304,473

Year-over-Year Comparison

	2025	2024	Change
Revenue	$311,566	$279,775	+0.1%
Expenses	$304,473	$312,777	0.0%
Net Income	$7,093	$-33,002	-1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$106,425

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC ZIAREK	PRESIDENT	2.00	Officer Director	$0	$0	$0
SALLIE SCOVILL	DIRECTOR	2.00	Director	$0	$0	$0
LYNELL MEETH	DIRECTOR	2.00	Director	$0	$0	$0
PAUL ROTHERING	VICE PRESIDENT, TEASURER	2.00	Officer Director	$0	$0	$0
JENNIFFER PRICE-LEHMANN	SECRETARY	2.00	Officer Director	$0	$0	$0
JAMES HAMMOND	DIRECTOR	2.00	Director	$0	$0	$0
KATE NITSCHKE	DIRECTOR	2.00	Director	$0	$0	$0
STELLA PEDUZZI	DIRECTOR	2.00	Director	$0	$0	$0
GAVIN QUINNIES	DIRECTOR	2.00	Director	$0	$0	$0
TIFENE BROWN	DIRECTOR	2.00	Director	$0	$0	$0
JACKI FOTI	DIRECTOR	2.00	Director	$0	$0	$0
MICHAELA VAN HIERDEN	DIRECTOR	2.00	Director	$0	$0	$0
CARLEY HOELZEL	EXECUTIVE DIRECTOR	40.00	Officer	$103,575	$2,850	$106,425

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$311,566	$304,473	$99,861	$7,093
2024	$279,775	$312,777	$91,949	$-33,002
2023	$175,554	$283,105	$137,316	$-107,551
2022	$319,439	$460,590	$271,037	$-141,151
2021	$349,969	$432,373	$350,600	$-82,404
2021	$425,978	$429,589	$454,393	$-3,611
2020	$404,771	$498,878	$422,856	$-94,107
2019	$465,366	$527,859	$539,594	$-62,493
2018	$478,604	$485,679	$606,838	$-7,075

WELLNESS COUNCIL OF WISCONSIN INC