WELLNESS COUNCIL OF WISCONSIN INC

EIN: 391576782 501(c)(3) Education

SOUTH MILWAUKEE, WI

Total Revenue
$311,566
Total Expenses
$304,473
Total Assets
$99,861
Net Assets
$99,042
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Financial Trends

Organization Details

Formation Year
1985
Legal Domicile
WI
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) 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 Service Accomplishments

Program 1
Expenses: $104,364 Revenue: $79,242

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...

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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.

Program 2
Expenses: $39,801

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...

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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.

Program 3
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...

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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.

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

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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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Governance

Voting Members
12
Independent Members
12
Employees
4
Volunteers
13

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
4
$106,425
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
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
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