NATIONAL WELLNESS INSTITUTE INC

EIN: 391609532 501(c)(3) Health Care

STEVENS POINT, WI

Total Revenue
$825,852
Total Expenses
$921,860
Total Assets
$28,165
Net Assets
$-43,233
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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
1977
Legal Domicile
WI
Principal Officer
LANA SAAL
Phone
7153422969
Tax Period
2023-01-01 to 2023-12-31

NATIONAL WELLNESS INSTITUTE INC, founded in 1977, is a small nonprofit in the Health Care sector that reported $826K in total revenue in fiscal year 2023. Expenses of $922K exceeded revenue, resulting in a 12% operating deficit.

Mission

TO ENRICH PROFESSIONALS' LIVES AND CAREERS WITH COMPETENCIES AND CONNECTIONS TO PROMOTE WELLNESS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,635
Program Service Revenue $675,438
Investment Income $-2,011
Other Revenue $150,790
TOTAL REVENUE $825,852

Expense Breakdown

Grants Paid $0
Salaries & Benefits $513,917
Fundraising Expenses $0
Program Expenses $735,675
Other Expenses $407,943
TOTAL EXPENSES $921,860

Year-over-Year Comparison

2023 2022 Change
Revenue $825,852 $812,465 +0.0%
Expenses $921,860 $1,190,390 -0.2%
Net Income $-96,008 $-377,925 -0.7%
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

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Governance

Voting Members
10
Independent Members
10
Employees
10
Volunteers
12

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
5
$89,912
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LANA SAAL EDD PRESIDENT 1.00
Officer Director
$0 $0 $0
ILLHIANA ROJAS SALDANA CPC CDVC VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
STACEY KRAWCZYK MS RD SECRETARY 1.00
Officer Director
$0 $0 $0
BRIDGETTE STEWART MED CWP TREASURER 1.00
Officer Director
$0 $0 $0
TYLER AMELL PHD MSC BSC DIRECTOR 0.50
Director
$0 $0 $0
ROBERTA WACHTELHAUSEN DIRECTOR 0.50
Director
$0 $0 $0
BARBARA ZABAWA JD MPH DIRECTOR 0.50
Director
$0 $0 $0
NICOLE STEC MBA CPH CWP DIRECTOR 0.50
Director
$0 $0 $0
SYLVIA GONSAHN-BOLLIE MD DABOM F DIRECTOR 0.50
Director
$0 $0 $0
MARK CAMPBELL PHD MS CWP DIRECTOR 0.50
Director
$0 $0 $0
MELANIE FULLER DIRECTOR 0.50
Director
$0 $0 $0
ANITA MWALUI PHD MPH CWP DIRECTOR 0.05
Director
$0 $0 $0
CHARLES GILLESPIE EXECUTIVE DIRECTOR - PART YEAR 40.00
Officer
$85,908 $4,004 $89,912
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
2023 $825,852 $921,860 $28,165 $-96,008
2022 $812,465 $1,190,390 $271,792 $-377,925
2021 $947,316 $875,162 $621,227 $72,154
2020 $668,313 $745,890 $536,487 $-77,577
2019 $1,198,754 $929,178 $455,745 $269,576
2018 $976,961 $1,033,329 $212,194 $-56,368
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