WELLNESS COUNCIL OF ARIZONA INC

EIN: 742385019 501(c)(3) Health Care

TUCSON, AZ

Total Revenue
$1,558,624
Total Expenses
$1,619,355
Total Assets
$466,058
Net Assets
$421,385
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Financial Trends

Organization Details

Formation Year
2003
Legal Domicile
AZ
Principal Officer
DANIEL A JOHNSON
Phone
5202933369
Tax Period
2023-01-01 to 2023-12-31

WELLNESS COUNCIL OF ARIZONA INC, founded in 2003, is a community nonprofit in the Health Care sector that reported $1.6M in total revenue in fiscal year 2023.

Mission

WELLNESS COUNCIL OF ARIZONA (WELCOAZ) STRIVES TO BE THE RECOGNIZED LEADER AND RESOURCE FOR WORKSITE HEALTH PROMOTION IN ARIZONA. WELCOAZ COLLABORATES WITH HEALTHCARE PROVIDERS, COMMUNITY LEADERS, BUSINESSES AND INSTITUTIONS TO IMPROVE THE HEALTH OF EMPLOYEES AND THEIR FAMILIES. THE WELLNESS COUNCIL RECEIVED ITS ORIGINAL CHARTER FROM THE DEPARTMENT OF HEALTH AND HUMAN SERVICES AND THE HEALTH INSURANCE ASSOCIATION OF AMERICA IN 1985. WE BELIEVE THAT ADVANCING HEALTH INSIGHTS, LIFESTYLES AND SUPPORTIVE CULTURES ARE INVALUABLE TOOLS IN THE WORK PLACE.

Program Service Accomplishments

Program 1
Expenses: $1,511,461 Revenue: $1,452,050

WELCOAZ PROVIDED HEALTH MANAGEMENT PROGRAMS TO EMPLOYEES AND EMPLOYERS THROUGH THE HEALTH LIAISON PROGRAM. IN 2023, THIS PROGRAM CONDUCTED OVER 45,000 INDIVIDUAL HEALTH COACHING SESSIONS FOR 50...

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WELCOAZ PROVIDED HEALTH MANAGEMENT PROGRAMS TO EMPLOYEES AND EMPLOYERS THROUGH THE HEALTH LIAISON PROGRAM. IN 2023, THIS PROGRAM CONDUCTED OVER 45,000 INDIVIDUAL HEALTH COACHING SESSIONS FOR 50 EMPLOYER GROUPS.PROVIDED MONTHLY NEWSLETTERS, HEALTH SCREENINGS AND ASSESSMENTS, EDUCATIONAL WORKSHOPS AND PRESENTATIONS, AND SUPPORT MATERIALS TO APPROXIMATELY 50 GROUPS.WELCOAZ PARTICIPATED IN APPROXIMATELY 15 ONSITE AND VIRTUAL HEALTH FAIRS/EXPOS WITH A TOTAL ATTENDANCE OF APPROXIMATELY 5,200 EMPLOYEES. THE SERVICES RENDERED: FITNESS DEMOS, HEALTH AND WELLNESS INFORMATION ON: WEIGHT LOSS, HEALTHY EATING, PHYSICAL ACTIVITY, STRESS REDUCTION, SELF-CARE, AND LIFESTYLE DISEASE MANAGEMENT; AND PROVIDED FOOD DEMONSTRATIONS.

Program 2
Expenses: $15,367 Revenue: $22,179

THE VERIFIED BY WELCOAZ WEB PORTAL WAS STARTED IN 2016. IT CONTINUES TO PROVIDE INCENTIVE TRACKING, CHALLENGES, AND EDUCATIONAL INFORMATION. WELCOAZ PROVIDED VERIFIED BY WELCOAZ'S PROGRAM TO 4...

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THE VERIFIED BY WELCOAZ WEB PORTAL WAS STARTED IN 2016. IT CONTINUES TO PROVIDE INCENTIVE TRACKING, CHALLENGES, AND EDUCATIONAL INFORMATION. WELCOAZ PROVIDED VERIFIED BY WELCOAZ'S PROGRAM TO 4 ORGANIZATIONS IN 2023.WELCOAZ PROVIDED 1 EMPLOYER CHALLENGE FOR THE GREATER ARIZONA AREA CALLED THE "2023 STRIDE THROUGH SPRING CHALLENGE". ORGANIZATIONS AND INDIVIDUALS FROM ALL OVER ARIZONA COMPETED AGAINST EACH OTHER ON A VIRTUAL COURSE THAT SPANNED 200,000 STEPS. THERE WERE 16 ORGANIZATIONS THAT PARTICIPATED AND OVER 1,300+ PARTICIPANTS IN THE CHALLENGE.

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $83,880
Program Service Revenue $1,474,229
Investment Income $515
Other Revenue $0
TOTAL REVENUE $1,558,624

Expense Breakdown

Grants Paid $0
Salaries & Benefits $993,552
Fundraising Expenses $0
Program Expenses $1,526,828
Other Expenses $625,803
TOTAL EXPENSES $1,619,355

Year-over-Year Comparison

2023 2022 Change
Revenue $1,558,624 $1,465,020 +0.1%
Expenses $1,619,355 $1,536,380 +0.1%
Net Income $-60,731 $-71,360 -0.1%
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
14
Independent Members
13
Employees
23
Volunteers
N/A

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
$163,376
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NORM LAND TREASURER 1.00
Officer Director
$0 $0 $0
JENNIFER BILLA SECRETARY 1.00
Officer Director
$0 $0 $0
DR KRIS WALLACE BOARD MEMBER 1.00
Director
$0 $0 $0
CATHERINE MIDGETTE BOARD MEMBER 1.00
Director
$0 $0 $0
BROOKE SHEARER VICE CHAIR 1.00
Officer Director
$0 $0 $0
KAREN MATULL CHAIR 1.00
Officer Director
$0 $0 $0
DEB SPURGIN BOARD MEMBER 1.00
Director
$0 $0 $0
RON CORBIN BOARD MEMBER 1.00
Director
$0 $0 $0
JAMIE ROMERO BOARD MEMBER 1.00
Director
$0 $0 $0
MEGAN BELFORE BOARD MEMBER 1.00
Director
$0 $0 $0
JENNIFER HUPPENTHAL BOARD MEMBER 1.00
Director
$0 $0 $0
PRISCILLA NGUYEN BOARD MEMBER 1.00
Director
$0 $0 $0
RODMON NIKRAVAN BOARD MEMBER 1.00
Director
$0 $0 $0
DANIEL A JOHNSON PRESIDENT & CEO 40.00
Officer
$163,376 $0 $163,376
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
2024 No data No data No data No data
2023 $1,558,624 $1,619,355 $466,058 $-60,731
2022 $1,465,020 $1,536,380 $503,596 $-71,360
2021 $1,755,797 $1,572,389 $565,494 $183,408
2020 $1,504,618 $1,502,797 $538,670 $1,821
2019 $1,638,202 $1,662,523 $409,309 $-24,321
2018 $1,777,488 $1,697,718 $376,411 $79,770
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