Civic Intelligence

Wellness Alliance Inc

EIN 36-3444746 • 501(c)3 • Brookfield, WI

View Organization Page

Profile

Predicated on the belief that a healthy workforce is essential to America's growth and prosperity, WELCOA is dedicated to improving the health status of the nation's workforce by promoting results-oriented wellness programs in small, medium, and large-sized companies.

18700 West Bluemound RoadBrookfield, WI 53045

www.welcoa.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.58x

Higher debt load relative to assets than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

0.48x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

11th percentile

-27%

Higher net margin than 11% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

98th percentile

$678,498

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 40.5% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

48th percentile

2.7%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

28%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$1,392,249

Up $36,793 (+2.7%) from 2023

Liabilities

Up

$811,858

Up $735,430 (+962%) from 2023

Net Assets

Down

$580,391

Down $698,637 (-55%) from 2023

Operations
Liabilities / Revenue81st percentileNet Margin11th percentile

Revenue

Up

$1,675,561

Up $364,061 (+28%) from 2023

Expenses

Up

$2,125,765

Up $105,404 (+5.2%) from 2023

Net Income

Up

-$450,204

Up $258,657 (+36%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2013: $3,729,247Liabilities 2013: $677,734Net Assets 2013: $3,051,5132013Assets 2014: $3,947,846Liabilities 2014: $973,571Net Assets 2014: $2,974,2752014Assets 2015: $3,837,817Liabilities 2015: $841,658Net Assets 2015: $2,996,1592015Assets 2016: $3,936,594Liabilities 2016: $624,903Net Assets 2016: $3,311,6912016Assets 2017: $4,025,897Liabilities 2017: $481,860Net Assets 2017: $3,544,0372017Assets 2018: $3,733,549Liabilities 2018: $571,237Net Assets 2018: $3,162,3122018Assets 2019: $3,674,210Liabilities 2019: $436,705Net Assets 2019: $3,237,5052019Assets 2020: $3,227,780Liabilities 2020: $458,173Net Assets 2020: $2,769,6072020Assets 2021: $3,264,680Liabilities 2021: $290,298Net Assets 2021: $2,974,3822021Assets 2022: $2,148,779Liabilities 2022: $137,316Net Assets 2022: $2,011,4632022Assets 2023: $1,355,456Liabilities 2023: $76,428Net Assets 2023: $1,279,0282023Assets 2024: $1,392,249Liabilities 2024: $811,858Net Assets 2024: $580,3912024

Highlighted filing

2024

Assets$1,392,249
Liabilities$811,858
Net Assets$580,391
Open 2024 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $2,020,269Expenses 2013: $1,695,248Net Income 2013: $325,0212013Revenue 2014: $1,807,423Expenses 2014: $1,988,848Net Income 2014: -$181,4252014Revenue 2015: $2,272,420Expenses 2015: $2,212,257Net Income 2015: $60,1632015Revenue 2016: $2,319,178Expenses 2016: $2,066,798Net Income 2016: $252,3802016Revenue 2017: $1,870,017Expenses 2017: $1,840,508Net Income 2017: $29,5092017Revenue 2018: $1,865,362Expenses 2018: $2,080,471Net Income 2018: -$215,1092018Revenue 2019: $1,824,209Expenses 2019: $2,040,627Net Income 2019: -$216,4182019Revenue 2020: $1,633,005Expenses 2020: $2,112,761Net Income 2020: -$479,7562020Revenue 2021: $1,644,514Expenses 2021: $1,696,784Net Income 2021: -$52,2702021Revenue 2022: $1,760,364Expenses 2022: $2,429,057Net Income 2022: -$668,6932022Revenue 2023: $1,311,500Expenses 2023: $2,020,361Net Income 2023: -$708,8612023Revenue 2024: $1,675,561Expenses 2024: $2,125,765Net Income 2024: -$450,2042024

Highlighted filing

2024

Revenue$1,675,561
Expenses$2,125,765
Net Income-$450,204
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,392,249
Liabilities
$811,858
Net assets
$580,391
Revenue
$1,675,561
Expenses
$2,125,765
Net income
-$450,204
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.81$0.58$1.68$2.13$0.45
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.08$1.28$1.31$2.02$0.71
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.14$2.01$1.76$2.43$0.67
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.29$2.97$1.64$1.70$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.23$0.46$2.77$1.63$2.11$0.48
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.67$0.44$3.24$1.82$2.04$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.73$0.57$3.16$1.87$2.08$0.22
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.03$0.48$3.54$1.87$1.84$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.94$0.62$3.31$2.32$2.07$0.25
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.84$0.84$3.00$2.27$2.21$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.95$0.97$2.97$1.81$1.99$0.18
2013Detailed filing. Detailed filing data is available for this year.$3.73$0.68$3.05$2.02$1.70$0.33
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 24, 2023
Return Version
2022v5.0
Gross Receipts
$2,383,026
Mission and Program Overview

Mission

Predicated on the belief that a healthy workforce is essential to america's growth and prosperity, welcoa is dedicated to improving the health status of the nation's workforce by promoting results-oriented wellness programs in small, medium, and large-sized companies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,367,382$1,700,262▼ $667,120
Accounts Receivable$383,753$128,558▼ $255,195
Savings and Temporary Cash Investments$195,753$127,366▼ $68,387
Land, Buildings, and Equipment, Net$209,264$121,319▼ $87,945
Prepaid Expenses and Deferred Charges$99,967$71,274▼ $28,693
Inventories for Sale or Use$8,561$0▼ $8,561
Total Assets$3,264,680$2,148,779▼ $1,115,901
Liabilities
Accounts Payable and Accrued Expenses$132,343$98,282▼ $34,061
Deferred Revenue$157,955$39,034▼ $118,921
Total Liabilities$290,298$137,316▼ $152,982
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,974,382$2,011,463▼ $962,919
Total Net Assets Fund Balance$2,974,382$2,011,463▼ $962,919
Total Liabilities and Net Assets / Fund Balance$3,264,680$2,148,779▼ $1,115,901

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$79,834$2,180,258$2,260,092
Equipment$41,485$474,615$516,100
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sara MartinFormer PresidentFT$164,515$19,470$183,985

Board Members and Trustees

NameTitle
Stephen M LacagninChairman
Ryan PicarellaPresident
John ShullVice Chairman
Donald HensrudBoard Member
John KizerBoard Member
Linda AndreaeBoard Member
Richard OllisBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,673,212
Investment Income
$57,953
Other Revenue
$29,199
Change in Net Assets
$-668,693
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,357,560
Other Expenses$1,071,497
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$682,024$213,910-$895,934
Other Employee Benefits$164,031$41,008-$205,039
Depreciation Depletion$144,637$31,749-$176,386
Current Officers, Directors, Trustees, and Key Employees$173,615--$173,615
Fees for Services Legal-$89,608-$89,608
Payroll Taxes$66,378$16,594-$82,972
Travel$45,086--$45,086
Other Expenses$36,225$7,952-$44,177
All Other Expenses$35,459$3,135-$38,594
Advertising$28,098--$28,098
Insurance$19,955$4,380-$24,335
Information Technology$825--$825
Total Functional Expenses$1,971,571$457,486$0$2,429,057
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Line 11b explanation - draft 990 emailed to board members prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Conflicts of interest are required to be disclosed at board meetings as per the written conflict of interest policy. Any conflicts are disclosed in board meeting minutes, and any member with a conflict of interest may not vote on any related issue. All officers, directors, employees, and volunteers are required to periodically complete a disclosure form documenting any possible conflicts of interest.”

Form 990, Part VI, Section B, Line 15

“Board of directors annually review compensation levels and approve any and all changes to compensation of key employees. Board also periodically obtains information from independent compensation consultants.”

Form 990, Part VI, Section C, Line 19

“The opportunity to request such documents is made public on the organization's website.”

Filing and Contact Details

Filer

Filer Name
The Wellness Council of America
EIN
36-3444746
Phone
4028723590
Address
17002 MARCY STREET 140, OMAHA, NE 68118

Signing Officer

Name
Ryan Picarella
Title
President
Phone
4028723590
Signed
2023-05-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ryan Picarella
Formed
1986
Legal Domicile
Ne
Voting Board Members
6
Independent Board Members
6
Employees
15
Volunteers
0

Preparer

Firm
Lutz and Company Pc
Address
13616 CALIFORNIA ST STE 300, OMAHA, NE 68154-5336
Preparer
Hannah Goscha
Phone
4024968800
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Expenses not on return - cash withdrawn from investments -508,000.”

FORM 990, PART XII, LINE 2C:

“There was no audit performed in the current year.”

Raw XML AppendixShowing 400 of 489 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0132343
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt098282
IRS990/AccountsReceivableGrp/BOYAmt0383753
IRS990/AccountsReceivableGrp/EOYAmt0128558
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PREDICATED ON THE BELIEF THAT A HEALTHY WORKFORCE IS ESSENTIAL TO AMERICA'S GROWTH AND PROSPERITY, WELCOA IS DEDICATED TO IMPROVING THE HEALTH STATUS OF THE NATION'S WORKFORCE BY PROMOTING RESULTS-ORIENTED WELLNESS PROGRAMS IN SMALL, MEDIUM, AND LARGE-SIZED COMPANIES.
IRS990/AdvertisingGrp/ProgramServicesAmt028098
IRS990/AdvertisingGrp/TotalAmt028098
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt03135
IRS990/AllOtherExpensesGrp/ProgramServicesAmt035459
IRS990/AllOtherExpensesGrp/TotalAmt038594
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WELCOA - SANDIE JECK
IRS990/BooksInCareOfDetail/PhoneNum04028723590
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt017002 MARCY ST SUITE 140
IRS990/BooksInCareOfDetail/USAddress/CityNm0OMAHA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NE
IRS990/BooksInCareOfDetail/USAddress/ZIPCd068118
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0173615
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0173615
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt08561
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt057953
IRS990/CYOtherExpensesAmt01071497
IRS990/CYOtherRevenueAmt029199
IRS990/CYProgramServiceRevenueAmt01673212
IRS990/CYRevenuesLessExpensesAmt0-668693
IRS990/CYSalariesCompEmpBnftPaidAmt01357560
IRS990/CYTotalExpensesAmt02429057
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01760364
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0157955
IRS990/DeferredRevenueGrp/EOYAmt039034
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt031749
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0144637
IRS990/DepreciationDepletionGrp/TotalAmt0176386
IRS990/Desc0HEALTH INFORMATION - TO FURTHER ASSIST U.S. COMPANIES, WELCOA DEVELOPS AND DISSEMINATES A VARIETY OF EMPLOYEE-BASED HEALTH INFORMATION. THROUGH NEWSLETTERS, BEHAVIOR CHANGE GUIDES, BROCHURES, BOOKS, MANUALS, INCENTIVE CAMPAIGNS AND WEBSITE DOWNLOADS, WELCOA DISSEMINATED MORE THAN TWO MILLION PUBLICATIONS IN 2022.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt015
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01813845
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt089608
IRS990/FeesForServicesLegalGrp/TotalAmt089608
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt619470
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0STEPHEN M LACAGNIN
IRS990/Form990PartVIISectionAGrp/PersonNm1LINDA ANDREAE
IRS990/Form990PartVIISectionAGrp/PersonNm2DONALD HENSRUD
IRS990/Form990PartVIISectionAGrp/PersonNm3RICHARD OLLIS
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN KIZER
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN SHULL
IRS990/Form990PartVIISectionAGrp/PersonNm6SARA MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm7RYAN PICARELLA
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6FORMER PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
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IRS990/Form990TFiledInd01
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IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
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IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossReceiptsAmt02383026
IRS990/GrossSalesOfInventoryAmt03653
IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
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IRS990/InfoInScheduleOPartXIIInd0X
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IRS990/InformationTechnologyGrp/TotalAmt0825
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IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt045430
IRS990/InvestmentInJointVentureInd00
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IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PREDICATED ON THE BELIEF THAT A HEALTHY WORKFORCE IS ESSENTIAL TO AMERICA'S GROWTH AND PROSPERITY, WELCOA IS DEDICATED TO IMPROVING THE HEALTH STATUS OF THE NATION'S WORKFORCE BY PROMOTING RESULTS-ORIENTED WELLNESS PROGRAMS IN SMALL, MEDIUM, AND LARGE-SIZED COMPANIES.
IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-508000
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt041008
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0164031
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0205039
IRS990/OtherExpensesGrp/Desc0MEALS
IRS990/OtherExpensesGrp/Desc1DIGITAL COMMUNICATIONS
IRS990/OtherExpensesGrp/Desc2ARTWORK/DESIGN/CONTENT
IRS990/OtherExpensesGrp/Desc3EQUIPMENT RENTAL & MAIN
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt049150
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17952
IRS990/OtherExpensesGrp/ProgramServicesAmt0299730
IRS990/OtherExpensesGrp/ProgramServicesAmt1196601
IRS990/OtherExpensesGrp/ProgramServicesAmt278907
IRS990/OtherExpensesGrp/ProgramServicesAmt336225
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IRS990/OtherExpensesGrp/TotalAmt1245751
IRS990/OtherExpensesGrp/TotalAmt278907
IRS990/OtherExpensesGrp/TotalAmt344177
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt034107
IRS990/OtherRevenueTotalAmt034107
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0213910
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0682024
IRS990/OtherSalariesAndWagesGrp/TotalAmt0895934
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt016594
IRS990/PayrollTaxesGrp/ProgramServicesAmt066378
IRS990/PayrollTaxesGrp/TotalAmt082972
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt099967
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt071274
IRS990/PrincipalOfficerNm0RYAN PICARELLA
IRS990/PriorPeriodAdjustmentsAmt0-47041
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
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IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1PPN INCOME
IRS990/ProgramServiceRevenueGrp/Desc2NATIONAL CONVENTION AN
IRS990/ProgramServiceRevenueGrp/Desc3HEALTH RISK ASSESSMENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0931279
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1280945
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt213904
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0931279
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1447084
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2280945
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt313904
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0447084
IRS990/ProgSrvcAccomActy2Grp/Desc0CORPORATE MEMBERSHIP - WELCOA HAS ADVANCED ITS MISSION BY PROMOTING CORPORATE MEMBERSHIP. THROUGH MEMBERSHIP, EMPLOYERS GAIN THE MODELS, TOOLS, AND EXPERTISE NECESSARY TO SUCCESSFULLY DEVELOP, IMPLEMENT, AND EVALUATE A RESULTS-ORIENTED WORKSITE WELLNESS PROGRAM. THROUGH MEMBERSHIP WELCOA PROVIDES MORE THAN 4,700 SMALL, MEDIUM AND LARGE-SIZED EMPLOYERS WITH ESSENTIAL INFORMATION TO IMPROVE EMPLOYEE HEALTH AND WELL-BEING.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0118295
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0931279
IRS990/ProgSrvcAccomActy3Grp/Desc0TRAININGS - TO HELP CORPORATE LEADERS, WELLNESS PRACTITIONERS, MEDICAL PROFESSIONALSAND PUBLIC POLICY MAKERS BETTER UNDERSTAND THE ART AND SCIENCE OF DEVELOPING ANDIMPLEMENTING WORKPLACE WELLNESS PROGRAMS, WELCOA OFFERED AND PRESENTED MORE THAN 25 NATIONAL WEBINAR-BASED TRAINING OPPORTUNITIES TO OVER 5,000 BUSINESS AND HEALTH LEADERS FROM SMALL, MEDIUM, AND LARGE COMPANIES IN 2022. IN ADDITION, WELCOA PARTICIPATED AND/OR LED IN MORE THAN 6 NATIONAL FACE-TO-FACE MEETINGS, CONFERENCES, AND GATHERINGS ATTENDED BY MORE THAN 1,500 ORGANIZATIONS, WELCOA TRAINING SESSIONS HAVE PROVIDED ESSENTIAL INFORMATION TO ADVANCE WELLNESS WITHIN CORPORATE AMERICA.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt039431
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0280945
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0199452
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-30792
IRS990/PYOtherExpensesAmt0653575
IRS990/PYOtherRevenueAmt020604
IRS990/PYProgramServiceRevenueAmt01455250
IRS990/PYRevenuesLessExpensesAmt0-52270
IRS990/PYSalariesCompEmpBnftPaidAmt01043209
IRS990/PYTotalExpensesAmt01696784
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01644514
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-668693
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0464641
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0195753
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0127366
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01190233
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0676079
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0906229
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01037212
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03809753
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt045430
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt049111
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt050625
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt061393
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt063036
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0269595
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01229781
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0255768
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0602215
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0479434
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0675782
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03242980
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt045430
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt063575
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt083981
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt076913
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0110375
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0380274
IRS990ScheduleA/InvestmentIncomeCYPct00.04380
IRS990ScheduleA/InvestmentIncomePYPct00.02870
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt034107
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt025075
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt048481
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0538718
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0603391
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01249772
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus3YearsAmt015520
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus4YearsAmt047339
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt0110679
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IRS990ScheduleA/PublicSupportPY509Pct00.77330
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01278294
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01385663
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01712994
IRS990ScheduleA/Total509Grp/TotalAmt07052733
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01309318
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01410756
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02001294
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02426760
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt08682779
IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt0474615
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0516100
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt079834
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02180258
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02260092
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0121319
IRS990ScheduleJ/AnyNonFixedPaymentsInd01
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IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0SARA MARTIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FORMER PRESIDENT
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0BONUSES WERE PAID TO CERTAIN EMPLOYEES. BONUSES FOR STAFF WERE REVIEWED AND DETERMINED BY THE CEO. BONUSES FOR CEO WERE REVIEWED AND DETERMINED BY THE BOARD OF DIRECTORS. ANNUAL COMPENSATION FOR KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 7
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11B EXPLANATION - DRAFT 990 EMAILED TO BOARD MEMBERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICTS OF INTEREST ARE REQUIRED TO BE DISCLOSED AT BOARD MEETINGS AS PER THE WRITTEN CONFLICT OF INTEREST POLICY. ANY CONFLICTS ARE DISCLOSED IN BOARD MEETING MINUTES, AND ANY MEMBER WITH A CONFLICT OF INTEREST MAY NOT VOTE ON ANY RELATED ISSUE. ALL OFFICERS, DIRECTORS, EMPLOYEES, AND VOLUNTEERS ARE REQUIRED TO PERIODICALLY COMPLETE A DISCLOSURE FORM DOCUMENTING ANY POSSIBLE CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD OF DIRECTORS ANNUALLY REVIEW COMPENSATION LEVELS AND APPROVE ANY AND ALL CHANGES TO COMPENSATION OF KEY EMPLOYEES. BOARD ALSO PERIODICALLY OBTAINS INFORMATION FROM INDEPENDENT COMPENSATION CONSULTANTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE OPPORTUNITY TO REQUEST SUCH DOCUMENTS IS MADE PUBLIC ON THE ORGANIZATION'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EXPENSES NOT ON RETURN - CASH WITHDRAWN FROM INVESTMENTS -508,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THERE WAS NO AUDIT PERFORMED IN THE CURRENT YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15

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