Wellness Council of Wisconsin

Nonprofit profile at a glance

EIN
391576782
IRS 990 coverage
2010–2025
Official website data refreshed
Sep 2026
Forms available
Form 990 2025
Location
South Milwaukee, WI, US
Phone
(262) 254-7888
Rating
80
Verdict
STRONG
Rating confidence
Moderate
Sector
Vocational, Technical Schools

Official website

Reported finances

Revenue
$311,566
Expenses
$304,473
Assets
$99,861
Liabilities
$819

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

13 people listed

Executive titles in this filing

  • ERIC ZIAREK (PRESIDENT)
  • PAUL ROTHERING (VICE PRESIDENT, TEASURER)
  • CARLEY HOELZEL (EXECUTIVE DIRECTOR)

Highest reported compensation

  • CARLEY HOELZEL (EXECUTIVE DIRECTOR): $106,425 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To elevate the well-being of Wisconsin's workforce.

What it reported doing in 2025

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.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 83
  • Transparency & Controls: 92
  • Accountability: 90
  • Sustainability: 30
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 84.6%; rating input score 85
  • Program expense ratio: 86.6%; rating input score 87
  • Fundraising efficiency: $29.62 raised per $1 spent on fundraising; rating input score 64; 64th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 6 of 8 controls in place; rating input score 75
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 2.3%; rating input score 41; 41st percentile among comparable filings
  • Total-asset coverage ratio: 0.33; rating input score 18; 18th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 41; 41st percentile among comparable filings
  • Officer compensation ratio: 35%; rating input score 8; 8th percentile among comparable filings

Growth

  • Program expense growth: -1.7% per year; rating input score 0; 23rd percentile among comparable filings
  • Revenue growth: -2.9% per year; rating input score 0; 12th percentile among comparable filings
  • Asset growth: -2.7% per year; rating input score 0; 14th percentile among comparable filings

Details

  • What they do: 4 programs and campaigns described on the official site · 1 operating location identified
  • Where the money goes: 84.6% of revenue deployed · 86.6% of spending went to programs
  • Governance: 12 of 12 board members independent · 6 of 8 filing controls reported
  • Programs: 5 filed program accomplishments · $264K in reported program spending
  • Leadership: top reported pay $106K · 13 people listed
  • Consistency: 25 of 25 current checks pass
  • Schedules: 3 filed schedules · includes major donors
  • Filing history: 16 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 41/100.
  • High — Sustainability: Total-asset coverage ratio scored 18/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 8/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 41/100.