WELLNESS COUNCIL OF WISCONSIN INC Charity Report

Public IRS 990 nonprofit record

WELLNESS COUNCIL OF WISCONSIN INC

EIN 39-1576782 · Education (B30Z)

What they do

THE WELLNESS COUNCIL of WISCONSIN (WCWI) is THE ONLY NONPROFIT ORGANIZATION IN WISCONSIN DEDICATED EXCLUSIVELY to HELPING EMPLOYERS DESIGN RESULTS-ORIENTED WELLNESS PROGRAMS to MAXIMIZE THE HEALTH and PRODUCTIVITY of THEIR MOST VALUABLE ASSET- THEIR EMPLOYEES. AS WISCONSINS PREMIER RESOURCE for WORKPLACE WELLNESS, WCWIS MISSION is to SERVE BY: - EMPOWERING ORGANIZATION IN TRANSFORMING CULTURE to CHANGE LIVES; - HELPING EMPLOYERS BUILD COMPREHENSIVE and SUSTAINABLE PROGRAMS; - DEDICATED to LOCAL SUPPORT WITH A NATIONAL NETWORK; - CONNECTING OVER 700 WELLBEING PROFESSIONALS WHO SUPPORT OVER 200 ORGANIZATIONS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $86.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2025The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders13 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

84.59%of revenue went to mission work86.6% of expenses · Program services

2.51%of revenue went to fundraising2.6% of expenses

$97.72spent for every $100 of revenueRevenue covered expenses this year.

10.62%of revenue went to management and office costs10.9% of expenses

$0.33in assets for every $1 spent this yearSome assets cannot be spent right away.

74.2%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $106,425 for CARLEY HOELZEL (EXECUTIVE DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2025

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$311,566

Mission workProgram services$263,56884.59% of revenue86.6% of expenses

ManagementOffice and general costs$33,09610.62% of revenue10.9% of expenses

FundraisingAsking for donations$7,8092.51% of revenue2.6% of expenses

Revenue left after expensesReported annual surplus$7,0932.28% of revenueShown in gray on the chart

Total expenses$304,47397.72% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2025CurrentExpense mix: 86.6% mission · 10.9% management · 2.6% fundraisingTotal expenses: 97.72% of revenue

2024Expense mix: 87.1% mission · 10.5% management · 2.4% fundraisingTotal expenses: 111.80% of revenue

2023Expense mix: 86.1% mission · 12.9% management · 1.0% fundraisingTotal expenses: 161.26% of revenue

2022Expense mix: 88.9% mission · 10.2% management · 0.9% fundraisingTotal expenses: 144.19% of revenue

2021Expense mix: 88.7% mission · 10.5% management · 0.8% fundraisingTotal expenses: 100.85% of revenue

2020Expense mix: 89.0% mission · 10.1% management · 0.8% fundraisingTotal expenses: 123.25% of revenue

2019Expense mix: 88.8% mission · 10.3% management · 0.8% fundraisingTotal expenses: 113.43% of revenue

2018Expense mix: 86.7% mission · 12.4% management · 0.9% fundraisingTotal expenses: 101.48% of revenue

Money in and money out

Revenue$311,566

Expenses$304,473

Annual surplus $7,093 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$263,568 · 86.6% of expenses

Management and office costs$33,096 · 10.9% of expenses

Fundraising$7,809 · 2.6% of expenses

See all reported dollar amounts

Revenue$311,566

Expenses$304,473

Assets$99,861

Income$311,566

Contributions$231,290

Mission work (program services)$263,568

Fundraising$7,809

Management and general$33,096

Accounting fees$2,450

People

Leadership and board

Tax year 2025

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

CARLEY HOELZELEXECUTIVE DIRECTOR · 40 hrs/week $106,425Base $103,575 · Other $2,850

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (13)

CARLEY HOELZELEXECUTIVE DIRECTOR

ERIC ZIAREKPRESIDENT

GAVIN QUINNIESDIRECTOR

JACKI FOTIDIRECTOR

JAMES HAMMONDDIRECTOR

JENNIFFER PRICE-LEHMANNSECRETARY

KATE NITSCHKEDIRECTOR

LYNELL MEETHDIRECTOR

MICHAELA VAN HIERDENDIRECTOR

PAUL ROTHERINGVICE PRESIDENT, TEASURER

SALLIE SCOVILLDIRECTOR

STELLA PEDUZZIDIRECTOR

TIFENE BROWNDIRECTOR

About this charity

Recognized since: January 1987
Location: 885 BADGER CIR, GRAFTON, WI 53024-9436
County: Ozaukee
In care of: PAUL ROTHERING
Primary officer: PAUL ROTHERING, TREASURER

How to reach them

WebsiteVisit the charity’s website Emailwcwi@wellnesscouncilwi.org Phone(262) 254-7888

Filing and classification

Latest tax year: 2025
Tax period began: January 1, 2025
Return type: 990
Tax preparer: REILLY PENNER & BENTON LLP
NTEE classification: Education (B30Z)