National Wellness Institute
- Assets
- $271.8k
- Revenue
- $812.5k
- Investments
- $0.0
- Employees
- 12
- Location
- Stevens Point, WI
- Founding
- 05/1989
- Data as of
- 12/2022
- EIN
- 39-1609532
Organization Overview
National Wellness Institute is located in Stevens Point, WI. The organization was established in 1989. According to its NTEE Classification (E70) the organization is classified as: Public Health, under the broad grouping of Health Care and related organizations. As of 12/2022, National Wellness Institute employed 12 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. National Wellness Institute is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, National Wellness Institute generated $812.5k in total revenue. The organization has seen a slow decline revenue. Over the past 8 years, revenues have fallen by an average of (0.4%) each year. All expenses for the organization totaled $1.2m during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO ENRICH PROFESSIONALS' LIVES AND CAREERS WITH COMPETENCIES AND CONNECTIONS TO PROMOTE WELLNESS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
NATIONAL WELLNESS CONFERENCE: NATIONAL WELLNESS CONFERENCE OFFERS MORE THAN 70 EDUCATIONAL PRESENTATIONS OVER A 3 DAY PERIOD FOR HEALTH EDUCATION PROFESSIONALS. PROVIDES PROFESSIONAL ACADEMIC DEVELOPMENT AND CONTINUING EDUCATION FOR HEALTH CARE PROVIDERS AND EDUCATORS.
CERTIFICATIONS: EDUCATIONAL COURSES: LIVE WEBINARS, ON-DEMAND WEBINARS, E-COURSES, VIRTUAL WORKSHOPS: PROVIDING MONTHLY WEBINARS AND EDUCATIONAL PROGRAMMING TO GAIN PRACTICAL INFORMATION TO ENHANCE BOTH CAREER AND PERSONAL WELLNESS. CERTIFIED WELLNESS PRACTITIONER: THE CWP CREDENTIAL SIGNIFIES THAT INDIVIDUALS HAVE COMPETENCE AS A WELLNESS PROFESSIONAL, THROUGH STRONG ACADEMIC PREPARATION AND A COMMITMENT TO CONTINUING EDUCATION AND PROFESSIONAL DEVELOPMENT. CERTIFICATE COURSES: INCLUDES COURSES IN WORKSITE, WELLNESS IN CLINICAL PRACTICE, MCC, FINANCIAL, COACHING, AND RESILIENCE TO GAIN KNOWLEDGE, SKILLS, AND TOOLS FOR ACADEMIC DEVELOPMENT AND CONTINUING EDUCATION.
NATIONAL WELLNESS INSTITUTE MEMBERSHIP: NATIONAL WELLNESS INSTITUTE MEMBERSHIP PROVIDES MONTHLY NEWSLETTERS, INFORMATION SERVICES, EDUCATIONAL RESOURCES, A HEALTH EDUCATION NETWORK AND JOB BULLETIN FOR 2,000 MEMBERS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lana Saal Edd President | OfficerTrustee | 1 | $0 |
Illhiana Rojas Saldana Cpc Cdvc Vice President | OfficerTrustee | 0.5 | $0 |
Stacey Krawczyk Ms Rd Secretary | OfficerTrustee | 0.5 | $0 |
Bridgette Stewart Med Cwp Treasurer | OfficerTrustee | 0.5 | $0 |
Tyler Amell PHD Msc Bsc Director | Trustee | 0.5 | $0 |
Kristi Leonard Edd MA Cwp Nbc-Hwc Director | Trustee | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $809,779 |
| Investment income | $393 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$1,950 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $812,465 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $112,910 |
| Compensation of current officers, directors, key employees. | $25,969 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $387,693 |
| Pension plan accruals and contributions | $9,010 |
| Other employee benefits | $37,713 |
| Payroll taxes | $37,792 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $17,066 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $2,460 |
| Advertising and promotion | $70,430 |
| Office expenses | $1,946 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $17,234 |
| Travel | $22,485 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $324,536 |
| Interest | $7,711 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $3,521 |
| Insurance | $4,886 |
| All other expenses | $4,702 |
| Total functional expenses | $1,190,390 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $238,691 |
| Savings and temporary cash investments | $10,639 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $16,910 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $5,552 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $271,792 |
| Accounts payable and accrued expenses | $71,082 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $147,935 |
| Other liabilities | $0 |
| Total liabilities | $219,017 |
| Net assets without donor restrictions | $22,262 |
| Net assets with donor restrictions | $30,513 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $271,792 |