National Wellness Institute
- Assets
- $621.2k
- Revenue
- $947.3k
- Investments
- $0.0
- Employees
- 9
- Location
- Stevens Point, WI
- Founding
- 05/1989
- Data as of
- 12/2021
- 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 12/2021, National Wellness Institute employed 9 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 12/2021, National Wellness Institute generated $947.3k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 1.8% each year. All expenses for the organization totaled $875.2k during the year ending 12/2021. 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
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO ENRICH PROFESSIONALS' LIVES AND CAREERS WITH COMPETENCIES AND CONNECTIONS TO PROMOTE INCLUSIVE, WHOLE-PERSON WELLNESS THROUGH WELLNESS EDUCATION PROGRAMS AND SERVICES.
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.
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.
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Charles Gillespie Executive Director | OfficerTrustee | 40 | $108,500 |
Brian Schroeder Mha President | OfficerTrustee | 1 | $0 |
Stacey Krawczyk Ms Rd Secretary | OfficerTrustee | 0.5 | $0 |
Kristi Leonard Edd MA Cwp Vice President | OfficerTrustee | 0.5 | $0 |
Lana Saal Edd Treasurer | OfficerTrustee | 0.5 | $0 |
Eirasmin Lokpez-Cobo MA Chpwc Acc Director | Trustee | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $137,341 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $76,750 |
| All other contributions, gifts, grants, and similar amounts not included above | $30,618 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $244,709 |
| Total Program Service Revenue | $695,266 |
| Investment income | $231 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $1,154 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $947,316 |
| 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. | $113,717 |
| Compensation of current officers, directors, key employees. | $26,155 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $323,030 |
| Pension plan accruals and contributions | $11,806 |
| Other employee benefits | $53,096 |
| Payroll taxes | $33,165 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $4,040 |
| Fees for services: Accounting | $10,127 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $2,000 |
| Advertising and promotion | $0 |
| Office expenses | $339 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $15,067 |
| Travel | $17,211 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $135,952 |
| Interest | $4,015 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $3,129 |
| Insurance | $8,472 |
| All other expenses | $4,409 |
| Total functional expenses | $875,162 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $313,670 |
| Savings and temporary cash investments | $200,343 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $76,191 |
| 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 | $20,000 |
| Net Land, buildings, and equipment | $11,023 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $621,227 |
| Accounts payable and accrued expenses | $31,388 |
| Grants payable | $0 |
| Deferred revenue | $9,139 |
| 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 | $150,000 |
| Other liabilities | $0 |
| Total liabilities | $190,527 |
| Net assets without donor restrictions | $400,187 |
| 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 | $621,227 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that National Wellness Institute has recieved totaling $14,949.
| Awarding Organization | Amount |
|---|---|
Community Foundation Of Collier County Naples, FL PURPOSE: ARTS, CULTURE, & HUMANITIES | $14,907 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $42 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Php Medicare Lansing, MI | $27,571,426 | $51,693,098 |
Chestnut Health Systems Inc Bloomington, IL | $42,597,505 | $49,757,806 |
Southeastern Michigan Health Association Detroit, MI | $13,503,568 | $38,741,886 |
Illinois Public Health Association Springfield, IL | $11,708,294 | $35,467,341 |
Service Employees International Union Chicago, IL | $43,909,074 | $38,859,201 |
Heartland International Health Center Chicago, IL | $15,453,909 | $38,459,253 |
Illinois Critical Access Hospital Network Princeton, IL | $6,536,555 | $21,320,830 |
Michigan Physical Fitness Health And Sports Foundation Lansing, MI | $4,472,903 | $15,646,097 |
Promise Healthcare Nfp Champaign, IL | $5,494,406 | $13,211,334 |
Community Health Center Of Fort Dodge Inc Fort Dodge, IA | $15,635,255 | $12,999,102 |
Public Health Institute Of Metropolitan Chicago Chicago, IL | $3,108,904 | $9,007,429 |
Open Door Health Center Mankato, MN | $13,689,521 | $10,405,065 |