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Wisconsin · Nonprofit

WELLNESS ALLIANCE INC

WELLNESS ALLIANCE INC (Wisconsin) receives grants from 1 organization whose IRS filings report $8,000 to it, the largest being American Heart Association Inc ($8,000). 0 of them have funded it in more than one year.

Revenue FY2024
$1.7M
Funders on record
1
Grants received
$8k
Net assets
$580k
0/1 repeat funderspeak grant-dependency 0%
01What it does

What Wellness Alliance Inc does

Mission

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

As stated on its FY2024 Form 990.

Programs

On its FY2024 return the organization reported starting a significant new program.

Continued education, on-line learning, certificate programs were new during the tax year.

Its own explanation, from Schedule O of that return (Part III, line 2).

  1. The annual wellness summit: the four-day, in-person conference offers over 30 educational presentations to provide strategies, connections, and resources needed to advance wellness for attendees and the workplaces, communities, and individuals they serve. The summit focuses on bringing the industry's latest trends and best practices to the forefront through keynote sessions with respected subject matter experts and breakout sessions with tangible takeaways.

    $764,486 spent$608,112 earned by the program
    60% of program spending
  2. Membership with the wellness alliance provides individuals and organizations with access to live and on-demand webinars; discounts on courses, conferences and cwp exams; access to models, frameworks, checklists, assessments, and other tools to support wellness initiatives; annual calendars and a suite of ready-made communication materials; access to community-building forums and a career center designed for wellness professions.

    $311,091 spent$630,636 earned by the program
    24% of program spending
  3. The wellness alliance provides continuing education opportunities through live and on-demand webinars, as well as a full range of professional certificate courses geared toward professional development in the health and wellness industry. The wellness alliance also offers well workplace framework and awards and the certified wellness practitioner (cwp) certification.

    $141,808 spent$267,969 earned by the program
    11% of program spending
  4. Other program services, not described on the e-filed return.

    $56,194 spent$2,044 earned by the program
    4% of program spending

The 4 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $1,273,579.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.

100 = 20172017 Revenue 100 ($1.9M) Expenses 100 ($1.8M) Net assets 100 ($3.5M)2018 Revenue 100 ($1.9M) Expenses 113 ($2.1M) Net assets 89 ($3.2M)2019 Revenue 98 ($1.8M) Expenses 111 ($2.0M) Net assets 91 ($3.2M)2020 Revenue 87 ($1.6M) Expenses 115 ($2.1M) Net assets 78 ($2.8M)2021 Revenue 88 ($1.6M) Expenses 92 ($1.7M) Net assets 84 ($3.0M)2022 Revenue 94 ($1.8M) Expenses 132 ($2.4M) Net assets 57 ($2.0M)2023 Revenue 70 ($1.3M) Expenses 110 ($2.0M) Net assets 36 ($1.3M)2024 Revenue 90 ($1.7M) Expenses 115 ($2.1M) Net assets 16 ($580k)
'17'18'19'20'21'22'23'24
Revenue (90)Expenses (115)Net assets (16)

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $3.3M to $2.1M (−34%).

$4.0M
$3.7M
$3.7M
$3.2M
$3.3M
$2.1M
$1.4M
$1.4M
'17'18'19'20'21'22'23'24
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2020 8% · 2021 12%. Grants only. Government contracts and fees sit inside program revenue.

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 7 of the last 8 reported years ran a deficit.

$30k
’17
−$215k
’18
−$216k
’19
−$480k
’20
−$52k
’21
−$669k
’22
−$709k
’23
−$450k
’24
1.4
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Board chair

Richard Ollis

Chair

As listed on its FY2024 Form 990.

'17'18'19'20'21'22'23'24
Listed8891078814
Joined·+0+1+1+0+1+1+11
No longer listed·0003015
03Who funds it

Who funds it, year by year

Grant support over time, funder by funder — shade shows the grant size each year.

Funder
'18
total
funders
1

From the IRS filings of WELLNESS ALLIANCE INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

WELLNESS ALLIANCE INC draws 100% of its grant income from funders outside Wisconsin, across 1 state in all.

TX

Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Government funding WELLNESS ALLIANCE INC receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $42k on record.

Federal$42k
grants $0contracts $42k
21
22
24
Top agencies
  • Department of Commerce$42k

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like WELLNESS ALLIANCE INC

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Wisconsin

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

60% of spending goes to programs.

Program 60%Management 40%Fundraising 0%

Governance

12
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

94%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Part of a family of 1 related entity

  • International Foundation of Employee Benefit Plans Inc · exempt

Screen this organization

A dated, signed PDF of the compliance screen for WELLNESS ALLIANCE INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds WELLNESS ALLIANCE INC?
WELLNESS ALLIANCE INC (Wisconsin) receives grants from 1 organization whose IRS filings report $8,000 to it, the largest being American Heart Association Inc ($8,000). 0 of them have funded it in more than one year.
How many funders does WELLNESS ALLIANCE INC have?
IRS filings report 1 organization giving $8,000 in grants to WELLNESS ALLIANCE INC.
Who is the largest funder of WELLNESS ALLIANCE INC?
American Heart Association Inc is the largest funder on record, with $8,000 in grants. The full list of funders is on this page.
How can an organization like WELLNESS ALLIANCE INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Wisconsin. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Wellness Alliance →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing