2025-10-06T12:14:47-05:00 2024-12-31 450250958 EIDE BAILLY LLP 18081 BURT ST STE 200 OMAHA NE 680224722 990 2024-01-01 470642708 THE WELLBEING PARTNERS WELL 4029345795 6001 DODGE ST 228 OMAHA NE 68182 AJA ANDERSON CEO 4029345795 2025-10-02 1 1 WENDY R COOLEY CPA P01523804 4023302660 2025-09-29 2024 2025-03-06 01:10:19Z AJA ANDERSON 6001 DODGE ST 228 OMAHA NE 68182 1244702 0 X WWW.THEWELLBEINGPARTNERS.ORG X 1982 NE OUR MISSION IS TO BUILD WELLBEING INTO THE WAY OUR COMMUNITIES AND BUSINESSES GROW THROUGH ADVOCACY, COLLABORATION, AND EDUCATION. 19 19 6 100 0 0 761753 996215 128753 225105 878 650 15298 4907 906682 1226877 0 0 0 0 578776 435958 0 0 27627 391606 444415 970382 880373 -63700 346504 344299 613295 187736 110228 156563 503067 X OUR MISSION IS TO BUILD WELLBEING INTO THE WAY OUR COMMUNITIES AND BUSINESSES GROW THROUGH ADVOCACY, COLLABORATION, AND EDUCATION. 0 0 328661 0 MENTAL WELLBEING CAMPAIGN AND REGIONAL HEALTH COUNCIL - LEAD A MULTISECTOR COALITION TO IMPLEMENT WORKPLACE, COMMUNITY AND SOCIAL MEDIA STRATEGIES THAT NORMALIZE MENTAL HEALTH AND INCREASE ACCESS TO RESOURCES AND SOCIAL CONNECTION ACROSS THE OMAHA AND COUNCIL BLUFFS REGION. 209179 225292 WORKPLACE CONSULTING - CORPORATE MEMBERSHIPS THAT PROVIDE RESOURCES AND NETWORKING OPPORTUNITIES PROMOTING HEALTH AND WELLNESS IN THE WORKPLACE. 22615 0 HEALTH AND HOUSING - LEAD A MULTISECTOR COALITION TO PRIORITIZE POPULATIONS EXPERIENCING HOMELESSNESS AND A PILOT TO BRING A MEDICAL RESPITE PROGRAM TO AN AREA HOMELESS SHELTER. 16230 0 WORKPLACE WELLBEING - CONDUCT WORKPLACE ASSESSMENTS AND PLANNING TO SUPPORT EMPLOYERS IN BULDING A CULTURE OF HEALTH INCLUDING MENTAL WELLBEING, MINDSETTING, AND THE DIMENSIONS OF WELLBEING.SIGNATURE EVENTS - ENCOURAGE FUNDRAISING, VOLUNTEERISM, AND MEMBER ENGAGEMENT AT ANNUAL EVENTS, XCHANGE SUMMIT, IGNITE AWARDS GALA, AND TREK UP THE TOWER, WHICH CENTER EDUCATION, RECOGNITION, AND TEAM-BUILDING PHYSICAL ACTIVITY, RESPECTIVELY.SAFE ROUTES TO SCHOOL - BUILD SCHOOL-BASED COALITIONS TO INCREASE BIKING AND WALKING TO AND FROM SCHOOL BY IMPLEMENTING THIS EVIDENCE-BASED PROGRAM. 16230 0 576685 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 6 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X AJA ANDERSON 4029345795 6001 DODGE ST STE 228 OMAHA NE 68182 POLLY HARRIS BOARD CHAIR 0.10 X X 0 0 0 KEN BUNNELL SECRETARY 0.10 X X 0 0 0 BOB GOEMAN TREASURER 0.10 X X 0 0 0 BRANDON GRIMM DIRECTOR 0.10 X 0 0 0 ADRIANA CISNEROS BASULTO DIRECTOR 0.10 X 0 0 0 KELLEE GRIMES DIRECTOR 0.10 X 0 0 0 DAVE HAHN DIRECTOR 0.10 X 0 0 0 LINDSAY HUSE DIRECTOR 0.10 X 0 0 0 KATHY NELLOR DIRECTOR 0.10 X 0 0 0 JENNIFER PAISLEY DIRECTOR 0.10 X 0 0 0 CHRISTOPHER RODGERS DIRECTOR 0.10 X 0 0 0 SARAH SCHRAM DIRECTOR 0.10 X 0 0 0 LINDSAY SNIPES DIRECTOR 0.10 X 0 0 0 MATT WYANT DIRECTOR 0.10 X 0 0 0 ARIANNA GOLDSTEIN DIRECTOR 0.10 X 0 0 0 KATHY BOSSMAN DIRECTOR 0.10 X 0 0 0 MELISSA PALMER DIRECTOR 0.10 X 0 0 0 STEPHEN JACKSON DIRECTOR 0.10 X 0 0 0 NICHOLAS POMERNACKAS DIRECTOR 0.10 X 0 0 0 BRADY SUTFIN DIRECTOR THRU 3/2024 0.10 X 0 0 0 PAULA PITTMAN DIRECTOR THRU 5/2024 0.10 X 0 0 0 TIM PLANTE DIRECTOR THRU 5/2024 0.10 X 0 0 0 AJA ANDERSON CEO 40.00 X 124524 0 15958 124524 0 15958 1 0 0 0 PROFESSIONAL RESEARCH CONSULTANTS INC 11326 P STREET OMAHA NE 68137 COMMUNITY HEALTH NEEDS ASSESSMENT 142274 1 31984 291884 672347 996215 CONSULTING FEES 900099 140357 140357 MEMBERSHIP DUES 900099 84748 84748 225105 650 650 22545 31984 17825 4720 4720 187 0 187 187 1226877 225292 0 5370 X 140482 30906 105362 4214 246539 222273 6823 17443 21167 16427 4081 659 27770 17154 9142 1474 62863 62863 288101 242266 45160 675 24138 20304 3814 20 9087 2862 6225 6457 6457 9140 9140 10023 9257 749 17 11062 11062 5867 5867 6441 6441 FOOD EXPENSE 3701 3505 196 SALES TAX 3183 277 2906 DUES & SUBSCRIPTIONS 2951 669 2282 1401 1182 219 880373 576685 276061 27627 212927 340852 43780 49868 72310 207782 571 5949 5444 5444 0 0 14711 8844 344299 613295 55019 53462 132717 56766 187736 110228 X -265584 -72599 422147 575666 156563 503067 344299 613295 346504 0 X 0 0 0 X 1380050 1674489 676398 761753 996215 5488905 86059 162824 150647 129157 225292 753979 1466109 1837313 827045 890910 1221507 6242884 503993 318069 354657 513670 1690389 3446 15598 63615 82659 503993 321515 370255 577285 1773048 4469836 3956 31 687 878 650 6202 3956 31 687 878 650 6202 14894 4720 19614 14072 365 14437 1484137 1837709 827732 906682 1226877 6283137 0.71140 0.77080 0.00100 0.00110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5444 5444 0 0 IGNITE GALA 54529 31984 22545 13226 1175 3424 54529 31984 22545 13226 1175 3424 17825 4720 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL HAVE OVERSIGHT OF THE DAILY OPERATIONS OF THE CORPORATION AND SHALL HAVE SUCH OTHER DUTIES AS MAY BE PRESCRIBED FROM TIME TO TIME BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CEO AND COPIES ARE PROVIDED TO THE BOARD MEMBERS VIA EMAIL PRIOR TO FILING THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, OFFICER AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS MUST ANNUALLY SIGN A STATEMENT AFFIRMING THAT THEY HAVE REVIEWED THE CONFLICT OF INTEREST POLICY AND DISCLOSED ANY POTENTIAL CONFLICTS. AFTER THE DISCLOSURE OF ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, THE BOARD WILL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. IN ADDITION TO THE ANNUAL STATEMENTS, THE BOARD MAY AUTHORIZE PERIODIC REVIEWS TO ENSURE THAT THE CORPORATION OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSE AND IS NOT VIOLATING ITS CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION OF THE ORGANIZATION'S CEO AND PRESENTS THEIR RECOMMENDATION TO THE BOARD OF DIRECTORS FOR APPROVAL. THE HUMAN RESOURCE COMMITTEE REVIEWS THE SALARY AND BENEFIT SURVEY PROVIDED BY THE NONPROFIT ASSOCIATION OF THE MIDLANDS ON AN ANNUAL BASIS. ANY DELIBERATION AND DECISION REGARDING THE COMPENSATION FOR THE CEO IS REPORTED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS OF THE ORGANIZATION ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 242,266. MANAGEMENT AND GENERAL EXPENSES 45,160. FUNDRAISING EXPENSES 675. TOTAL EXPENSES 288,101.