A	B	C	D	E	F	G	H	I	J	K
1
2	Item	Approved	Actual		Approved	Actual		Proposed	Actual		Proposed
3		2015-2016	2015-2016		2016-2017	2016-2017		2017-2018	2017-2018		2018-2019
4	Health Awareness
5	Hope Health	0.00	0.00		300.00	300.00		0.00	0.00		0.00
6	Newsletters	450.00	588.00		450.00	450.00		750.00	0.00		250.00
7	Health Fair Materials	500.00	0.00		500.00	500.00		500.00	1,399.51		1,000.00
8	Total Health Awareness	950.00	588.00		1,250.00	1,250.00		1,250.00	1,399.51		1,250.00
9
10	Health Promotion & Risk Management
11	Education	500.00	508.20		500.00	500.00		500.00	2,627.82		500.00
12	Program Supplies	2,500.00	0.00		2,500.00	2,500.00		2,500.00	403.32		5,000.00
13	Wellness Teams (Incentives and Campaigns)	10,000.00	476.99		10,000.00	10,000.00		10,000.00	0.00		0.00
14	Stress Management (Mindfulness)	2,500.00	1,241.53		5,000.00	5,000.00		5,000.00	1,680.00		7,500.00
15	Seasonal/Annual Campaigns	10,000.00	6,929.53		10,000.00	10,000.00		10,000.00	6211.09		12,000.00
16	Incentives Misc.	5,000.00	3,913.74		5,000.00	5,000.00		5,000.00	4,484.10		5,000.00
17	Wellness Grants	0.00	0.00		2,000.00	2,000.00		2,000.00	248.45		5,000.00
18	Flu Vaccine Clinic	300.00	48.55		300.00	300.00		500.00	0.00		500.00
19	Total Health Promotion & Risk Mgmt	30,800.00	13,118.54		0.00	35,300.00		35,500.00	15,654.78		35,500.00
20
21
22	WP Marketing and Promotion
23	Marketing and Promotional Items	500.00	0.00		500.00	500.00		500.00	169.09
24	Total WP Marketing and Promotion	500.00	0.00		500.00	500.00		500.00	169.09		0.00
25
26	Wellness Program Salary & Benefits
27	Wellness Coordinator	82,000.00	96,194.38		$90,600.72	$90,600.72		90,600.72	$90,600.72		$93,735.60
28	Benefits	$25,000.00	$25,000.00		$26,000.00	$27,885.84		$27,885.84	$27,885.84		$29,920.85
29
30
31	Supplies/Prof. Development/Subsriptions
32	Office Supplies/Equipment/Reference	250	73.28		250	250		250	0		250
33	Conferences - including travel								508.73		1000
34	Professional Development/Trainings	500	125		500	500		1000	347.5		1000
35	Subscriptions/Memberships	500	0		500	500		500	0		250
36		1250	198.28		1250	1250		1750	856.23		2,500.00
37
38
39	Budget Totals	139,750.00	135,099.20		117,850.72	156,786.56		157,486.56	136,566.17		162,906.45
40	Aetna Reimbursement								22,789.16
41									113,777
42
43
44
45

	A	B	C	D	E	F	G	H	I	J	K	L	M	N	O	P
1
2
3
4
5
6
7	Item	Actual		Actual		Actual		Actual		Actual		Approved		Actual	Actual
8		2008-2009		2009-2010		2010-2011		2011-2012		2012-2013		2013-2014		2013-2014	2014-2015
9	Health Awareness
10	Hope Health	13,011.05		9,460.00		6,818.96		0.00		0.00		1,500.00		0.00	0.00
11	Newsletters							750.00		0.00		0.00		0.00	588.00
12	Health Fair Materials					991.06		1,500.00		261.00		2,000.00		0.00	0.00
13	Total Health Awareness	13,011.05		9,460.00		7,810.02		2,250.00		261.00		3,500.00	0.00	0.00	588.00
14
15	Health Promotion & Risk Management
16	Education	1,088.17		170.00		0.00		750.00		0.00		2,500.00		331.00	0.00
17	Fitness (Class Subsidies, Instructors, Classes)	0.00		100.00		0.00		0.00		-861.00		0.00		80.00	0.00
18	Nutrition (Classes, Instructors, Materials)	250.00		425.00		0.00		1,000.00		0.00		0.00		0.00	2,950.61
19	Wellness Teams (Incentives and Campaigns)	0.00		0.00		0.00		0.00		0.00		13,000.00		289.83	499.00
20	Weight Management (add Weight Watchers 2016-2017)	1,415.00		5,353.00		1,520.78		6,000.00		0.00		0.00		0.00	5,879.44
21	Stress Management	130.00		0.00		0.00		2,500.00		500.00		2,000.00		0.00	7,342.68
22	Seasonal Campaigns	11,456.44		10,625.68		14,140.93		13,000.00		8,551.40		7,500.00		7,675.50	0.00
23	Incentives Misc.	0.00		0.00		0.00		0.00		0.00		0.00		2,460.00	28.00
24	Programming Misc.	0.00	0.00	0.00	0.00	0.00		0.00		0.00		0.00		0.00	16,699.73
25	Flu Vaccine Clinic			14,075.00		16,350.00		16,250.00		16,250.00		5,000.00		288.00
26	Total Health Promotion & Risk Mgmt	14,339.61		30,748.68		32,011.71		39,500.00		24,440.40		30,000.00	0.00	11,124.33
27
28	Health Care Consumerism														0.00
29	Self Care Books	0		0		4,801.00		0		0		0		0	0.00
30	Total Health Care Consumerism	0		0		4,801.00		0		0		0	0	0
31
32	WP Marketing and Promotion														89,705.09
33	Marketing and Promotional Items	203.46		0.00		677.81		1,500.00		0.00		500.00		0.00	0.00
34	Logo	0.00		3,000.00		0.00		0.00		0.00		0.00		0.00	0
35	Wellness Challenge Letter	0.00		0.00		1,876.48		0.00		0.00		0.00		0.00	0
36	Total WP Marketing and Promotion	203.46		3,000.00		2,554.29		1,500.00		0.00		500.00	0.00	0.00	0
37															89,705.09
38	Wellness Program Salaries & Benefits
39	Wellness Coordinator	91,651.18		87,174.81		96,858.60		96,858.60		77,767.18		73,194.60		88,085.64	106,992.82
40	Administrative Assistant/Intern	0.00		22,255.00		18,253.01		5,000.00		0.00		0.00		0.00
41	Office Supplies/Equipment/Reference	265.00		0.00		0.00		500		0		0		0
42	Professional Development	150.00		2,500.00		2,508.55		1500		295		500		199
43	Subscriptions/Memberships	0.00		375.00		0.00		500		365		500		0
44	Total Wellness Program Salaries & Benefits	92,066.18		112,304.81		104,358.60		104,358.60		78,427.18		74,194.60	0.00	88,284.64
45
46	Budget Totals	119,620		155,513		151,536		147,609		103,129		108,195	0	99,409
47
48
49
50

	A	B	C	D	E	F	G	H	I	J	K	L	M	N	O	P	Q	R	S	T	U	V	W	X	Y	Z	AA	AB	AC	AD	AE	AF
1	Everett School Employee Benefit Trust Wellness Program Budgets
2
3
4
5
6																									Salary at .8 FTE			Salary at 1.0 FTE
7	Item	Actual		Actual		Actual		Actual		Actual		Approved		Actual		Approved		Actual		Approved		Actual (as of 5/10)	Anticipated		Proposed	Proposed		Proposed	Proposed		Proposed	Pending
8		2008-2009		2009-2010		2010-2011		2011-2012		2012-2013		2013-2014		2013-2014		2014-2015		2014-2015		2015-2016		2015-2016	2015-2016		2016-2017	2016-2017		2016-2017	2016-2017		2017-2018	2016-2017
9	Health Awareness
10	Hope Health	13,011.05		9,460.00		6,818.96		0.00		0.00		1,500.00		0.00		0.00		0.00		0.00		0.00	0.00		300.00	300.00		300.00	300.00		300.00	300.00
11	Newsletters							750.00		0.00		0.00		0.00		450.00		588.00		450.00		588.00	588.00		450.00	450.00		450.00	450.00		450.00	450.00
12	Health Fair Materials					991.06		1,500.00		261.00		2,000.00		0.00		500.00		0.00		500.00		0.00	0.00		500.00	500.00		500.00	500.00		500.00	500.00
13	Total Health Awareness	13,011.05		9,460.00		7,810.02		2,250.00		261.00		3,500.00	0.00	0.00		950.00		588.00		950.00		588.00	588.00		1,250.00	1,250.00		1,250.00	1,250.00		1,250.00	1,250.00
14
15	Health Promotion & Risk Management
16	Education	1,088.17		170.00		0.00		750.00		0.00		2,500.00		331.00		250.00		0.00		500.00		508.20	508.20		500.00	500.00		500.00	500.00		500.00	500.00
17	Fitness (Class Subsidies, Instructors, Classes)	0.00		100.00		0.00		0.00		-861.00		0.00		80.00		2,000.00		0.00		2,500.00		0.00	0.00		0.00	0.00		0.00	0.00		0.00	0.00
18	Nutrition (Classes, Instructors, Materials)	250.00		425.00		0.00		1,000.00		0.00		0.00		0.00		2,000.00		0.00		2,500.00		0.00	0.00		2,500.00	2,500.00		2,500.00	2,500.00		2,500.00	2,500.00
19	Wellness Teams (Incentives and Campaigns)	0.00		0.00		0.00		0.00		0.00		13,000.00		289.83		5,000.00		2,950.61		10,000.00		476.99	476.99		10,000.00	10,000.00		10,000.00	10,000.00		10,000.00	10,000.00
20	Weight Management (add Weight Watchers 2016-2017)	1,415.00		5,353.00		1,520.78		6,000.00		0.00		0.00		0.00		2,000.00		2,846.25		2,000.00		0.00	0.00		0.00	0.00		0.00	0.00		0.00	0.00
21	Stress Management	130.00		0.00		0.00		2,500.00		500.00		2,000.00		0.00		2,000.00		499.00		2,500.00		1,241.53	1,241.53		5,000.00	5,000.00		5,000.00	5,000.00		5,000.00	5,000.00
22	Seasonal Campaigns	11,456.44		10,625.68		14,140.93		13,000.00		8,551.40		7,500.00		7,675.50		7,500.00		5,879.44		10,000.00		6,929.53	6,929.53		10,000.00	10,000.00		10,000.00	10,000.00		10,000.00	10,000.00
23	Incentives Misc.	0.00		0.00		0.00		0.00		0.00		0.00		2,460.00		2,500.00		7,342.68		5,000.00		3,913.74	3,913.74		5,000.00	5,000.00		5,000.00	5,000.00		5,000.00	5,000.00
24	Programming Misc.	0.00	0.00	0.00	0.00	0.00		0.00		0.00		0.00		0.00		0.00		0.00		0.00		0.00	0.00		2,000.00	2,000.00		2,000.00	2,000.00		2,000.00	2,000.00
25	Flu Vaccine Clinic			14,075.00		16,350.00		16,250.00		16,250.00		5,000.00		288.00		300.00		28.00		300.00		48.55	48.55		300.00	300.00		300.00	300.00		300.00	300.00
26	Total Health Promotion & Risk Mgmt	14,339.61		30,748.68		32,011.71		39,500.00		24,440.40		30,000.00	0.00	11,124.33		23,550.00		19,545.98		35,300.00		13,118.54	13,118.54		35,300.00	35,300.00		35,300.00	35,300.00		35,300.00	35,300.00
27
28	Health Care Consumerism
29	Self Care Books	0		0		4,801.00		0		0		0		0		0		0		0		0	0		0	0		0	0		0	0
30	Total Health Care Consumerism	0		0		4,801.00		0		0		0	0	0		0		0		0		0	0		0	0		0	0		0	0
31
32	WP Marketing and Promotion
33	Marketing and Promotional Items	203.46		0.00		677.81		1,500.00		0.00		500.00		0.00		500.00		0.00		500.00		0.00	0.00		500.00	500.00		500.00	500.00		500.00	500.00
34	Logo	0.00		3,000.00		0.00		0.00		0.00		0.00		0.00		0.00		0.00		0.00		0.00	0.00		0.00	0.00		0.00	0.00		0.00	0.00
35	Wellness Challenge Letter	0.00		0.00		1,876.48		0.00		0.00		0.00		0.00		0.00		0.00		0.00		0.00	0.00		0.00	0.00		0.00	0.00		0.00	0.00
36	Total WP Marketing and Promotion	203.46		3,000.00		2,554.29		1,500.00		0.00		500.00	0.00	0.00		500.00		0.00		500.00		0.00	0.00		500.00	500.00		500.00	500.00		500.00	500.00
37
38	Wellness Program Salaries & Benefits																								Step 1, .8 FTE	Step 4, .8 FTE		Step 1, 1.0 FTE	Step 4, 1.0 FTE
39	Wellness Coordinator	91,651.18		87,174.81		96,858.60		96,858.60		77,767.18		73,194.60		88,085.64		67,000.00		89,705.09		82,000.00		96,194.38	111,339.56		$79,925.25	$92,516.35		$99,906.56	$115,645.44		90,600.72	90,600.72
40	Administrative Assistant/Intern	0.00		22,255.00		18,253.01		5,000.00		0.00		0.00		0.00		22,255.00		0.00		0.00		0.00	0.00		$62,441.60	$72,278.40		$78,052.00	$90,348.00		$0.00	$0.00
41	Office Supplies/Equipment/Reference	265.00		0.00		0.00		500		0		0		0		250		0		250		73.28	73.28		250	250		250	250		250	250
42	Professional Development	150.00		2,500.00		2,508.55		1500		295		500		199		500		0		500		125	125		500	500		500	500		500	500
43	Subscriptions/Memberships	0.00		375.00		0.00		500		365		500		0		500		0		500		0	0		500	500		500	500		500	500
44	Total Wellness Program Salaries & Benefits	92,066.18		112,304.81		104,358.60		104,358.60		78,427.18		74,194.60	0.00	88,284.64		90,505.00		89,705.09		83,250.00		96,392.66	111,537.84		81,175.25	93,766.35		101,156.56	116,895.44		91,850.72	91,850.72
45
46	Budget Totals	119,620		155,513		151,536		147,609		103,129		108,195	0	99,409		115,505		109,839.07		120,000		110,099	125,244		118,225	130,816		138,207	153,945		128,901	128,901
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	B	C	D	E	F
1	Compatibility Report for Master Wellness Program Budgets 2008-2016_6.15.16.xls
2	Run on 5/11/2017 10:42
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4	If the workbook is saved in an earlier file format or opened in an earlier version of Microsoft Excel, the listed features will not be available.
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6	Minor loss of fidelity			# of occurrences	Version
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8	Some cells or styles in this workbook contain formatting that is not supported by the selected file format. These formats will be converted to the closest format available.			12	Excel 97-2003
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