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← MEMORIAL HEALTHCARE FOUNDATION INC

Form 990 for tax year 2023

Filed by MEMORIAL HEALTHCARE FOUNDATION INC.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 12 August 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$150,779 changed to $174,011
Total expenses
$78,481 changed to $118,600
Contributions and grants received
$159,332 changed to $147,794
Grants paid
$78,481 changed to $109,783
Investment income
$28,468 changed to $38,060
Other revenue
-$37,021 changed to -$11,843
Total assets, end of year
$1,603,145 changed to $1,894,585
Net assets or fund balances, end of year
$1,603,145 changed to $1,894,585
Program services expenses
$78,481 changed to $109,783
Management and general expenses
$0 changed to $8,817
Program service expenses (Part III)
$78,481 changed to $109,783

Listed only on the earlier return

  • Laurie Inda
  • Richard Sternhagen

Listed only on the later return

  • John Ceelen
  • Mark McCartney

Listed under a different title

  • Gerald Oetzel: CFO-GHS (THRU 08/23) then FORMER CFO-BGHS
  • Greg Hutcheson: DIRECTOR then DIRECTOR (THRU 07/2024)
  • Kevin Moore: CHAIR then CHAIR (THRU 01/2024)
  • Lori Wittig: DIRECTOR then VICE CHAIR & DIRECTOR
  • Mandy Richardson: DIRECTOR then DIRECTOR (THRU 01/2024)
  • Scott Rathgaber: CEO-GHS then CEO-BGHS
  • Steve Little: CFO-GHS (BEG 08/23) then CFO-BGHS (THRU 02/2024)

Totals

Total revenue
$150,779
Total expenses
$78,481
Contributions and grants received
$159,332
Grants paid
$78,481
Program service revenue
$0
Investment income
$28,468
Other revenue
-$37,021
Total assets, end of year
$1,603,145
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,603,145
Program services expenses (Part IX)
$78,481
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$78,481

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $157,074

  • 1f · All other contributions, gifts and grants

    $2,258

  • 3 · Investment income

    total $7,573 · excluded $7,573

  • 7a · Gross sales of assets other than inventory

    securities $20,895

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $20,895

  • 7d · Net gain or loss

    total $20,895 · excluded $20,895

  • 8a · Fundraising events: gross income

    $25,630

  • 8a · Fundraising events: contributions included on line 1c

    $157,074

  • 8b · Fundraising events: direct expenses

    $62,651

  • 8c · Net income from fundraising events

    total -$37,021 · excluded -$37,021

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $78,481 · program services $78,481

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $119,058 · end of year $162,281

  • 11 · Investments: publicly traded securities

    beginning of year $871,253 · end of year $902,495

  • 15 · Other assets

    beginning of year $504,658 · end of year $538,369

  • 27 · Net assets without donor restrictions

    beginning of year $990,311 · end of year $1,064,776

  • 28 · Net assets with donor restrictions

    beginning of year $504,658 · end of year $538,369

Mission and programs · 2023

Mission

THE MEMORIAL HEALTHCARE FOUNDATION'S MISSION IS TO SUPPORT MOUNDVIEW MEMORIAL HOSPITAL & CLINICS THROUGH FUND RAISING AND PUBLIC AWARENESS.

  • THE PURPOSE OF THE FOUNDATION IS TO RAISE FUNDS WHICH WILL BE USED TO SUPPORT MOUNDVIEW MEMORIAL HOSPITAL AND CLINICS THROUGH ACTIVITIES OF ANNUAL GIVING, CAPITAL CAMPAIGN AND SPECIAL EVENTS, WHICH WILL BE USED TO BENEFIT THE FRIENDSHIP AND ADAMS COMMUNITIES.

    Expenses $78,481 · Grants $78,481

As filed on the 2023 return.

Listed in Part VII

  • Scott Rathgaber

    CEO-GHS

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Gerald Oetzel

    CFO-GHS (THRU 08/23)

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Steve Little

    CFO-GHS (BEG 08/23)

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Frank Perez-Guerra

    VICE CHAIR & CEO GMHC

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Kevin Moore

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Jason Hohenstein

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Jesse Schable

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Carrie Easterly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Liz Hendricksen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Greg Hutcheson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Laurie Inda

    DIRECTOR (TERM JAN)

    Total calculated
    $0
    Hours/week
    1 + 2.5 related

  • Bonnie Nachreiner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mandy Richardson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Richard Sternhagen

    DIRECTOR (TERM JAN)

    Total calculated
    $0
    Hours/week
    1 + 2.5 related

  • Tom Wermuth

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lori Wittig

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Kara Wormet

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2.5 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART II:
PURSUANT TO IRS FORM 990 INSTRUCTIONS, THIS SHORT PERIOD RETURN COVERS THE DATES 01/01/2023 THROUGH 09/30/2023 AND THERE IS NO CALENDAR YEAR ENDING WITHIN THE PERIOD AND THUS NO REPORTABLE COMPENSATION.
SCHEDULE J, PART 1, LINE 3:
A RELATED ORGANIZATION OF THE FILING ORGANIZATION USES ONE OR MORE OF THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY, AND -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PLEASE REFER TO THE FORM 990, PART VI, LINE 15A DISCLOSURE IN SCHEDULE O FOR ADDITIONAL DETAILS ON HOW COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS ESTABLISHED.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • GUNDERSEN LUTHERAN ENVISION LLC

    C · RENEWABLE ENERGY · WI

  • GUNDERSEN EDGE LLC

    C · INNOVATION · WI

  • BEL-REGIONAL HOME MEDICAL INC

    C · DURABLE MEDICAL EQUIPMENT, RETAIL PHARMACY, FITNESS · WI

Provenance

Return type
form_990
Tax year
2023
Filed
6 August 2024
IRS schema version
2023v5.1
Source object
202402209349300110

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