Skip to content
Nonprofiteer
← PROHEALTH CARE FOUNDATION INC

Form 990 for tax year 2023

Filed by PROHEALTH CARE FOUNDATION INC.

Totals

Total revenue
$4,330,554
Total expenses
$4,257,293
Contributions and grants received
$1,443,629
Grants paid
$4,037,570
Program service revenue
$0
Investment income
$2,271,431
Other revenue
$615,494
Total assets, end of year
$41,902,904
Total liabilities, end of year
$801,767
Net assets or fund balances, end of year
$41,101,137
Program services expenses (Part IX)
$4,037,570
Management and general expenses
$219,723
Fundraising expenses
$0
Program service expenses (Part III)
$4,037,570

Program services were 94.8% 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

    $177,079

  • 1d · Related organizations

    $300

  • 1f · All other contributions, gifts and grants

    $1,266,250

  • 1g · Noncash contributions included above

    $42,801

  • 3 · Investment income

    total $1,054,790 · excluded $1,054,790

  • 7a · Gross sales of assets other than inventory

    securities $9,427,375

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

    securities $8,210,734

  • 7c · Gain or loss

    securities $1,216,641

  • 7d · Net gain or loss

    total $1,216,641 · excluded $1,216,641

  • 8a · Fundraising events: gross income

    $51,285

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

    $177,079

  • 8b · Fundraising events: direct expenses

    $74,863

  • 8c · Net income from fundraising events

    total -$23,578 · excluded -$23,578

  • 11a · Other revenue: BOOK/TAX ADJ IN METALCRAFT

    total $446,200 · excluded $446,200

  • 11b · Other revenue: INVEST. IN METALCRAFT - TAX

    total $192,872 · unrelated business $192,872

  • 11e · Other revenue, total

    $639,072

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,997,920 · program services $3,997,920

  • 2 · Grants to domestic individuals

    total $39,650 · program services $39,650

  • 11f · Fees: investment management

    total $36,719 · management and general $36,719

  • 13 · Office expenses

    total $7,170 · management and general $7,170

  • 24a · Other expenses: UBI FEDERAL TAXES

    total $227,500 · management and general $227,500

  • 24b · Other expenses: BAD DEBT RECOVERY

    total -$51,666 · management and general -$51,666

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,750 · end of year $1,000

  • 2 · Savings and temporary cash investments

    beginning of year $4,091,432 · end of year $2,972,021

  • 3 · Pledges and grants receivable

    beginning of year $410,119 · end of year $425,733

  • 4 · Accounts receivable

    beginning of year $14,712 · end of year $2,933

  • 11 · Investments: publicly traded securities

    beginning of year $31,948,837 · end of year $37,609,661

  • 12 · Investments: other securities

    beginning of year $881,000 · end of year $881,000

  • 15 · Other assets

    beginning of year $32,885 · end of year $10,556

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,111,496 · end of year $763,236

  • 25 · Other liabilities

    beginning of year $40,980 · end of year $38,531

  • 27 · Net assets without donor restrictions

    beginning of year $22,517,755 · end of year $27,634,746

  • 28 · Net assets with donor restrictions

    beginning of year $13,710,504 · end of year $13,466,391

Mission and programs · 2023

Mission

PROVIDE FINANCIAL SUPPORT AND PROMOTE ADVOCACY FOR PROHEALTH CARE THROUGH PUBLIC AWARENESS, PHILANTHROPY AND STEWARDSHIP.

Activities or mission (Part I)

TO SUPPORT CHARITABLE AND EDUCATIONAL HEALTH SERVICES.

  • GRANTS TO OMH, WMH, PHHC AND PHC FOR CAPITAL PURCHASES INCLUDING NICU, LDRP DELIVERY LIGHTS, TRIDENT, MUKWONAGO HOSPITAL, ANALYZERS, ANES MACHINE, TRIOS TABLE, ED LUCAS DEVICES, ED TV UPGRADES, MRI SCANNER HARDWARE, VIDEO EQUIPMENT, BADGE READERS, NEOPROBE, GENEXPERT BAY EXPANSION, ONCOLOGY CHAIRS, HEART & VASCULAR, GLIDESCOPE, PREMATURE ANNIE MANNEQUIN, CT UPGRADES, SOFT ARTWORK, TONOPEN, BLANKET WARMER, ULTRASOUND, CENTRAL LINE MANNEQUIN, PHLEBOTOMY CHAIR.

    Expenses $1,560,551 · Grants $1,560,551

  • STAFF SUPPORT FOR ANGELSGRACE HOSPICE, INCLUDING FUNDING OF SALARIES.

    Expenses $638,087 · Grants $638,087

  • PATIENT AND COMMUNITY CARE - CANCER CENTER PROGRAMS, ANGELSGRACE MEDICATIONS, PATIENT TRANSPORTATION, COMMUNITY HEALTH WORKER, BREAST HEALTH.

    Expenses $534,813 · Grants $534,813

  • OTHER - RESEARCH INSTITUTE SALARIES, ATHLETIC TRAINING OPERATING SUPPORT, EDUCATION & TRAINING, OPERATING SUPPORT, PROGRAM SUPPLIES, PHARMACY RESIDENCY SALARIES, NURSING SCHOLARSHIPS, HIGH SCHOOL SCHOLARSHIPS, GIFTS IN KIND, SOCIAL WORK SALARIES, SANE SALARIES.

    Expenses $1,304,119 · Grants $1,304,119

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Tony Mallinger

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Tony Laszewski

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Susan Edwards

    PRESIDENT AND CEO - PHC

    Total calculated
    $3,003,075
    From this org
    $0
    From related orgs
    $2,283,498
    Other
    $719,577
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,232,169 related
    Bonus
    $0 + $767,535 related
    Other
    $0 + $283,794 related
    Deferred
    $0 + $681,589 related
    Nontaxable benefits
    $0 + $37,988 related
    Filer's total
    $0 + $3,003,075 related

  • Michael Rodenbaugh

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    2

  • Cindy Pagenkopf

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    2

  • Ben Kossow

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Grace Hanneken

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Renee Ramirez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Andrew Cardoni

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Matt Quest

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jack Riesch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Denise Harris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jason Dvorak

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Daniel Green

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Scott Koss

    DIRECTOR - PART YEAR

    Total calculated
    $0
    Hours/week
    2

  • Mike Rowe

    DIRECTOR - PART YEAR

    Total calculated
    $0
    Hours/week
    2

  • Andrew Gutierrez

    CHIEF FINANCIAL OFFICER

    Total calculated
    $805,458
    From this org
    $0
    From related orgs
    $566,412
    Other
    $239,046
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $355,604 related
    Bonus
    $0 + $210,808 related
    Other
    $0
    Deferred
    $0 + $192,295 related
    Nontaxable benefits
    $0 + $46,751 related
    Filer's total
    $0 + $805,458 related

  • Jeffrey Squire

    CHIEF OF CORPORATE AFFAIRS

    Total calculated
    $833,347
    From this org
    $0
    From related orgs
    $618,926
    Other
    $214,421
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $363,483 related
    Bonus
    $0 + $178,791 related
    Other
    $0 + $76,652 related
    Deferred
    $0 + $167,402 related
    Nontaxable benefits
    $0 + $47,019 related
    Filer's total
    $0 + $833,347 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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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)

PART I, LINE 3
THIS ENTITY RELIED ON A RELATED ORGANIZATION THAT USED THE FOLLOWING METHODS TO ESTABLISH COMPENSATION FOR OFFICERS AND DIRECTORS: 1. COMPENSATION COMMITTEE 2. COMPENSATION STUDY 3. APPROVAL OF THE BOARD ANNUALLY APPROVING COMPENSATION AMOUNTS 4. INDEPENDENT COMPENSATION CONSULTANT
PART I, LINE 4B
PROHEALTH CARE INC. (PHC) MAINTAINS A SUPPLEMENTAL RETIREMENT PLAN (SERP) FOR A SELECT GROUP OF EXECUTIVES OF PHC AND ITS AFFILIATED ENTITIES. THIS SERP IS AN UNFUNDED, NONQUALIFIED DEFERRED COMPENSATION PLAN THAT IS INTENDED TO COMPLY WITH SECTION 457(F) OF THE INTERNAL REVENUE CODE. BENEFITS UNDER THIS SERP ARE TAXABLE TO THE PARTICIPATING EXECUTIVES WHEN SUCH AMOUNTS ARE VESTED. SERP PAYMENTS DURING THE YEAR ARE AS FOLLOWS: SUSAN EDWARDS: $283,794 JEFFREY SQUIRE: $76,652
PART I, LINE 7
PROHEALTH CARE HAS A LEADERSHIP INCENTIVE PROGRAM FOR LEADERS OF THE CORPORATION AND RELATED ORGANIZATIONS (COLLECTIVELY THE "SYSTEM"). THE PLAN RELATES FINANCIAL REWARD TO THE SYSTEM'S ACHIEVEMENT OF CERTAIN FINANCIAL AND NON-FINANCIAL OBJECTIVES. THE PRIMARY PURPOSE OF THE PLAN IS TO SUPPORT THE SYSTEM'S MISSION TO ACHIEVE CONTINUED GROWTH AND DEMONSTRATE VALUE THROUGH: (1) A SEAMLESS CONTINUUM OF PATIENT CENTERED CARE; (2) NATIONALLY RECOGNIZED OUTCOMES; (3) RESPONSIBLE AND EFFICIENT USE OF HEALTH CARE RESOURCES; AND (4) A FOCUS ON THE HEALTH OF OUR COMMUNITY.

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • PROHEALTH ALIGNED LLC (DBA PROHEALTH CARE MORELAND SURGERY CENTER)

    SURGERY CENTER · WI

  • REHABILITATION HOSPITAL OF WISCONSIN LLC

    INPATIENT REHABILITATION · WI

  • THE ORTHOPEDIC SURGERY CENTER LLC

    ORTHOPEDIC SURGICAL SERVICES · WI

  • PROHEALTH SOLUTIONS LLC

    ACCOUNTABLE CARE ORGANIZATION · WI

  • LAKE COUNTRY ENDOSCOPY CENTER

    ENDOSCOPY SERVICES · WI

  • PHCOAW CO-MANAGEMENT COMPANY LLC

    MANAGEMENT SERVICES · WI

  • GI SPECIALISTS LLC (DBA MORELAND ENDOSCOPY CENTER)

    ENDOSCOPY SERVICES · WI

  • SOUTHERN LAKES ENDOSCOPY CENTER

    ENDOSCOPY SERVICES · WI

Related corporations and trusts

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

  • WAUKESHA HEALTH SYSTEM INC

    C · HEALTHCARE · WI

  • EMPATHIA PACIFIC INC

    C · HEALTHCARE · CA

  • NATIONAL AVENUE DEVELOPMENT CORPORATION

    C · HEALTHCARE · WI

  • EMPATHIA INC

    C · HEALTHCARE · WI

Provenance

Return type
form_990
Tax year
2023
Filed
28 July 2025
IRS schema version
2023v6.0
Source object
202542109349300004

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.