Form 990 for tax year 2023

Totals

Total revenue

$4,834,960

Total expenses

$2,842,595

Contributions and grants received

$4,399,309

Grants paid

$1,566,120

Program service revenue

$0

Investment income

$435,651

Other revenue

$0

Total assets, end of year

$43,921,951

Total liabilities, end of year

$284,804

Net assets or fund balances, end of year

$43,637,147

Program services expenses (Part IX)

$1,566,120

Management and general expenses

$14,062

Fundraising expenses

$1,262,413

Program service expenses (Part III)

$1,566,120

Program services were 55.1% 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.

Mission and programs · 2023

• ROGERS MEMORIAL HOSPITAL FOUNDATION, INC. SUPPORTS PATIENTS AND PROGRAMS OF AFFILIATES OF ROGERS BEHAVIORAL HEALTH SYSTEM, INC. BY RAISING AND MANAGING PHILANTHROPIC INCOME. THROUGH DONATIONS PROVIDED BY INDIVIDUALS, CORPORATIONS, AND LOCAL FOUNDATIONS, ROGERS MEMORIALHOSPITAL FOUNDATION, INC. SUPPORTS PROGRAMS SUCH AS THE FOLLOWING:ANGEL FUND - THE ANGEL FUND ENABLES THE SOCIAL SERVICES STAFF AND THE FOUNDATION TO RESPOND TO SMALL, BUT URGENT, NEEDS OF THE PATIENTS THAT ENHANCE THEIR TREATMENT EXPERIENCE. SOME EXAMPLES INCLUDE WINTER COATS, HATS, AND GLOVES, PAJAMAS, SCHOOL UNIFORMS, BOARD GAMES, BOOKS, ANDPERSONAL HYGIENE PRODUCTS AS WELL AS UNUSUAL MEDICATION NEEDS AND THE UNEXPECTED. THE ANGEL FUND ALSO PROVIDES DOLLARS TO ENSURE THAT EVERY CHILD IN TREATMENT AT ANY ROGERS MEMORIAL HOSPITAL LOCATION RECEIVES A GIFT AND SPECIAL TREATS DURING THE HOLIDAY SEASON.SPIRITUAL CARE PROGRAM - THE SPIRITUAL CARE PROGRAM EXISTS TO EVALUATE, PLAN AND IMPLEMENT ONE-TO-ONE SUPPORT AND GROUP PROGRAMMING THAT WILL ENCOURAGE AND BRING HOPE, WHILE MEETING THE SPIRITUAL NEEDS OF PATIENTS. THE SPIRITUALITY COORDINATOR AND CHAPLAIN WORK HAND-IN-HAND WITH THE MEDICAL STAFF THROUGH PARTICIPATION IN THE MULTI-DISCIPLINARY TEAM APPROACH, AS WELL AS BY BUILDING PARTNERSHIPS WITH LEADERS OF OTHER FAITH COMMUNITIES FOR THE PURPOSE OF REFERRALS. THE FOUNDATION WORKS IN CONJUNCTION WITH THE SPIRITUALITY COORDINATOR TO RAISE 100% OF THE PROGRAM'S BUDGETARY NEEDS.HOSPITAL CAPITAL EXPANSION PROJECTS - THE SYSTEM IS DEDICATED TO EXPANDING AND UPDATING ITS FACILITIES TO IMPROVE THE QUALITY OF ITS PROGRAMS. THE FOUNDATION IS AN INTEGRAL PART OF RAISING FUNDS IN SUPPORT OF THESE EXPANSION PROJECTS.IN FISCAL YEAR 2023 THE FOUNDATION PROVIDED FREE DAYS OF CARE FOR CLOSE TO 400 PATIENTS FOR $1,821,000; CLOSE TO A 1,000 REQUESTS FOR THE ANGEL FUND WERE ANSWERED WORTH $506,000. 6,000 PATIENTS WERE ABLE TO BENEFIT THROUGH THE FOUNDATION SUPPORTED SPIRITUAL CARE PROGRAM (INDIVUAL CONSULTS, GROUP SESSIONS, SERVICES). OTHER AREAS OF SUPPORT: COACHING OF YOUTH LEADERS AND SCHOOL COUNSELORS IN MILWAUKEE AND SHEBOYGAN HOW TO DEAL WITH MENTAL HEALTH CHALLENGES IN THEIR RESPECTIVE ENVIRONMENT AND SUPPORTING THE ONGOING RESEARCH OF THE ROGERS RESEARCH CENTER IN GENETIC, DATANAYLSIS, AND NEUROSCIENCE.

  Expenses $1,566,120 · Grants $1,566,120

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

Listed in Part VII

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

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

• ROGERS MEMORIAL HOSPITAL INC

  $720,940

  PROGRAM RELATED COSTS RESTRICTED BY DONOR AND PATIENT CARE GRANTS RESTRICTED BY DONORS.

• ROGERS MEMORIAL HOSPITAL INC

  $425,180

  TO PROVIDE ASSISTANCE TO THE INHEALTH AND RESEARCH DEPARTMENTS FOR COSTS TO PROMOTE AND INCREASE THE UNDERSTANDING OF RECOVERY TO MENTAL ILLNESS AND ADDICTIONS AND RESEARCH.

• ROGERS MEMORIAL HOSPITAL INC

  $420,000

  PROVIDE FOR FIXED ASSETS RESTRICTED BY DONORS.

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.

• ROGERS BEHAVIORAL HEALTH SYSTEM

  501(C)(3) · COORDINATE HEALTH CARE EFFORTS OF THE HOSPITAL AND FOUNDATION · WI

• ROGERS MEMORIAL HOSPITAL INC

  501(C)(3) · PROVIDE INPATIENT AND OUTPATIENT PSYCHIATRIC SERVICES TO PATIENTS · WI

  Directly controlled by ROGERS BEHAVIORAL HEALTH SYSTEM

• ROGERS BEHAVIORAL HEALTH - GEORGIA INC

  501(C)(3) · PROVIDE MENTAL HEALTH AND ADDICTION TREATMENT · GA

  Directly controlled by ROGERS MEMORIAL HOSPITAL INC

• ROGERS BEHAVIORAL HEALTH - WASHINGTON INC

  501(C)(3) · PROVIDE MENTAL HEALTH AND ADDICTION TREATMENT · WA

  Directly controlled by ROGERS MEMORIAL HOSPITAL INC

• ROGERS BEHAVIORAL HEALTH - COLORADO INC

  501(C)(3) · PROVIDE MENTAL HEALTH AND ADDICTION TREATMENT · CO

  Directly controlled by ROGERS MEMORIAL HOSPITAL INC

Provenance

Return type

form_990

Tax year

2023

Filed

8 November 2024

IRS schema version

2023v5.1

Source object

202443179349304719

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

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