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Nonprofiteer
← HEALTHY WISCONSIN ALLIANCE INC

Form 990 for tax year 2023

Filed by HEALTHY WISCONSIN ALLIANCE INC.

Totals

Total revenue
$191,000
Total expenses
$127,899
Contributions and grants received
$191,000
Grants paid
$0
Program services expenses (Part IX)
$87,238
Management and general expenses
$40,661
Fundraising expenses
$0
Program service expenses (Part III)
$87,238

Program services were 68.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ERIC BORGERDING

    PRESIDENT

    Total calculated
    $1,296,950
    From this org
    $0
    From related orgs
    $1,254,505
    Other
    $42,445
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $771,680 related
    Bonus
    $0 + $232,588 related
    Other
    $0 + $250,237 related
    Deferred
    $0 + $12,645 related
    Nontaxable benefits
    $0 + $29,800 related
    Filer's total
    $0 + $1,296,950 related

  • BRIAN POTTER

    SECRETARY/TREASURER

    Total calculated
    $440,800
    From this org
    $0
    From related orgs
    $419,694
    Other
    $21,106
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $262,236 related
    Bonus
    $0 + $39,323 related
    Other
    $0 + $118,135 related
    Deferred
    $0 + $17,362 related
    Nontaxable benefits
    $0 + $3,744 related
    Filer's total
    $0 + $440,800 related

  • JOHN RUSSELL

    PAST CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • THOMAS ARQUILLA

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • LUKE BEIRL

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • DAVID HARTBERG

    CHAIR ELECT

    Total calculated
    $0
    Hours/week
    1

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 — 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 4B
WISCONSIN HOSPITAL ASSOCIATION, INC., A RELATED PARTY OF HEALTH WISCONSIN ALLIANCE, INC. HAS A 457(F) RETIREMENT PLAN IN WHICH ERIC BORGERDING PARTICIPATES. IN 2023 WISCONSIN HOSPITAL ASSOCIATION, INC. CONTRIBUTED $229,503 TO THE PLAN FOR ERIC BORGERDING.

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

No itemized grants to organizations 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.

Provenance

Return type
form_990
Tax year
2023
Filed
6 October 2024
IRS schema version
2023v5.1
Source object
202433049349301518

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

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