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Nonprofiteer
← FROEDTERT WEST BEND HOSPITAL FOUNDATION INC

Form 990 for tax year 2022

Filed by FROEDTERT WEST BEND HOSPITAL FOUNDATION INC.

Totals

Total revenue
$1,017,022
Total expenses
$551,663
Contributions and grants received
$193,752
Grants paid
$286,125
Program service revenue
$0
Investment income
$789,753
Other revenue
$33,517
Total assets, end of year
$23,330,780
Total liabilities, end of year
$402,357
Net assets or fund balances, end of year
$22,928,423
Program services expenses (Part IX)
$289,425
Management and general expenses
$29,905
Fundraising expenses
$232,333
Program service expenses (Part III)
$289,425

Program services were 52.5% 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

    $68,692

  • 1d · Related organizations

    $25,000

  • 1f · All other contributions, gifts and grants

    $100,060

  • 1g · Noncash contributions included above

    $4,524

  • 3 · Investment income

    total $638,633 · excluded $638,633

  • 7a · Gross sales of assets other than inventory

    securities $7,919,032

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

    securities $7,767,912

  • 7c · Gain or loss

    securities $151,120

  • 7d · Net gain or loss

    total $151,120 · excluded $151,120

  • 8a · Fundraising events: gross income

    $48,491

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

    $68,692

  • 8b · Fundraising events: direct expenses

    $14,974

  • 8c · Net income from fundraising events

    total $33,517 · excluded $33,517

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $227,000 · program services $227,000

  • 2 · Grants to domestic individuals

    total $59,125 · program services $59,125

  • 7 · Other salaries and wages

    total $184,748 · management and general $18,475 · fundraising $166,273

  • 9 · Other employee benefits

    total $13,368 · management and general $1,337 · fundraising $12,031

  • 13 · Office expenses

    total $1,990 · management and general $199 · fundraising $1,791

  • 24a · Other expenses: MINOR EQUIPMENT

    total $25,463 · management and general $2,546 · fundraising $22,917

  • 24b · Other expenses: HOSPITAL SUPPORT

    total $14,255 · management and general $1,286 · fundraising $12,969

  • 24c · Other expenses: PRINTING & PUBLICATIONS

    total $12,976 · management and general $1,298 · fundraising $11,678

  • 24d · Other expenses: ALL OTHER EXPENSE

    total $7,545 · program services $3,300 · management and general $4,245

  • 24e · All other expenses

    total $5,193 · management and general $519 · fundraising $4,674

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $332,197 · end of year $251,578

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $38,664 · end of year $21,862

  • 4 · Accounts receivable

    beginning of year $800 · end of year $800

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $27,248

  • 10b · Land, buildings and equipment: accumulated depreciation

    $27,248

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $21,399,973 · end of year $23,056,540

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $0

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $604,585 · end of year $402,357

  • 27 · Net assets without donor restrictions

    beginning of year $20,771,572 · end of year $22,507,946

  • 28 · Net assets with donor restrictions

    beginning of year $395,477 · end of year $420,477

Mission and programs · 2022

Mission

TO IMPROVE THE HEALTH, WELLNESS AND EDUCATION OF THE COMMUNITY THROUGH THE DEVELOPMENT AND STEWARDSHIP OF PHILANTHROPIC RESOURCES IN SUPPORT OF ST. JOSEPH'S COMMUNITY HOSPITAL OF WEST BEND.

  • SEE SCHEDULE O

    Expenses $230,300 · Grants $227,000

  • ST. JOSEPH'S COMMUNITY FOUNDATION, INC. ISSUES SCHOLARSHIPS EACH YEAR FROM MONEY DONATED TO THE FOUNDATION FROM AN OUTSIDE DONOR. CURRENT YEAR SCHOLARSHIP EXPENSES TOTALED $59,125.

    Expenses $59,125 · Grants $59,125

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Ericson Allen

    DIRECTOR & SJH PRESIDENT

    Total calculated
    $1,641,225
    From this org
    $0
    From related orgs
    $1,476,512
    Other
    $164,713
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $533,946 related
    Bonus
    $0 + $791,959 related
    Other
    $0 + $150,607 related
    Deferred
    $0 + $129,558 related
    Nontaxable benefits
    $0 + $35,155 related
    Filer's total
    $0 + $1,641,225 related

  • Breuer John

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chlupp Chris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Feltz Chad

    DIRECTOR (START JUL22)

    Total calculated
    $0
    Hours/week
    1

  • Gambucci Jacci

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Hanson Troy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Herdrich Gary

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sievers Daren

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Smith Austin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Zuern Tom

    DIRECTOR (START JUL22)

    Total calculated
    $0
    Hours/week
    1

  • Dahlberg Amy

    DIRECTOR & BOD V.CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Miller Dan

    DIRECTOR & BOD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Malzewski Michael

    TREASURER (TERM JUN23)

    Total calculated
    $395,741
    From this org
    $0
    From related orgs
    $352,212
    Other
    $43,529
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $256,759 related
    Bonus
    $0 + $67,118 related
    Other
    $0 + $28,335 related
    Deferred
    $0 + $20,750 related
    Nontaxable benefits
    $0 + $22,779 related
    Filer's total
    $0 + $395,741 related

  • Alatalo Darcy

    FORMER - OFFICER (TREAS)

    Total calculated
    $196,110
    From this org
    $0
    From related orgs
    $165,323
    Other
    $30,787
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $141,978 related
    Bonus
    $0 + $22,081 related
    Other
    $0 + $1,264 related
    Deferred
    $0 + $9,677 related
    Nontaxable benefits
    $0 + $21,110 related
    Filer's total
    $0 + $196,110 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
THE PRESIDENT/CEO'S PERFORMANCE IS REVIEWED BY THE BOARD CHAIR ANNUALLY. THE BOARD OF ST. JOSEPH'S COMMUNITY HOSPITAL OF WEST BEND, INC. APPROVES ANY SALARY AND/OR BENEFIT CHANGES. SALARIES ARE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE FROEDTERT HEALTH, INC. (A RELATED ORGANIZATION) BOARD OF DIRECTORS, UTILIZING VARIOUS COMPENSATION STUDIES AND COMPARATIVE DATA.
PART I, LINE 4B
457(F) DISTRIBUTIONS: ERICSON, ALLEN - $125,130 457(F) PLAN PARTICIPANTS: ERICSON, ALLEN
PART II, COLUMN (B)(II):
BONUS AND INCENTIVE COMPENSATION AMOUNTS INCLUDE INCENTIVE COMPENSATION PAID.
PART II, COLUMN (B)(III):
OTHER REPORTABLE COMPENSATION INCLUDES 457(F) DEFERRED COMPENSATION PLAN DISTRIBUTIONS PAID TO INDIVIDUALS, AND OTHER MISCELLANEOUS COMPENSATION.

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

The 10 largest by cash amount. The API serves every itemized grant.

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
2022
Filed
7 May 2024
IRS schema version
2022v5.0
Source object
202421289349300517

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

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