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Nonprofiteer
← FORT HEALTHCARE INC

Form 990 for tax year 2024

Filed by FORT HEALTHCARE INC.

Totals

Total revenue
$166,670,022
Total expenses
$158,777,474
Contributions and grants received
$628,953
Grants paid
$327,000
Program service revenue
$160,786,060
Investment income
$4,099,651
Other revenue
$1,155,358
Total assets, end of year
$338,048,777
Total liabilities, end of year
$99,043,875
Net assets or fund balances, end of year
$239,004,902
Program services expenses (Part IX)
$136,193,680
Management and general expenses
$22,572,148
Fundraising expenses
$11,646
Program service expenses (Part III)
$136,193,680

Program services were 85.8% 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.

  • 1d · Related organizations

    $544,450

  • 1e · Government grants (contributions)

    $80,503

  • 1f · All other contributions, gifts and grants

    $4,000

  • 2a · Program service revenue: HOSPITAL SERVICES

    total $108,767,900 · related or exempt $108,767,900

  • 2b · Program service revenue: PHYSICIAN CLINIC REVENUE

    total $37,460,358 · related or exempt $37,460,358

  • 2c · Program service revenue: OTHER OPERATING REVENUE

    total $14,275,129 · related or exempt $13,755,576 · excluded $519,553

  • 2d · Program service revenue: RENTAL INCOME - SPECIALTY CLINIC

    total $282,673 · related or exempt $282,673

  • 3 · Investment income

    total $3,520,072 · excluded $3,520,072

  • 6a · Gross rents

    real property $736,450

  • 6b · Less rental expenses

    real property $209,391

  • 6c · Rental income or loss

    real property $527,059

  • 6d · Net rental income or loss

    total $527,059 · excluded $527,059

  • 7a · Gross sales of assets other than inventory

    securities $11,136,901 · other assets $529,489

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

    securities $10,484,264 · other assets $602,547

  • 7c · Gain or loss

    securities $652,637 · other assets -$73,058

  • 7d · Net gain or loss

    total $579,579 · excluded $579,579

  • 11a · Other revenue: EQUITY INCOME

    total $628,299 · related or exempt $38,220 · excluded $590,079

  • 11e · Other revenue, total

    $628,299

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $324,650 · program services $324,650

  • 2 · Grants to domestic individuals

    total $2,350 · program services $2,350

  • 5 · Compensation of officers, directors and key employees

    total $4,050,339 · program services $1,012,585 · management and general $3,037,754

  • 7 · Other salaries and wages

    total $58,809,448 · program services $58,293,910 · management and general $515,538

  • 8 · Pension plan contributions

    total $1,837,103 · program services $1,595,945 · management and general $241,158

  • 9 · Other employee benefits

    total $12,971,048 · program services $12,745,890 · management and general $225,158

  • 10 · Payroll taxes

    total $3,476,847 · program services $3,271,427 · management and general $205,420

  • 11a · Fees: management

    total $2,688,478 · program services $2,688,478

  • 11c · Fees: accounting

    total $136,258 · management and general $136,258

  • 11d · Fees: lobbying

    total $14,756 · management and general $14,756

  • 11g · Fees: other

    total $22,204,299 · program services $20,012,877 · management and general $2,191,422

  • 12 · Advertising and promotion

    total $449,079 · program services $33,313 · management and general $415,766

  • 13 · Office expenses

    total $16,056,030 · program services $15,535,691 · management and general $520,302 · fundraising $37

  • 14 · Information technology

    total $7,133,831 · program services $2,616 · management and general $7,131,215

  • 16 · Occupancy

    total $4,740,196 · program services $3,805,308 · management and general $933,510 · fundraising $1,378

  • 17 · Travel

    total $42,643 · program services $40,597 · management and general $2,046

  • 20 · Interest

    total $426,070 · program services $426,070

  • 22 · Depreciation, depletion and amortization

    total $6,415,918 · program services $3,277,819 · management and general $3,134,511 · fundraising $3,588

  • 23 · Insurance

    total $684,837 · program services $36,273 · management and general $648,564

  • 24a · Other expenses: PROVISION FOR BAD DEBTS

    total $4,940,489 · program services $4,940,489

  • 24b · Other expenses: HOSPITAL ASSESSMENT

    total $2,669,513 · management and general $2,669,513

  • 24c · Other expenses: EAR PROJECT

    total $1,927,943 · program services $1,927,943

  • 24d · Other expenses: EQUIPMENT

    total $852,825 · program services $749,236 · management and general $103,589

  • 24e · All other expenses

    total $5,922,524 · program services $5,470,213 · management and general $445,668 · fundraising $6,643

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $11,619,347 · end of year $5,329,118

  • 2 · Savings and temporary cash investments

    beginning of year $866,552 · end of year $332,751

  • 4 · Accounts receivable

    beginning of year $22,536,273 · end of year $26,545,375

  • 8 · Inventories for sale or use

    beginning of year $3,264,947 · end of year $3,489,087

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,069,311 · end of year $2,574,427

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

    $197,729,100

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

    $98,640,371

  • 10c · Land, buildings and equipment, net

    beginning of year $63,566,455 · end of year $99,088,729

  • 11 · Investments: publicly traded securities

    beginning of year $158,712,108 · end of year $137,424,367

  • 12 · Investments: other securities

    beginning of year $43,570,183 · end of year $49,940,445

  • 14 · Intangible assets

    beginning of year $185,236 · end of year $157,098

  • 15 · Other assets

    beginning of year $14,600,993 · end of year $13,167,380

  • 17 · Accounts payable and accrued expenses

    beginning of year $21,520,847 · end of year $19,133,073

  • 20 · Tax-exempt bond liabilities

    beginning of year $58,992,579 · end of year $58,790,791

  • 23 · Secured mortgages and notes payable

    beginning of year $9,492,597 · end of year $8,732,597

  • 24 · Unsecured notes and loans payable

    beginning of year $94,637 · end of year $65,595

  • 25 · Other liabilities

    beginning of year $13,675,653 · end of year $12,321,819

  • 27 · Net assets without donor restrictions

    beginning of year $218,215,092 · end of year $239,004,902

Mission and programs · 2024

Mission

OUR MISSION AT FORT HEALTHCARE IS TO IMPROVE THE HEALTH AND WELL-BEING OF OUR COMMUNITY.

  • OPERATION OF A 49-BED ACUTE CARE FACILITY WITH AN EMERGENCY ROOM AND FULL COMPLEMENT OF ANCILLARY SERVICES.FORT HEALTHCARE COMMUNITY IMPACT:CHARITY CARE - $5,637,725: CHARITY CARE IS DEFINED AS FREE OR DISCOUNTED HEALTH SERVICES PROVIDED TO THOSE WHO CANNOT AFFORD TO PAY AND WHO MEET ALL CRITERIA FOR FINANCIAL ASSISTANCE. CHARITY CARE IS BASED ON ACTUAL COSTS, NOT CHARGES, AND DOES NOT INCLUDE BAD DEBT.COMMUNITY HEALTH IMPROVEMENT SERVICES - $328,271: COMMUNITY HEALTH IMPROVEMENT SERVICES ARE DEFINED AS CLINICAL AND NON-CLINICAL SERVICES DESIGNED TO IMPROVE COMMUNITY HEALTH, WHICH ARE PROVIDED TO THE COMMUNITY FOR FREE OR FOR FEES THAT DID NOT COVER COSTS.FINANCIAL CONTRIBUTIONS - $146,464: FINANCIAL CONTRIBUTIONS ARE DEFINED AS CONTRIBUTIONS, INCLUDING CASH, NON-CASH ITEMS SUCH AS FOOD, FURNITURE, EQUIPMENT, SUPPLIES, AND LOANED STAFF FOR VOLUNTEER AND CHARITABLE PURPOSES, MADE TO INDIVIDUALS, COMMUNITY GROUPS, OR NONPROFIT ORGANIZATIONS FOR CHARITABLE PURPOSES.COMMUNITY BUILDING ACTIVITIES - $42,017: COMMUNITY BUILDING ACTIVITIES ARE DEFINED AS PROGRAMS THAT, WHILE NOT DIRECTLY RELATED TO HEALTH CARE, PROVIDE OPPORTUNITIES TO ADDRESS THE ROOT CAUSES OF HEALTH PROBLEMS, SUCH AS POVERTY, HOMELESSNESS, AND ENVIRONMENTAL ISSUES. COSTS FOR THESE ACTIVITIES INCLUDE CASH AND IN-KIND DONATIONS.COMMUNITY BENEFIT OPERATIONS - $0: COMMUNITY BENEFIT OPERATIONS ARE DEFINED AS COSTS ASSOCIATED WITH DEDICATED STAFF AND COMMUNITY HEALTH NEEDS AND/OR ASSESSMENT, AS WELL AS OTHER COSTS ASSOCIATED WITH COMMUNITY BENEFIT STRATEGY AND OPERATIONS.SUBSIDIZED HEALTH SERVICES - $32,496: SUBSIDIZED HEALTH SERVICES ARE DEFINED AS THE NEGATIVE MARGIN FOR CLINICAL SERVICES THAT ARE PROVIDED DESPITE A FINANCIAL LOSS BECAUSE OF AN IDENTIFIED COMMUNITY NEED THAT WOULD NEED TO BE MET BY THE GOVERNMENT OR ANOTHER NOT-FOR-PROFIT IF IT WAS NOT OFFERED. THE FINANCIAL LOSSES ARE SO SIGNIFICANT THAT NEGATIVE MARGINS REMAIN AFTER REMOVING THE EFFECTS OF CHARITY CARE, BAD DEBT, AND MEDICAID SHORTFALLS.TOTAL BENEFIT TO THE COMMUNITY FOR FISCAL YEAR 2025 WAS $6,186,972.

    Expenses $90,529,543 · Grants $327,000 · Revenue $118,861,705

  • OPERATION OF PHYSICIAN CLINICS WITH OUTREACH INTO THE SURROUNDING COMMUNITIES.

    Expenses $45,664,137 · Revenue $41,404,802

  • EQUITY INCOME IN UNCONSOLIDATED AFFILIATES - HEALTH CLINIC.

    Revenue $38,220

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Paul Schuppner Do

    BOARD MEMBER

    Total calculated
    $937,073
    From this org
    $877,122
    From related orgs
    $0
    Other
    $59,951
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $748,385
    Bonus
    $125,031
    Other
    $3,706
    Deferred
    $13,800
    Nontaxable benefits
    $46,151
    Filer's total
    $937,073

  • Michael Anderson MD

    PRESIDENT/CEO

    Total calculated
    $1,029,843
    From this org
    $973,643
    From related orgs
    $0
    Other
    $56,200
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $762,716
    Bonus
    $196,405
    Other
    $14,522
    Deferred
    $13,800
    Nontaxable benefits
    $42,400
    Filer's total
    $1,029,843

  • Billie Kontny MD

    BOARD MEMBER

    Total calculated
    $778,104
    From this org
    $721,904
    From related orgs
    $0
    Other
    $56,200
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $355,365
    Bonus
    $360,185
    Other
    $6,354
    Deferred
    $13,800
    Nontaxable benefits
    $42,400
    Filer's total
    $778,104

  • Stephanie Nottestad MD

    BOARD MEMBER

    Total calculated
    $449,284
    From this org
    $394,435
    From related orgs
    $0
    Other
    $54,849
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $349,912
    Bonus
    $43,519
    Other
    $1,004
    Deferred
    $10,437
    Nontaxable benefits
    $44,412
    Filer's total
    $449,284

  • Jeffrey Cichocki Crna

    BOARD MEMBER

    Total calculated
    $360,393
    From this org
    $332,433
    From related orgs
    $0
    Other
    $27,960
    Hours/week
    3

    Schedule J breakdown matched by us

    Base
    $292,059
    Bonus
    $35,214
    Other
    $5,160
    Deferred
    $8,291
    Nontaxable benefits
    $19,669
    Filer's total
    $360,393

  • Roberta Wedl MD

    CHIEF OF STAFF

    Total calculated
    $27,000
    From this org
    $27,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • James Fitzpatrick PhD

    CHAIR

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • Roy Budlong

    VICE CHAIR & TREASURER

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • Lesley Chapin Psyd

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Carla Haubenschild

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Christopher Martin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Mary Beck Metzger

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    24 + 1 related

  • Christi Ott

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • James Nelson

    SR. VICE PRESIDENT/CFO

    Total calculated
    $423,507
    From this org
    $364,961
    From related orgs
    $0
    Other
    $58,546
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $286,206
    Bonus
    $72,116
    Other
    $6,639
    Deferred
    $13,800
    Nontaxable benefits
    $44,746
    Filer's total
    $423,507

  • Matthew Bliss MD

    PHYSICIAN

    Total calculated
    $1,166,103
    From this org
    $1,112,958
    From related orgs
    $0
    Other
    $53,145
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $969,627
    Bonus
    $138,171
    Other
    $5,160
    Deferred
    $10,947
    Nontaxable benefits
    $42,198
    Filer's total
    $1,166,103

  • Marc Erickson MD

    PHYSICIAN

    Total calculated
    $624,133
    From this org
    $567,437
    From related orgs
    $0
    Other
    $56,696
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $479,928
    Bonus
    $81,155
    Other
    $6,354
    Deferred
    $13,800
    Nontaxable benefits
    $42,896
    Filer's total
    $624,133

  • Isidoro Zambrano MD

    PHYSICIAN

    Total calculated
    $912,620
    From this org
    $856,420
    From related orgs
    $0
    Other
    $56,200
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $781,094
    Bonus
    $71,204
    Other
    $4,122
    Deferred
    $13,800
    Nontaxable benefits
    $42,400
    Filer's total
    $912,620

  • Michael Wallace

    SENIOR ADVISOR (RETIRED PRES./CEO)

    Total calculated
    $1,038,716
    From this org
    $1,025,323
    From related orgs
    $0
    Other
    $13,393
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $66,239
    Bonus
    $958,547
    Other
    $537
    Deferred
    $12,220
    Nontaxable benefits
    $1,173
    Filer's total
    $1,038,716

  • Douglas Keehn Do

    PHYSICIAN

    Total calculated
    $478,487
    From this org
    $447,730
    From related orgs
    $0
    Other
    $30,757
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $359,494
    Bonus
    $83,076
    Other
    $5,160
    Deferred
    $13,653
    Nontaxable benefits
    $17,104
    Filer's total
    $478,487

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 5b · Pay contingent on a related organization's revenues
  • 7 · Other non-fixed payments

Answered no

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

The filer's explanations (Part III)

PART I, LINE 4B
MICHAEL WALLACE PARTICIPATED IN A NONQUALIFIED DEFERRED COMPENSATION PLAN. AS OF JANUARY 1, 2024 HE HAD INTEREST IN THE DEFERRED COMPENSATION PLAN AND RECEIVED A PAYOUT IN JANUARY 2025. JAMES NELSON PARTICIPATED IN A NONQUALIFIED DEFERRED COMPENSATION PLAN. HOWEVER, HE IS 0% VESTED, EXCEPT IN THE CASE OF DEATH OR DISABILITY, AND HAS NO INTEREST IN THE DEFERRED COMPENSATION PLAN UNTIL FISCAL YEAR 2025. THE PLAN IS A TOP-HAT PLAN THAT IS UNFUNDED. MICHAEL ANDERSON, M.D. PARTICIPATED IN A NONQUALIFIED DEFERRED COMPENSATION PLAN. HOWEVER, HE IS 0% VESTED, EXCEPT IN THE CASE OF DEATH OR DISABILITY, AND HAS NO INTEREST IN THE DEFERRED COMPENSATION PLAN UNTIL JANUARY 1, 2028. THE PLAN IS A TOP-HAT PLAN THAT IS UNFUNDED.
PART I, LINE 5
PHYSICIAN COMPENSATION IS TIED TO THE NET REVENUES OF THEIR PRACTICE.
PART I, LINE 7
SCHEDULE J, PART II, COLUMN (B)(II) REPORTS DISCRETIONARY INCENTIVE AMOUNTS THAT WERE APPROVED BY THE BOARD BASED UPON PERFORMANCE.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • PAIN CENTER OF WISCONSIN-FORT ATKINSON LLC

    HEALTH CARE SERVICES · WI · income $822,909 · assets $781,864

    Directly controlled by FORT HEALTHCARE INC

Related partnerships

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

  • UW CANCER CENTER JOHNSON CREEK LLC

    RELATED · CANCER CENTER · WI · 33.33% owned · share of income $391,320 · share of assets $2,136,340

Provenance

Return type
form_990
Tax year
2024
Filed
13 August 2026
IRS schema version
2024v5.5
Source object
202602269349300325

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