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← MEMORIAL HEALTHCARE FOUNDATION INC

Form 990 for tax year 2023

Filed by MEMORIAL HEALTHCARE FOUNDATION INC.

What the amendment changed

Compared with the return it replaced , filed 6 August 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$150,779 changed to $174,011
Total expenses
$78,481 changed to $118,600
Contributions and grants received
$159,332 changed to $147,794
Grants paid
$78,481 changed to $109,783
Investment income
$28,468 changed to $38,060
Other revenue
-$37,021 changed to -$11,843
Total assets, end of year
$1,603,145 changed to $1,894,585
Net assets or fund balances, end of year
$1,603,145 changed to $1,894,585
Program services expenses
$78,481 changed to $109,783
Management and general expenses
$0 changed to $8,817
Program service expenses (Part III)
$78,481 changed to $109,783

Listed only on the earlier return

  • Laurie Inda
  • Richard Sternhagen

Listed only on the later return

  • John Ceelen
  • Mark McCartney

Listed under a different title

  • Gerald Oetzel: CFO-GHS (THRU 08/23) then FORMER CFO-BGHS
  • Greg Hutcheson: DIRECTOR then DIRECTOR (THRU 07/2024)
  • Kevin Moore: CHAIR then CHAIR (THRU 01/2024)
  • Lori Wittig: DIRECTOR then VICE CHAIR & DIRECTOR
  • Mandy Richardson: DIRECTOR then DIRECTOR (THRU 01/2024)
  • Scott Rathgaber: CEO-GHS then CEO-BGHS
  • Steve Little: CFO-GHS (BEG 08/23) then CFO-BGHS (THRU 02/2024)

Totals

Total revenue
$174,011
Total expenses
$118,600
Contributions and grants received
$147,794
Grants paid
$109,783
Program service revenue
$0
Investment income
$38,060
Other revenue
-$11,843
Total assets, end of year
$1,894,585
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,894,585
Program services expenses (Part IX)
$109,783
Management and general expenses
$8,817
Fundraising expenses
$0
Program service expenses (Part III)
$109,783

Program services were 92.6% 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

    $147,794

  • 3 · Investment income

    total $11,101 · excluded $11,101

  • 7a · Gross sales of assets other than inventory

    securities $26,959

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

    securities $0

  • 7c · Gain or loss

    securities $26,959

  • 7d · Net gain or loss

    total $26,959 · excluded $26,959

  • 8a · Fundraising events: gross income

    $20,600

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

    $147,794

  • 8b · Fundraising events: direct expenses

    $32,443

  • 8c · Net income from fundraising events

    total -$11,843 · excluded -$11,843

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $109,783 · program services $109,783

  • 24e · All other expenses

    total $8,817 · management and general $8,817

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $162,281 · end of year $200,540

  • 11 · Investments: publicly traded securities

    beginning of year $902,495 · end of year $1,080,143

  • 15 · Other assets

    beginning of year $538,369 · end of year $613,902

  • 27 · Net assets without donor restrictions

    beginning of year $1,064,776 · end of year $1,280,683

  • 28 · Net assets with donor restrictions

    beginning of year $538,369 · end of year $613,902

Mission and programs · 2023

Mission

THE MEMORIAL HEALTHCARE FOUNDATION'S MISSION IS TO SUPPORT MOUNDVIEW MEMORIAL HOSPITAL & CLINICS THROUGH FUND RAISING AND PUBLIC AWARENESS.

  • THE PURPOSE OF THE FOUNDATION IS TO RAISE FUNDS WHICH WILL BE USED TO SUPPORT MOUNDVIEW MEMORIAL HOSPITAL & CLINICS THROUGH ACTIVITIES OF ANNUAL GIVING, CAPITAL CAMPAIGN AND SPECIAL EVENTS, WHICH WILL BE USED TO BENEFIT THE FRIENDSHIP AND ADAMS COMMUNITIES.

    Expenses $109,783 · Grants $109,783

As filed on the 2023 return.

Listed in Part VII

  • Frank Perez-Guerra

    VICE CHAIR & CEO GMHC

    Total calculated
    $252,197
    From this org
    $0
    From related orgs
    $198,119
    Other
    $54,078
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $193,521 related
    Bonus
    $0
    Other
    $0 + $4,598 related
    Deferred
    $0 + $29,075 related
    Nontaxable benefits
    $0 + $25,003 related
    Filer's total
    $0 + $252,197 related

  • Lori Wittig

    VICE CHAIR & DIRECTOR

    Total calculated
    $126,531
    From this org
    $0
    From related orgs
    $118,688
    Other
    $7,843
    Hours/week
    2 + 48 related

  • Carrie Easterly

    DIRECTOR

    Total calculated
    $75,267
    From this org
    $0
    From related orgs
    $54,026
    Other
    $21,241
    Hours/week
    2 + 48 related

  • Greg Hutcheson

    DIRECTOR (THRU 07/2024)

    Total calculated
    $189,405
    From this org
    $0
    From related orgs
    $161,591
    Other
    $27,814
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $149,938 related
    Bonus
    $0 + $100 related
    Other
    $0 + $11,553 related
    Deferred
    $0 + $6,320 related
    Nontaxable benefits
    $0 + $21,494 related
    Filer's total
    $0 + $189,405 related

  • Mandy Richardson

    DIRECTOR (THRU 01/2024)

    Total calculated
    $118,167
    From this org
    $0
    From related orgs
    $93,136
    Other
    $25,031
    Hours/week
    2 + 48 related

  • Kevin Moore

    CHAIR (THRU 01/2024)

    Total calculated
    $0
    Hours/week
    2

  • Jason Hohenstein

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Jesse Schable

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Liz Hendricksen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Mark McCartney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Bonnie Nachreiner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Tom Wermuth

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Kara Wormet

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Scott Rathgaber

    CEO-BGHS

    Total calculated
    $1,680,924
    From this org
    $0
    From related orgs
    $1,644,221
    Other
    $36,703
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,274,504 related
    Bonus
    $0 + $200,000 related
    Other
    $0 + $169,717 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $23,503 related
    Filer's total
    $0 + $1,680,924 related

  • Steve Little

    CFO-BGHS (THRU 02/2024)

    Total calculated
    $333,317
    From this org
    $0
    From related orgs
    $333,317
    Other
    $0
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $258,317 related
    Bonus
    $0 + $75,000 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $333,317 related

  • John Ceelen

    CFO-BGHS (BEG. 02/2024)

    Total calculated
    $0
    Hours/week
    2 + 48 related

  • Gerald Oetzel

    FORMER CFO-BGHS

    Total calculated
    $573,176
    From this org
    $0
    From related orgs
    $555,068
    Other
    $18,108
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $480,094 related
    Bonus
    $0 + $70,000 related
    Other
    $0 + $4,974 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $5,888 related
    Filer's total
    $0 + $573,176 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

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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)

SCHEDULE J, PART 1, LINE 3:
A RELATED ORGANIZATION OF THE FILING ORGANIZATION USES ONE OR MORE OF THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY, AND -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PLEASE REFER TO THE FORM 990, PART VI, LINE 15A DISCLOSURE IN SCHEDULE O FOR ADDITIONAL DETAILS ON HOW COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS ESTABLISHED.

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 corporations and trusts

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

  • BEL-REGIONAL HOME MEDICAL INC

    C · DURABLE MEDICAL EQUIPMENT, RETAIL PHARMACY, FITNESS · WI

  • BG ASSURANCE COMPANY

    C · SELF INSURANCE · CJ

  • GUNDERSEN EDGE LLC

    C · INNOVATION · WI

  • GUNDERSEN LUTHERAN ENVISION LLC

    C · RENEWABLE ENERGY · WI

Provenance

Return type
form_990
Tax year
2023
Filed
12 August 2025
IRS schema version
2023v6.0
Source object
202512259349301976

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