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Nonprofiteer
← BELLIN HEALTH FOUNDATION INC

Form 990 for tax year 2022

Filed by BELLIN HEALTH FOUNDATION INC.

Totals

Total revenue
$3,679,671
Total expenses
$3,078,815
Contributions and grants received
$3,350,879
Grants paid
$2,240,373
Program service revenue
$0
Investment income
$217,176
Other revenue
$111,616
Total assets, end of year
$10,810,373
Total liabilities, end of year
$874,217
Net assets or fund balances, end of year
$9,936,156
Program services expenses (Part IX)
$2,240,586
Management and general expenses
$283,963
Fundraising expenses
$554,266
Program service expenses (Part III)
$2,240,586

Program services were 72.8% 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.

  • 1c · Fundraising events

    $85,742

  • 1d · Related organizations

    $37,158

  • 1f · All other contributions, gifts and grants

    $3,227,979

  • 1g · Noncash contributions included above

    $54,869

  • 3 · Investment income

    total $107,510 · excluded $107,510

  • 7a · Gross sales of assets other than inventory

    securities $1,261,794

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

    securities $1,152,128

  • 7c · Gain or loss

    securities $109,666

  • 7d · Net gain or loss

    total $109,666 · excluded $109,666

  • 8a · Fundraising events: gross income

    $200,524

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

    $85,742

  • 8b · Fundraising events: direct expenses

    $132,338

  • 8c · Net income from fundraising events

    total $68,186 · excluded $68,186

  • 10a · Gross sales of inventory

    $144,394

  • 10b · Cost of goods sold

    $100,964

  • 10c · Net income from sales of inventory

    total $43,430 · excluded $43,430

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,162,508 · program services $2,162,508

  • 2 · Grants to domestic individuals

    total $77,865 · program services $77,865

  • 7 · Other salaries and wages

    total $561,821 · management and general $183,120 · fundraising $378,701

  • 8 · Pension plan contributions

    total $37,609 · management and general $10,755 · fundraising $26,854

  • 9 · Other employee benefits

    total $70,767 · management and general $25,444 · fundraising $45,323

  • 10 · Payroll taxes

    total $41,303 · management and general $12,308 · fundraising $28,995

  • 11g · Fees: other

    total $30,849 · management and general $11,837 · fundraising $19,012

  • 13 · Office expenses

    total $50,435 · management and general $17,784 · fundraising $32,651

  • 14 · Information technology

    total $5,979 · management and general $5,979

  • 16 · Occupancy

    total $1,244 · management and general $62 · fundraising $1,182

  • 17 · Travel

    total $12,570 · management and general $3,479 · fundraising $9,091

  • 19 · Conferences, conventions and meetings

    total $7,881 · management and general $7,881

  • 23 · Insurance

    total $573 · management and general $573

  • 24a · Other expenses: STEWARDSHIP EXPENSE

    total $6,790 · fundraising $6,790

  • 24b · Other expenses: BAD DEBT EXPENSE

    total $5,667 · fundraising $5,667

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $4,741 · management and general $4,741

  • 24d · Other expenses: MEDICAL SUPPLIES

    total $213 · program services $213

Balance sheet

Part X, book values.

  • 3 · Pledges and grants receivable

    beginning of year $3,935,233 · end of year $4,349,964

  • 11 · Investments: publicly traded securities

    beginning of year $5,634,519 · end of year $6,335,656

  • 15 · Other assets

    beginning of year $117,752 · end of year $124,753

  • 17 · Accounts payable and accrued expenses

    beginning of year $633,194 · end of year $874,217

  • 27 · Net assets without donor restrictions

    beginning of year -$633,195 · end of year -$874,217

  • 28 · Net assets with donor restrictions

    beginning of year $9,687,505 · end of year $10,810,373

Mission and programs · 2022

Mission

THE MISSION OF THE FOUNDATION IS: BRING COMMUNITY HEALTH TO LIFE THROUGH DONOR TIME, TALENT AND TREASURE.

Activities or mission (Part I)

THE BELLIN HEALTH FOUNDATION, INC. (THE "FOUNDATION") IS A NONSTOCK, NONPROFIT CORPORATION THAT RECEIVES GIFTS AND BEQUESTS, RAISES FUNDS FOR SPECIFIC PROJECTS OR NEEDS, ADMINISTERS AND INVESTS FUNDS, AND DISBURSES PAYMENTS TO AND FOR THE BENEFIT OF TAX-EXEMPT ORGANIZATIONS AT THE DISCRETION OF ITS BOARD OF DIRECTORS. THE FOUNDATION ALSO OPERATES THE GIFT SHOP AT BELLIN MEMORIAL HOSPITAL, INC. A SIGNIFICANT PORTION OF FUNDS RAISED BY THE FOUNDATION ON BEHALF OF BELLIN HEALTH SYSTEMS, INC. AFFILIATES ARE TRANSFERRED TO AFFILIATES FOR USE AS DIRECTED BY DONORS.

  • THE PURPOSE OF THE FOUNDATION IS TO RAISE FUNDS WHICH WILL BE USED TO AND OTHER NOT-FOR-PROFIT ORGANIZATIONS THROUGH ACTIVITIES OF ANNUAL GIVING, PLANNED GIVING, SINGLE PURPOSE CAMPAIGNS, PATIENT CONVENIENCE AND SPECIAL EVENTS, WHICH WILL BE USED TO BENEFIT THE COMMUNITIES OF GREEN BAY, NORTHEAST WISCONSIN AND THE UPPER PENINSULA OF MICHIGAN.

    Expenses $2,240,586 · Grants $2,240,373

As filed on the 2022 return.

Listed in Part VII

  • Nan Bush

    FOUNDATION PRESIDENT & DIRECTOR

    Total calculated
    $185,034
    From this org
    $0
    From related orgs
    $151,472
    Other
    $33,562
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $134,186 related
    Bonus
    $0 + $15,000 related
    Other
    $0 + $2,286 related
    Deferred
    $0 + $10,848 related
    Nontaxable benefits
    $0 + $22,714 related
    Filer's total
    $0 + $185,034 related

  • Susan Vangheem

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    0.25

  • Kristin Charles

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    0.25

  • Michong Powers

    TREASURER

    Total calculated
    $285,364
    From this org
    $0
    From related orgs
    $263,452
    Other
    $21,912
    Hours/week
    0.25 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $252,612 related
    Bonus
    $0 + $6,500 related
    Other
    $0 + $4,340 related
    Deferred
    $0 + $10,406 related
    Nontaxable benefits
    $0 + $11,506 related
    Filer's total
    $0 + $285,364 related

  • Paul Hudson MD

    SECRETARY

    Total calculated
    $932,587
    From this org
    $0
    From related orgs
    $889,059
    Other
    $43,528
    Hours/week
    0.25 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $753,270 related
    Bonus
    $0 + $135,519 related
    Other
    $0 + $270 related
    Deferred
    $0 + $16,019 related
    Nontaxable benefits
    $0 + $27,509 related
    Filer's total
    $0 + $932,587 related

  • Edward Bongiorno Do

    BOARD MEMBER (THRU 04/2022)

    Total calculated
    $483,872
    From this org
    $0
    From related orgs
    $439,411
    Other
    $44,461
    Hours/week
    0.25 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $394,394 related
    Bonus
    $0 + $44,243 related
    Other
    $0 + $774 related
    Deferred
    $0 + $16,751 related
    Nontaxable benefits
    $0 + $27,710 related
    Filer's total
    $0 + $483,872 related

  • Paul Casey MD

    BOARD MEMBER

    Total calculated
    $135,250
    From this org
    $0
    From related orgs
    $135,250
    Other
    $0
    Hours/week
    0.25 + 40 related

  • Lynn Douville

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • Jim Ledvina

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • Christine Woleske

    BOARD MEMBER

    Total calculated
    $1,353,876
    From this org
    $0
    From related orgs
    $1,323,496
    Other
    $30,380
    Hours/week
    0.25 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $918,647 related
    Bonus
    $0 + $250,000 related
    Other
    $0 + $154,849 related
    Deferred
    $0 + $19,922 related
    Nontaxable benefits
    $0 + $10,458 related
    Filer's total
    $0 + $1,353,876 related

  • Matt Schachtner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • Alan Wentworth

    BOARD MEMBER (THRU 04/2022)

    Total calculated
    $0
    Hours/week
    0.25

  • Paul Northway

    BOARD MEMBER (THRU 04/2022)

    Total calculated
    $0
    Hours/week
    0.25

  • Mark Kasper

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • Dave Honish

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • Molly Vandervest

    FOUNDATION VP

    Total calculated
    $147,994
    From this org
    $0
    From related orgs
    $112,547
    Other
    $35,447
    Hours/week
    0.25 + 40 related

  • Scott Rathgaber MD

    BGHS CEO

    Total calculated
    $1,088,135
    From this org
    $0
    From related orgs
    $1,020,916
    Other
    $67,219
    Hours/week
    0.25 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,015,579 related
    Bonus
    $0 + $180 related
    Other
    $0 + $5,157 related
    Deferred
    $0 + $44,225 related
    Nontaxable benefits
    $0 + $22,994 related
    Filer's total
    $0 + $1,088,135 related

  • Steve Little

    BMH CFO (START 08/2023)

    Total calculated
    $0
    Hours/week
    0.25 + 45 related

  • Gerald Oetzel

    BMH CFO (THRU 08/2023)

    Total calculated
    $0
    Hours/week
    0.25 + 45 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
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 -WRITTEN EMPLOYMENT CONTRACT -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, LINE 4B
THE HOSPITAL HAS A DEFERRED COMPENSATION PLAN FOR SELECTED EXECUTIVES. CHRISTINE WOLESKE PARTICIPATED IN THE 457(F) PLAN. THE FOLLOWING DISTRIBUTIONS WERE MADE DURING CALENDAR YEAR 2022: CHRISTINE WOLESKE $141,843

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 · controlled entity

  • GUNDERSEN LUTHERAN INVISION LLC

    C · RENEWABLE ENERGY · WI

  • GUNDERSEN EDGE LLC

    C · INNOVATION · WI

Provenance

Return type
form_990
Tax year
2022
Filed
13 August 2024
IRS schema version
2022v5.0
Source object
202402279349302770

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