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Nonprofiteer
← CHILDRENS HOSPITAL OF WISCONSIN INC

Form 990 for tax year 2023

Filed by CHILDRENS HOSPITAL OF WISCONSIN INC.

Totals

Total revenue
$938,005,417
Total expenses
$924,379,791
Contributions and grants received
$32,413,805
Grants paid
$79,837,836
Program service revenue
$876,922,360
Investment income
$7,706,411
Other revenue
$20,962,841
Total assets, end of year
$2,394,161,814
Total liabilities, end of year
$563,220,786
Net assets or fund balances, end of year
$1,830,941,028
Program services expenses (Part IX)
$644,059,352
Management and general expenses
$280,320,439
Fundraising expenses
$0
Program service expenses (Part III)
$644,059,352

Program services were 69.7% 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

    $13,936,061

  • 1e · Government grants (contributions)

    $9,576,129

  • 1f · All other contributions, gifts and grants

    $8,901,615

  • 2a · Program service revenue: NET PATIENT SERVICE REVENUE

    total $862,256,968 · related or exempt $862,256,968

  • 2b · Program service revenue: OUTSIDE SALARY SUPPORT

    total $8,240,838 · related or exempt $8,240,838

  • 2c · Program service revenue: RENTAL INCOME

    total $6,424,554 · related or exempt $6,177,908 · unrelated business $9,846 · excluded $236,800

  • 3 · Investment income

    total $10,243,095 · excluded $10,243,095

  • 7a · Gross sales of assets other than inventory

    securities $136,255,530

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

    securities $138,713,015 · other assets $79,199

  • 7c · Gain or loss

    securities -$2,457,485 · other assets -$79,199

  • 7d · Net gain or loss

    total -$2,536,684 · excluded -$2,536,684

  • 11a · Other revenue: PHARMACY SALES TO EMPLOYEES

    total $7,804,928 · excluded $7,804,928

  • 11b · Other revenue: 340B CONTRACTS

    total $5,901,713 · related or exempt $5,901,713

  • 11c · Other revenue: FOX VALLEY SCHOOL THERAPY

    total $856,684 · related or exempt $856,684

  • 11d · All other revenue

    total $6,399,516 · related or exempt $5,618,845 · unrelated business $48,018 · excluded $732,653

  • 11e · Other revenue, total

    $20,962,841

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $79,837,836 · program services $79,837,836

  • 5 · Compensation of officers, directors and key employees

    total $4,113,409 · program services $356,388 · management and general $3,757,021

  • 7 · Other salaries and wages

    total $263,119,130 · program services $209,566,312 · management and general $53,552,818

  • 8 · Pension plan contributions

    total $14,167,473 · program services $11,135,491 · management and general $3,031,982

  • 9 · Other employee benefits

    total $36,903,284 · program services $28,491,537 · management and general $8,411,747

  • 10 · Payroll taxes

    total $18,884,560 · program services $14,563,205 · management and general $4,321,355

  • 11a · Fees: management

    total $138,016,794 · management and general $138,016,794

  • 11b · Fees: legal

    total $79,747 · management and general $79,747

  • 11f · Fees: investment management

    total $1,388,234 · program services $143 · management and general $1,388,091

  • 11g · Fees: other

    total $129,238,989 · program services $104,547,725 · management and general $24,691,264

  • 12 · Advertising and promotion

    total $211,230 · program services $3,511 · management and general $207,719

  • 13 · Office expenses

    total $426,250 · program services $70,500 · management and general $355,750

  • 14 · Information technology

    total $990,085 · program services $87,860 · management and general $902,225

  • 16 · Occupancy

    total $36,102,155 · program services $5,339,260 · management and general $30,762,895

  • 17 · Travel

    total $777,410 · program services $376,693 · management and general $400,717

  • 19 · Conferences, conventions and meetings

    total $388,439 · program services $185,858 · management and general $202,581

  • 20 · Interest

    total $13,282,740 · program services $13,282,740

  • 22 · Depreciation, depletion and amortization

    total $56,567,368 · program services $56,567,368

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $104,530,355 · program services $96,510,835 · management and general $8,019,520

  • 24b · Other expenses: HOSPITAL ASSESSMENT TAX

    total $9,326,558 · program services $9,326,558

  • 24c · Other expenses: EQUITY LOSSES

    total $1,058,312 · program services $1,058,312

  • 24e · All other expenses

    total $14,969,433 · program services $12,751,220 · management and general $2,218,213

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $51,817,295 · end of year $63,217,068

  • 3 · Pledges and grants receivable

    beginning of year $5,894,472 · end of year $9,425,617

  • 4 · Accounts receivable

    beginning of year $145,604,393 · end of year $138,971,308

  • 7 · Other notes and loans receivable

    beginning of year $193,375 · end of year $45,000

  • 8 · Inventories for sale or use

    beginning of year $10,736,618 · end of year $10,042,979

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,703,855 · end of year $2,817,876

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

    $1,263,282,238

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

    $603,743,347

  • 10c · Land, buildings and equipment, net

    beginning of year $636,559,841 · end of year $659,538,891

  • 11 · Investments: publicly traded securities

    beginning of year $278,388,298 · end of year $240,285,597

  • 15 · Other assets

    beginning of year $1,223,133,977 · end of year $1,269,817,478

  • 17 · Accounts payable and accrued expenses

    beginning of year $152,749,730 · end of year $46,985,832

  • 19 · Deferred revenue

    beginning of year $1,062,272 · end of year $2,258,896

  • 20 · Tax-exempt bond liabilities

    beginning of year $452,811,567 · end of year $444,687,596

  • 23 · Secured mortgages and notes payable

    beginning of year $14,216,124 · end of year $10,318,324

  • 25 · Other liabilities

    beginning of year $56,253,966 · end of year $58,970,138

  • 27 · Net assets without donor restrictions

    beginning of year $1,380,414,353 · end of year $1,504,406,026

  • 28 · Net assets with donor restrictions

    beginning of year $298,524,112 · end of year $326,535,002

Mission and programs · 2023

Mission

CHILDREN'S WISCONSIN, INC. PROVIDES A COMPREHENSIVE AND INTEGRATED PEDIATRIC HEALTH CARE MODEL THAT DELIVERS SUPERIOR QUALITY AND VALUE BY OFFERING THE BEST SOLUTION FOR THE TOTAL HEALTH CARE NEEDS OF CHILDREN WITHIN OUR COMMUNITY, STATE AND REGION. OUR VISION IS TO HAVE WISCONSIN CHILDREN BE THE HEALTHIEST CHILDREN IN THE COUNTRY. AS A PREMIER AND STANDARD-SETTING LEADER IN DELIVERY OF PEDIATRIC CARE, CHILDREN'S BRINGS A COMMITMENT TO EXCELLENCE TO OUR PATIENTS AND FAMILIES, MEDICAL STAFF, EMPLOYEES AND COMMUNITIES IN ADDRESSING THE HEALTH AND WELL-BEING OF CHILDREN.OUR MISSION IS TO SERVE OUR CHILDREN THROUGH:CAREGIVING - OFFERING HIGH-QUALITY, COMPREHENSIVE MEDICAL CAREADVOCACY - SPEAKING UP AND PROTECTING CHILDRENRESEARCH - FINDING CURES TO THE ILLNESSES THAT AFFECT CHILDRENEDUCATION - SHARING WHAT WE LEARN AND TEACHING OTHERS TO CARE FOR KIDS

Activities or mission (Part I)

PEDIATRIC HEALTH CARE SERVICES

  • INPATIENT SERVICES: CHILDREN'S HOSPITAL OF WISCONSIN, INC. ("CHW OR "THE HOSPITAL") OPERATES A 298-BED HOSPITAL AT ITS MILWAUKEE CAMPUS, WHICH INCLUDES AN EMERGENCY ROOM OPEN ON A 24/7 BASIS. IT IS A FREESTANDING WISCONSIN HOSPITAL DEDICATED SOLELY TO THE CARE AND TREATMENT OF CHILDREN AND IS ONE OF THE LEADING CENTERS FOR PEDIATRIC HEALTH CARE IN THE UNITED STATES. THE HOSPITAL SERVES CHILDREN WITH ALL TYPES OF ILLNESSES, INJURIES, BIRTH DEFECTS AND OTHER DISORDERS. THE HOSPITAL PROVIDES ACUTE LEVEL SERVICES, AS WELL AS EMERGENCY AND SPECIALTY CARE, TO CHILDREN FROM WISCONSIN AND BEYOND. IN 2023, 9,938 CHILDREN WERE ADMITTED TO THE MILWAUKEE HOSPITAL, WHICH INCLUDES A NEONATAL INTENSIVE CARE UNIT (NICU), PEDIATRIC INTENSIVE CARE UNIT (PICU), A CANCER AND BLOOD DISORDERS CENTER, MEDICAL/SURGICAL UNITS AND A DAY SURGERY AND SHORT-STAY UNIT. IN ADDITION, THERE WERE 4,221 OBSERVATION PATIENTS IN 2023. THE HOSPITAL ALSO OPERATES A SEPARATELY LICENSED 42-BED PEDIATRIC HOSPITAL, WHICH INCLUDES A NICU AND A PEDIATRIC MEDICAL/SURGICAL UNIT, LOCATED AT THEDACARE REGIONAL MEDICAL CENTER-NEENAH, THROUGH WHICH IT PROVIDES PEDIATRIC EXPERTISE TO THE GREATER FOX VALLEY AND GREEN BAY AREAS. IN 2023, 612 CHILDREN WERE ADMITTED TO THE FOX VALLEY HOSPITAL. IN ADDITION, THERE WERE 356 OBSERVATION PATIENTS IN 2023.OUTPATIENT AND AMBULATORY SERVICES: THE HOSPITAL PROVIDES A FULL ARRAY OF OUTPATIENT AMBULATORY, DIAGNOSTIC, TREATMENT AND SURGICAL SERVICES. PROVIDERS IN MORE THAN 70 SUBSPECIALTY AREAS DIAGNOSE AND TREAT A WIDE VARIETY OF PEDIATRIC DISORDERS. THE HOSPITAL IS A CERTIFIED LEVEL 1 PEDIATRIC TRAUMA CENTER, AND HANDLED 70,795 VISITS TO THE EMERGENCY DEPARTMENT IN 2023. OUTPATIENT SERVICES ARE OFFERED AT ACCESSIBLE LOCATIONS THROUGHOUT SOUTHEASTERN WISCONSIN, AND IN THE FOX VALLEY AND GREEN BAY MARKETS. THE HOSPITAL'S NATIONALLY KNOWN AND RECOGNIZED SPECIALTY PROGRAMS INCLUDE THOSE FOR TREATING CHILDREN WITH AIRWAY, DIGESTIVE AND VOICE CONDITIONS; BURNS; CANCER AND BLOOD DISORDERS; CONGENITAL AND ACQUIRED HEART DEFECTS AND DISEASES; CRANIOFACIAL DISORDERS; DERMATOLOGY, BIRTHMARKS AND VASCULAR ANOMALIES; DIABETES; GASTROINTESTINAL PROBLEMS; GENETIC DISORDERS; HIV; NEUROLOGICAL DISORDERS; ORTHOPEDIC CONDITIONS (INCLUDING SPINE, SPORTS MEDICINE, CONCUSSION); IMMUNODEFICIENCIES AND IMMUNE DYSREGULATION SYNDROMES; PSYCHIATRY; SLEEP DISORDERS; SOLID ORGAN TRANSPLANTATION; SPEECH AND HEARING DISORDERS; AND SPASTICITY AND OTHER TONE AND MOBILITY CONDITIONS. THROUGH ITS AFFILIATES, THE HOSPITAL PROVIDES PRIMARY CARE, DENTAL CARE, MENTAL AND BEHAVIORAL HEALTH SERVICES AND CHILD PROTECTIVE SERVICES TO UNDERSERVED CHILDREN AT SEVERAL CLINICS IN CENTRAL CITY MILWAUKEE NEIGHBORHOODS. THE HOSPITAL ALSO OFFERS CASE MANAGEMENT SERVICES AND A FULL RANGE OF MEDICAL, PSYCHOLOGICAL, NURSING AND SOCIAL SERVICES FOR CHILDREN WITH DEVELOPMENTAL, BEHAVIORAL AND LEARNING PROBLEMS. IN 2023, THERE WERE A TOTAL OF 360,797 OUTPATIENT VISITS.RESEARCH: THE HOSPITAL AND CHILDREN'S RESEARCH INSTITUTE PARTICIPATE IN AN ARRAY OF RESEARCH INITIATIVES SEEKING TO IMPROVE THE DIAGNOSIS AND TREATMENT OF CONGENITAL AND ACQUIRED PEDIATRIC HEALTH CONDITIONS. THESE RESEARCH INITIATIVES INCLUDE BEHAVIORAL HEALTH; EPILEPSY AND OTHER NEUROLOGICAL CONDITIONS; HEART DEFECTS; ORGAN TRANSPLANTATION; BIRTH DEFECTS AND FETAL ANOMALIES; IMMUNOLOGICAL CONDITIONS, BLOOD DISORDERS AND VARIOUS CHILDHOOD CANCERS; AND ENVIRONMENTAL HEALTH CONDITIONS. ADDITIONAL RESEARCH IS CONDUCTED IN COLLABORATION WITH ACADEMIC INVESTIGATORS AT THE MEDICAL COLLEGE OF WISCONSIN, MARQUETTE UNIVERSITY, UNIVERSITY OF WISCONSIN-MADISON AND OTHER INSTITUTIONS. NURSING RESEARCH INCLUDES STUDIES REGARDING PAIN MANAGEMENT, QUALITY OF LIFE, COPING SKILLS, FAMILY READINESS AND SEDATION PROTOCOLS. EDUCATION: THE HOSPITAL IS A MAJOR TEACHING AFFILIATE OF THE MEDICAL COLLEGE OF WISCONSIN, WITH THIRD- AND FOURTH-YEAR MEDICAL STUDENTS ROTATING THROUGH THE HOSPITAL FOR REQUIRED AND ELECTIVE ROTATIONS. THE HOSPITAL ALSO MAINTAINS A THREE-YEAR PEDIATRIC RESIDENCY PROGRAM, A TWO-YEAR DENTAL TRAINING PROGRAM AND AN ACADEMIC FELLOWSHIP PROGRAM IN AN ARRAY OF SPECIALTIES. THE HOSPITAL HAS RELATIONSHIPS WITH MORE THAN TWO DOZEN UNIVERSITIES FOR THE CLINICAL EDUCATION OF PEDIATRIC NURSES AND OTHER HEALTH CARE PROFESSIONAL STUDENTS, AS WELL AS HEALTH CARE ADMINISTRATION AND VARIOUS OTHER DISCIPLINES. THE HOSPITAL'S PEDIATRIC SPECIALISTS ALSO PROVIDE EDUCATION AND TRAINING TO HEALTH CARE PROFESSIONALS AT COMMUNITY HOSPITALS, PRIMARY CARE CLINICS AND SCHOOLS THROUGHOUT WISCONSIN IN CONNECTION WITH THE IDENTIFICATION, DIAGNOSIS AND TREATMENT OF PEDIATRIC HEALTH AND WELFARE CONDITIONS.COMMUNITY EDUCATION AND OUTREACH: THE HOSPITAL OFFERS A WIDE VARIETY OF COMMUNITY EDUCATION, OUTREACH AND CHILD HEALTH ADVOCACY PROGRAMS. THROUGH COMMUNITY EDUCATION PROGRAMS ON TOPICS SUCH AS CHILD HEALTH, INJURY PREVENTION, PARENTING, MANAGEMENT OF CHRONIC DISEASES, AND PREVENTIVE HEALTH, THE HOSPITAL REACHES THOUSANDS OF FAMILIES. ALONG WITH THE MEDICAL COLLEGE OF WISCONSIN, THE HOSPITAL SPONSORS THE CENTER FOR THE ADVANCEMENT OF UNDERSERVED CHILDREN, WHICH SEEKS TO IMPROVE THE HEALTH AND WELL-BEING OF CHILDREN IN WISCONSIN. THE HOSPITAL PARTICIPATES IN AND STAFFS CHILDREN'S HEALTH ALLIANCE OF WISCONSIN, THROUGH WHICH PROVIDERS AROUND THE STATE WORK COLLABORATIVELY TO RAISE AWARENESS OF CHILDREN'S HEALTH ISSUES, INCREASE ACCESS TO PEDIATRIC CARE, AND PROMOTE BEST PRACTICES. OTHER COMMUNITY OUTREACH AND ADVOCACY INITIATIVE EXAMPLES INCLUDE CAR SEAT CLINICS, THE DANIEL M. SOREF FAMILY RESOURCE CENTER, SERVICES PROVIDED AT SOJOURNER FAMILY PEACE CENTER (SERVICES FOR ADULTS AND CHILDREN WHO HAVE EXPERIENCED DOMESTIC VIOLENCE), VIOLENCE PREVENTION COUNSELING THROUGH PROJECT UJIMA, WHICH WORKS WITH VICTIMS OF VIOLENCE AND PROVIDES SUPPORT THROUGH COMMUNITY OUTREACH AND THERAPY AND PROJECT ADAM (EDUCATION AND PREVENTION INITIATIVES IN THE AREA OF PEDIATRIC SUDDEN CARDIAC DEATH).

    Expenses $644,059,352 · Grants $79,837,836 · Revenue $889,052,956

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Margaret Troy

    DIRECTOR/PRESIDENT AND CEO CHHS

    Total calculated
    $2,267,171
    From this org
    $0
    From related orgs
    $2,192,619
    Other
    $74,552
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,284,168 related
    Bonus
    $0 + $476,756 related
    Other
    $0 + $431,695 related
    Deferred
    $0 + $24,450 related
    Nontaxable benefits
    $0 + $50,102 related
    Filer's total
    $0 + $2,267,171 related

  • Patrick Hammes

    DIRECTOR/CHAIR

    Total calculated
    $0
    Hours/week
    1

  • John Reichert

    DIRECTOR/VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Todd Adams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Linda Benfield

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kenneth Bockhorst

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tina Chang

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Matt D'Attilio

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Todd Endres

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nancy Avila

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joe Gehrke

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kelly Grebe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Eve Hall PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chris Kaltenbach

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joseph Kerschner MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Xia Liu

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Danielle Machata

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ben Melson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • James Popp

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tom Precia

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • James Purko

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Raymond MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rolando Rodriguez

    DIRECTOR (END 7/27/23)

    Total calculated
    $0
    Hours/week
    1

  • Paul Sternlieb

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dave Werner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Marc Cadieux

    TREASURER/CORP VP & CFO

    Total calculated
    $1,168,140
    From this org
    $0
    From related orgs
    $1,036,005
    Other
    $132,135
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $677,156 related
    Bonus
    $0 + $181,050 related
    Other
    $0 + $177,799 related
    Deferred
    $0 + $130,298 related
    Nontaxable benefits
    $0 + $1,837 related
    Filer's total
    $0 + $1,168,140 related

  • Leslie Tector

    SECRETARY/VP GENERAL COUNSEL

    Total calculated
    $714,973
    From this org
    $0
    From related orgs
    $611,392
    Other
    $103,581
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $533,754 related
    Bonus
    $0 + $76,396 related
    Other
    $0 + $1,242 related
    Deferred
    $0 + $81,150 related
    Nontaxable benefits
    $0 + $22,431 related
    Filer's total
    $0 + $714,973 related

  • Scott Turner

    PRESIDENT, CHW AND EVP CHHS

    Total calculated
    $1,228,905
    From this org
    $1,029,634
    From related orgs
    $0
    Other
    $199,271
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $721,176
    Bonus
    $195,229
    Other
    $113,229
    Deferred
    $136,374
    Nontaxable benefits
    $62,897
    Filer's total
    $1,228,905

  • Rainer Gedeit

    CHIEF MEDICAL OFFICER

    Total calculated
    $648,324
    From this org
    $524,965
    From related orgs
    $0
    Other
    $123,359
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $480,567
    Bonus
    $37,540
    Other
    $6,858
    Deferred
    $77,850
    Nontaxable benefits
    $45,509
    Filer's total
    $648,324

  • Lisa Jentsch

    VP CHW

    Total calculated
    $428,953
    From this org
    $373,342
    From related orgs
    $0
    Other
    $55,611
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $280,242
    Bonus
    $67,678
    Other
    $25,422
    Deferred
    $27,750
    Nontaxable benefits
    $27,861
    Filer's total
    $428,953

  • Nancy Korom

    CHIEF NURSING OFFICER/VP CHW

    Total calculated
    $725,946
    From this org
    $631,393
    From related orgs
    $0
    Other
    $94,553
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $363,913
    Bonus
    $88,036
    Other
    $179,444
    Deferred
    $27,750
    Nontaxable benefits
    $66,803
    Filer's total
    $725,946

  • Gail Ostrander

    VP NORTHEAST RGN SVC

    Total calculated
    $356,388
    From this org
    $290,415
    From related orgs
    $0
    Other
    $65,973
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,339
    Bonus
    $50,939
    Other
    $30,137
    Deferred
    $20,043
    Nontaxable benefits
    $45,930
    Filer's total
    $356,388

  • John Scalcucci

    VP AMBULATORY SERVICES

    Total calculated
    $340,714
    From this org
    $258,350
    From related orgs
    $0
    Other
    $82,364
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $227,222
    Bonus
    $20,654
    Other
    $10,474
    Deferred
    $21,499
    Nontaxable benefits
    $60,865
    Filer's total
    $340,714

  • Erin Yale Horwitz

    VP CHW

    Total calculated
    $384,179
    From this org
    $310,556
    From related orgs
    $0
    Other
    $73,623
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $270,075
    Bonus
    $39,071
    Other
    $1,410
    Deferred
    $24,143
    Nontaxable benefits
    $49,480
    Filer's total
    $384,179

  • Lori Barbeau

    MEDICAL DIR, DENTAL PROGRAM

    Total calculated
    $437,098
    From this org
    $380,245
    From related orgs
    $0
    Other
    $56,853
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $331,628
    Bonus
    $28,755
    Other
    $19,862
    Deferred
    $27,750
    Nontaxable benefits
    $29,103
    Filer's total
    $437,098

  • Michelle Linsmeier

    ASSOCIATE CHIEF MEDICAL OFFICER

    Total calculated
    $383,702
    From this org
    $355,347
    From related orgs
    $0
    Other
    $28,355
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $300,000
    Bonus
    $54,537
    Other
    $810
    Deferred
    $24,450
    Nontaxable benefits
    $3,905
    Filer's total
    $383,702

  • Carli Paz

    DIR DENTAL RESIDENCY PROG

    Total calculated
    $393,739
    From this org
    $309,981
    From related orgs
    $0
    Other
    $83,758
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $263,183
    Bonus
    $22,858
    Other
    $23,940
    Deferred
    $24,057
    Nontaxable benefits
    $59,701
    Filer's total
    $393,739

  • Christopher Spahr

    CHIEF QLTY/SFTY OFFICER & ACMO

    Total calculated
    $628,643
    From this org
    $498,244
    From related orgs
    $0
    Other
    $130,399
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $407,634
    Bonus
    $89,800
    Other
    $810
    Deferred
    $70,950
    Nontaxable benefits
    $59,449
    Filer's total
    $628,643

  • Cleo Yi

    ORTHODONTIST CRANIOFACIAL

    Total calculated
    $343,982
    From this org
    $264,701
    From related orgs
    $0
    Other
    $79,281
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $264,269
    Bonus
    $0
    Other
    $432
    Deferred
    $11,250
    Nontaxable benefits
    $68,031
    Filer's total
    $343,982

  • Michelle Mettner

    FORMER SEC/CORP VP GOV & LEGAL AFF.

    Total calculated
    $419,212
    From this org
    $0
    From related orgs
    $411,893
    Other
    $7,319
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $316,519 related
    Bonus
    $0 + $93,526 related
    Other
    $0 + $1,848 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $7,319 related
    Filer's total
    $0 + $419,212 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 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
  • 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
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
CHW AND CHILDREN'S HOSPITAL AND HEALTH SYSTEM, INC. ("CHHS"), THE CORPORATE MEMBER OF CHW, SHARE A BOARD OF DIRECTORS WHICH INCLUDES AN INDEPENDENT COMPENSATION COMMITTEE. THIS COMMITTEE IS RESPONSIBLE FOR ESTABLISHING THE COMPENSATION OF CHW'S PRESIDENT, AND USED THE METHODS LISTED AND CHECKED IN SCHEDULE J LINE 3.
PART I, LINE 4B
IN 2023, THERE WAS A CHHS FLEXIBLE BENEFIT PLAN IN PLACE WHICH WAS A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN (457(F) PLAN). THE CORPORATION CONTRIBUTES 10% OF EACH PARTICIPATING EXECUTIVE'S SALARY. THE AMOUNTS OF EMPLOYER CONTRIBUTIONS TO THIS PLAN FOR PARTICIPATING EXECUTIVES IN 2023 WERE AS FOLLOWS: M. CADIEUX, $105,848; R. GEDEIT $60,000; C. SPAHR, $49,800; L. TECTOR, $60,000; AND S. TURNER, $115,224. AFTER A VESTING PERIOD, PARTICIPANTS MAY ELECT TO WITHDRAW AMOUNTS PREVIOUSLY CONTRIBUTED AND REPORTED. AMOUNTS WITHDRAWN BY PARTICIPANTS IN 2023 WERE: M. CADIEUX, $126,916; N. KOROM, $138,996, S. TURNER, $67,522.
PART I, LINE 7
CERTAIN EXECUTIVES PARTICIPATE IN AN ANNUAL BONUS PLAN THAT PROVIDES COMPENSATION BASED ON ACHIEVING SPECIFIC PRE-DEFINED GOALS. BONUS CRITERIA ARE COMPRISED OF BOTH SYSTEM LEVEL AND EXECUTIVE SPECIFIC COMPONENTS. SUCH CRITERIA PERTAIN TO MATTERS WITHIN THE EXECUTIVE'S AREA OF RESPONSIBILITY, AS WELL AS ACHIEVEMENT OF OVERALL STRATEGIC OBJECTIVES OF THE ORGANIZATION AND ITS AFFILIATES IN ALIGNMENT WITH SYSTEM-WIDE BALANCED MEASURES.
FORM 990, PART VII, COLUMN E & SCHEDULE J, PART II:
SALARIES PAID BY RELATED ORGANIZATIONS: MARGARET TROY, PRESIDENT & CEO OF CHHS, MARC CADIEUX, TREASURER OF CHW AND TREASURER & CFO OF CHHS, MICHELLE METTNER, FORMER SECRETARY/CORP VP GOVERNMENTAL & LEGAL AFFAIRS, AND LESLIE TECTOR, SECRETARY OF CHW AND VP GENERAL COUNSEL- REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS AND OTHER COMPENSATION LISTED IN PART VII AND SCHEDULE J WERE PAID FOR SERVICES PROVIDED (40 HOURS PER WEEK) TO CHHS AND ITS AFFILIATES. THESE AMOUNTS WERE PAID BY CHHS. SERVICES BY MS. TROY AS A MEMBER OF THE BOARD OF DIRECTORS OF CHW WERE PROVIDED AS PART OF HER POSITION OF CHHS.

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.

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.

  • WEST ALLIS PRESCRIPTION CENTER INC

    C · PHARMACY · WI

  • WAUWATOSA PRESCRIPTION CENTER INC SKYWALK PHARMACY

    C · PHARMACY · WI

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202413199349313271

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

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