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Nonprofiteer
← WHA FOUNDATION INC

Form 990 for tax year 2022

Filed by WHA FOUNDATION INC.

Totals

Total revenue
$108,168
Total expenses
$176,151
Contributions and grants received
$18,057
Grants paid
$46,290
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$87,370
Management and general expenses
$88,781
Fundraising expenses
$0
Program service expenses (Part III)
$87,370

Program services were 49.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ERIC BORGERDING

    PRESIDENT

    Total calculated
    $1,254,776
    From this org
    $0
    From related orgs
    $1,207,607
    Other
    $47,169
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $735,441 related
    Bonus
    $0 + $223,700 related
    Other
    $0 + $248,466 related
    Deferred
    $0 + $25,341 related
    Nontaxable benefits
    $0 + $21,828 related
    Filer's total
    $0 + $1,254,776 related
  • JEFF EUCLIDE

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1
  • JAN BAUMAN

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1
  • JENNY DERKS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • KRISTIE MCCOIC

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • BRUCE ROESLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • JONI OLSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

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 4B
WISCONSIN HOSPITAL ASSOCIATION, INC., A RELATED PARTY OF THE WHA FOUNDATION, INC., HAS A 457(F) RETIREMENT PLAN IN WHICH ERIC BORGERDING PARTICIPATES. IN 2022 WISCONSIN HOSPITAL ASSOCIATION, INC. CONTRIBUTED $220,997 TO THE PLAN FOR ERIC BORGERDING.

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

No itemized grants to organizations 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.

Provenance

Return type
form_990
Tax year
2022
Filed
31 August 2023
IRS schema version
2022v5.0
Source object
202312569349301936

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